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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 15,860 | $598.1K | 0.24% | +15,860 | New |
| Sage Capital Management, LLC | 16,837 | $634.9K | 0.30% | +78+0.5% | Added |
| Journey Strategic Wealth LLC | 16,966 | $639.8K | 0.02% | +537+3.3% | Added |
| Lazard Asset Management LLC | 17,156 | $646.0K | 0.00% | +9,180+115.1% | Added |
| M Holdings Securities, Inc. | 17,260 | $651.0K | 0.16% | −7,967−31.6% | Reduced |
| Nissay Asset Management Corp | 17,803 | $671.4K | 0.00% | +873+5.2% | Added |
| Coppell Advisory Solutions LLC | 18,021 | $671.5K | 0.10% | −690−3.7% | Reduced |
| Silver Oak Securities, Inc | 18,579 | $676.6K | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 17,955 | $677.1K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,282 | $689.4K | 0.02% | −1,993−9.8% | Reduced |
| BlueChip Wealth Advisors LLC | 18,442 | $695.4K | 0.36% | 00.0% | Unchanged |
| Entropy Technologies, LP | 18,871 | $711.6K | 0.07% | +18,871 | New |
| EPG Wealth Management LLC | 18,912 | $713.2K | 0.18% | +18,912 | Added |
| Atom Investors LP | 19,060 | $718.8K | 0.08% | −2,621−12.1% | Reduced |
| Resources Investment Advisors, LLC. | 19,401 | $731.6K | 0.01% | −1,916−9.0% | Reduced |
| Westwood Holdings Group Inc. | 19,500 | $735.3K | 0.00% | −120,000−86.0% | Reduced |
| Exchange Traded Concepts, LLC | 19,675 | $741.9K | 0.02% | +19,675 | New |
| Vaughan David Investments LLC | 19,882 | $750.0K | 0.02% | 00.0% | Unchanged |
| Bell Bank | 20,495 | $772.9K | 0.09% | 00.0% | Unchanged |
| Van Eck Associates Corp | 21,102 | $781.0K | 0.00% | +2,316+12.3% | Added |
| EWG Elevate Inc. | 21,001 | $791.9K | 0.32% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 21,946 | $827.6K | 0.45% | −1,727−7.3% | Reduced |
| IHT Wealth Management, LLC | 22,083 | $832.7K | 0.02% | +100.0% | Added |
| Carmel Capital Partners, LLC | 22,499 | $848.4K | 0.33% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $852.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22,600 | $852.3K | 0.03% | −295−1.3% | Reduced |
| Verition Fund Management LLC | 22,802 | $859.9K | 0.01% | +14,975+191.3% | Added |
| RMB Capital Management, LLC | 22,858 | $862.0K | 0.02% | −530−2.3% | Reduced |
| Intech Investment Management LLC | 23,266 | $877.4K | 0.01% | +23,266 | New |
| Warren Averett Asset Management, LLC | 23,421 | $883.2K | 0.02% | +166+0.7% | Added |
| State of Wisconsin Investment Board | 23,546 | $887.9K | 0.00% | +2,700+13.0% | Added |
| Cresset Asset Management, LLC | 23,833 | $901.2K | 0.00% | −752−3.1% | Reduced |
| Los Angeles Capital Management LLC | 24,434 | $921.4K | 0.00% | +24,434 | New |
| Squarepoint Ops LLC | 24,607 | $927.9K | 0.00% | +24,607 | New |
| Russell Investments Group, Ltd. | 25,178 | $949.5K | 0.00% | +603+2.5% | Added |
| ProShare Advisors LLC | 25,611 | $965.8K | 0.00% | +7,038+37.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,703 | $969.3K | 0.00% | −1,999−7.2% | Reduced |
| Financial Partners Group, Inc | 25,791 | $972.6K | 0.14% | 00.0% | Unchanged |
| UBS Oconnor LLC | 25,909 | $977.0K | 0.02% | +25,909 | New |
| Janney Montgomery Scott LLC | 27,449 | $1.03M | 0.00% | −524−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $1.05M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 28,123 | $1.06M | 0.01% | +657+2.4% | Added |
| Arete Wealth Advisors, LLC | 28,392 | $1.06M | 0.09% | +866+3.1% | Added |
| IFM Investors Pty Ltd | 28,325 | $1.07M | 0.01% | −90.0% | Reduced |
| FJ Capital Management LLC | 28,485 | $1.07M | 0.11% | −28,189−49.7% | Reduced |
| SG Americas Securities, LLC | 28,593 | $1.08M | 0.00% | +24,284+563.6% | Added |
| Oregon Public Employees Retirement Fund | 28,856 | $1.09M | 0.02% | −866−2.9% | Reduced |
| PFG Investments, LLC | 28,981 | $1.09M | 0.07% | −5,354−15.6% | Reduced |
| New York State Teachers Retirement System | 30,100 | $1.14M | 0.00% | −900−2.9% | Reduced |
| Cerity Partners LLC | 30,224 | $1.14M | 0.00% | −2,310−7.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 30,541 | $1.15M | 0.31% | +5,500+22.0% | Added |
| HighTower Advisors, LLC | 31,411 | $1.19M | 0.00% | +6,666+26.9% | Added |
| Victory Capital Management Inc | 33,209 | $1.25M | 0.00% | −1,473−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.27M | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 33,933 | $1.28M | 0.48% | −474−1.4% | Reduced |
| UniSuper Management Pty Ltd | 34,500 | $1.30M | 0.01% | −40,716−54.1% | Reduced |
| Nisa Investment Advisors, LLC | 34,467 | $1.30M | 0.01% | −6,970−16.8% | Reduced |
| Brinker Capital Investments, LLC | 34,635 | $1.31M | 0.01% | +3,902+12.7% | Added |
| Orion Portfolio Solutions, LLC | 34,635 | $1.31M | 0.01% | +3,902+12.7% | Added |
| Spire Wealth Management | 34,872 | $1.32M | 0.04% | −722−2.0% | Reduced |
| Arkadios Wealth Advisors | 34,965 | $1.32M | 0.07% | −617−1.7% | Reduced |
| Vident Advisory, LLC | 35,184 | $1.33M | 0.03% | +1,932+5.8% | Added |
| Arizona State Retirement System | 35,244 | $1.33M | 0.01% | +1,020+3.0% | Added |
| Amalgamated Bank | 35,983 | $1.36M | 0.01% | −1,345−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 36,948 | $1.39M | 0.00% | −52,345−58.6% | Reduced |
| Calton & Associates, Inc. | 37,233 | $1.40M | 0.54% | +641+1.8% | Added |
| Pictet Asset Management Holding SA | 37,737 | $1.42M | 0.00% | +1,280+3.5% | Added |
| New York State Common Retirement Fund | 38,015 | $1.43M | 0.00% | −13,600−26.3% | Reduced |
| AE Wealth Management LLC | 38,668 | $1.46M | 0.01% | −1,699−4.2% | Reduced |
| Colony Group, LLC | 39,200 | $1.48M | 0.00% | +2,235+6.0% | Added |
| American Century Companies Inc | 39,785 | $1.50M | 0.00% | −349,688−89.8% | Reduced |
| Handelsbanken Fonder AB | 40,700 | $1.53M | 0.01% | +9,600+30.9% | Added |
| Daiwa Securities Group Inc. | 40,835 | $1.54M | 0.01% | +2,640+6.9% | Added |
| Maryland State Retirement & Pension System | 41,367 | $1.56M | 0.03% | −1,309−3.1% | Reduced |
| Cooper Financial Group | 41,757 | $1.57M | 0.20% | +30.0% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.57M | 0.45% | 00.0% | Unchanged |
| Voya Investment Management LLC | 42,715 | $1.61M | 0.00% | +1,977+4.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 42,813 | $1.61M | 0.11% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 42,836 | $1.62M | 0.01% | +35,341+471.5% | Added |
| Comerica Bank | 43,156 | $1.63M | 0.01% | −1,861−4.1% | Reduced |
| Natixis Advisors, L.P. | 43,782 | $1.65M | 0.00% | +24,963+132.6% | Added |
| Twinbeech Capital LP | 45,968 | $1.73M | 0.03% | +45,968 | New |
| Brookstone Capital Management | 46,016 | $1.74M | 0.03% | −2,983−6.1% | Reduced |
| Kestra Advisory Services, LLC | 46,641 | $1.76M | 0.01% | −27,711−37.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 47,863 | $1.79M | 0.01% | −2,292−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 47,387 | $1.79M | 0.00% | −3,960−7.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,501 | $1.79M | 0.01% | −442−0.9% | Reduced |
| Yousif Capital Management, LLC | 47,628 | $1.80M | 0.02% | −1,600−3.3% | Reduced |
| Susquehanna International Group, LLP | 47,673 | $1.80M | 0.00% | +22,650+90.5% | Added |
| Creative Planning | 48,929 | $1.85M | 0.00% | −1,285−2.6% | Reduced |
| Mutual Advisors, LLC | 51,273 | $1.90M | 0.06% | −216−0.4% | Reduced |
| Man Group plc | 50,729 | $1.91M | 0.01% | +50,729 | New |
| Cubist Systematic Strategies, LLC | 52,006 | $1.96M | 0.03% | −30,390−36.9% | Reduced |
| Stratos Wealth Partners, LTD. | 52,210 | $1.97M | 0.03% | +2,746+5.6% | Added |
| My Legacy Advisors, LLC | 53,464 | $2.02M | 0.80% | −9,557−15.2% | Reduced |
| State of New Jersey Common Pension Fund D | 54,775 | $2.07M | 0.01% | −5,356−8.9% | Reduced |
| State of Tennessee, Treasury Department | 54,993 | $2.07M | 0.01% | −2,810−4.9% | Reduced |
| Integrated Advisors Network LLC | 55,038 | $2.08M | 0.10% | −4,088−6.9% | Reduced |
| Quest Partners LLC | 55,352 | $2.09M | 0.19% | −41,806−43.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,608 | $2.10M | 0.01% | +885+1.6% | Added |