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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.

Q3 2024 vs. Q2 2024

How the institutions holding Phillips Edison & Company, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of PECO: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3744402+32
Shares97.2M21.4M99.9M+24.2M (+32.0%)
Value$3.18B$701.4M$3.77B+$1.29B (+52.0%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PECO in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.21,511,703$811.2M0.02%
Aew Capital Management L P427,070$16.1M0.69%
Man Group plc50,729$1.91M0.01%
Twinbeech Capital LP45,968$1.73M0.03%
UBS Oconnor LLC25,909$977.0K0.02%
Squarepoint Ops LLC24,607$927.9K0.00%
Los Angeles Capital Management LLC24,434$921.4K0.00%
Intech Investment Management LLC23,266$877.4K0.01%
Exchange Traded Concepts, LLC19,675$741.9K0.02%
Entropy Technologies, LP18,871$711.6K0.07%
American Trust Investment Advisors, LLC15,860$598.1K0.24%
Point72 Asset Management, L.P.15,600$588.3K0.00%
FORA Capital, LLC14,529$547.9K0.06%
Cassady Schiller Wealth Management, LLC14,471$545.7K0.20%
Two Sigma Securities, LLC12,978$489.4K0.04%
Connor, Clark & Lunn Investment Management Ltd.12,409$467.9K0.00%
Engineers Gate Manager LP11,929$449.8K0.01%
Bayesian Capital Management, LP11,600$437.4K0.05%
Perpetual Ltd11,080$417.8K0.00%
Beck Capital Management, LLC10,767$406.0K0.11%
PEAK6 Investments LLC10,557$398.1K0.02%
Brass Tax Wealth Management, Inc10,012$377.6K0.08%
Synovus Financial Corp9,960$375.6K0.00%
Centiva Capital, LP8,442$318.3K0.01%
Foundations Investment Advisors, LLC8,151$307.4K0.01%
Capula Management Ltd6,730$253.8K0.00%
Point72 Asia (Singapore) Pte. Ltd.6,403$241.5K0.05%
GW Henssler & Associates Ltd6,008$226.6K0.01%
Columbus Macro, LLC5,975$225.3K0.08%
World Equity Group, Inc.5,936$223.8K0.08%
Robertson Stephens Wealth Management, LLC5,847$221.1K0.01%
GenTrust, LLC5,833$220.6K0.01%
XTX Topco Ltd5,711$215.4K0.02%
Norinchukin Bank, The5,536$208.8K0.00%
Veriti Management LLC5,471$206.3K0.01%
Evergreen Capital Management LLC5,420$205.0K0.01%
Concorde Asset Management, LLC5,423$204.5K0.12%
Providence Wealth Advisors, LLC5,440$200.7K0.15%
Buckingham Strategic Partners5,311$200.3K0.00%
Point72 Hong Kong Ltd5,097$192.2K0.01%
First Pacific Financial3,735$140.8K0.03%
TSFG, LLC3,373$127.0K0.03%
Jaffetilchin Investment Partners, LLC2,230$84.1K0.01%
Danske Bank A/S1,500$56.6K0.00%
Legacy Investment Solutions, LLC933$36.5K0.02%
Legacy Wealth Managment, LLC933$36.5K0.02%
V-Square Quantitative Management LLC749$28.2K0.00%
True Wealth Design, LLC551$20.8K0.01%
Sterling Capital Management LLC383$14.4K0.00%
Financial Gravity Companies, Inc.308$11.6K0.00%
GeoWealth Management, LLC236$8.90K0.00%
Bessemer Group Inc203$8.00K0.00%
Assetmark, Inc163$6.15K0.00%
Aster Capital Management (DIFC) Ltd133$5.01K0.00%
Lindbrook Capital, LLC47$1.77K0.00%
Financial Network Wealth Advisors LLC15$5660.00%
Mendota Financial Group, LLC10$3780.00%
Dunhill Financial, LLC8$3030.00%

Sold out (26)

Institutions that held Phillips Edison & Company, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (4)

Institutions that held Phillips Edison & Company, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.21,414,233$700.5M
Susquehanna Fundamental Investments, LLC27,036$884.3K
Sofos Investments, Inc.308$10.1K
ICA Group Wealth Management, LLC294$9.62K