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 |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 1 | $36 | 0.00% | −294−99.7% | Reduced |
| Creekmur Asset Management LLC | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $302 | 0.00% | +1+14.3% | Added |
| Dunhill Financial, LLC | 8 | $303 | 0.00% | +8 | New |
| Mendota Financial Group, LLC | 10 | $378 | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 15 | $566 | 0.00% | +15 | New |
| Signaturefd, LLC | 17 | $641 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $642 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $868 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $1.77K | 0.00% | +47 | New |
| Farther Finance Advisors, LLC | 50 | $1.89K | 0.00% | −5−9.1% | Reduced |
| Sittner & Nelson, LLC | 70 | $2.64K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 79 | $2.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 107 | $3.99K | 0.00% | +50+87.7% | Added |
| C M Bidwell & Associates Ltd | 124 | $4.68K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 133 | $5.01K | 0.00% | +133 | New |
| AlphaMark Advisors, LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 163 | $6.15K | 0.00% | +163 | New |
| Abound Wealth Management | 210 | $7.91K | 0.00% | −7−3.2% | Reduced |
| Bessemer Group Inc | 203 | $8.00K | 0.00% | +203 | New |
| GeoWealth Management, LLC | 236 | $8.90K | 0.00% | +236 | New |
| Covestor Ltd | 268 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 297 | $11.2K | 0.01% | +2+0.7% | Added |
| Financial Gravity Companies, Inc. | 308 | $11.6K | 0.00% | +308 | New |
| Umb Bank N A | 313 | $11.8K | 0.00% | +225+255.7% | Added |
| SOA Wealth Advisors, LLC. | 332 | $12.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 335 | $12.6K | 0.00% | −65−16.3% | Reduced |
| Fifth Third Bancorp | 380 | $14.3K | 0.00% | +83+27.9% | Added |
| Sterling Capital Management LLC | 383 | $14.4K | 0.00% | +383 | New |
| Creative Financial Designs Inc | 419 | $15.8K | 0.00% | −96−18.6% | Reduced |
| Ci Investments Inc. | 412 | $16.0K | 0.00% | +27+7.0% | Added |
| IFP Advisors, Inc | 500 | $18.9K | 0.00% | −633−55.9% | Reduced |
| True Wealth Design, LLC | 551 | $20.8K | 0.01% | +551 | New |
| Simplex Trading, LLC | 589 | $22.0K | 0.00% | −101−14.6% | Reduced |
| 1620 Investment Advisors, Inc. | 610 | $23.0K | 0.02% | −175−22.3% | Reduced |
| Ancora Advisors, LLC | 624 | $23.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $25.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $27.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $28.2K | 0.00% | +749 | New |
| Massmutual Trust Co FSB | 758 | $28.6K | 0.00% | −180−19.2% | Reduced |
| Farmers & Merchants Investments Inc | 777 | $29.3K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 816 | $30.8K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 833 | $31.4K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 900 | $33.9K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 950 | $35.4K | 0.01% | +7+0.7% | Added |
| Hexagon Capital Partners LLC | 967 | $36.5K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 933 | $36.5K | 0.02% | +933 | New |
| Legacy Wealth Managment, LLC | 933 | $36.5K | 0.02% | +933 | New |
| Central Trust Co | 1,000 | $37.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $37.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,007 | $38.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,114 | $42.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,183 | $44.6K | 0.01% | +9+0.8% | Added |
| Hobbs Group Advisors, LLC | 1,201 | $45.3K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $47.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $47.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,271 | $47.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $50.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,447 | $54.6K | 0.00% | +11+0.8% | Added |
| HHM Wealth Advisors, LLC | 1,462 | $55.1K | 0.01% | −731−33.3% | Reduced |
| Venturi Wealth Management, LLC | 1,473 | $55.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,487 | $56.1K | 0.00% | +236+18.9% | Added |
| Danske Bank A/S | 1,500 | $56.6K | 0.00% | +1,500 | New |
| PFG Private Wealth Management, LLC | 1,631 | $61.5K | 0.04% | −272−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,815 | $68.4K | 0.00% | −1,133−38.4% | Reduced |
| FIL Ltd | 1,830 | $69.0K | 0.00% | −2,602−58.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,420 | $79.2K | 0.00% | +325+15.5% | Added |
| Cape Investment Advisory, Inc. | 2,210 | $83.3K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,230 | $84.1K | 0.01% | +2,230 | New |
| Tower Research Capital LLC (TRC) | 2,266 | $85.5K | 0.00% | −17,383−88.5% | Reduced |
| Whittier Trust Co | 2,500 | $94.3K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $95.3K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $97.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,804 | $105.7K | 0.00% | −372−11.7% | Reduced |
| Vestcor Inc | 2,841 | $107.0K | 0.00% | −59,468−95.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $115.8K | 0.08% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,300 | $124.4K | 0.03% | +1,800+120.0% | Added |
| GAMMA Investing LLC | 3,330 | $125.6K | 0.01% | +803+31.8% | Added |
| TSFG, LLC | 3,373 | $127.0K | 0.03% | +3,373 | New |
| Advantage Trust Co | 3,386 | $127.7K | 0.09% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,528 | $133.2K | 0.01% | −866−19.7% | Reduced |
| First Pacific Financial | 3,735 | $140.8K | 0.03% | +3,735 | New |
| KBC Group NV | 3,902 | $147.0K | 0.00% | +700+21.9% | Added |
| The PNC Financial Services Group, Inc. | 3,991 | $150.5K | 0.00% | −26−0.6% | Reduced |
| Larson Financial Group LLC | 4,308 | $162.4K | 0.01% | +8+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,751 | $177.0K | 0.00% | +1,230+34.9% | Added |
| RE Dickinson Investment Advisors, LLC | 5,079 | $191.5K | 0.11% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,097 | $192.2K | 0.01% | +5,097 | New |
| Continuum Advisory, LLC | 5,067 | $196.3K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,311 | $200.3K | 0.00% | +5,311 | New |
| Providence Wealth Advisors, LLC | 5,440 | $200.7K | 0.15% | +5,440 | New |
| Concorde Asset Management, LLC | 5,423 | $204.5K | 0.12% | +5,423 | New |
| Evergreen Capital Management LLC | 5,420 | $205.0K | 0.01% | +5,420 | New |
| Veriti Management LLC | 5,471 | $206.3K | 0.01% | +5,471 | New |
| Norinchukin Bank, The | 5,536 | $208.8K | 0.00% | +5,536 | New |
| XTX Topco Ltd | 5,711 | $215.4K | 0.02% | +5,711 | New |
| GenTrust, LLC | 5,833 | $220.6K | 0.01% | +5,833 | New |
| Robertson Stephens Wealth Management, LLC | 5,847 | $221.1K | 0.01% | +5,847 | New |
| Advisory Resource Group | 5,914 | $223.0K | 0.05% | −5,053−46.1% | Reduced |
| World Equity Group, Inc. | 5,936 | $223.8K | 0.08% | +5,936 | New |