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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 6,008 | $226.6K | 0.01% | +6,008 | New |
| Columbus Macro, LLC | 5,975 | $225.3K | 0.08% | +5,975 | New |
| World Equity Group, Inc. | 5,936 | $223.8K | 0.08% | +5,936 | New |
| Advisory Resource Group | 5,914 | $223.0K | 0.05% | −5,053−46.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,847 | $221.1K | 0.01% | +5,847 | New |
| GenTrust, LLC | 5,833 | $220.6K | 0.01% | +5,833 | New |
| XTX Topco Ltd | 5,711 | $215.4K | 0.02% | +5,711 | New |
| Norinchukin Bank, The | 5,536 | $208.8K | 0.00% | +5,536 | New |
| Veriti Management LLC | 5,471 | $206.3K | 0.01% | +5,471 | New |
| Evergreen Capital Management LLC | 5,420 | $205.0K | 0.01% | +5,420 | New |
| Concorde Asset Management, LLC | 5,423 | $204.5K | 0.12% | +5,423 | New |
| Providence Wealth Advisors, LLC | 5,440 | $200.7K | 0.15% | +5,440 | New |
| Buckingham Strategic Partners | 5,311 | $200.3K | 0.00% | +5,311 | New |
| Continuum Advisory, LLC | 5,067 | $196.3K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,097 | $192.2K | 0.01% | +5,097 | New |
| RE Dickinson Investment Advisors, LLC | 5,079 | $191.5K | 0.11% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,751 | $177.0K | 0.00% | +1,230+34.9% | Added |
| Larson Financial Group LLC | 4,308 | $162.4K | 0.01% | +8+0.2% | Added |
| The PNC Financial Services Group, Inc. | 3,991 | $150.5K | 0.00% | −26−0.6% | Reduced |
| KBC Group NV | 3,902 | $147.0K | 0.00% | +700+21.9% | Added |
| First Pacific Financial | 3,735 | $140.8K | 0.03% | +3,735 | New |
| MCF Advisors LLC | 3,528 | $133.2K | 0.01% | −866−19.7% | Reduced |
| Advantage Trust Co | 3,386 | $127.7K | 0.09% | 00.0% | Unchanged |
| TSFG, LLC | 3,373 | $127.0K | 0.03% | +3,373 | New |
| GAMMA Investing LLC | 3,330 | $125.6K | 0.01% | +803+31.8% | Added |
| Catalyst Funds Management Pty Ltd | 3,300 | $124.4K | 0.03% | +1,800+120.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $115.8K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 2,841 | $107.0K | 0.00% | −59,468−95.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,804 | $105.7K | 0.00% | −372−11.7% | Reduced |
| Global Retirement Partners, LLC | 2,574 | $97.1K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $95.3K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $94.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,266 | $85.5K | 0.00% | −17,383−88.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,230 | $84.1K | 0.01% | +2,230 | New |
| Cape Investment Advisory, Inc. | 2,210 | $83.3K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,420 | $79.2K | 0.00% | +325+15.5% | Added |
| FIL Ltd | 1,830 | $69.0K | 0.00% | −2,602−58.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,815 | $68.4K | 0.00% | −1,133−38.4% | Reduced |
| PFG Private Wealth Management, LLC | 1,631 | $61.5K | 0.04% | −272−14.3% | Reduced |
| Danske Bank A/S | 1,500 | $56.6K | 0.00% | +1,500 | New |
| Quadrant Capital Group LLC | 1,487 | $56.1K | 0.00% | +236+18.9% | Added |
| Venturi Wealth Management, LLC | 1,473 | $55.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,462 | $55.1K | 0.01% | −731−33.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,447 | $54.6K | 0.00% | +11+0.8% | Added |
| Prestige Wealth Management Group LLC | 1,333 | $50.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,271 | $47.9K | 0.00% | 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 |
| Hobbs Group Advisors, LLC | 1,201 | $45.3K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,183 | $44.6K | 0.01% | +9+0.8% | Added |
| Archer Investment Corp | 1,114 | $42.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,007 | $38.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Legacy Investment Solutions, LLC | 933 | $36.5K | 0.02% | +933 | New |
| Legacy Wealth Managment, LLC | 933 | $36.5K | 0.02% | +933 | New |
| Hexagon Capital Partners LLC | 967 | $36.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 950 | $35.4K | 0.01% | +7+0.7% | Added |
| FWL Investment Management, LLC | 900 | $33.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 833 | $31.4K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 816 | $30.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 777 | $29.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 758 | $28.6K | 0.00% | −180−19.2% | Reduced |
| V-Square Quantitative Management LLC | 749 | $28.2K | 0.00% | +749 | New |
| Jackson, Grant Investment Advisers, Inc. | 716 | $27.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $23.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 610 | $23.0K | 0.02% | −175−22.3% | Reduced |
| Simplex Trading, LLC | 589 | $22.0K | 0.00% | −101−14.6% | Reduced |
| True Wealth Design, LLC | 551 | $20.8K | 0.01% | +551 | New |
| IFP Advisors, Inc | 500 | $18.9K | 0.00% | −633−55.9% | Reduced |
| Ci Investments Inc. | 412 | $16.0K | 0.00% | +27+7.0% | Added |
| Creative Financial Designs Inc | 419 | $15.8K | 0.00% | −96−18.6% | Reduced |
| Sterling Capital Management LLC | 383 | $14.4K | 0.00% | +383 | New |
| Fifth Third Bancorp | 380 | $14.3K | 0.00% | +83+27.9% | Added |
| Principal Securities, Inc. | 335 | $12.6K | 0.00% | −65−16.3% | Reduced |
| SOA Wealth Advisors, LLC. | 332 | $12.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 313 | $11.8K | 0.00% | +225+255.7% | Added |
| Financial Gravity Companies, Inc. | 308 | $11.6K | 0.00% | +308 | New |
| Valued Wealth Advisors LLC | 297 | $11.2K | 0.01% | +2+0.7% | Added |
| Covestor Ltd | 268 | $10.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 236 | $8.90K | 0.00% | +236 | New |
| Bessemer Group Inc | 203 | $8.00K | 0.00% | +203 | New |
| Abound Wealth Management | 210 | $7.91K | 0.00% | −7−3.2% | Reduced |
| Assetmark, Inc | 163 | $6.15K | 0.00% | +163 | New |
| AlphaMark Advisors, LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 133 | $5.01K | 0.00% | +133 | New |
| C M Bidwell & Associates Ltd | 124 | $4.68K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 107 | $3.99K | 0.00% | +50+87.7% | Added |
| Richard W. Paul & Associates, LLC | 79 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 70 | $2.64K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $1.89K | 0.00% | −5−9.1% | Reduced |
| Lindbrook Capital, LLC | 47 | $1.77K | 0.00% | +47 | New |
| Huntington National Bank | 23 | $868 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $642 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17 | $641 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $566 | 0.00% | +15 | New |
| Mendota Financial Group, LLC | 10 | $378 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 8 | $303 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 8 | $302 | 0.00% | +1+14.3% | Added |