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 |
|---|---|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 3,070 | $110.1K | 0.09% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,074 | $110.0K | 0.00% | −76−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,948 | $105.7K | 0.00% | +1,133+62.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $98.2K | 0.00% | −1,439−34.5% | Reduced |
| KBC Group NV | 2,591 | $93.0K | 0.00% | −192−6.9% | Reduced |
| Simplex Trading, LLC | 2,620 | $93.0K | 0.00% | +2,620 | New |
| Global Retirement Partners, LLC | 2,574 | $92.3K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,576 | $92.0K | 0.00% | +2,576 | New |
| Syntax Research, Inc. | 2,527 | $90.6K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 2,522 | $90.5K | 0.00% | −10−0.4% | Reduced |
| Whittier Trust Co | 2,500 | $89.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,378 | $85.3K | 0.02% | +275+13.1% | Added |
| Cape Investment Advisory, Inc. | 2,210 | $79.3K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,193 | $78.7K | 0.01% | −1,462−40.0% | Reduced |
| Massmutual Trust Co FSB | 2,106 | $75.5K | 0.00% | +2,106 | New |
| Tower Research Capital LLC (TRC) | 2,021 | $72.5K | 0.00% | −33,153−94.3% | Reduced |
| Pineridge Advisors LLC | 1,609 | $57.7K | 0.02% | −1,388−46.3% | Reduced |
| Venturi Wealth Management, LLC | 1,473 | $52.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,537 | $50.3K | 0.00% | +166+12.1% | Added |
| Prestige Wealth Management Group LLC | 1,333 | $47.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $45.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $45.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,193 | $42.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,163 | $41.7K | 0.01% | +9+0.8% | Added |
| Archer Investment Corp | 1,114 | $40.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,030 | $36.9K | 0.00% | −160−13.4% | Reduced |
| Central Trust Co | 1,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $34.7K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 942 | $33.8K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 900 | $32.3K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 937 | $30.6K | 0.01% | +11+1.2% | Added |
| Ronald Blue Trust, Inc. | 805 | $28.9K | 0.00% | −307−27.6% | Reduced |
| Farmers & Merchants Investments Inc | 777 | $27.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $25.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $22.4K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $20.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 511 | $18.3K | 0.00% | −1,032−66.9% | Reduced |
| Retirement Group, LLC | 397 | $14.2K | 0.01% | −100−20.1% | Reduced |
| CoreCap Advisors, LLC | 375 | $13.5K | 0.00% | +375 | New |
| Ci Investments Inc. | 376 | $13.0K | 0.00% | +67+21.7% | Added |
| Principal Securities, Inc. | 357 | $12.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 344 | $12.5K | 0.01% | +67+24.2% | Added |
| SOA Wealth Advisors, LLC. | 332 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 308 | $11.0K | 0.00% | +307+30,700.0% | Added |
| IFP Advisors, Inc | 300 | $10.8K | 0.00% | −1,017−77.2% | Reduced |
| Covestor Ltd | 267 | $10.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 255 | $9.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 221 | $7.87K | 0.00% | +221 | New |
| Abound Wealth Management | 217 | $7.77K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 170 | $6.10K | 0.00% | +22+14.9% | Added |
| Richard W. Paul & Associates, LLC | 79 | $2.83K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 70 | $2.51K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $1.83K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $860 | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 17 | $610 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 16 | $574 | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 11 | $395 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $359 | 0.00% | +10 | New |
| Creekmur Asset Management LLC | 3 | $123 | 0.00% | −887−99.7% | Reduced |
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| 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 |