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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.

Institutional holdersQ2 2024: 374 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ2 2024: $3.18B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Journey Strategic Wealth LLC16,429$537.4K0.02%+4,198+34.3%Added
First Trust Advisors LP16,360$535.1K0.00%−109,565−87.0%Reduced
Sound Income Strategies, LLC15,908$520.4K0.03%−5,380−25.3%Reduced
Van Cleef Asset Management,Inc15,700$513.5K0.06%−3,149−16.7%Reduced
Acorn Financial Advisory Services Inc15,437$504.9K0.09%00.0%Unchanged
Aigen Investment Management, LP14,746$482.3K0.09%+14,746New
Kovack Advisors, Inc.14,522$475.0K0.05%−6,713−31.6%Reduced
Marcum Wealth, LLC14,346$469.3K0.05%+1,802+14.4%Added
Ameritas Investment Partners, Inc.14,232$465.5K0.02%00.0%Unchanged
Smart Money Group LLC13,082$459.2K0.16%−926−6.6%Reduced
Hendershot Investments Inc.13,896$454.5K0.07%−135−1.0%Reduced
Public Employees Retirement Association of Colorado13,751$450.0K0.00%00.0%Unchanged
Everence Capital Management Inc13,700$448.0K0.03%00.0%Unchanged
Axxcess Wealth Management, LLC13,395$438.1K0.01%−833−5.9%Reduced
Ignite Planners, LLC13,301$434.3K0.11%+237+1.8%Added
Capital Asset Advisory Services LLC13,395$430.0K0.02%−2,193−14.1%Reduced
BancorpSouth Bank12,803$418.8K0.03%+1,314+11.4%Added
Independent Advisor Alliance12,649$413.7K0.01%00.0%Unchanged
Bank of Montreal12,594$412.7K0.00%−1,514−10.7%Reduced
Beacon Pointe Advisors, LLC12,547$410.4K0.00%−3,827−23.4%Reduced
Catalina Capital Group, LLC12,493$408.6K0.16%−8,191−39.6%Reduced
Beaird Harris Wealth Management, LLC12,478$408.2K0.04%00.0%Unchanged
Algert Global LLC12,309$402.6K0.01%+12,309New
Fairway Wealth LLC12,173$398.2K0.23%−9,259−43.2%Reduced
Omers Administration Corp11,800$386.0K0.00%+2,200+22.9%Added
TownSquare Capital, LLC11,614$379.9K0.01%+4,720+68.5%Added
Hardy Reed LLC11,489$375.8K0.04%+11,489New
Advisory Resource Group10,967$358.7K0.08%−2,549−18.9%Reduced
Proequities, Inc.10,874$356.7K0.02%00.0%Unchanged
Clark Capital Management Group, Inc.10,850$354.9K0.00%+10,850New
Vivaldi Capital Management, LLC10,790$352.9K0.10%00.0%Unchanged
Castleview Partners, LLC10,588$346.3K0.20%−4,563−30.1%Reduced
M&T Bank Corp10,576$345.9K0.00%−128−1.2%Reduced
Henshaw Capital LLC10,239$334.9K0.02%00.0%Unchanged
Pinnacle Financial Partners Inc9,267$332.4K0.01%00.0%Unchanged
Metis Global Partners, LLC9,720$317.9K0.01%+1,225+14.4%Added
Alpha Omega Group, Inc.9,681$316.7K0.40%00.0%Unchanged
Revisor Wealth Management LLC9,627$314.9K0.22%−9,501−49.7%Reduced
Raleigh Capital Management Inc.9,537$312.0K0.13%+83+0.9%Added
First Heartland Consultants, Inc.9,493$311.0K0.03%−350−3.6%Reduced
Savant Capital, LLC9,413$307.9K0.00%+647+7.4%Added
Aspen Grove Capital, LLC9,251$303.5K0.07%−25−0.3%Reduced
Ellevest, Inc.9,226$301.8K0.02%−11−0.1%Reduced
MML Investors Services, LLC8,871$290.0K0.00%+2,130+31.6%Added
Midwest Financial Group LLC8,733$286.0K0.18%00.0%Unchanged
Point72 (DIFC) Ltd8,709$284.9K0.03%+8,709New
NBC Securities, Inc.8,667$283.0K0.03%00.0%Unchanged
Kure Advisory, LLC8,553$279.8K0.23%00.0%Unchanged
Ausdal Financial Partners, Inc.8,551$279.7K0.03%−1,398−14.1%Reduced
AQR Capital Management LLC8,474$277.2K0.00%−5,339−38.7%Reduced
Schonfeld Strategic Advisors LLC8,400$274.8K0.00%+8,400New
Pittenger & Anderson Inc8,372$273.8K0.01%00.0%Unchanged
Peak Asset Management, LLC8,214$268.7K0.05%00.0%Unchanged
LexAurum Advisors, LLC8,000$261.7K0.06%+21+0.3%Added
MSH Capital Advisors LLC7,964$260.5K0.09%+1,679+26.7%Added
Lazard Asset Management LLC7,976$260.0K0.00%+4,902+159.5%Added
Advisory Services Network, LLC7,946$259.9K0.01%+2,000+33.6%Added
Verition Fund Management LLC7,827$256.0K0.00%−728−8.5%Reduced
CIBC Asset Management Inc7,827$256.0K0.00%−411−5.0%Reduced
Xponance, Inc.7,789$254.8K0.00%+465+6.3%Added
Accurate Wealth Management, LLC7,534$254.7K0.06%00.0%Unchanged
Lido Advisors, LLC7,574$248.5K0.00%−1,517−16.7%Reduced
Rehmann Capital Advisory Group7,594$248.4K0.02%00.0%Unchanged
Mackenzie Financial Corp7,570$247.6K0.00%+18+0.2%Added
Barlow Wealth Partners, Inc.7,270$247.5K0.03%+66+0.9%Added
Private Advisor Group, LLC7,522$246.0K0.00%+7,522New
Voloridge Investment Management, LLC7,495$245.2K0.00%−1,203−13.8%Reduced
Advisory Alpha, LLC7,448$243.6K0.01%−2,897−28.0%Reduced
Plotkin Financial Advisors, LLC7,304$238.9K0.15%00.0%Unchanged
Blair William & Co7,205$235.7K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC7,123$233.0K0.00%+15+0.2%Added
Sanctuary Advisors, LLC7,089$231.2K0.00%+7,089New
Newbridge Financial Services Group, Inc.7,054$230.7K0.09%−726−9.3%Reduced
RFG Advisory, LLC7,041$230.3K0.01%−300−4.1%Reduced
Global Wealth Management Investment Advisory, Inc.7,014$229.4K0.05%00.0%Unchanged
US Bancorp6,762$221.2K0.00%+25+0.4%Added
Kimelman & Baird, LLC6,725$220.0K0.02%+6,725New
Belpointe Asset Management LLC6,689$218.7K0.02%00.0%Unchanged
Wealthcare Advisory Partners LLC6,673$218.3K0.01%+6,673New
Monograph Wealth Advisors, LLC6,638$217.8K0.03%00.0%Unchanged
CI Private Wealth, LLC6,588$215.5K0.00%−1,894−22.3%Reduced
Coldstream Capital Management Inc6,452$211.1K0.01%−14−0.2%Reduced
Bremer Bank National Association6,451$211.0K0.04%00.0%Unchanged
Allen Capital Group, LLC6,334$207.2K0.03%00.0%Unchanged
Canton Hathaway, LLC6,274$205.0K0.06%00.0%Unchanged
Three Bridge Wealth Advisors, LLC6,231$204.4K0.08%00.0%Unchanged
Secure Asset Management, LLC6,238$204.0K0.04%00.0%Unchanged
Profund Advisors LLC6,194$202.6K0.01%−580−8.6%Reduced
Retirement Financial Solutions, LLC6,127$200.4K0.09%+6,127New
RE Dickinson Investment Advisors, LLC5,079$166.1K0.10%00.0%Unchanged
Continuum Advisory, LLC5,067$165.7K0.02%00.0%Unchanged
FIL Ltd4,432$145.0K0.00%+4,432New
MCF Advisors LLC4,394$143.9K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA4,341$142.0K0.06%+4,341New
SG Americas Securities, LLC4,309$141.0K0.00%−8,925−67.4%Reduced
Larson Financial Group LLC4,300$140.7K0.01%+15+0.4%Added
The PNC Financial Services Group, Inc.4,017$131.4K0.00%−1,300−24.4%Reduced
Mirae Asset Global Investments Co., Ltd.3,521$114.5K0.00%−50,613−93.5%Reduced
EntryPoint Capital, LLC3,469$113.5K0.05%+3,469New
Advantage Trust Co3,386$110.8K0.08%00.0%Unchanged