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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 59,200 | $2.23M | 0.04% | −2,400−3.9% | Reduced |
| GWM Advisors LLC | 58,431 | $2.20M | 0.01% | +557+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,608 | $2.10M | 0.01% | +885+1.6% | Added |
| Quest Partners LLC | 55,352 | $2.09M | 0.19% | −41,806−43.0% | Reduced |
| Integrated Advisors Network LLC | 55,038 | $2.08M | 0.10% | −4,088−6.9% | Reduced |
| State of Tennessee, Treasury Department | 54,993 | $2.07M | 0.01% | −2,810−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 54,775 | $2.07M | 0.01% | −5,356−8.9% | Reduced |
| My Legacy Advisors, LLC | 53,464 | $2.02M | 0.80% | −9,557−15.2% | Reduced |
| Stratos Wealth Partners, LTD. | 52,210 | $1.97M | 0.03% | +2,746+5.6% | Added |
| Cubist Systematic Strategies, LLC | 52,006 | $1.96M | 0.03% | −30,390−36.9% | Reduced |
| Man Group plc | 50,729 | $1.91M | 0.01% | +50,729 | New |
| Mutual Advisors, LLC | 51,273 | $1.90M | 0.06% | −216−0.4% | Reduced |
| Creative Planning | 48,929 | $1.85M | 0.00% | −1,285−2.6% | Reduced |
| Susquehanna International Group, LLP | 47,673 | $1.80M | 0.00% | +22,650+90.5% | Added |
| Yousif Capital Management, LLC | 47,628 | $1.80M | 0.02% | −1,600−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,501 | $1.79M | 0.01% | −442−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 47,387 | $1.79M | 0.00% | −3,960−7.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 47,863 | $1.79M | 0.01% | −2,292−4.6% | Reduced |
| Kestra Advisory Services, LLC | 46,641 | $1.76M | 0.01% | −27,711−37.3% | Reduced |
| Brookstone Capital Management | 46,016 | $1.74M | 0.03% | −2,983−6.1% | Reduced |
| Twinbeech Capital LP | 45,968 | $1.73M | 0.03% | +45,968 | New |
| Natixis Advisors, L.P. | 43,782 | $1.65M | 0.00% | +24,963+132.6% | Added |
| Comerica Bank | 43,156 | $1.63M | 0.01% | −1,861−4.1% | Reduced |
| Voloridge Investment Management, LLC | 42,836 | $1.62M | 0.01% | +35,341+471.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 42,813 | $1.61M | 0.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 42,715 | $1.61M | 0.00% | +1,977+4.9% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.57M | 0.45% | 00.0% | Unchanged |
| Cooper Financial Group | 41,757 | $1.57M | 0.20% | +30.0% | Added |
| Maryland State Retirement & Pension System | 41,367 | $1.56M | 0.03% | −1,309−3.1% | Reduced |
| Daiwa Securities Group Inc. | 40,835 | $1.54M | 0.01% | +2,640+6.9% | Added |
| Handelsbanken Fonder AB | 40,700 | $1.53M | 0.01% | +9,600+30.9% | Added |
| American Century Companies Inc | 39,785 | $1.50M | 0.00% | −349,688−89.8% | Reduced |
| Colony Group, LLC | 39,200 | $1.48M | 0.00% | +2,235+6.0% | Added |
| AE Wealth Management LLC | 38,668 | $1.46M | 0.01% | −1,699−4.2% | Reduced |
| New York State Common Retirement Fund | 38,015 | $1.43M | 0.00% | −13,600−26.3% | Reduced |
| Pictet Asset Management Holding SA | 37,737 | $1.42M | 0.00% | +1,280+3.5% | Added |
| Calton & Associates, Inc. | 37,233 | $1.40M | 0.54% | +641+1.8% | Added |
| D. E. Shaw & Co., Inc. | 36,948 | $1.39M | 0.00% | −52,345−58.6% | Reduced |
| Amalgamated Bank | 35,983 | $1.36M | 0.01% | −1,345−3.6% | Reduced |
| Arizona State Retirement System | 35,244 | $1.33M | 0.01% | +1,020+3.0% | Added |
| Vident Advisory, LLC | 35,184 | $1.33M | 0.03% | +1,932+5.8% | Added |
| Arkadios Wealth Advisors | 34,965 | $1.32M | 0.07% | −617−1.7% | Reduced |
| Spire Wealth Management | 34,872 | $1.32M | 0.04% | −722−2.0% | 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 |
| Nisa Investment Advisors, LLC | 34,467 | $1.30M | 0.01% | −6,970−16.8% | Reduced |
| UniSuper Management Pty Ltd | 34,500 | $1.30M | 0.01% | −40,716−54.1% | Reduced |
| Accel Wealth Management | 33,933 | $1.28M | 0.48% | −474−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.27M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 33,209 | $1.25M | 0.00% | −1,473−4.2% | Reduced |
| HighTower Advisors, LLC | 31,411 | $1.19M | 0.00% | +6,666+26.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 30,541 | $1.15M | 0.31% | +5,500+22.0% | Added |
| Cerity Partners LLC | 30,224 | $1.14M | 0.00% | −2,310−7.1% | Reduced |
| New York State Teachers Retirement System | 30,100 | $1.14M | 0.00% | −900−2.9% | Reduced |
| PFG Investments, LLC | 28,981 | $1.09M | 0.07% | −5,354−15.6% | Reduced |
| Oregon Public Employees Retirement Fund | 28,856 | $1.09M | 0.02% | −866−2.9% | Reduced |
| SG Americas Securities, LLC | 28,593 | $1.08M | 0.00% | +24,284+563.6% | Added |
| FJ Capital Management LLC | 28,485 | $1.07M | 0.11% | −28,189−49.7% | Reduced |
| IFM Investors Pty Ltd | 28,325 | $1.07M | 0.01% | −90.0% | Reduced |
| Arete Wealth Advisors, LLC | 28,392 | $1.06M | 0.09% | +866+3.1% | Added |
| Teacher Retirement System of Texas | 28,123 | $1.06M | 0.01% | +657+2.4% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.05M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,449 | $1.03M | 0.00% | −524−1.9% | Reduced |
| UBS Oconnor LLC | 25,909 | $977.0K | 0.02% | +25,909 | New |
| Financial Partners Group, Inc | 25,791 | $972.6K | 0.14% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,703 | $969.3K | 0.00% | −1,999−7.2% | Reduced |
| ProShare Advisors LLC | 25,611 | $965.8K | 0.00% | +7,038+37.9% | Added |
| Russell Investments Group, Ltd. | 25,178 | $949.5K | 0.00% | +603+2.5% | Added |
| Squarepoint Ops LLC | 24,607 | $927.9K | 0.00% | +24,607 | New |
| Los Angeles Capital Management LLC | 24,434 | $921.4K | 0.00% | +24,434 | New |
| Cresset Asset Management, LLC | 23,833 | $901.2K | 0.00% | −752−3.1% | Reduced |
| State of Wisconsin Investment Board | 23,546 | $887.9K | 0.00% | +2,700+13.0% | Added |
| Warren Averett Asset Management, LLC | 23,421 | $883.2K | 0.02% | +166+0.7% | Added |
| Intech Investment Management LLC | 23,266 | $877.4K | 0.01% | +23,266 | New |
| RMB Capital Management, LLC | 22,858 | $862.0K | 0.02% | −530−2.3% | Reduced |
| Verition Fund Management LLC | 22,802 | $859.9K | 0.01% | +14,975+191.3% | Added |
| Harbour Investments, Inc. | 22,600 | $852.3K | 0.03% | −295−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $852.2K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 22,499 | $848.4K | 0.33% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 22,083 | $832.7K | 0.02% | +100.0% | Added |
| Lakeridge Wealth Management LLC | 21,946 | $827.6K | 0.45% | −1,727−7.3% | Reduced |
| EWG Elevate Inc. | 21,001 | $791.9K | 0.32% | 00.0% | Unchanged |
| Van Eck Associates Corp | 21,102 | $781.0K | 0.00% | +2,316+12.3% | Added |
| Bell Bank | 20,495 | $772.9K | 0.09% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,882 | $750.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 19,675 | $741.9K | 0.02% | +19,675 | New |
| Westwood Holdings Group Inc. | 19,500 | $735.3K | 0.00% | −120,000−86.0% | Reduced |
| Resources Investment Advisors, LLC. | 19,401 | $731.6K | 0.01% | −1,916−9.0% | Reduced |
| Atom Investors LP | 19,060 | $718.8K | 0.08% | −2,621−12.1% | Reduced |
| EPG Wealth Management LLC | 18,912 | $713.2K | 0.18% | +18,912 | Added |
| Entropy Technologies, LP | 18,871 | $711.6K | 0.07% | +18,871 | New |
| BlueChip Wealth Advisors LLC | 18,442 | $695.4K | 0.36% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,282 | $689.4K | 0.02% | −1,993−9.8% | Reduced |
| Fiduciary Alliance LLC | 17,955 | $677.1K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 18,579 | $676.6K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 18,021 | $671.5K | 0.10% | −690−3.7% | Reduced |
| Nissay Asset Management Corp | 17,803 | $671.4K | 0.00% | +873+5.2% | Added |
| M Holdings Securities, Inc. | 17,260 | $651.0K | 0.16% | −7,967−31.6% | Reduced |
| Lazard Asset Management LLC | 17,156 | $646.0K | 0.00% | +9,180+115.1% | Added |
| Journey Strategic Wealth LLC | 16,966 | $639.8K | 0.02% | +537+3.3% | Added |