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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 10 | $0 | 0.00% | +10 | New |
| Creekmur Asset Management LLC | 2 | $56 | 0.00% | −1−33.3% | Reduced |
| Parkside Financial Bank & Trust | 7 | $229 | 0.00% | −4−36.4% | Reduced |
| Signaturefd, LLC | 17 | $556 | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 17 | $557 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $753 | 0.00% | +22+2,200.0% | Added |
| Rothschild Investment LLC | 25 | $818 | 0.00% | +15+150.0% | Added |
| Stephens Consulting, LLC | 40 | $1.31K | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 55 | $1.79K | 0.00% | −9,112−99.4% | Reduced |
| Smartleaf Asset Management LLC | 57 | $1.85K | 0.00% | −164−74.2% | Reduced |
| Sittner & Nelson, LLC | 70 | $2.29K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 79 | $2.58K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 88 | $2.88K | 0.00% | +37+72.5% | Added |
| C M Bidwell & Associates Ltd | 124 | $4.06K | 0.00% | +124 | New |
| Quarry LP | 128 | $4.19K | 0.00% | +128 | New |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | −8,347−98.2% | Reduced |
| Abound Wealth Management | 217 | $7.09K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 268 | $9.00K | 0.01% | +1+0.4% | Added |
| ICA Group Wealth Management, LLC | 294 | $9.62K | 0.01% | −3,732−92.7% | Reduced |
| Dogwood Wealth Management LLC | 295 | $9.66K | 0.01% | −2,853−90.6% | Reduced |
| Valued Wealth Advisors LLC | 295 | $9.67K | 0.01% | −49−14.2% | Reduced |
| Fifth Third Bancorp | 297 | $9.71K | 0.00% | +127+74.7% | Added |
| Sofos Investments, Inc. | 308 | $10.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 332 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 385 | $13.0K | 0.00% | +9+2.4% | Added |
| Principal Securities, Inc. | 400 | $13.1K | 0.00% | +43+12.0% | Added |
| Mather Group, LLC. | 370 | $13.3K | 0.00% | +370 | New |
| CIBC Private Wealth Group, LLC | 500 | $16.3K | 0.00% | +500 | New |
| Creative Financial Designs Inc | 515 | $16.9K | 0.00% | +4+0.8% | Added |
| Cornerstone Planning Group LLC | 544 | $18.4K | 0.01% | +544 | New |
| Migdal Insurance & Financial Holdings Ltd. | 602 | $20.0K | 0.00% | +602 | New |
| Ancora Advisors, LLC | 624 | $20.4K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $21.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 690 | $22.0K | 0.00% | −1,930−73.7% | Reduced |
| FinTrust Capital Advisors, LLC | 680 | $22.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $23.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 777 | $25.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 785 | $25.7K | 0.02% | +785 | New |
| WFA of San Diego, LLC | 816 | $26.7K | 0.02% | +816 | New |
| Allworth Financial LP | 833 | $29.1K | 0.00% | −1,689−67.0% | Reduced |
| FWL Investment Management, LLC | 900 | $29.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 938 | $30.7K | 0.00% | −1,168−55.5% | Reduced |
| Horizon Investments, LLC | 942 | $30.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 943 | $30.9K | 0.01% | +6+0.6% | Added |
| Hexagon Capital Partners LLC | 967 | $31.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $32.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $32.7K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,000 | $32.7K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 1,007 | $32.9K | 0.00% | −186−15.6% | Reduced |
| Archer Investment Corp | 1,114 | $36.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,133 | $37.1K | 0.00% | +833+277.7% | Added |
| Silicon Valley Capital Partners | 1,174 | $38.4K | 0.01% | +11+0.9% | Added |
| Hobbs Group Advisors, LLC | 1,201 | $39.3K | 0.01% | +1,201 | New |
| Quadrant Capital Group LLC | 1,251 | $40.9K | 0.00% | +221+21.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $41.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,271 | $41.6K | 0.00% | +896+238.9% | Added |
| Prestige Wealth Management Group LLC | 1,333 | $43.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,473 | $48.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,500 | $49.1K | 0.01% | +1,500 | New |
| EverSource Wealth Advisors, LLC | 1,436 | $50.4K | 0.00% | −101−6.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,903 | $62.2K | 0.04% | +1,903 | New |
| HHM Wealth Advisors, LLC | 2,193 | $71.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,210 | $72.3K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,095 | $75.1K | 0.00% | +1,290+160.2% | Added |
| Whittier Trust Co | 2,500 | $81.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,527 | $82.7K | 0.01% | +149+6.3% | Added |
| Syntax Research, Inc. | 2,527 | $82.7K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $84.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,948 | $96.4K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $100.4K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,176 | $103.9K | 0.00% | −2,745−46.4% | Reduced |
| KBC Group NV | 3,202 | $105.0K | 0.00% | +611+23.6% | Added |
| International Assets Investment Management, LLC | 3,261 | $106.7K | 0.01% | +3,261 | New |
| Advantage Trust Co | 3,386 | $110.8K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,469 | $113.5K | 0.05% | +3,469 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,521 | $114.5K | 0.00% | −50,613−93.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,017 | $131.4K | 0.00% | −1,300−24.4% | Reduced |
| Larson Financial Group LLC | 4,300 | $140.7K | 0.01% | +15+0.4% | Added |
| SG Americas Securities, LLC | 4,309 | $141.0K | 0.00% | −8,925−67.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,341 | $142.0K | 0.06% | +4,341 | New |
| MCF Advisors LLC | 4,394 | $143.9K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 4,432 | $145.0K | 0.00% | +4,432 | New |
| Continuum Advisory, LLC | 5,067 | $165.7K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5,079 | $166.1K | 0.10% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 6,127 | $200.4K | 0.09% | +6,127 | New |
| Profund Advisors LLC | 6,194 | $202.6K | 0.01% | −580−8.6% | Reduced |
| Secure Asset Management, LLC | 6,238 | $204.0K | 0.04% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,231 | $204.4K | 0.08% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,274 | $205.0K | 0.06% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,334 | $207.2K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 6,451 | $211.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,452 | $211.1K | 0.01% | −14−0.2% | Reduced |
| CI Private Wealth, LLC | 6,588 | $215.5K | 0.00% | −1,894−22.3% | Reduced |
| Monograph Wealth Advisors, LLC | 6,638 | $217.8K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,673 | $218.3K | 0.01% | +6,673 | New |
| Belpointe Asset Management LLC | 6,689 | $218.7K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6,725 | $220.0K | 0.02% | +6,725 | New |
| US Bancorp | 6,762 | $221.2K | 0.00% | +25+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $229.4K | 0.05% | 00.0% | Unchanged |