Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 402 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 heldQ3 2024: $3.77B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2024.

Institutions holding PECO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Columbus Macro, LLC5,975$225.3K0.08%+5,975New
GW Henssler & Associates Ltd6,008$226.6K0.01%+6,008New
TownSquare Capital, LLC6,009$226.6K0.00%−5,605−48.3%Reduced
Three Bridge Wealth Advisors, LLC6,231$235.6K0.09%00.0%Unchanged
LexAurum Advisors, LLC6,258$236.0K0.05%−1,742−21.8%Reduced
Canton Hathaway, LLC6,274$237.0K0.06%00.0%Unchanged
Allen Capital Group, LLC6,334$238.9K0.03%00.0%Unchanged
Profund Advisors LLC6,368$240.1K0.01%+174+2.8%Added
Blair William & Co6,379$240.6K0.00%−826−11.5%Reduced
Point72 Asia (Singapore) Pte. Ltd.6,403$241.5K0.05%+6,403New
Point72 (DIFC) Ltd6,449$243.2K0.02%−2,260−26.0%Reduced
Bremer Bank National Association6,451$243.3K0.05%00.0%Unchanged
Coldstream Capital Management Inc6,452$243.3K0.01%00.0%Unchanged
EntryPoint Capital, LLC6,627$249.9K0.14%+3,158+91.0%Added
Monograph Wealth Advisors, LLC6,638$251.0K0.03%00.0%Unchanged
US Bancorp6,668$251.4K0.00%−94−1.4%Reduced
Wealthcare Advisory Partners LLC6,673$251.6K0.01%00.0%Unchanged
Belpointe Asset Management LLC6,689$252.2K0.02%00.0%Unchanged
Kimelman & Baird, LLC6,725$253.6K0.02%00.0%Unchanged
Capula Management Ltd6,730$253.8K0.00%+6,730New
Advisory Services Network, LLC7,946$259.9K0.01%00.0%Unchanged
Caxton Associates LP7,018$264.6K0.01%−12,530−64.1%Reduced
Barlow Wealth Partners, Inc.7,329$265.3K0.03%+59+0.8%Added
RFG Advisory, LLC7,041$265.5K0.01%00.0%Unchanged
Advisory Alpha, LLC7,272$274.3K0.01%−176−2.4%Reduced
Plotkin Financial Advisors, LLC7,304$275.4K0.16%00.0%Unchanged
Accurate Wealth Management, LLC7,534$278.7K0.06%00.0%Unchanged
CI Private Wealth, LLC7,428$280.1K0.00%+840+12.8%Added
Sanctuary Advisors, LLC7,271$286.0K0.00%+182+2.6%Added
Rehmann Capital Advisory Group7,595$286.4K0.02%+10.0%Added
AQR Capital Management LLC7,614$287.1K0.00%−860−10.1%Reduced
MSH Capital Advisors LLC7,670$289.2K0.09%−294−3.7%Reduced
CIBC Asset Management Inc7,767$292.9K0.00%−60−0.8%Reduced
Private Advisor Group, LLC8,009$302.0K0.00%+487+6.5%Added
Xponance, Inc.8,039$303.2K0.00%+250+3.2%Added
Foundations Investment Advisors, LLC8,151$307.4K0.01%+8,151New
Ausdal Financial Partners, Inc.8,197$309.1K0.03%−354−4.1%Reduced
Peak Asset Management, LLC8,214$309.8K0.06%00.0%Unchanged
Mackenzie Financial Corp8,372$315.7K0.00%+802+10.6%Added
Pittenger & Anderson Inc8,372$315.7K0.01%00.0%Unchanged
Centiva Capital, LP8,442$318.3K0.01%+8,442New
Kure Advisory, LLC8,559$322.7K0.29%+6+0.1%Added
Midwest Financial Group LLC8,658$326.0K0.19%−75−0.9%Reduced
NBC Securities, Inc.8,667$326.0K0.03%00.0%Unchanged
Newbridge Financial Services Group, Inc.8,849$333.7K0.12%+1,795+25.4%Added
Savant Capital, LLC8,916$336.2K0.00%−497−5.3%Reduced
MML Investors Services, LLC8,938$337.0K0.00%+67+0.8%Added
Castleview Partners, LLC9,088$342.7K0.20%−1,500−14.2%Reduced
Ellevest, Inc.9,263$349.3K0.02%+37+0.4%Added
Pinnacle Financial Partners Inc9,267$349.5K0.01%00.0%Unchanged
Aspen Grove Capital, LLC9,251$349.8K0.08%00.0%Unchanged
Raleigh Capital Management Inc.9,618$362.7K0.14%+81+0.8%Added
Alpha Omega Group, Inc.9,681$365.1K0.50%00.0%Unchanged
Synovus Financial Corp9,960$375.6K0.00%+9,960New
CIBC Private Wealth Group, LLC9,977$376.2K0.00%+9,477+1,895.4%Added
Brass Tax Wealth Management, Inc10,012$377.6K0.08%+10,012New
Global Wealth Management Investment Advisory, Inc.10,040$378.6K0.08%+3,026+43.1%Added
Henshaw Capital LLC10,239$386.1K0.02%00.0%Unchanged
Independent Advisor Alliance10,303$388.5K0.01%−2,346−18.5%Reduced
PEAK6 Investments LLC10,557$398.1K0.02%+10,557New
First Heartland Consultants, Inc.10,663$402.0K0.04%+1,170+12.3%Added
Beck Capital Management, LLC10,767$406.0K0.11%+10,767New
Vivaldi Capital Management, LLC10,790$406.9K0.12%00.0%Unchanged
Clark Capital Management Group, Inc.10,850$409.2K0.00%00.0%Unchanged
M&T Bank Corp10,883$410.4K0.00%+307+2.9%Added
Proequities, Inc.10,874$411.2K0.02%00.0%Unchanged
Perpetual Ltd11,080$417.8K0.00%+11,080New
Hardy Reed LLC11,489$433.1K0.04%00.0%Unchanged
Ignite Planners, LLC11,486$433.1K0.10%−1,815−13.6%Reduced
BancorpSouth Bank11,489$433.3K0.03%−1,314−10.3%Reduced
Bayesian Capital Management, LP11,600$437.4K0.05%+11,600New
Kovack Advisors, Inc.11,617$438.1K0.05%−2,905−20.0%Reduced
Engineers Gate Manager LP11,929$449.8K0.01%+11,929New
Cornercap Investment Counsel Inc12,017$453.2K0.13%−11,227−48.3%Reduced
Fairway Wealth LLC12,173$459.0K0.23%00.0%Unchanged
Sound Income Strategies, LLC12,349$465.7K0.03%−3,559−22.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.12,409$467.9K0.00%+12,409New
Beacon Pointe Advisors, LLC12,547$473.1K0.01%00.0%Unchanged
Catalina Capital Group, LLC12,572$474.1K0.16%+79+0.6%Added
Metis Global Partners, LLC12,613$475.6K0.01%+2,893+29.8%Added
Capital Asset Advisory Services LLC13,395$484.8K0.02%00.0%Unchanged
Two Sigma Securities, LLC12,978$489.4K0.04%+12,978New
Smart Money Group LLC13,023$492.4K0.18%−59−0.5%Reduced
Axxcess Wealth Management, LLC13,395$505.1K0.01%00.0%Unchanged
Everence Capital Management Inc13,700$517.0K0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado13,751$519.0K0.00%00.0%Unchanged
Hendershot Investments Inc.13,896$524.0K0.07%00.0%Unchanged
Well Done, LLC14,009$528.3K0.10%−22,720−61.9%Reduced
Marcum Wealth, LLC14,026$528.9K0.05%−320−2.2%Reduced
Ameritas Investment Partners, Inc.14,232$536.7K0.02%00.0%Unchanged
Acorn Financial Advisory Services Inc14,451$544.9K0.10%−986−6.4%Reduced
Cassady Schiller Wealth Management, LLC14,471$545.7K0.20%+14,471New
FORA Capital, LLC14,529$547.9K0.06%+14,529New
Apeiron RIA LLC14,846$559.9K0.16%−3,661−19.8%Reduced
Rothschild Investment LLC14,970$564.5K0.04%+14,945+59,780.0%Added
Geneos Wealth Management Inc.15,178$572.4K0.02%−1,261−7.7%Reduced
CWM, LLC15,290$577.0K0.00%−1,871−10.9%Reduced
Beacon Capital Management, LLC15,315$577.5K0.08%−3,045−16.6%Reduced
Point72 Asset Management, L.P.15,600$588.3K0.00%+15,600New
Van Cleef Asset Management,Inc15,700$592.0K0.07%00.0%Unchanged