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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 61,600 | $2.01M | 0.04% | +1,200+2.0% | Added |
| State of New Jersey Common Pension Fund D | 60,131 | $1.97M | 0.01% | −20,825−25.7% | Reduced |
| Integrated Advisors Network LLC | 59,126 | $1.93M | 0.10% | −2,397−3.9% | Reduced |
| GWM Advisors LLC | 57,874 | $1.89M | 0.01% | +2,250+4.0% | Added |
| State of Tennessee, Treasury Department | 57,803 | $1.89M | 0.01% | −148−0.3% | Reduced |
| Wells Fargo & Company | 57,376 | $1.88M | 0.00% | +3,953+7.4% | Added |
| FJ Capital Management LLC | 56,674 | $1.85M | 0.19% | +7,978+16.4% | Added |
| Edgestream Partners, L.P. | 56,149 | $1.84M | 0.09% | −199,829−78.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,723 | $1.79M | 0.01% | +7,397+15.6% | Added |
| Mutual Advisors, LLC | 51,489 | $1.77M | 0.05% | −8,277−13.8% | Reduced |
| Brookstone Capital Management | 48,999 | $1.72M | 0.03% | −2,915−5.6% | Reduced |
| New York State Common Retirement Fund | 51,615 | $1.69M | 0.00% | +4,115+8.7% | Added |
| Ensign Peak Advisors, Inc | 51,347 | $1.68M | 0.00% | +8,015+18.5% | Added |
| Creative Planning | 50,214 | $1.64M | 0.00% | −842−1.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 50,155 | $1.63M | 0.01% | +2,374+5.0% | Added |
| Stratos Wealth Partners, LTD. | 49,464 | $1.62M | 0.03% | −3,583−6.8% | Reduced |
| Yousif Capital Management, LLC | 49,228 | $1.61M | 0.02% | −6,099−11.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,943 | $1.57M | 0.01% | +323+0.7% | Added |
| Centersquare Investment Management LLC | 46,750 | $1.53M | 0.02% | +46,750 | New |
| Comerica Bank | 45,017 | $1.47M | 0.01% | −5,843−11.5% | Reduced |
| UBS Group AG | 43,925 | $1.44M | 0.00% | −70,375−61.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 42,813 | $1.40M | 0.06% | −47,954−52.8% | Reduced |
| Maryland State Retirement & Pension System | 42,676 | $1.40M | 0.03% | −1,294−2.9% | Reduced |
| Cooper Financial Group | 41,754 | $1.37M | 0.20% | +786+1.9% | Added |
| Nisa Investment Advisors, LLC | 41,437 | $1.36M | 0.01% | +1,776+4.5% | Added |
| Voya Investment Management LLC | 40,738 | $1.33M | 0.00% | −1,288−3.1% | Reduced |
| AE Wealth Management LLC | 40,367 | $1.32M | 0.01% | +6,964+20.8% | Added |
| Daiwa Securities Group Inc. | 38,195 | $1.25M | 0.01% | −1,362−3.4% | Reduced |
| Amalgamated Bank | 37,328 | $1.22M | 0.01% | −673−1.8% | Reduced |
| Colony Group, LLC | 36,965 | $1.21M | 0.00% | +24,366+193.4% | Added |
| Well Done, LLC | 36,729 | $1.20M | 0.25% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 36,592 | $1.20M | 0.60% | −3,273−8.2% | Reduced |
| Pictet Asset Management Holding SA | 36,457 | $1.19M | 0.00% | +3,628+11.1% | Added |
| Spire Wealth Management | 35,594 | $1.16M | 0.04% | +84+0.2% | Added |
| Arkadios Wealth Advisors | 35,582 | $1.16M | 0.08% | −6,428−15.3% | Reduced |
| Victory Capital Management Inc | 34,682 | $1.13M | 0.00% | −32,976−48.7% | Reduced |
| Accel Wealth Management | 34,407 | $1.13M | 0.45% | +3,265+10.5% | Added |
| PFG Investments, LLC | 34,335 | $1.12M | 0.08% | −2,484−6.7% | Reduced |
| Arizona State Retirement System | 34,224 | $1.12M | 0.01% | +1,355+4.1% | Added |
| State Board of Administration of Florida Retirement System | 33,690 | $1.10M | 0.00% | +21,790+183.1% | Added |
| Vident Advisory, LLC | 33,252 | $1.09M | 0.03% | −3,443−9.4% | Reduced |
| SEI Investments Co | 33,128 | $1.08M | 0.00% | −391−1.2% | Reduced |
| Cerity Partners LLC | 32,534 | $1.06M | 0.00% | −3,147−8.8% | Reduced |
| Handelsbanken Fonder AB | 31,100 | $1.02M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 31,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| 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 |
| Oregon Public Employees Retirement Fund | 29,722 | $972.2K | 0.02% | −2,940−9.0% | Reduced |
| IFM Investors Pty Ltd | 28,334 | $926.8K | 0.01% | +28,334 | New |
| Janney Montgomery Scott LLC | 27,973 | $915.0K | 0.00% | −2,675−8.7% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $914.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 27,702 | $906.1K | 0.00% | −557−2.0% | Reduced |
| Teacher Retirement System of Texas | 27,466 | $898.0K | 0.01% | +2,831+11.5% | Added |
| Arete Wealth Advisors, LLC | 27,526 | $897.0K | 0.07% | −3,761−12.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,036 | $884.3K | 0.02% | +20,936+343.2% | Added |
| Citadel Advisors LLC | 26,218 | $857.6K | 0.00% | +26,218 | New |
| Financial Partners Group, Inc | 25,791 | $843.6K | 0.13% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 25,227 | $824.0K | 0.11% | +6,931+37.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 25,041 | $819.1K | 0.23% | +5,803+30.2% | Added |
| Susquehanna International Group, LLP | 25,023 | $818.5K | 0.00% | +19,036+318.0% | Added |
| HighTower Advisors, LLC | 24,745 | $808.0K | 0.00% | −700−2.8% | Reduced |
| Cresset Asset Management, LLC | 24,585 | $806.6K | 0.00% | −3,955−13.9% | Reduced |
| Russell Investments Group, Ltd. | 24,575 | $803.9K | 0.00% | −13,028−34.6% | Reduced |
| Raymond James & Associates | 24,092 | $788.0K | 0.00% | +30+0.1% | Added |
| Lakeridge Wealth Management LLC | 23,673 | $774.3K | 0.47% | +193+0.8% | Added |
| RMB Capital Management, LLC | 23,388 | $765.0K | 0.02% | −921−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 23,255 | $760.7K | 0.01% | −1,200−4.9% | Reduced |
| Cornercap Investment Counsel Inc | 23,244 | $760.3K | 0.12% | −349−1.5% | Reduced |
| STRS Ohio | 23,000 | $752.3K | 0.00% | +1,500+7.0% | Added |
| Harbour Investments, Inc. | 22,895 | $748.9K | 0.03% | −1,036−4.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $739.2K | 0.01% | +2,857+14.5% | Added |
| Carmel Capital Partners, LLC | 22,499 | $735.9K | 0.31% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 22,073 | $722.0K | 0.03% | +100.0% | Added |
| National Asset Management, Inc. | 21,900 | $718.5K | 0.02% | +3,819+21.1% | Added |
| Atom Investors LP | 21,681 | $709.2K | 0.07% | −30,113−58.1% | Reduced |
| Resources Investment Advisors, LLC. | 21,317 | $697.3K | 0.01% | −12,709−37.4% | Reduced |
| EWG Elevate Inc. | 21,001 | $686.9K | 0.25% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 0 | $685.3K | 0.16% | −20,814−100.0% | Reduced |
| State of Wisconsin Investment Board | 20,846 | $681.9K | 0.00% | −5,078−19.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,506 | $670.8K | 0.00% | +20,506 | New |
| Bell Bank | 20,495 | $670.4K | 0.06% | −1,600−7.2% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $663.7K | 0.32% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,275 | $663.2K | 0.02% | −1,628−7.4% | Reduced |
| Vaughan David Investments LLC | 19,882 | $650.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,649 | $642.7K | 0.01% | +17,628+872.2% | Added |
| Caxton Associates LP | 19,548 | $639.4K | 0.03% | +19,548 | New |
| Natixis Advisors, L.P. | 18,819 | $616.0K | 0.00% | −12,700−40.3% | Reduced |
| Van Eck Associates Corp | 18,786 | $614.0K | 0.00% | +1,526+8.8% | Added |
| Coppell Advisory Solutions LLC | 18,711 | $612.0K | 0.10% | +18,711 | New |
| Silver Oak Securities, Inc | 18,579 | $607.7K | 0.09% | −10,191−35.4% | Reduced |
| ProShare Advisors LLC | 18,573 | $607.5K | 0.00% | −5,731−23.6% | Reduced |
| Apeiron RIA LLC | 18,507 | $605.4K | 0.19% | −427−2.3% | Reduced |
| BlueChip Wealth Advisors LLC | 18,442 | $603.2K | 0.36% | +7,340+66.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,413 | $602.3K | 0.03% | +18,413 | New |
| Beacon Capital Management, LLC | 18,360 | $600.6K | 0.11% | −1,697−8.5% | Reduced |
| Fiduciary Alliance LLC | 17,955 | $586.1K | 0.10% | −1,861−9.4% | Reduced |
| CWM, LLC | 17,161 | $561.0K | 0.00% | −12,031−41.2% | Reduced |
| Nissay Asset Management Corp | 16,930 | $553.8K | 0.00% | +1,141+7.2% | Added |
| Sage Capital Management, LLC | 16,759 | $548.2K | 0.29% | −502−2.9% | Reduced |
| Geneos Wealth Management Inc. | 16,439 | $537.7K | 0.02% | +219+1.4% | Added |