Phillips Edison & Company, Inc.

PECO

Exchange: Nasdaq
Industry: Real Estate Investment Trusts
SEC CIK: 0001476204

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Phillips Edison & Company, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of PECO: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	363	6	374	+17
Shares	98.7M	317.6K	97.2M	−1.25M (−1.3%)
Value	$3.54B	$11.1M	$3.18B	−$350.2M (−9.9%)

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Phillips Edison & Company, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to PECO in Q2 2024
Institution	Shares	Value	% of portfolio
Duff & Phelps Investment Management Co	981,970	$32.1M	0.41%
Balyasny Asset Management LLC	403,631	$13.2M	0.03%
Millennium Management LLC	256,714	$8.40M	0.01%
Adage Capital Partners GP, L.L.C.	125,000	$4.09M	0.01%
Kennedy Capital Management, Inc.	114,687	$3.75M	0.08%
Employees Retirement System of Texas	100,000	$3.27M	0.03%
Diversify Wealth Management, LLC	86,821	$2.94M	0.37%
Cubist Systematic Strategies, LLC	82,396	$2.70M	0.05%
Marshall Wace, LLP	77,241	$2.53M	0.00%
Corebridge Financial, Inc.	71,210	$2.33M	0.01%
Mirae Asset Global ETFs Holdings Ltd.	61,826	$2.02M	0.00%
Centersquare Investment Management LLC	46,750	$1.53M	0.02%
IFM Investors Pty Ltd	28,334	$926.8K	0.01%
Citadel Advisors LLC	26,218	$857.6K	0.00%
Jacobs Levy Equity Management, Inc	20,506	$670.8K	0.00%
Caxton Associates LP	19,548	$639.4K	0.03%
Coppell Advisory Solutions LLC	18,711	$612.0K	0.10%
Y-Intercept (Hong Kong) Ltd	18,413	$602.3K	0.03%
Aigen Investment Management, LP	14,746	$482.3K	0.09%
Algert Global LLC	12,309	$402.6K	0.01%
Hardy Reed LLC	11,489	$375.8K	0.04%
Clark Capital Management Group, Inc.	10,850	$354.9K	0.00%
Point72 (DIFC) Ltd	8,709	$284.9K	0.03%
Schonfeld Strategic Advisors LLC	8,400	$274.8K	0.00%
Private Advisor Group, LLC	7,522	$246.0K	0.00%
Sanctuary Advisors, LLC	7,089	$231.2K	0.00%
Kimelman & Baird, LLC	6,725	$220.0K	0.02%
Wealthcare Advisory Partners LLC	6,673	$218.3K	0.01%
Retirement Financial Solutions, LLC	6,127	$200.4K	0.09%
FIL Ltd	4,432	$145.0K	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	4,341	$142.0K	0.06%
EntryPoint Capital, LLC	3,469	$113.5K	0.05%
International Assets Investment Management, LLC	3,261	$106.7K	0.01%
PFG Private Wealth Management, LLC	1,903	$62.2K	0.04%
Catalyst Funds Management Pty Ltd	1,500	$49.1K	0.01%
Hobbs Group Advisors, LLC	1,201	$39.3K	0.01%
Flputnam Investment Management Co	1,000	$32.7K	0.00%
WFA of San Diego, LLC	816	$26.7K	0.02%
1620 Investment Advisors, Inc.	785	$25.7K	0.02%
Migdal Insurance & Financial Holdings Ltd.	602	$20.0K	0.00%
Cornerstone Planning Group LLC	544	$18.4K	0.01%
CIBC Private Wealth Group, LLC	500	$16.3K	0.00%
Mather Group, LLC.	370	$13.3K	0.00%
Quarry LP	128	$4.19K	0.00%
C M Bidwell & Associates Ltd	124	$4.06K	0.00%
Stephens Consulting, LLC	40	$1.31K	0.00%
Signaturefd, LLC	17	$556	0.00%
Clear Street Markets LLC	10	$0	0.00%

Sold out (31)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of PECO in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
GEM Realty Capital	1,045,540	$37.5M
Texas Permanent School Fund	106,794	$3.83M
Point72 Asset Management, L.P.	103,200	$3.70M
American International Group, Inc.	65,003	$2.33M
Dark Forest Capital Management LP	23,525	$843.8K
Quantbot Technologies LP	21,804	$782.1K
Renaissance Technologies LLC	18,102	$649.0K
Entropy Technologies, LP	13,182	$472.8K
FORA Capital, LLC	11,711	$420.1K
First Financial Bankshares Inc	11,500	$412.5K
Financial Advocates Investment Management	10,550	$378.4K
Metropolitan Life Insurance Co	10,230	$366.9K
Diversify Advisory Services, LLC	8,430	$295.6K
Sheaff Brock Investment Advisors, LLC	7,597	$272.5K
Change Path, LLC	7,326	$263.0K
World Equity Group, Inc.	6,842	$245.4K
Brown Advisory Inc	6,564	$235.5K
Kestra Private Wealth Services, LLC	6,424	$230.4K
German American Bancorp, Inc.	6,027	$216.2K
GW Henssler & Associates Ltd	6,008	$215.5K
GenTrust, LLC	5,833	$209.8K
Norinchukin Bank, The	5,794	$207.8K
Coastal Investment Advisors, Inc.	5,709	$204.8K
Buckingham Strategic Partners	5,619	$201.6K
United Capital Financial Advisers, LLC	5,598	$200.8K
Nabity-Jensen Investment Management Inc	3,333	$119.6K
Kayne Anderson Rudnick Investment Management LLC	2,738	$98.2K
Pineridge Advisors LLC	1,609	$57.7K
Versant Capital Management, Inc	255	$9.15K
Private Wealth Management Group, LLC	50	$1.79K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	24	$860

Not filed for Q2 2024 yet (6)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	158,516	$5.69M
FirstPurpose Wealth LLC	107,582	$3.56M
InterOcean Capital Group, LLC	28,322	$1.02M
Coppell Advisory Solutions Corp.	16,915	$606.7K
Ratio Wealth Group	5,847	$209.7K
Retirement Group, LLC	397	$14.2K