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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 57,951 | $2.08M | 0.01% | −6,990−10.8% | Reduced |
| GWM Advisors LLC | 55,624 | $2.00M | 0.02% | −1,486−2.6% | Reduced |
| Yousif Capital Management, LLC | 55,327 | $1.98M | 0.02% | −4,176−7.0% | Reduced |
| Wells Fargo & Company | 53,423 | $1.92M | 0.00% | +9,830+22.5% | Added |
| Stratos Wealth Partners, LTD. | 53,047 | $1.90M | 0.03% | −1,739−3.2% | Reduced |
| Brookstone Capital Management | 51,914 | $1.86M | 0.03% | −2,465−4.5% | Reduced |
| Atom Investors LP | 51,794 | $1.86M | 0.23% | +16,173+45.4% | Added |
| Creative Planning | 51,056 | $1.83M | 0.00% | −4,111−7.5% | Reduced |
| Comerica Bank | 50,860 | $1.82M | 0.01% | −4,152−7.5% | Reduced |
| FJ Capital Management LLC | 48,696 | $1.75M | 0.18% | +10,254+26.7% | Added |
| Brinker Capital Investments, LLC | 48,013 | $1.72M | 0.02% | +8,641+21.9% | Added |
| Orion Portfolio Solutions, LLC | 48,013 | $1.72M | 0.02% | +8,641+21.9% | Added |
| Resona Asset Management Co.,Ltd. | 47,781 | $1.71M | 0.01% | +47,781 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,620 | $1.71M | 0.01% | +543+1.2% | Added |
| New York State Common Retirement Fund | 47,500 | $1.70M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,326 | $1.70M | 0.01% | −1,150−2.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,134 | $1.69M | 0.00% | −2,728−4.8% | Reduced |
| Harbor Capital Advisors, Inc. | 46,497 | $1.67M | 0.22% | +46,497 | New |
| Ensign Peak Advisors, Inc | 43,332 | $1.55M | 0.00% | +2,032+4.9% | Added |
| Voya Investment Management LLC | 42,026 | $1.51M | 0.00% | −8,516−16.8% | Reduced |
| Arkadios Wealth Advisors | 42,010 | $1.51M | 0.12% | −8,550−16.9% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.50M | 0.46% | 00.0% | Unchanged |
| Cooper Financial Group | 40,968 | $1.47M | 0.24% | +2,430+6.3% | Added |
| Calton & Associates, Inc. | 39,865 | $1.43M | 0.70% | −8,425−17.4% | Reduced |
| Nisa Investment Advisors, LLC | 39,661 | $1.43M | 0.01% | +95+0.2% | Added |
| Daiwa Securities Group Inc. | 39,557 | $1.42M | 0.01% | +3,471+9.6% | Added |
| Maryland State Retirement & Pension System | 43,970 | $1.41M | 0.03% | +502+1.2% | Added |
| Amalgamated Bank | 38,001 | $1.36M | 0.01% | −7,739−16.9% | Reduced |
| Russell Investments Group, Ltd. | 37,603 | $1.35M | 0.00% | +12,493+49.8% | Added |
| PFG Investments, LLC | 36,819 | $1.32M | 0.08% | +29,508+403.6% | Added |
| Well Done, LLC | 36,729 | $1.32M | 0.26% | 00.0% | Unchanged |
| Vident Advisory, LLC | 36,695 | $1.32M | 0.03% | +1,526+4.3% | Added |
| Cerity Partners LLC | 35,681 | $1.28M | 0.00% | +171+0.5% | Added |
| Spire Wealth Management | 35,510 | $1.27M | 0.03% | −2,277−6.0% | Reduced |
| Jane Street Group, LLC | 34,477 | $1.24M | 0.00% | −35,067−50.4% | Reduced |
| Resources Investment Advisors, LLC. | 34,026 | $1.22M | 0.02% | −5,236−13.3% | Reduced |
| SEI Investments Co | 33,519 | $1.20M | 0.00% | +33,519 | New |
| AE Wealth Management LLC | 33,403 | $1.20M | 0.01% | −278,959−89.3% | Reduced |
| Arizona State Retirement System | 32,869 | $1.18M | 0.01% | +50+0.2% | Added |
| Pictet Asset Management Holding SA | 32,829 | $1.18M | 0.00% | +2,701+9.0% | Added |
| Oregon Public Employees Retirement Fund | 32,662 | $1.17M | 0.02% | −2,300−6.6% | Reduced |
| Natixis Advisors, L.P. | 31,519 | $1.13M | 0.00% | +1,325+4.4% | Added |
| Arete Wealth Advisors, LLC | 31,287 | $1.12M | 0.10% | +1,143+3.8% | Added |
| Accel Wealth Management | 31,142 | $1.12M | 0.47% | +686+2.3% | Added |
| Handelsbanken Fonder AB | 31,100 | $1.12M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 31,000 | $1.11M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,648 | $1.10M | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 29,192 | $1.05M | 0.01% | +1,263+4.5% | Added |
| Silver Oak Securities, Inc | 28,770 | $1.03M | 0.16% | +414+1.5% | Added |
| Cresset Asset Management, LLC | 28,540 | $1.03M | 0.00% | −4,486−13.6% | Reduced |
| InterOcean Capital Group, LLC | 28,322 | $1.02M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 28,259 | $1.01M | 0.00% | −24−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $1.00M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 25,924 | $929.9K | 0.00% | +12,888+98.9% | Added |
| Financial Partners Group, Inc | 25,791 | $925.1K | 0.15% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,445 | $911.0K | 0.00% | +59+0.2% | Added |
| Teacher Retirement System of Texas | 24,635 | $884.0K | 0.01% | −12,432−33.5% | Reduced |
| Warren Averett Asset Management, LLC | 24,455 | $877.2K | 0.02% | +24,455 | New |
| RMB Capital Management, LLC | 24,309 | $872.0K | 0.02% | +24,309 | New |
| ProShare Advisors LLC | 24,304 | $871.8K | 0.00% | +2,109+9.5% | Added |
| Raymond James & Associates | 24,062 | $863.1K | 0.00% | −1,001−4.0% | Reduced |
| Harbour Investments, Inc. | 23,931 | $858.4K | 0.03% | +1,127+4.9% | Added |
| Cornercap Investment Counsel Inc | 23,593 | $846.3K | 0.13% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 23,525 | $843.8K | 0.14% | +23,525 | New |
| Lakeridge Wealth Management LLC | 23,480 | $842.2K | 0.55% | −493−2.1% | Reduced |
| Carmel Capital Partners, LLC | 22,499 | $807.0K | 0.33% | 00.0% | Unchanged |
| Bell Bank | 22,095 | $792.5K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 22,063 | $791.4K | 0.03% | +90.0% | Added |
| Sigma Planning Corp | 21,903 | $785.7K | 0.02% | +21,903 | New |
| Quantbot Technologies LP | 21,804 | $782.1K | 0.04% | +11,902+120.2% | Added |
| STRS Ohio | 21,500 | $771.0K | 0.00% | −2,600−10.8% | Reduced |
| Fairway Wealth LLC | 21,432 | $768.8K | 0.52% | −6,420−23.1% | Reduced |
| Sound Income Strategies, LLC | 21,288 | $763.6K | 0.06% | −11,917−35.9% | Reduced |
| Kovack Advisors, Inc. | 21,235 | $761.7K | 0.09% | −2,299−9.8% | Reduced |
| EWG Elevate Inc. | 21,001 | $753.3K | 0.29% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 20,814 | $746.6K | 0.18% | −858−4.0% | Reduced |
| Catalina Capital Group, LLC | 20,684 | $741.9K | 0.32% | −22−0.1% | Reduced |
| Beacon Capital Management, LLC | 20,057 | $719.4K | 0.15% | −2,675−11.8% | Reduced |
| Vaughan David Investments LLC | 19,882 | $713.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $708.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19,816 | $694.9K | 0.12% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 19,128 | $692.0K | 0.31% | +19,128 | New |
| Oliver Lagore Vanvalin Investment Group | 19,238 | $690.1K | 0.21% | +5,279+37.8% | Added |
| Apeiron RIA LLC | 18,934 | $679.2K | 0.20% | −1,552−7.6% | Reduced |
| Van Cleef Asset Management,Inc | 18,849 | $676.1K | 0.09% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 18,296 | $656.0K | 0.11% | −30−0.2% | Reduced |
| Renaissance Technologies LLC | 18,102 | $649.0K | 0.00% | +18,102 | New |
| Sage Capital Management, LLC | 17,261 | $619.2K | 0.34% | −2,165−11.1% | Reduced |
| Van Eck Associates Corp | 17,260 | $619.0K | 0.00% | +723+4.4% | Added |
| National Asset Management, Inc. | 18,081 | $608.2K | 0.02% | +699+4.0% | Added |
| Coppell Advisory Solutions Corp. | 16,915 | $606.7K | 0.11% | +16,915 | New |
| Beacon Pointe Advisors, LLC | 16,374 | $587.3K | 0.01% | +2,918+21.7% | Added |
| Geneos Wealth Management Inc. | 16,220 | $581.8K | 0.03% | −64,791−80.0% | Reduced |
| Nissay Asset Management Corp | 15,789 | $566.4K | 0.00% | +443+2.9% | Added |
| Acorn Financial Advisory Services Inc | 15,437 | $553.7K | 0.10% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15,151 | $543.5K | 0.30% | +8+0.1% | Added |
| Capital Asset Advisory Services LLC | 15,588 | $533.1K | 0.03% | +305+2.0% | Added |
| Ameritas Investment Partners, Inc. | 14,232 | $510.5K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 14,228 | $510.4K | 0.01% | −1,055−6.9% | Reduced |
| Bank of Montreal | 14,108 | $506.8K | 0.00% | +648+4.8% | Added |