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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.

Institutional holdersQ1 2024: 363 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ1 2024: $3.54B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hendershot Investments Inc.14,031$503.3K0.07%−28−0.2%Reduced
AQR Capital Management LLC13,813$495.5K0.00%+546+4.1%Added
Public Employees Retirement Association of Colorado13,751$493.0K0.00%00.0%Unchanged
Everence Capital Management Inc13,700$491.0K0.03%00.0%Unchanged
Advisory Resource Group13,516$484.8K0.11%−11,740−46.5%Reduced
SG Americas Securities, LLC13,234$475.0K0.00%+13,234New
Entropy Technologies, LP13,182$472.8K0.05%−1,090−7.6%Reduced
Ignite Planners, LLC13,064$458.2K0.13%−1,054−7.5%Reduced
Smart Money Group LLC14,008$458.1K0.18%+154+1.1%Added
Independent Advisor Alliance12,649$453.7K0.02%−1,116−8.1%Reduced
Colony Group, LLC12,599$452.0K0.00%−164,515−92.9%Reduced
Marcum Wealth, LLC12,544$450.0K0.05%−2,798−18.2%Reduced
Beaird Harris Wealth Management, LLC12,478$447.6K0.04%00.0%Unchanged
Journey Strategic Wealth LLC12,231$438.7K0.02%+12,231New
FORA Capital, LLC11,711$420.1K0.03%−8,161−41.1%Reduced
First Financial Bankshares Inc11,500$412.5K0.01%−2,017−14.9%Reduced
BancorpSouth Bank11,489$412.1K0.03%−1,906−14.2%Reduced
BlueChip Wealth Advisors LLC11,102$398.2K0.26%00.0%Unchanged
Proequities, Inc.10,874$391.1K0.03%00.0%Unchanged
State Board of Administration of Florida Retirement System11,900$388.2K0.00%−21,790−64.7%Reduced
M&T Bank Corp10,704$384.0K0.00%−47−0.4%Reduced
Financial Advocates Investment Management10,550$378.4K0.02%+1,361+14.8%Added
Advisory Alpha, LLC10,345$371.1K0.02%+54+0.5%Added
Henshaw Capital LLC10,239$367.3K0.02%00.0%Unchanged
Metropolitan Life Insurance Co10,230$366.9K0.02%−243−2.3%Reduced
Ausdal Financial Partners, Inc.9,949$356.9K0.04%−1,811−15.4%Reduced
Vivaldi Capital Management, LLC10,790$354.9K0.10%−128−1.2%Reduced
First Heartland Consultants, Inc.9,843$353.0K0.04%00.0%Unchanged
Alpha Omega Group, Inc.9,681$347.3K0.49%00.0%Unchanged
Omers Administration Corp9,600$344.4K0.00%+9,600New
Raleigh Capital Management Inc.9,454$339.1K0.15%−2,323−19.7%Reduced
Aspen Grove Capital, LLC9,276$332.7K0.09%+9,276New
Pinnacle Financial Partners Inc9,267$332.4K0.01%00.0%Unchanged
Ellevest, Inc.9,237$331.3K0.02%+116+1.3%Added
Lido Advisors, LLC9,091$327.0K0.00%+763+9.2%Added
Farther Finance Advisors, LLC9,167$321.5K0.02%+9,129+24,023.7%Added
Savant Capital, LLC8,766$314.4K0.00%+8+0.1%Added
Midwest Financial Group LLC8,733$313.0K0.21%−1,000−10.3%Reduced
Voloridge Investment Management, LLC8,698$312.0K0.00%−75,191−89.6%Reduced
NBC Securities, Inc.8,667$311.0K0.03%−1,003−10.4%Reduced
Verition Fund Management LLC8,555$306.9K0.00%+8,555New
Kure Advisory, LLC8,553$306.8K0.26%−70−0.8%Reduced
AlphaMark Advisors, LLC8,501$305.0K0.11%+8,347+5,420.1%Added
Metis Global Partners, LLC8,495$304.7K0.01%+8,495New
CI Private Wealth, LLC8,482$304.3K0.00%−517−5.7%Reduced
Pittenger & Anderson Inc8,372$300.3K0.01%00.0%Unchanged
Diversify Advisory Services, LLC8,430$295.6K0.02%+8,430New
CIBC Asset Management Inc8,238$295.5K0.00%−275−3.2%Reduced
Peak Asset Management, LLC8,214$294.6K0.06%00.0%Unchanged
LexAurum Advisors, LLC7,979$286.2K0.07%+20+0.3%Added
Newbridge Financial Services Group, Inc.7,780$279.1K0.12%+1,625+26.4%Added
Sheaff Brock Investment Advisors, LLC7,597$272.5K0.02%−2,180−22.3%Reduced
Rehmann Capital Advisory Group7,594$272.4K0.02%+10.0%Added
Mackenzie Financial Corp7,552$270.9K0.00%−4−0.1%Reduced
RFG Advisory, LLC7,341$263.3K0.01%+7,341New
Change Path, LLC7,326$263.0K0.01%+13+0.2%Added
Xponance, Inc.7,324$262.7K0.00%+161+2.2%Added
Plotkin Financial Advisors, LLC7,304$262.0K0.17%−139−1.9%Reduced
Blair William & Co7,205$258.4K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC7,108$255.0K0.00%−1,451−17.0%Reduced
Global Wealth Management Investment Advisory, Inc.7,014$251.6K0.06%00.0%Unchanged
Accurate Wealth Management, LLC7,534$248.8K0.07%00.0%Unchanged
TownSquare Capital, LLC6,894$247.3K0.00%−10,168−59.6%Reduced
World Equity Group, Inc.6,842$245.4K0.05%00.0%Unchanged
Profund Advisors LLC6,774$243.0K0.01%−842−11.1%Reduced
MML Investors Services, LLC6,741$242.0K0.00%+46+0.7%Added
US Bancorp6,737$241.7K0.00%−1,325−16.4%Reduced
Belpointe Asset Management LLC6,689$239.9K0.02%00.0%Unchanged
Monograph Wealth Advisors, LLC6,638$238.8K0.04%00.0%Unchanged
Barlow Wealth Partners, Inc.7,204$237.2K0.03%+78+1.1%Added
Brown Advisory Inc6,564$235.5K0.00%00.0%Unchanged
Coldstream Capital Management Inc6,466$231.9K0.01%00.0%Unchanged
Bremer Bank National Association6,451$231.4K0.04%00.0%Unchanged
Kestra Private Wealth Services, LLC6,424$230.4K0.01%+7+0.1%Added
Allen Capital Group, LLC6,334$227.2K0.03%00.0%Unchanged
MSH Capital Advisors LLC6,285$225.4K0.08%+12+0.2%Added
Canton Hathaway, LLC6,274$225.0K0.06%00.0%Unchanged
Three Bridge Wealth Advisors, LLC6,231$224.1K0.09%00.0%Unchanged
Secure Asset Management, LLC6,238$223.8K0.05%+6,238New
Susquehanna Fundamental Investments, LLC6,100$218.8K0.01%+6,100New
German American Bancorp, Inc.6,027$216.2K0.03%−2,025−25.1%Reduced
GW Henssler & Associates Ltd6,008$215.5K0.01%00.0%Unchanged
Susquehanna International Group, LLP5,987$214.8K0.00%−36,452−85.9%Reduced
Advisory Services Network, LLC5,946$213.3K0.00%−742−11.1%Reduced
Northwestern Mutual Wealth Management Co5,921$212.4K0.00%−2,453−29.3%Reduced
GenTrust, LLC5,833$209.8K0.01%−7,333−55.7%Reduced
Ratio Wealth Group5,847$209.7K0.04%00.0%Unchanged
Norinchukin Bank, The5,794$207.8K0.01%+44+0.8%Added
Coastal Investment Advisors, Inc.5,709$204.8K0.04%00.0%Unchanged
Buckingham Strategic Partners5,619$201.6K0.01%+5,619New
United Capital Financial Advisers, LLC5,598$200.8K0.00%−30−0.5%Reduced
The PNC Financial Services Group, Inc.5,317$190.7K0.00%+292+5.8%Added
RE Dickinson Investment Advisors, LLC5,079$182.0K0.11%00.0%Unchanged
Continuum Advisory, LLC5,067$168.3K0.03%−4,516−47.1%Reduced
MCF Advisors LLC4,394$157.8K0.01%−1,998−31.3%Reduced
Larson Financial Group LLC4,285$153.7K0.01%+20+0.5%Added
ICA Group Wealth Management, LLC4,026$144.4K0.03%−1,162−22.4%Reduced
Advantage Trust Co3,386$121.5K0.09%00.0%Unchanged
Nabity-Jensen Investment Management Inc3,333$119.6K0.10%00.0%Unchanged
Dogwood Wealth Management LLC3,148$112.9K0.08%00.0%Unchanged