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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $36 | 0.00% | −294−99.7% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −403,631−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −77,241−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −56,149−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −26,218−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −24,092−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,413−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,746−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −12,478−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,309−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −9,627−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −7,123−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −6,238−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |