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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 21,900 | $718.5K | 0.02% | +3,819+21.1% | Added |
| IHT Wealth Management, LLC | 22,073 | $722.0K | 0.03% | +100.0% | Added |
| Carmel Capital Partners, LLC | 22,499 | $735.9K | 0.31% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $739.2K | 0.01% | +2,857+14.5% | Added |
| Harbour Investments, Inc. | 22,895 | $748.9K | 0.03% | −1,036−4.3% | Reduced |
| STRS Ohio | 23,000 | $752.3K | 0.00% | +1,500+7.0% | Added |
| Cornercap Investment Counsel Inc | 23,244 | $760.3K | 0.12% | −349−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 23,255 | $760.7K | 0.01% | −1,200−4.9% | Reduced |
| RMB Capital Management, LLC | 23,388 | $765.0K | 0.02% | −921−3.8% | Reduced |
| Lakeridge Wealth Management LLC | 23,673 | $774.3K | 0.47% | +193+0.8% | Added |
| Raymond James & Associates | 24,092 | $788.0K | 0.00% | +30+0.1% | Added |
| Russell Investments Group, Ltd. | 24,575 | $803.9K | 0.00% | −13,028−34.6% | Reduced |
| Cresset Asset Management, LLC | 24,585 | $806.6K | 0.00% | −3,955−13.9% | Reduced |
| HighTower Advisors, LLC | 24,745 | $808.0K | 0.00% | −700−2.8% | Reduced |
| Susquehanna International Group, LLP | 25,023 | $818.5K | 0.00% | +19,036+318.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 25,041 | $819.1K | 0.23% | +5,803+30.2% | Added |
| M Holdings Securities, Inc. | 25,227 | $824.0K | 0.11% | +6,931+37.9% | Added |
| Financial Partners Group, Inc | 25,791 | $843.6K | 0.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,218 | $857.6K | 0.00% | +26,218 | New |
| Susquehanna Fundamental Investments, LLC | 27,036 | $884.3K | 0.02% | +20,936+343.2% | Added |
| Arete Wealth Advisors, LLC | 27,526 | $897.0K | 0.07% | −3,761−12.0% | Reduced |
| Teacher Retirement System of Texas | 27,466 | $898.0K | 0.01% | +2,831+11.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,702 | $906.1K | 0.00% | −557−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $914.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,973 | $915.0K | 0.00% | −2,675−8.7% | Reduced |
| IFM Investors Pty Ltd | 28,334 | $926.8K | 0.01% | +28,334 | New |
| Oregon Public Employees Retirement Fund | 29,722 | $972.2K | 0.02% | −2,940−9.0% | Reduced |
| Brinker Capital Investments, LLC | 30,733 | $1.01M | 0.01% | −17,280−36.0% | Reduced |
| Orion Portfolio Solutions, LLC | 30,733 | $1.01M | 0.01% | −17,280−36.0% | Reduced |
| New York State Teachers Retirement System | 31,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 31,100 | $1.02M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 32,534 | $1.06M | 0.00% | −3,147−8.8% | Reduced |
| SEI Investments Co | 33,128 | $1.08M | 0.00% | −391−1.2% | Reduced |
| Vident Advisory, LLC | 33,252 | $1.09M | 0.03% | −3,443−9.4% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.10M | 0.00% | +21,790+183.1% | Added |
| Arizona State Retirement System | 34,224 | $1.12M | 0.01% | +1,355+4.1% | Added |
| PFG Investments, LLC | 34,335 | $1.12M | 0.08% | −2,484−6.7% | Reduced |
| Accel Wealth Management | 34,407 | $1.13M | 0.45% | +3,265+10.5% | Added |
| Victory Capital Management Inc | 34,682 | $1.13M | 0.00% | −32,976−48.7% | Reduced |
| Arkadios Wealth Advisors | 35,582 | $1.16M | 0.08% | −6,428−15.3% | Reduced |
| Spire Wealth Management | 35,594 | $1.16M | 0.04% | +84+0.2% | Added |
| Pictet Asset Management Holding SA | 36,457 | $1.19M | 0.00% | +3,628+11.1% | Added |
| Calton & Associates, Inc. | 36,592 | $1.20M | 0.60% | −3,273−8.2% | Reduced |
| Well Done, LLC | 36,729 | $1.20M | 0.25% | 00.0% | Unchanged |
| Colony Group, LLC | 36,965 | $1.21M | 0.00% | +24,366+193.4% | Added |
| Amalgamated Bank | 37,328 | $1.22M | 0.01% | −673−1.8% | Reduced |
| Daiwa Securities Group Inc. | 38,195 | $1.25M | 0.01% | −1,362−3.4% | Reduced |
| AE Wealth Management LLC | 40,367 | $1.32M | 0.01% | +6,964+20.8% | Added |
| Voya Investment Management LLC | 40,738 | $1.33M | 0.00% | −1,288−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 41,437 | $1.36M | 0.01% | +1,776+4.5% | Added |
| Cooper Financial Group | 41,754 | $1.37M | 0.20% | +786+1.9% | Added |
| Maryland State Retirement & Pension System | 42,676 | $1.40M | 0.03% | −1,294−2.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 42,813 | $1.40M | 0.06% | −47,954−52.8% | Reduced |
| UBS Group AG | 43,925 | $1.44M | 0.00% | −70,375−61.6% | Reduced |
| Comerica Bank | 45,017 | $1.47M | 0.01% | −5,843−11.5% | Reduced |
| Centersquare Investment Management LLC | 46,750 | $1.53M | 0.02% | +46,750 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,943 | $1.57M | 0.01% | +323+0.7% | Added |
| Yousif Capital Management, LLC | 49,228 | $1.61M | 0.02% | −6,099−11.0% | Reduced |
| Stratos Wealth Partners, LTD. | 49,464 | $1.62M | 0.03% | −3,583−6.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 50,155 | $1.63M | 0.01% | +2,374+5.0% | Added |
| Creative Planning | 50,214 | $1.64M | 0.00% | −842−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 51,347 | $1.68M | 0.00% | +8,015+18.5% | Added |
| New York State Common Retirement Fund | 51,615 | $1.69M | 0.00% | +4,115+8.7% | Added |
| Brookstone Capital Management | 48,999 | $1.72M | 0.03% | −2,915−5.6% | Reduced |
| Mutual Advisors, LLC | 51,489 | $1.77M | 0.05% | −8,277−13.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,723 | $1.79M | 0.01% | +7,397+15.6% | Added |
| Edgestream Partners, L.P. | 56,149 | $1.84M | 0.09% | −199,829−78.1% | Reduced |
| FJ Capital Management LLC | 56,674 | $1.85M | 0.19% | +7,978+16.4% | Added |
| Wells Fargo & Company | 57,376 | $1.88M | 0.00% | +3,953+7.4% | Added |
| State of Tennessee, Treasury Department | 57,803 | $1.89M | 0.01% | −148−0.3% | Reduced |
| GWM Advisors LLC | 57,874 | $1.89M | 0.01% | +2,250+4.0% | Added |
| Integrated Advisors Network LLC | 59,126 | $1.93M | 0.10% | −2,397−3.9% | Reduced |
| State of New Jersey Common Pension Fund D | 60,131 | $1.97M | 0.01% | −20,825−25.7% | Reduced |
| Louisiana State Employees Retirement System | 61,600 | $2.01M | 0.04% | +1,200+2.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 61,826 | $2.02M | 0.00% | +61,826 | New |
| Vestcor Inc | 62,309 | $2.04M | 0.07% | +59,733+2,318.8% | Added |
| My Legacy Advisors, LLC | 63,021 | $2.06M | 0.66% | −3,646−5.5% | Reduced |
| Koshinski Asset Management, Inc. | 64,481 | $2.07M | 0.19% | +5,860+10.0% | Added |
| Illinois Municipal Retirement Fund | 65,953 | $2.16M | 0.03% | −1,601−2.4% | Reduced |
| Royal Bank of Canada | 66,909 | $2.19M | 0.00% | +5,204+8.4% | Added |
| Holocene Advisors, LP | 68,105 | $2.23M | 0.01% | −591,706−89.7% | Reduced |
| First Foundation Advisors | 69,832 | $2.28M | 0.09% | −7,480−9.7% | Reduced |
| Price T Rowe Associates Inc | 69,972 | $2.29M | 0.00% | +7,098+11.3% | Added |
| Corebridge Financial, Inc. | 71,210 | $2.33M | 0.01% | +71,210 | New |
| Manufacturers Life Insurance Company, The | 71,493 | $2.34M | 0.00% | +3,830+5.7% | Added |
| Atria Wealth Solutions, Inc. | 72,074 | $2.36M | 0.03% | +1,474+2.1% | Added |
| J.W. Cole Advisors, Inc. | 72,611 | $2.38M | 0.11% | +1,740+2.5% | Added |
| Envestnet Asset Management Inc | 72,842 | $2.38M | 0.00% | −7,897−9.8% | Reduced |
| O'Dell Group, LLC | 66,427 | $2.38M | 0.58% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 74,352 | $2.43M | 0.01% | +7,089+10.5% | Added |
| MetLife Investment Management | 74,733 | $2.44M | 0.01% | +13,182+21.4% | Added |
| UniSuper Management Pty Ltd | 75,216 | $2.46M | 0.02% | +13,000+20.9% | Added |
| Marshall Wace, LLP | 77,241 | $2.53M | 0.00% | +77,241 | New |
| Harbor Capital Advisors, Inc. | 77,686 | $2.54M | 0.19% | +31,189+67.1% | Added |
| RMR Wealth Builders | 77,969 | $2.55M | 0.29% | −4,710−5.7% | Reduced |
| ClariVest Asset Management LLC | 78,145 | $2.56M | 0.26% | +87+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,252 | $2.56M | 0.00% | +3,816+5.1% | Added |
| Cubist Systematic Strategies, LLC | 82,396 | $2.70M | 0.05% | +82,396 | New |
| Modern Wealth Management, LLC | 83,423 | $2.73M | 0.20% | −221−0.3% | Reduced |
| Money Concepts Capital Corp | 85,511 | $2.80M | 0.23% | −149−0.2% | Reduced |