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, Q3 2024
Institutional positions in Phillips Edison & Company, Inc. as of Sep 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
- 402
- +32 vs. Q2 2024
- Shares held
- 99.9M
- +24.2M (+32.0%) vs. Q2 2024
- Total value
- $3.77B
- +$1.29B (+52.0%) vs. Q2 2024
- New holders
- 58
- 114 more added
- Sold out
- 26
- 145 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,511,703 | $811.2M | 0.02% | +21,511,703 | New |
| Vanguard Group Inc | 19,239,429 | $725.5M | 0.01% | +9,5540.0% | Added |
| Wellington Management Group LLP | 7,375,954 | $278.1M | 0.05% | −299,097−3.9% | Reduced |
| State Street Corp | 7,068,684 | $267.3M | 0.01% | +18,429+0.3% | Added |
| Geode Capital Management, LLC | 3,190,836 | $120.3M | 0.01% | +19,205+0.6% | Added |
| FMR LLC | 2,640,375 | $99.6M | 0.01% | −184,119−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,094,331 | $79.0M | 0.02% | +102,519+5.1% | Added |
| Macquarie Group Ltd | 1,556,473 | $58.7M | 0.06% | −36,859−2.3% | Reduced |
| Norges Bank | 1,480,544 | $55.8M | 0.01% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 1,474,130 | $55.6M | 0.64% | +492,160+50.1% | Added |
| Alyeska Investment Group, L.P. | 1,449,692 | $54.7M | 0.28% | −108,829−7.0% | Reduced |
| Dimensional Fund Advisors LP | 1,337,878 | $50.5M | 0.01% | +87,147+7.0% | Added |
| Northern Trust Corp | 1,334,437 | $50.3M | 0.01% | +6160.0% | Added |
| Morgan Stanley | 1,273,961 | $48.0M | 0.00% | +242,371+23.5% | Added |
| Centersquare Investment Management LLC | 1,135,354 | $42.8M | 0.40% | +1,088,604+2,328.6% | Added |
| JPMorgan Chase & Co | 1,131,368 | $42.7M | 0.00% | −16,214−1.4% | Reduced |
| Massachusetts Financial Services Co | 1,108,716 | $41.8M | 0.01% | +56,897+5.4% | Added |
| Bank of New York Mellon Corp | 964,559 | $36.4M | 0.01% | −141,718−12.8% | Reduced |
| Legal & General Group Plc | 903,347 | $34.1M | 0.01% | −92,387−9.3% | Reduced |
| Cetera Investment Advisers | 851,939 | $32.1M | 0.07% | −49,262−5.5% | Reduced |
| Goldman Sachs Group Inc | 841,616 | $31.7M | 0.01% | +215,580+34.4% | Added |
| UBS Asset Management Americas Inc | 765,822 | $28.9M | 0.01% | +615,076+408.0% | Added |
| Nuveen Asset Management, LLC | 730,398 | $27.5M | 0.01% | −153,469−17.4% | Reduced |
| Janus Henderson Group PLC | 586,125 | $22.1M | 0.01% | −174,196−22.9% | Reduced |
| Principal Financial Group Inc | 577,930 | $21.8M | 0.01% | −26,550−4.4% | Reduced |
| Millennium Management LLC | 514,112 | $19.4M | 0.02% | +257,398+100.3% | Added |
| Adage Capital Partners GP, L.L.C. | 450,000 | $17.0M | 0.03% | +325,000+260.0% | Added |
| Aew Capital Management L P | 427,070 | $16.1M | 0.69% | +427,070 | New |
| Ameriprise Financial Inc | 422,023 | $15.9M | 0.00% | +90,971+27.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 418,773 | $15.8M | 0.05% | −23,288−5.3% | Reduced |
| Qube Research & Technologies Ltd | 399,608 | $15.1M | 0.03% | +78,262+24.4% | Added |
| Rhumbline Advisers | 388,669 | $14.7M | 0.01% | −13,409−3.3% | Reduced |
| Invesco Ltd. | 381,100 | $14.4M | 0.00% | −6,251−1.6% | Reduced |
| Bank of America Corp | 334,635 | $12.6M | 0.00% | +4,921+1.5% | Added |
| LPL Financial LLC | 329,168 | $12.4M | 0.01% | +42,674+14.9% | Added |
| Deutsche Bank AG | 325,855 | $12.3M | 0.01% | +15,700+5.1% | Added |
| Kennedy Capital Management, Inc. | 313,106 | $11.8M | 0.26% | +198,419+173.0% | Added |
| Barclays PLC | 279,432 | $10.5M | 0.00% | +92,129+49.2% | Added |
| Asset Management One Co.,Ltd. | 272,926 | $10.3M | 0.04% | −7,952−2.8% | Reduced |
| Public Sector Pension Investment Board | 259,938 | $9.80M | 0.05% | −9,400−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 243,298 | $9.17M | 0.07% | +234,898+2,796.4% | Added |
| Swiss National Bank | 239,100 | $9.02M | 0.01% | −1,400−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 219,555 | $8.28M | 0.04% | +45,082+25.8% | Added |
| Advisor Group Holdings, Inc. | 217,520 | $8.20M | 0.02% | −16,063−6.9% | Reduced |
| B&I Capital AG | 212,545 | $8.02M | 2.32% | −10,250−4.6% | Reduced |
| California Public Employees Retirement System | 199,110 | $7.51M | 0.01% | −4,814−2.4% | Reduced |
| Thrivent Financial for Lutherans | 198,424 | $7.48M | 0.01% | −411,075−67.4% | Reduced |
| Commonwealth Equity Services, LLC | 195,802 | $7.38M | 0.01% | −44,103−18.4% | Reduced |
| SEI Investments Co | 187,049 | $7.05M | 0.01% | +153,921+464.6% | Added |
| Alliancebernstein L.P. | 184,315 | $6.95M | 0.00% | −86,033−31.8% | Reduced |
| Citigroup Inc | 177,569 | $6.70M | 0.01% | +54,800+44.6% | Added |
| Jane Street Group, LLC | 172,712 | $6.51M | 0.01% | +61,011+54.6% | Added |
| Employees Retirement System of Texas | 170,000 | $6.41M | 0.06% | +70,000+70.0% | Added |
| Mariner, LLC | 169,699 | $6.40M | 0.01% | −862−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 162,865 | $6.14M | 0.09% | −10,038−5.8% | Reduced |
| Nomura Asset Management Co Ltd | 153,560 | $5.79M | 0.02% | +850+0.6% | Added |
| McAdam, LLC | 149,413 | $5.63M | 0.32% | −16,656−10.0% | Reduced |
| UBS Group AG | 148,148 | $5.59M | 0.00% | +104,223+237.3% | Added |
| STRS Ohio | 141,700 | $5.34M | 0.02% | +118,700+516.1% | Added |
| Jacobs Levy Equity Management, Inc | 139,146 | $5.25M | 0.02% | +118,640+578.6% | Added |
| Independent Financial Group, LLC | 137,399 | $5.18M | 0.19% | −23,498−14.6% | Reduced |
| Centaurus Financial, Inc. | 136,258 | $5.14M | 0.33% | +4,850+3.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 134,433 | $5.07M | 0.00% | −880−0.7% | Reduced |
| Prudential Financial Inc | 130,865 | $4.93M | 0.01% | −200−0.2% | Reduced |
| State of Alaska, Department of Revenue | 128,121 | $4.83M | 0.05% | −2,662−2.0% | Reduced |
| California State Teachers Retirement System | 115,798 | $4.37M | 0.01% | −3,536−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 113,191 | $4.27M | 0.04% | −45,162−28.5% | Reduced |
| Ameritas Advisory Services, LLC | 109,568 | $4.13M | 0.18% | −8,830−7.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 109,531 | $4.13M | 0.04% | +3,797+3.6% | Added |
| Standard Life Aberdeen plc | 106,331 | $4.01M | 0.01% | +3,024+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 101,370 | $3.82M | 0.01% | −25,607−20.2% | Reduced |
| Mercer Global Advisors Inc | 101,588 | $3.82M | 0.01% | −4,531−4.3% | Reduced |
| Mutual of America Capital Management LLC | 97,747 | $3.69M | 0.04% | −2,437−2.4% | Reduced |
| HSBC Holdings PLC | 95,760 | $3.61M | 0.00% | −2,633−2.7% | Reduced |
| Bank of Montreal | 89,300 | $3.33M | 0.00% | +76,706+609.1% | Added |
| Holocene Advisors, LP | 84,828 | $3.20M | 0.01% | +16,723+24.6% | Added |
| Amundi | 88,123 | $3.19M | 0.00% | +402+0.5% | Added |
| Diversify Wealth Management, LLC | 84,896 | $3.14M | 0.30% | −1,925−2.2% | Reduced |
| First Trust Advisors LP | 82,397 | $3.11M | 0.00% | +66,037+403.6% | Added |
| Money Concepts Capital Corp | 80,595 | $3.04M | 0.23% | −4,916−5.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,252 | $2.95M | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 76,223 | $2.87M | 0.18% | −7,200−8.6% | Reduced |
| MetLife Investment Management | 73,593 | $2.78M | 0.02% | −1,140−1.5% | Reduced |
| International Assets Investment Management, LLC | 104,117 | $2.76M | 0.01% | +100,856+3,092.8% | Added |
| Harbor Capital Advisors, Inc. | 71,871 | $2.71M | 0.12% | −5,815−7.5% | Reduced |
| Price T Rowe Associates Inc | 71,734 | $2.71M | 0.00% | +1,762+2.5% | Added |
| Royal Bank of Canada | 71,346 | $2.69M | 0.00% | +4,437+6.6% | Added |
| Envestnet Asset Management Inc | 70,885 | $2.67M | 0.00% | −1,957−2.7% | Reduced |
| Corebridge Financial, Inc. | 70,470 | $2.66M | 0.01% | −740−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 70,132 | $2.64M | 0.00% | −1,361−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 68,755 | $2.59M | 0.11% | −3,856−5.3% | Reduced |
| ClariVest Asset Management LLC | 78,145 | $2.56M | 0.26% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 67,129 | $2.54M | 0.03% | −4,945−6.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 67,163 | $2.53M | 0.01% | +5,337+8.6% | Added |
| O'Dell Group, LLC | 65,696 | $2.48M | 0.55% | −731−1.1% | Reduced |
| First Foundation Advisors | 63,682 | $2.40M | 0.09% | −6,150−8.8% | Reduced |
| Illinois Municipal Retirement Fund | 62,582 | $2.36M | 0.03% | −3,371−5.1% | Reduced |
| RMR Wealth Builders | 61,253 | $2.32M | 0.25% | −16,716−21.4% | Reduced |
| Koshinski Asset Management, Inc. | 60,239 | $2.27M | 0.20% | −4,242−6.6% | Reduced |
| Wells Fargo & Company | 59,281 | $2.24M | 0.00% | +1,905+3.3% | Added |