Phillips Edison & Company, Inc.
PECO- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001476204
No open-market purchases or sales by Phillips Edison & Company, Inc. insiders were filed in the last 90 days; 447 institutions reported holding it in 13F filings for Q2 2026, worth $4.78B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Phillips Edison & Company, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 363
- −15 vs. Q4 2023
- Shares held
- 98.7M
- −89.1K (−0.1%) vs. Q4 2023
- Total value
- $3.54B
- −$64.4M (−1.8%) vs. Q4 2023
- New holders
- 31
- 120 more added
- Sold out
- 46
- 130 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PECO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 447 | $4.78B |
| Q1 2026 | 442 | $4.06B |
| Q4 2025 | 419 | $3.87B |
| Q3 2025 | 403 | $3.58B |
| Q2 2025 | 421 | $3.79B |
| Q1 2025 | 404 | $3.83B |
| Q4 2024 | 403 | $3.85B |
| Q3 2024 | 402 | $3.77B |
| Q2 2024 | 374 | $3.18B |
| Q1 2024 | 363 | $3.54B |
| Q4 2023 | 381 | $3.61B |
| Q3 2023 | 360 | $3.31B |
| Q2 2023 | 365 | $3.38B |
| Q1 2023 | 347 | $2.73B |
| Q4 2022 | 344 | $2.68B |
| Q3 2022 | 331 | $2.34B |
| Q2 2022 | 343 | $2.75B |
| Q1 2022 | 301 | $2.37B |
| Q4 2021 | 95 | $735.6M |
| Q3 2021 | 80 | $640.8M |
| Q2 2021 | 5 | $5.79M |
| Q1 2021 | 6 | $26.4M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 114,300 | $4.10M | 0.00% | +5,921+5.5% | Added |
| California State Teachers Retirement System | 119,674 | $4.29M | 0.01% | −4,346−3.5% | Reduced |
| Citigroup Inc | 120,249 | $4.31M | 0.00% | +9,233+8.3% | Added |
| First Trust Advisors LP | 125,925 | $4.52M | 0.00% | −67,990−35.1% | Reduced |
| Centaurus Financial, Inc. | 126,910 | $4.55M | 0.32% | +183+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 131,127 | $4.70M | 0.01% | −10,045−7.1% | Reduced |
| State of Alaska, Department of Revenue | 131,259 | $4.71M | 0.05% | +2,217+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,908 | $4.88M | 0.00% | −3,035−2.2% | Reduced |
| Prudential Financial Inc | 139,301 | $5.00M | 0.01% | +2,463+1.8% | Added |
| Westwood Holdings Group Inc. | 139,500 | $5.00M | 0.04% | −16,500−10.6% | Reduced |
| Barclays PLC | 141,040 | $5.06M | 0.00% | −70,132−33.2% | Reduced |
| Nomura Asset Management Co Ltd | 143,980 | $5.16M | 0.02% | +9,930+7.4% | Added |
| Credit Suisse AG | 158,516 | $5.69M | 0.01% | +1,802+1.1% | Added |
| McAdam, LLC | 170,843 | $6.13M | 0.39% | −5,933−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 175,376 | $6.29M | 0.02% | +174,240+15,338.0% | Added |
| Goldman Sachs Group Inc | 178,015 | $6.39M | 0.00% | −175,682−49.7% | Reduced |
| Independent Financial Group, LLC | 183,791 | $6.59M | 0.30% | +3,657+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 186,398 | $6.69M | 0.09% | −11,195−5.7% | Reduced |
| Mariner, LLC | 186,992 | $6.71M | 0.01% | +2,707+1.5% | Added |
| California Public Employees Retirement System | 189,000 | $6.78M | 0.00% | +9,358+5.2% | Added |
| ExodusPoint Capital Management, LP | 195,515 | $7.01M | 0.09% | +31,976+19.6% | Added |
| B&I Capital AG | 222,795 | $7.99M | 2.53% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 231,385 | $8.30M | 0.02% | +149,431+182.3% | Added |
| Swiss National Bank | 236,100 | $8.47M | 0.01% | +4,700+2.0% | Added |
| Commonwealth Equity Services, LLC | 237,642 | $8.52M | 0.01% | +3,485+1.5% | Added |
| Public Sector Pension Investment Board | 250,115 | $8.97M | 0.07% | +1,930+0.8% | Added |
| Edgestream Partners, L.P. | 255,978 | $9.18M | 0.46% | +162,013+172.4% | Added |
| Asset Management One Co.,Ltd. | 303,575 | $10.9M | 0.04% | +9,332+3.2% | Added |
| Deutsche Bank AG | 312,365 | $11.2M | 0.01% | +33,385+12.0% | Added |
| LPL Financial LLC | 319,769 | $11.5M | 0.01% | −53,599−14.4% | Reduced |
| Alliancebernstein L.P. | 322,794 | $11.6M | 0.00% | −156,730−32.7% | Reduced |
| Alyeska Investment Group, L.P. | 327,556 | $11.7M | 0.07% | +87,505+36.5% | Added |
| Advisor Group Holdings, Inc. | 335,126 | $12.0M | 0.03% | −11,928−3.4% | Reduced |
| Bank of America Corp | 348,775 | $12.5M | 0.00% | +118,315+51.3% | Added |
| Ameriprise Financial Inc | 355,419 | $12.7M | 0.00% | −6,069−1.7% | Reduced |
| Invesco Ltd. | 370,778 | $13.3M | 0.00% | −44,497−10.7% | Reduced |
| Rhumbline Advisers | 397,240 | $14.2M | 0.01% | +1,810+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 522,272 | $18.7M | 0.07% | −16,568−3.1% | Reduced |
| American Century Companies Inc | 622,578 | $22.3M | 0.01% | +580,437+1,377.4% | Added |
| Principal Financial Group Inc | 633,707 | $22.7M | 0.01% | +10,767+1.7% | Added |
| JPMorgan Chase & Co | 659,542 | $23.7M | 0.00% | −214,813−24.6% | Reduced |
| Holocene Advisors, LP | 659,811 | $23.7M | 0.09% | +15,186+2.4% | Added |
| Thrivent Financial for Lutherans | 663,890 | $23.8M | 0.05% | +255,291+62.5% | Added |
| Janus Henderson Group PLC | 758,406 | $27.2M | 0.01% | −2,685−0.4% | Reduced |
| UBS Asset Management Americas Inc | 758,492 | $27.2M | 0.01% | −45,592−5.7% | Reduced |
| Nuveen Asset Management, LLC | 807,049 | $28.9M | 0.01% | +12,815+1.6% | Added |
| Morgan Stanley | 1,007,416 | $36.1M | 0.00% | +91,643+10.0% | Added |
| GEM Realty Capital | 1,045,540 | $37.5M | 5.03% | +331,675+46.5% | Added |
| Dimensional Fund Advisors LP | 1,070,956 | $38.4M | 0.01% | +152,291+16.6% | Added |
| Bank of New York Mellon Corp | 1,078,666 | $38.7M | 0.01% | +52,017+5.1% | Added |
| Legal & General Group Plc | 1,115,986 | $40.0M | 0.01% | +11,611+1.1% | Added |
| Cetera Investment Advisers | 1,170,077 | $42.0M | 0.10% | +826,891+240.9% | Added |
| Norges Bank | 1,426,994 | $51.2M | 0.01% | +95,792+7.2% | Added |
| Northern Trust Corp | 1,441,552 | $51.7M | 0.01% | −104,222−6.7% | Reduced |
| Macquarie Group Ltd | 1,579,472 | $56.7M | 0.06% | −40,187−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,962,099 | $70.4M | 0.02% | +89,623+4.8% | Added |
| Geode Capital Management, LLC | 3,017,735 | $108.3M | 0.01% | +144,854+5.0% | Added |
| Massachusetts Financial Services Co | 3,061,754 | $109.8M | 0.03% | −25,460−0.8% | Reduced |
| FMR LLC | 3,142,088 | $112.7M | 0.01% | −1,120,452−26.3% | Reduced |
| State Street Corp | 7,109,761 | $255.6M | 0.01% | +446,718+6.7% | Added |
| Wellington Management Group LLP | 7,556,384 | $271.0M | 0.05% | −527,238−6.5% | Reduced |
| Vanguard Group Inc | 19,337,030 | $693.6M | 0.01% | +577,445+3.1% | Added |
| BlackRock Inc. | 21,582,532 | $774.2M | 0.02% | +322,686+1.5% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −569,948−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −493,202−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −389,781−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −51,338−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −41,856−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −40,607−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −27,942−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,659−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −17,281−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,683−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,204−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −13,572−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,121−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −10,456−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,326−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −9,344−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −9,293−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −9,221−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −7,789−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,242−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −7,161−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −7,087−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −6,813−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Orrstown Financial Services Inc | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −6,340−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −6,139−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −5,569−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −4,056−100.0% | Sold out |
| Beacon Capital Management, Inc. | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Chandler Asset Management, Inc. | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |