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 |
|---|---|---|---|---|---|
| Amundi | 87,721 | $2.88M | 0.00% | +14,092+19.1% | Added |
| D. E. Shaw & Co., Inc. | 89,293 | $2.92M | 0.00% | −7,764−8.0% | Reduced |
| Diversify Wealth Management, LLC | 86,821 | $2.94M | 0.37% | +86,821 | New |
| Quest Partners LLC | 97,158 | $3.18M | 0.43% | +97,142+607,137.5% | Added |
| HSBC Holdings PLC | 98,393 | $3.22M | 0.00% | −519−0.5% | Reduced |
| Employees Retirement System of Texas | 100,000 | $3.27M | 0.03% | +100,000 | New |
| Mutual of America Capital Management LLC | 100,184 | $3.28M | 0.04% | +27,796+38.4% | Added |
| Standard Life Aberdeen plc | 103,307 | $3.38M | 0.01% | +117+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 105,734 | $3.46M | 0.03% | +7,365+7.5% | Added |
| Mercer Global Advisors Inc | 106,119 | $3.47M | 0.01% | −5,638−5.0% | Reduced |
| Jane Street Group, LLC | 111,701 | $3.65M | 0.00% | +77,224+224.0% | Added |
| Kennedy Capital Management, Inc. | 114,687 | $3.75M | 0.08% | +114,687 | New |
| Ameritas Advisory Services, LLC | 118,398 | $3.87M | 0.15% | −668−0.6% | Reduced |
| California State Teachers Retirement System | 119,334 | $3.90M | 0.00% | −340−0.3% | Reduced |
| Citigroup Inc | 122,769 | $4.02M | 0.00% | +2,520+2.1% | Added |
| Adage Capital Partners GP, L.L.C. | 125,000 | $4.09M | 0.01% | +125,000 | New |
| Wealth Enhancement Advisory Services, LLC | 126,977 | $4.15M | 0.01% | −4,150−3.2% | Reduced |
| State of Alaska, Department of Revenue | 130,783 | $4.28M | 0.05% | −476−0.4% | Reduced |
| Prudential Financial Inc | 131,065 | $4.29M | 0.01% | −8,236−5.9% | Reduced |
| Centaurus Financial, Inc. | 131,408 | $4.30M | 0.29% | +4,498+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,313 | $4.43M | 0.00% | −595−0.4% | Reduced |
| Westwood Holdings Group Inc. | 139,500 | $4.56M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 150,746 | $4.93M | 0.00% | −607,746−80.1% | Reduced |
| Nomura Asset Management Co Ltd | 152,710 | $5.00M | 0.02% | +8,730+6.1% | Added |
| ExodusPoint Capital Management, LP | 158,353 | $5.18M | 0.06% | −37,162−19.0% | Reduced |
| Independent Financial Group, LLC | 160,897 | $5.26M | 0.21% | −22,894−12.5% | Reduced |
| McAdam, LLC | 166,069 | $5.43M | 0.33% | −4,774−2.8% | Reduced |
| Mariner, LLC | 170,561 | $5.58M | 0.01% | −16,431−8.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 172,903 | $5.66M | 0.08% | −13,495−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 174,473 | $5.71M | 0.02% | −903−0.5% | Reduced |
| Barclays PLC | 187,303 | $6.13M | 0.00% | +46,263+32.8% | Added |
| California Public Employees Retirement System | 203,924 | $6.67M | 0.00% | +14,924+7.9% | Added |
| B&I Capital AG | 222,795 | $7.29M | 2.33% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 233,583 | $7.64M | 0.02% | −101,543−30.3% | Reduced |
| Commonwealth Equity Services, LLC | 239,905 | $7.85M | 0.01% | +2,263+1.0% | Added |
| Swiss National Bank | 240,500 | $7.87M | 0.01% | +4,400+1.9% | Added |
| Millennium Management LLC | 256,714 | $8.40M | 0.01% | +256,714 | New |
| Public Sector Pension Investment Board | 269,338 | $8.81M | 0.06% | +19,223+7.7% | Added |
| Alliancebernstein L.P. | 270,348 | $8.84M | 0.00% | −52,446−16.2% | Reduced |
| Asset Management One Co.,Ltd. | 280,878 | $9.19M | 0.04% | −22,697−7.5% | Reduced |
| LPL Financial LLC | 286,494 | $9.37M | 0.00% | −33,275−10.4% | Reduced |
| Deutsche Bank AG | 310,155 | $10.1M | 0.00% | −2,210−0.7% | Reduced |
| Qube Research & Technologies Ltd | 321,346 | $10.5M | 0.02% | +89,961+38.9% | Added |
| Bank of America Corp | 329,714 | $10.8M | 0.00% | −19,061−5.5% | Reduced |
| Ameriprise Financial Inc | 331,052 | $10.8M | 0.00% | −24,367−6.9% | Reduced |
| Invesco Ltd. | 387,351 | $12.7M | 0.00% | +16,573+4.5% | Added |
| American Century Companies Inc | 389,473 | $12.7M | 0.01% | −233,105−37.4% | Reduced |
| Rhumbline Advisers | 402,078 | $13.2M | 0.01% | +4,838+1.2% | Added |
| Balyasny Asset Management LLC | 403,631 | $13.2M | 0.03% | +403,631 | New |
| Cambridge Investment Research Advisors, Inc. | 442,061 | $14.5M | 0.05% | −80,211−15.4% | Reduced |
| Principal Financial Group Inc | 604,480 | $19.8M | 0.01% | −29,227−4.6% | Reduced |
| Thrivent Financial for Lutherans | 609,499 | $19.9M | 0.04% | −54,391−8.2% | Reduced |
| Goldman Sachs Group Inc | 626,036 | $20.5M | 0.00% | +448,021+251.7% | Added |
| Janus Henderson Group PLC | 760,321 | $24.9M | 0.01% | +1,915+0.3% | Added |
| Nuveen Asset Management, LLC | 883,867 | $28.9M | 0.01% | +76,818+9.5% | Added |
| Cetera Investment Advisers | 901,201 | $29.5M | 0.07% | −268,876−23.0% | Reduced |
| Duff & Phelps Investment Management Co | 981,970 | $32.1M | 0.41% | +981,970 | New |
| Legal & General Group Plc | 995,734 | $32.6M | 0.01% | −120,252−10.8% | Reduced |
| Morgan Stanley | 1,031,590 | $33.7M | 0.00% | +24,174+2.4% | Added |
| Massachusetts Financial Services Co | 1,051,819 | $34.4M | 0.01% | −2,009,935−65.6% | Reduced |
| Bank of New York Mellon Corp | 1,106,277 | $36.2M | 0.01% | +27,611+2.6% | Added |
| JPMorgan Chase & Co | 1,147,582 | $37.5M | 0.00% | +488,040+74.0% | Added |
| Dimensional Fund Advisors LP | 1,250,731 | $40.9M | 0.01% | +179,775+16.8% | Added |
| Northern Trust Corp | 1,333,821 | $43.6M | 0.01% | −107,731−7.5% | Reduced |
| Norges Bank | 1,480,544 | $48.4M | 0.01% | +53,550+3.8% | Added |
| Alyeska Investment Group, L.P. | 1,558,521 | $51.0M | 0.29% | +1,230,965+375.8% | Added |
| Macquarie Group Ltd | 1,593,332 | $52.1M | 0.06% | +13,860+0.9% | Added |
| Charles Schwab Investment Management Inc | 1,991,812 | $65.2M | 0.01% | +29,713+1.5% | Added |
| FMR LLC | 2,824,494 | $92.4M | 0.01% | −317,594−10.1% | Reduced |
| Geode Capital Management, LLC | 3,171,631 | $103.8M | 0.01% | +153,896+5.1% | Added |
| State Street Corp | 7,050,255 | $231.3M | 0.01% | −59,506−0.8% | Reduced |
| Wellington Management Group LLP | 7,675,051 | $251.1M | 0.04% | +118,667+1.6% | Added |
| Vanguard Group Inc | 19,229,875 | $629.0M | 0.01% | −107,155−0.6% | Reduced |
| BlackRock Inc. | 21,414,233 | $700.5M | 0.02% | −168,299−0.8% | Reduced |
| GEM Realty Capital | 0 | $0 | 0.00% | −1,045,540−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −106,794−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −103,200−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −65,003−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,525−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,804−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −18,102−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,182−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,711−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −8,430−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −7,597−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −7,326−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −6,842−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,564−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,424−100.0% | Sold out |
| German American Bancorp, Inc. | 0 | $0 | 0.00% | −6,027−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −5,833−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −5,794−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,709−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −5,619−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Nabity-Jensen Investment Management Inc | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |