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, Q2 2024
Institutional positions in Phillips Edison & Company, Inc. as of Jun 30, 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
- 374
- +17 vs. Q1 2024
- Shares held
- 97.2M
- −1.25M (−1.3%) vs. Q1 2024
- Total value
- $3.18B
- −$350.2M (−9.9%) vs. Q1 2024
- New holders
- 48
- 113 more added
- Sold out
- 31
- 141 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 21,414,233 | $700.5M | 0.02% | −168,299−0.8% | Reduced |
| Vanguard Group Inc | 19,229,875 | $629.0M | 0.01% | −107,155−0.6% | Reduced |
| Wellington Management Group LLP | 7,675,051 | $251.1M | 0.04% | +118,667+1.6% | Added |
| State Street Corp | 7,050,255 | $231.3M | 0.01% | −59,506−0.8% | Reduced |
| Geode Capital Management, LLC | 3,171,631 | $103.8M | 0.01% | +153,896+5.1% | Added |
| FMR LLC | 2,824,494 | $92.4M | 0.01% | −317,594−10.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,991,812 | $65.2M | 0.01% | +29,713+1.5% | Added |
| Macquarie Group Ltd | 1,593,332 | $52.1M | 0.06% | +13,860+0.9% | Added |
| Alyeska Investment Group, L.P. | 1,558,521 | $51.0M | 0.29% | +1,230,965+375.8% | Added |
| Norges Bank | 1,480,544 | $48.4M | 0.01% | +53,550+3.8% | Added |
| Northern Trust Corp | 1,333,821 | $43.6M | 0.01% | −107,731−7.5% | Reduced |
| Dimensional Fund Advisors LP | 1,250,731 | $40.9M | 0.01% | +179,775+16.8% | Added |
| JPMorgan Chase & Co | 1,147,582 | $37.5M | 0.00% | +488,040+74.0% | Added |
| Bank of New York Mellon Corp | 1,106,277 | $36.2M | 0.01% | +27,611+2.6% | Added |
| Massachusetts Financial Services Co | 1,051,819 | $34.4M | 0.01% | −2,009,935−65.6% | Reduced |
| Morgan Stanley | 1,031,590 | $33.7M | 0.00% | +24,174+2.4% | Added |
| Legal & General Group Plc | 995,734 | $32.6M | 0.01% | −120,252−10.8% | Reduced |
| Duff & Phelps Investment Management Co | 981,970 | $32.1M | 0.41% | +981,970 | New |
| Cetera Investment Advisers | 901,201 | $29.5M | 0.07% | −268,876−23.0% | Reduced |
| Nuveen Asset Management, LLC | 883,867 | $28.9M | 0.01% | +76,818+9.5% | Added |
| Janus Henderson Group PLC | 760,321 | $24.9M | 0.01% | +1,915+0.3% | Added |
| Goldman Sachs Group Inc | 626,036 | $20.5M | 0.00% | +448,021+251.7% | Added |
| Thrivent Financial for Lutherans | 609,499 | $19.9M | 0.04% | −54,391−8.2% | Reduced |
| Principal Financial Group Inc | 604,480 | $19.8M | 0.01% | −29,227−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 442,061 | $14.5M | 0.05% | −80,211−15.4% | Reduced |
| Balyasny Asset Management LLC | 403,631 | $13.2M | 0.03% | +403,631 | New |
| Rhumbline Advisers | 402,078 | $13.2M | 0.01% | +4,838+1.2% | Added |
| American Century Companies Inc | 389,473 | $12.7M | 0.01% | −233,105−37.4% | Reduced |
| Invesco Ltd. | 387,351 | $12.7M | 0.00% | +16,573+4.5% | Added |
| Ameriprise Financial Inc | 331,052 | $10.8M | 0.00% | −24,367−6.9% | Reduced |
| Bank of America Corp | 329,714 | $10.8M | 0.00% | −19,061−5.5% | Reduced |
| Qube Research & Technologies Ltd | 321,346 | $10.5M | 0.02% | +89,961+38.9% | Added |
| Deutsche Bank AG | 310,155 | $10.1M | 0.00% | −2,210−0.7% | Reduced |
| LPL Financial LLC | 286,494 | $9.37M | 0.00% | −33,275−10.4% | Reduced |
| Asset Management One Co.,Ltd. | 280,878 | $9.19M | 0.04% | −22,697−7.5% | Reduced |
| Alliancebernstein L.P. | 270,348 | $8.84M | 0.00% | −52,446−16.2% | Reduced |
| Public Sector Pension Investment Board | 269,338 | $8.81M | 0.06% | +19,223+7.7% | Added |
| Millennium Management LLC | 256,714 | $8.40M | 0.01% | +256,714 | New |
| Swiss National Bank | 240,500 | $7.87M | 0.01% | +4,400+1.9% | Added |
| Commonwealth Equity Services, LLC | 239,905 | $7.85M | 0.01% | +2,263+1.0% | Added |
| Advisor Group Holdings, Inc. | 233,583 | $7.64M | 0.02% | −101,543−30.3% | Reduced |
| B&I Capital AG | 222,795 | $7.29M | 2.33% | 00.0% | Unchanged |
| California Public Employees Retirement System | 203,924 | $6.67M | 0.00% | +14,924+7.9% | Added |
| Barclays PLC | 187,303 | $6.13M | 0.00% | +46,263+32.8% | Added |
| Public Employees Retirement System of Ohio | 174,473 | $5.71M | 0.02% | −903−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 172,903 | $5.66M | 0.08% | −13,495−7.2% | Reduced |
| Mariner, LLC | 170,561 | $5.58M | 0.01% | −16,431−8.8% | Reduced |
| McAdam, LLC | 166,069 | $5.43M | 0.33% | −4,774−2.8% | Reduced |
| Independent Financial Group, LLC | 160,897 | $5.26M | 0.21% | −22,894−12.5% | Reduced |
| ExodusPoint Capital Management, LP | 158,353 | $5.18M | 0.06% | −37,162−19.0% | Reduced |
| Nomura Asset Management Co Ltd | 152,710 | $5.00M | 0.02% | +8,730+6.1% | Added |
| UBS Asset Management Americas Inc | 150,746 | $4.93M | 0.00% | −607,746−80.1% | Reduced |
| Westwood Holdings Group Inc. | 139,500 | $4.56M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,313 | $4.43M | 0.00% | −595−0.4% | Reduced |
| Centaurus Financial, Inc. | 131,408 | $4.30M | 0.29% | +4,498+3.5% | Added |
| Prudential Financial Inc | 131,065 | $4.29M | 0.01% | −8,236−5.9% | Reduced |
| State of Alaska, Department of Revenue | 130,783 | $4.28M | 0.05% | −476−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 126,977 | $4.15M | 0.01% | −4,150−3.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 125,000 | $4.09M | 0.01% | +125,000 | New |
| Citigroup Inc | 122,769 | $4.02M | 0.00% | +2,520+2.1% | Added |
| California State Teachers Retirement System | 119,334 | $3.90M | 0.00% | −340−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 118,398 | $3.87M | 0.15% | −668−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 114,687 | $3.75M | 0.08% | +114,687 | New |
| Jane Street Group, LLC | 111,701 | $3.65M | 0.00% | +77,224+224.0% | Added |
| Mercer Global Advisors Inc | 106,119 | $3.47M | 0.01% | −5,638−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 105,734 | $3.46M | 0.03% | +7,365+7.5% | Added |
| Standard Life Aberdeen plc | 103,307 | $3.38M | 0.01% | +117+0.1% | Added |
| Mutual of America Capital Management LLC | 100,184 | $3.28M | 0.04% | +27,796+38.4% | Added |
| Employees Retirement System of Texas | 100,000 | $3.27M | 0.03% | +100,000 | New |
| HSBC Holdings PLC | 98,393 | $3.22M | 0.00% | −519−0.5% | Reduced |
| Quest Partners LLC | 97,158 | $3.18M | 0.43% | +97,142+607,137.5% | Added |
| Diversify Wealth Management, LLC | 86,821 | $2.94M | 0.37% | +86,821 | New |
| D. E. Shaw & Co., Inc. | 89,293 | $2.92M | 0.00% | −7,764−8.0% | Reduced |
| Amundi | 87,721 | $2.88M | 0.00% | +14,092+19.1% | Added |
| Money Concepts Capital Corp | 85,511 | $2.80M | 0.23% | −149−0.2% | Reduced |
| Modern Wealth Management, LLC | 83,423 | $2.73M | 0.20% | −221−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 82,396 | $2.70M | 0.05% | +82,396 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,252 | $2.56M | 0.00% | +3,816+5.1% | Added |
| ClariVest Asset Management LLC | 78,145 | $2.56M | 0.26% | +87+0.1% | Added |
| RMR Wealth Builders | 77,969 | $2.55M | 0.29% | −4,710−5.7% | Reduced |
| Harbor Capital Advisors, Inc. | 77,686 | $2.54M | 0.19% | +31,189+67.1% | Added |
| Marshall Wace, LLP | 77,241 | $2.53M | 0.00% | +77,241 | New |
| UniSuper Management Pty Ltd | 75,216 | $2.46M | 0.02% | +13,000+20.9% | Added |
| MetLife Investment Management | 74,733 | $2.44M | 0.01% | +13,182+21.4% | Added |
| Kestra Advisory Services, LLC | 74,352 | $2.43M | 0.01% | +7,089+10.5% | Added |
| O'Dell Group, LLC | 66,427 | $2.38M | 0.58% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 72,842 | $2.38M | 0.00% | −7,897−9.8% | Reduced |
| J.W. Cole Advisors, Inc. | 72,611 | $2.38M | 0.11% | +1,740+2.5% | Added |
| Atria Wealth Solutions, Inc. | 72,074 | $2.36M | 0.03% | +1,474+2.1% | Added |
| Manufacturers Life Insurance Company, The | 71,493 | $2.34M | 0.00% | +3,830+5.7% | Added |
| Corebridge Financial, Inc. | 71,210 | $2.33M | 0.01% | +71,210 | New |
| Price T Rowe Associates Inc | 69,972 | $2.29M | 0.00% | +7,098+11.3% | Added |
| First Foundation Advisors | 69,832 | $2.28M | 0.09% | −7,480−9.7% | Reduced |
| Holocene Advisors, LP | 68,105 | $2.23M | 0.01% | −591,706−89.7% | Reduced |
| Royal Bank of Canada | 66,909 | $2.19M | 0.00% | +5,204+8.4% | Added |
| Illinois Municipal Retirement Fund | 65,953 | $2.16M | 0.03% | −1,601−2.4% | Reduced |
| Koshinski Asset Management, Inc. | 64,481 | $2.07M | 0.19% | +5,860+10.0% | Added |
| My Legacy Advisors, LLC | 63,021 | $2.06M | 0.66% | −3,646−5.5% | Reduced |
| Vestcor Inc | 62,309 | $2.04M | 0.07% | +59,733+2,318.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 61,826 | $2.02M | 0.00% | +61,826 | New |