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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 7,041 | $230.3K | 0.01% | −300−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,054 | $230.7K | 0.09% | −726−9.3% | Reduced |
| Sanctuary Advisors, LLC | 7,089 | $231.2K | 0.00% | +7,089 | New |
| Integrated Wealth Concepts LLC | 7,123 | $233.0K | 0.00% | +15+0.2% | Added |
| Blair William & Co | 7,205 | $235.7K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 7,304 | $238.9K | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,448 | $243.6K | 0.01% | −2,897−28.0% | Reduced |
| Voloridge Investment Management, LLC | 7,495 | $245.2K | 0.00% | −1,203−13.8% | Reduced |
| Private Advisor Group, LLC | 7,522 | $246.0K | 0.00% | +7,522 | New |
| Barlow Wealth Partners, Inc. | 7,270 | $247.5K | 0.03% | +66+0.9% | Added |
| Mackenzie Financial Corp | 7,570 | $247.6K | 0.00% | +18+0.2% | Added |
| Rehmann Capital Advisory Group | 7,594 | $248.4K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,574 | $248.5K | 0.00% | −1,517−16.7% | Reduced |
| Accurate Wealth Management, LLC | 7,534 | $254.7K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 7,789 | $254.8K | 0.00% | +465+6.3% | Added |
| Verition Fund Management LLC | 7,827 | $256.0K | 0.00% | −728−8.5% | Reduced |
| CIBC Asset Management Inc | 7,827 | $256.0K | 0.00% | −411−5.0% | Reduced |
| Advisory Services Network, LLC | 7,946 | $259.9K | 0.01% | +2,000+33.6% | Added |
| Lazard Asset Management LLC | 7,976 | $260.0K | 0.00% | +4,902+159.5% | Added |
| MSH Capital Advisors LLC | 7,964 | $260.5K | 0.09% | +1,679+26.7% | Added |
| LexAurum Advisors, LLC | 8,000 | $261.7K | 0.06% | +21+0.3% | Added |
| Peak Asset Management, LLC | 8,214 | $268.7K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 8,372 | $273.8K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,400 | $274.8K | 0.00% | +8,400 | New |
| AQR Capital Management LLC | 8,474 | $277.2K | 0.00% | −5,339−38.7% | Reduced |
| Ausdal Financial Partners, Inc. | 8,551 | $279.7K | 0.03% | −1,398−14.1% | Reduced |
| Kure Advisory, LLC | 8,553 | $279.8K | 0.23% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,667 | $283.0K | 0.03% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 8,709 | $284.9K | 0.03% | +8,709 | New |
| Midwest Financial Group LLC | 8,733 | $286.0K | 0.18% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,871 | $290.0K | 0.00% | +2,130+31.6% | Added |
| Ellevest, Inc. | 9,226 | $301.8K | 0.02% | −11−0.1% | Reduced |
| Aspen Grove Capital, LLC | 9,251 | $303.5K | 0.07% | −25−0.3% | Reduced |
| Savant Capital, LLC | 9,413 | $307.9K | 0.00% | +647+7.4% | Added |
| First Heartland Consultants, Inc. | 9,493 | $311.0K | 0.03% | −350−3.6% | Reduced |
| Raleigh Capital Management Inc. | 9,537 | $312.0K | 0.13% | +83+0.9% | Added |
| Revisor Wealth Management LLC | 9,627 | $314.9K | 0.22% | −9,501−49.7% | Reduced |
| Alpha Omega Group, Inc. | 9,681 | $316.7K | 0.40% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,720 | $317.9K | 0.01% | +1,225+14.4% | Added |
| Pinnacle Financial Partners Inc | 9,267 | $332.4K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,239 | $334.9K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 10,576 | $345.9K | 0.00% | −128−1.2% | Reduced |
| Castleview Partners, LLC | 10,588 | $346.3K | 0.20% | −4,563−30.1% | Reduced |
| Vivaldi Capital Management, LLC | 10,790 | $352.9K | 0.10% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,850 | $354.9K | 0.00% | +10,850 | New |
| Proequities, Inc. | 10,874 | $356.7K | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 10,967 | $358.7K | 0.08% | −2,549−18.9% | Reduced |
| Hardy Reed LLC | 11,489 | $375.8K | 0.04% | +11,489 | New |
| TownSquare Capital, LLC | 11,614 | $379.9K | 0.01% | +4,720+68.5% | Added |
| Omers Administration Corp | 11,800 | $386.0K | 0.00% | +2,200+22.9% | Added |
| Fairway Wealth LLC | 12,173 | $398.2K | 0.23% | −9,259−43.2% | Reduced |
| Algert Global LLC | 12,309 | $402.6K | 0.01% | +12,309 | New |
| Beaird Harris Wealth Management, LLC | 12,478 | $408.2K | 0.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 12,493 | $408.6K | 0.16% | −8,191−39.6% | Reduced |
| Beacon Pointe Advisors, LLC | 12,547 | $410.4K | 0.00% | −3,827−23.4% | Reduced |
| Bank of Montreal | 12,594 | $412.7K | 0.00% | −1,514−10.7% | Reduced |
| Independent Advisor Alliance | 12,649 | $413.7K | 0.01% | 00.0% | Unchanged |
| BancorpSouth Bank | 12,803 | $418.8K | 0.03% | +1,314+11.4% | Added |
| Capital Asset Advisory Services LLC | 13,395 | $430.0K | 0.02% | −2,193−14.1% | Reduced |
| Ignite Planners, LLC | 13,301 | $434.3K | 0.11% | +237+1.8% | Added |
| Axxcess Wealth Management, LLC | 13,395 | $438.1K | 0.01% | −833−5.9% | Reduced |
| Everence Capital Management Inc | 13,700 | $448.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,751 | $450.0K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 13,896 | $454.5K | 0.07% | −135−1.0% | Reduced |
| Smart Money Group LLC | 13,082 | $459.2K | 0.16% | −926−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 14,232 | $465.5K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 14,346 | $469.3K | 0.05% | +1,802+14.4% | Added |
| Kovack Advisors, Inc. | 14,522 | $475.0K | 0.05% | −6,713−31.6% | Reduced |
| Aigen Investment Management, LP | 14,746 | $482.3K | 0.09% | +14,746 | New |
| Acorn Financial Advisory Services Inc | 15,437 | $504.9K | 0.09% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 15,700 | $513.5K | 0.06% | −3,149−16.7% | Reduced |
| Sound Income Strategies, LLC | 15,908 | $520.4K | 0.03% | −5,380−25.3% | Reduced |
| First Trust Advisors LP | 16,360 | $535.1K | 0.00% | −109,565−87.0% | Reduced |
| Journey Strategic Wealth LLC | 16,429 | $537.4K | 0.02% | +4,198+34.3% | Added |
| Geneos Wealth Management Inc. | 16,439 | $537.7K | 0.02% | +219+1.4% | Added |
| Sage Capital Management, LLC | 16,759 | $548.2K | 0.29% | −502−2.9% | Reduced |
| Nissay Asset Management Corp | 16,930 | $553.8K | 0.00% | +1,141+7.2% | Added |
| CWM, LLC | 17,161 | $561.0K | 0.00% | −12,031−41.2% | Reduced |
| Fiduciary Alliance LLC | 17,955 | $586.1K | 0.10% | −1,861−9.4% | Reduced |
| Beacon Capital Management, LLC | 18,360 | $600.6K | 0.11% | −1,697−8.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,413 | $602.3K | 0.03% | +18,413 | New |
| BlueChip Wealth Advisors LLC | 18,442 | $603.2K | 0.36% | +7,340+66.1% | Added |
| Apeiron RIA LLC | 18,507 | $605.4K | 0.19% | −427−2.3% | Reduced |
| ProShare Advisors LLC | 18,573 | $607.5K | 0.00% | −5,731−23.6% | Reduced |
| Silver Oak Securities, Inc | 18,579 | $607.7K | 0.09% | −10,191−35.4% | Reduced |
| Coppell Advisory Solutions LLC | 18,711 | $612.0K | 0.10% | +18,711 | New |
| Van Eck Associates Corp | 18,786 | $614.0K | 0.00% | +1,526+8.8% | Added |
| Natixis Advisors, L.P. | 18,819 | $616.0K | 0.00% | −12,700−40.3% | Reduced |
| Caxton Associates LP | 19,548 | $639.4K | 0.03% | +19,548 | New |
| Tower Research Capital LLC (TRC) | 19,649 | $642.7K | 0.01% | +17,628+872.2% | Added |
| Vaughan David Investments LLC | 19,882 | $650.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,275 | $663.2K | 0.02% | −1,628−7.4% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $663.7K | 0.32% | 00.0% | Unchanged |
| Bell Bank | 20,495 | $670.4K | 0.06% | −1,600−7.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,506 | $670.8K | 0.00% | +20,506 | New |
| State of Wisconsin Investment Board | 20,846 | $681.9K | 0.00% | −5,078−19.6% | Reduced |
| EPG Wealth Management LLC | 0 | $685.3K | 0.16% | −20,814−100.0% | Reduced |
| EWG Elevate Inc. | 21,001 | $686.9K | 0.25% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 21,317 | $697.3K | 0.01% | −12,709−37.4% | Reduced |
| Atom Investors LP | 21,681 | $709.2K | 0.07% | −30,113−58.1% | Reduced |