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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3,261 | $106.7K | 0.01% | +3,261 | New |
| KBC Group NV | 3,202 | $105.0K | 0.00% | +611+23.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,176 | $103.9K | 0.00% | −2,745−46.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $100.4K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,948 | $96.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $84.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $82.7K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,527 | $82.7K | 0.01% | +149+6.3% | Added |
| Whittier Trust Co | 2,500 | $81.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,095 | $75.1K | 0.00% | +1,290+160.2% | Added |
| Cape Investment Advisory, Inc. | 2,210 | $72.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,193 | $71.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,903 | $62.2K | 0.04% | +1,903 | New |
| EverSource Wealth Advisors, LLC | 1,436 | $50.4K | 0.00% | −101−6.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,500 | $49.1K | 0.01% | +1,500 | New |
| Venturi Wealth Management, LLC | 1,473 | $48.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $43.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,271 | $41.6K | 0.00% | +896+238.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $41.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,251 | $40.9K | 0.00% | +221+21.5% | Added |
| Hobbs Group Advisors, LLC | 1,201 | $39.3K | 0.01% | +1,201 | New |
| Silicon Valley Capital Partners | 1,174 | $38.4K | 0.01% | +11+0.9% | Added |
| IFP Advisors, Inc | 1,133 | $37.1K | 0.00% | +833+277.7% | Added |
| Archer Investment Corp | 1,114 | $36.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,007 | $32.9K | 0.00% | −186−15.6% | Reduced |
| Central Trust Co | 1,000 | $32.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $32.7K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,000 | $32.7K | 0.00% | +1,000 | New |
| Hexagon Capital Partners LLC | 967 | $31.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 943 | $30.9K | 0.01% | +6+0.6% | Added |
| Horizon Investments, LLC | 942 | $30.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 938 | $30.7K | 0.00% | −1,168−55.5% | Reduced |
| FWL Investment Management, LLC | 900 | $29.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 833 | $29.1K | 0.00% | −1,689−67.0% | Reduced |
| WFA of San Diego, LLC | 816 | $26.7K | 0.02% | +816 | New |
| 1620 Investment Advisors, Inc. | 785 | $25.7K | 0.02% | +785 | New |
| Farmers & Merchants Investments Inc | 777 | $25.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $23.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $22.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 690 | $22.0K | 0.00% | −1,930−73.7% | Reduced |
| Semmax Financial Advisors Inc. | 628 | $21.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $20.4K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 602 | $20.0K | 0.00% | +602 | New |
| Cornerstone Planning Group LLC | 544 | $18.4K | 0.01% | +544 | New |
| Creative Financial Designs Inc | 515 | $16.9K | 0.00% | +4+0.8% | Added |
| CIBC Private Wealth Group, LLC | 500 | $16.3K | 0.00% | +500 | New |
| Mather Group, LLC. | 370 | $13.3K | 0.00% | +370 | New |
| Principal Securities, Inc. | 400 | $13.1K | 0.00% | +43+12.0% | Added |
| Ci Investments Inc. | 385 | $13.0K | 0.00% | +9+2.4% | Added |
| SOA Wealth Advisors, LLC. | 332 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 308 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 297 | $9.71K | 0.00% | +127+74.7% | Added |
| Valued Wealth Advisors LLC | 295 | $9.67K | 0.01% | −49−14.2% | Reduced |
| Dogwood Wealth Management LLC | 295 | $9.66K | 0.01% | −2,853−90.6% | Reduced |
| ICA Group Wealth Management, LLC | 294 | $9.62K | 0.01% | −3,732−92.7% | Reduced |
| Covestor Ltd | 268 | $9.00K | 0.01% | +1+0.4% | Added |
| Abound Wealth Management | 217 | $7.09K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | −8,347−98.2% | Reduced |
| Quarry LP | 128 | $4.19K | 0.00% | +128 | New |
| C M Bidwell & Associates Ltd | 124 | $4.06K | 0.00% | +124 | New |
| Umb Bank N A | 88 | $2.88K | 0.00% | +37+72.5% | Added |
| Richard W. Paul & Associates, LLC | 79 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 70 | $2.29K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 57 | $1.85K | 0.00% | −164−74.2% | Reduced |
| Farther Finance Advisors, LLC | 55 | $1.79K | 0.00% | −9,112−99.4% | Reduced |
| Stephens Consulting, LLC | 40 | $1.31K | 0.00% | +40 | New |
| Rothschild Investment LLC | 25 | $818 | 0.00% | +15+150.0% | Added |
| Huntington National Bank | 23 | $753 | 0.00% | +22+2,200.0% | Added |
| Bell Investment Advisors, Inc | 17 | $557 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17 | $556 | 0.00% | +17 | New |
| Parkside Financial Bank & Trust | 7 | $229 | 0.00% | −4−36.4% | Reduced |
| Creekmur Asset Management LLC | 2 | $56 | 0.00% | −1−33.3% | Reduced |
| Clear Street Markets LLC | 10 | $0 | 0.00% | +10 | New |
| 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 |