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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 58,431 | $2.20M | 0.01% | +557+1.0% | Added |
| Louisiana State Employees Retirement System | 59,200 | $2.23M | 0.04% | −2,400−3.9% | Reduced |
| Wells Fargo & Company | 59,281 | $2.24M | 0.00% | +1,905+3.3% | Added |
| Koshinski Asset Management, Inc. | 60,239 | $2.27M | 0.20% | −4,242−6.6% | Reduced |
| RMR Wealth Builders | 61,253 | $2.32M | 0.25% | −16,716−21.4% | Reduced |
| Illinois Municipal Retirement Fund | 62,582 | $2.36M | 0.03% | −3,371−5.1% | Reduced |
| First Foundation Advisors | 63,682 | $2.40M | 0.09% | −6,150−8.8% | Reduced |
| O'Dell Group, LLC | 65,696 | $2.48M | 0.55% | −731−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 67,163 | $2.53M | 0.01% | +5,337+8.6% | Added |
| Atria Wealth Solutions, Inc. | 67,129 | $2.54M | 0.03% | −4,945−6.9% | Reduced |
| ClariVest Asset Management LLC | 78,145 | $2.56M | 0.26% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 68,755 | $2.59M | 0.11% | −3,856−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 70,132 | $2.64M | 0.00% | −1,361−1.9% | Reduced |
| Corebridge Financial, Inc. | 70,470 | $2.66M | 0.01% | −740−1.0% | Reduced |
| Envestnet Asset Management Inc | 70,885 | $2.67M | 0.00% | −1,957−2.7% | Reduced |
| Royal Bank of Canada | 71,346 | $2.69M | 0.00% | +4,437+6.6% | Added |
| Price T Rowe Associates Inc | 71,734 | $2.71M | 0.00% | +1,762+2.5% | Added |
| Harbor Capital Advisors, Inc. | 71,871 | $2.71M | 0.12% | −5,815−7.5% | Reduced |
| International Assets Investment Management, LLC | 104,117 | $2.76M | 0.01% | +100,856+3,092.8% | Added |
| MetLife Investment Management | 73,593 | $2.78M | 0.02% | −1,140−1.5% | Reduced |
| Modern Wealth Management, LLC | 76,223 | $2.87M | 0.18% | −7,200−8.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,252 | $2.95M | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 80,595 | $3.04M | 0.23% | −4,916−5.7% | Reduced |
| First Trust Advisors LP | 82,397 | $3.11M | 0.00% | +66,037+403.6% | Added |
| Diversify Wealth Management, LLC | 84,896 | $3.14M | 0.30% | −1,925−2.2% | Reduced |
| Amundi | 88,123 | $3.19M | 0.00% | +402+0.5% | Added |
| Holocene Advisors, LP | 84,828 | $3.20M | 0.01% | +16,723+24.6% | Added |
| Bank of Montreal | 89,300 | $3.33M | 0.00% | +76,706+609.1% | Added |
| HSBC Holdings PLC | 95,760 | $3.61M | 0.00% | −2,633−2.7% | Reduced |
| Mutual of America Capital Management LLC | 97,747 | $3.69M | 0.04% | −2,437−2.4% | Reduced |
| Mercer Global Advisors Inc | 101,588 | $3.82M | 0.01% | −4,531−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 101,370 | $3.82M | 0.01% | −25,607−20.2% | Reduced |
| Standard Life Aberdeen plc | 106,331 | $4.01M | 0.01% | +3,024+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 109,531 | $4.13M | 0.04% | +3,797+3.6% | Added |
| Ameritas Advisory Services, LLC | 109,568 | $4.13M | 0.18% | −8,830−7.5% | Reduced |
| ExodusPoint Capital Management, LP | 113,191 | $4.27M | 0.04% | −45,162−28.5% | Reduced |
| California State Teachers Retirement System | 115,798 | $4.37M | 0.01% | −3,536−3.0% | Reduced |
| State of Alaska, Department of Revenue | 128,121 | $4.83M | 0.05% | −2,662−2.0% | Reduced |
| Prudential Financial Inc | 130,865 | $4.93M | 0.01% | −200−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 134,433 | $5.07M | 0.00% | −880−0.7% | Reduced |
| Centaurus Financial, Inc. | 136,258 | $5.14M | 0.33% | +4,850+3.7% | Added |
| Independent Financial Group, LLC | 137,399 | $5.18M | 0.19% | −23,498−14.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,146 | $5.25M | 0.02% | +118,640+578.6% | Added |
| STRS Ohio | 141,700 | $5.34M | 0.02% | +118,700+516.1% | Added |
| UBS Group AG | 148,148 | $5.59M | 0.00% | +104,223+237.3% | Added |
| McAdam, LLC | 149,413 | $5.63M | 0.32% | −16,656−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 153,560 | $5.79M | 0.02% | +850+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 162,865 | $6.14M | 0.09% | −10,038−5.8% | Reduced |
| Mariner, LLC | 169,699 | $6.40M | 0.01% | −862−0.5% | Reduced |
| Employees Retirement System of Texas | 170,000 | $6.41M | 0.06% | +70,000+70.0% | Added |
| Jane Street Group, LLC | 172,712 | $6.51M | 0.01% | +61,011+54.6% | Added |
| Citigroup Inc | 177,569 | $6.70M | 0.01% | +54,800+44.6% | Added |
| Alliancebernstein L.P. | 184,315 | $6.95M | 0.00% | −86,033−31.8% | Reduced |
| SEI Investments Co | 187,049 | $7.05M | 0.01% | +153,921+464.6% | Added |
| Commonwealth Equity Services, LLC | 195,802 | $7.38M | 0.01% | −44,103−18.4% | Reduced |
| Thrivent Financial for Lutherans | 198,424 | $7.48M | 0.01% | −411,075−67.4% | Reduced |
| California Public Employees Retirement System | 199,110 | $7.51M | 0.01% | −4,814−2.4% | Reduced |
| B&I Capital AG | 212,545 | $8.02M | 2.32% | −10,250−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 217,520 | $8.20M | 0.02% | −16,063−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 219,555 | $8.28M | 0.04% | +45,082+25.8% | Added |
| Swiss National Bank | 239,100 | $9.02M | 0.01% | −1,400−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 243,298 | $9.17M | 0.07% | +234,898+2,796.4% | Added |
| Public Sector Pension Investment Board | 259,938 | $9.80M | 0.05% | −9,400−3.5% | Reduced |
| Asset Management One Co.,Ltd. | 272,926 | $10.3M | 0.04% | −7,952−2.8% | Reduced |
| Barclays PLC | 279,432 | $10.5M | 0.00% | +92,129+49.2% | Added |
| Kennedy Capital Management, Inc. | 313,106 | $11.8M | 0.26% | +198,419+173.0% | Added |
| Deutsche Bank AG | 325,855 | $12.3M | 0.01% | +15,700+5.1% | Added |
| LPL Financial LLC | 329,168 | $12.4M | 0.01% | +42,674+14.9% | Added |
| Bank of America Corp | 334,635 | $12.6M | 0.00% | +4,921+1.5% | Added |
| Invesco Ltd. | 381,100 | $14.4M | 0.00% | −6,251−1.6% | Reduced |
| Rhumbline Advisers | 388,669 | $14.7M | 0.01% | −13,409−3.3% | Reduced |
| Qube Research & Technologies Ltd | 399,608 | $15.1M | 0.03% | +78,262+24.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 418,773 | $15.8M | 0.05% | −23,288−5.3% | Reduced |
| Ameriprise Financial Inc | 422,023 | $15.9M | 0.00% | +90,971+27.5% | Added |
| Aew Capital Management L P | 427,070 | $16.1M | 0.69% | +427,070 | New |
| Adage Capital Partners GP, L.L.C. | 450,000 | $17.0M | 0.03% | +325,000+260.0% | Added |
| Millennium Management LLC | 514,112 | $19.4M | 0.02% | +257,398+100.3% | Added |
| Principal Financial Group Inc | 577,930 | $21.8M | 0.01% | −26,550−4.4% | Reduced |
| Janus Henderson Group PLC | 586,125 | $22.1M | 0.01% | −174,196−22.9% | Reduced |
| Nuveen Asset Management, LLC | 730,398 | $27.5M | 0.01% | −153,469−17.4% | Reduced |
| UBS Asset Management Americas Inc | 765,822 | $28.9M | 0.01% | +615,076+408.0% | Added |
| Goldman Sachs Group Inc | 841,616 | $31.7M | 0.01% | +215,580+34.4% | Added |
| Cetera Investment Advisers | 851,939 | $32.1M | 0.07% | −49,262−5.5% | Reduced |
| Legal & General Group Plc | 903,347 | $34.1M | 0.01% | −92,387−9.3% | Reduced |
| Bank of New York Mellon Corp | 964,559 | $36.4M | 0.01% | −141,718−12.8% | Reduced |
| Massachusetts Financial Services Co | 1,108,716 | $41.8M | 0.01% | +56,897+5.4% | Added |
| JPMorgan Chase & Co | 1,131,368 | $42.7M | 0.00% | −16,214−1.4% | Reduced |
| Centersquare Investment Management LLC | 1,135,354 | $42.8M | 0.40% | +1,088,604+2,328.6% | Added |
| Morgan Stanley | 1,273,961 | $48.0M | 0.00% | +242,371+23.5% | Added |
| Northern Trust Corp | 1,334,437 | $50.3M | 0.01% | +6160.0% | Added |
| Dimensional Fund Advisors LP | 1,337,878 | $50.5M | 0.01% | +87,147+7.0% | Added |
| Alyeska Investment Group, L.P. | 1,449,692 | $54.7M | 0.28% | −108,829−7.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,474,130 | $55.6M | 0.64% | +492,160+50.1% | Added |
| Norges Bank | 1,480,544 | $55.8M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,556,473 | $58.7M | 0.06% | −36,859−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,094,331 | $79.0M | 0.02% | +102,519+5.1% | Added |
| FMR LLC | 2,640,375 | $99.6M | 0.01% | −184,119−6.5% | Reduced |
| Geode Capital Management, LLC | 3,190,836 | $120.3M | 0.01% | +19,205+0.6% | Added |
| State Street Corp | 7,068,684 | $267.3M | 0.01% | +18,429+0.3% | Added |
| Wellington Management Group LLP | 7,375,954 | $278.1M | 0.05% | −299,097−3.9% | Reduced |