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, Q4 2024
Institutional positions in Phillips Edison & Company, Inc. as of Dec 31, 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
- 403
- +7 vs. Q3 2024
- Shares held
- 102.7M
- +2.92M (+2.9%) vs. Q3 2024
- Total value
- $3.85B
- +$85.8M (+2.3%) vs. Q3 2024
- New holders
- 50
- 143 more added
- Sold out
- 43
- 127 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,130,781 | $829.0M | 0.02% | +619,078+2.9% | Added |
| Vanguard Group Inc | 19,322,342 | $723.8M | 0.01% | +82,913+0.4% | Added |
| Wellington Management Group LLP | 7,537,917 | $282.4M | 0.05% | +161,963+2.2% | Added |
| State Street Corp | 7,278,243 | $273.4M | 0.01% | +209,559+3.0% | Added |
| Geode Capital Management, LLC | 3,181,904 | $119.2M | 0.01% | −8,932−0.3% | Reduced |
| FMR LLC | 3,026,358 | $113.4M | 0.01% | +385,983+14.6% | Added |
| Charles Schwab Investment Management Inc | 2,145,517 | $80.4M | 0.01% | +51,186+2.4% | Added |
| JPMorgan Chase & Co | 1,737,423 | $65.1M | 0.01% | +606,055+53.6% | Added |
| Northern Trust Corp | 1,690,805 | $63.3M | 0.01% | +356,368+26.7% | Added |
| Norges Bank | 1,494,323 | $56.0M | 0.01% | +13,779+0.9% | Added |
| Duff & Phelps Investment Management Co | 1,456,975 | $54.6M | 0.65% | −17,155−1.2% | Reduced |
| Alyeska Investment Group, L.P. | 1,417,185 | $53.1M | 0.20% | −32,507−2.2% | Reduced |
| Dimensional Fund Advisors LP | 1,396,937 | $52.3M | 0.01% | +59,059+4.4% | Added |
| Goldman Sachs Group Inc | 1,383,090 | $51.8M | 0.01% | +541,474+64.3% | Added |
| Macquarie Group Ltd | 1,357,445 | $50.8M | 0.06% | −199,028−12.8% | Reduced |
| Massachusetts Financial Services Co | 1,103,491 | $41.3M | 0.01% | −5,225−0.5% | Reduced |
| Morgan Stanley | 1,047,495 | $39.2M | 0.00% | −226,466−17.8% | Reduced |
| Bank of New York Mellon Corp | 969,592 | $36.3M | 0.01% | +5,033+0.5% | Added |
| Legal & General Group Plc | 840,406 | $31.5M | 0.01% | −62,941−7.0% | Reduced |
| Nuveen Asset Management, LLC | 832,117 | $31.2M | 0.01% | +101,719+13.9% | Added |
| UBS Asset Management Americas Inc | 785,928 | $29.4M | 0.01% | +20,106+2.6% | Added |
| Cetera Investment Advisers | 777,242 | $29.1M | 0.06% | −74,697−8.8% | Reduced |
| Aew Capital Management L P | 627,889 | $23.5M | 1.14% | +200,819+47.0% | Added |
| Principal Financial Group Inc | 595,165 | $22.3M | 0.01% | +17,235+3.0% | Added |
| Adage Capital Partners GP, L.L.C. | 590,861 | $22.1M | 0.04% | +140,861+31.3% | Added |
| Janus Henderson Group PLC | 586,075 | $22.0M | 0.01% | −500.0% | Reduced |
| Qube Research & Technologies Ltd | 510,817 | $19.1M | 0.03% | +111,209+27.8% | Added |
| ExodusPoint Capital Management, LP | 499,336 | $18.7M | 0.19% | +386,145+341.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,845 | $15.2M | 0.05% | −11,928−2.8% | Reduced |
| Ameriprise Financial Inc | 401,131 | $15.0M | 0.00% | −20,892−5.0% | Reduced |
| Invesco Ltd. | 393,621 | $14.7M | 0.00% | +12,521+3.3% | Added |
| Rhumbline Advisers | 391,550 | $14.7M | 0.01% | +2,881+0.7% | Added |
| Millennium Management LLC | 373,081 | $14.0M | 0.01% | −141,031−27.4% | Reduced |
| Verition Fund Management LLC | 372,560 | $14.0M | 0.07% | +349,758+1,533.9% | Added |
| LPL Financial LLC | 370,636 | $13.9M | 0.01% | +41,468+12.6% | Added |
| Deutsche Bank AG | 359,788 | $13.5M | 0.01% | +33,933+10.4% | Added |
| Barclays PLC | 333,297 | $12.5M | 0.01% | +53,865+19.3% | Added |
| UBS Group AG | 314,430 | $11.8M | 0.00% | +166,282+112.2% | Added |
| Bank of America Corp | 306,138 | $11.5M | 0.00% | −28,497−8.5% | Reduced |
| Public Sector Pension Investment Board | 305,459 | $11.4M | 0.05% | +45,521+17.5% | Added |
| Kennedy Capital Management, Inc. | 303,729 | $11.4M | 0.25% | −9,377−3.0% | Reduced |
| Jain Global LLC | 282,679 | $10.6M | 0.32% | +282,679 | New |
| Asset Management One Co.,Ltd. | 279,426 | $10.5M | 0.04% | +6,500+2.4% | Added |
| B&I Capital AG | 259,045 | $9.70M | 3.16% | +46,500+21.9% | Added |
| SEI Investments Co | 248,159 | $9.30M | 0.01% | +61,110+32.7% | Added |
| Swiss National Bank | 240,900 | $9.02M | 0.01% | +1,800+0.8% | Added |
| Public Employees Retirement System of Ohio | 218,321 | $8.18M | 0.03% | −1,234−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 205,593 | $7.70M | 0.02% | −11,927−5.5% | Reduced |
| California Public Employees Retirement System | 197,701 | $7.41M | 0.00% | −1,409−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 195,127 | $7.31M | 0.01% | −675−0.3% | Reduced |
| Citigroup Inc | 193,523 | $7.25M | 0.01% | +15,954+9.0% | Added |
| Jacobs Levy Equity Management, Inc | 181,856 | $6.81M | 0.02% | +42,710+30.7% | Added |
| Alliancebernstein L.P. | 180,760 | $6.77M | 0.00% | −3,555−1.9% | Reduced |
| Mariner, LLC | 169,730 | $6.36M | 0.01% | +310.0% | Added |
| Independent Financial Group, LLC | 162,972 | $6.10M | 0.20% | +25,573+18.6% | Added |
| Nomura Asset Management Co Ltd | 162,380 | $6.08M | 0.02% | +8,820+5.7% | Added |
| Prime Capital Investment Advisors, LLC | 147,591 | $5.53M | 0.08% | −15,274−9.4% | Reduced |
| McAdam, LLC | 145,696 | $5.46M | 0.30% | −3,717−2.5% | Reduced |
| Centaurus Financial, Inc. | 133,886 | $5.01M | 0.31% | −2,372−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 132,944 | $4.98M | 0.00% | −1,489−1.1% | Reduced |
| State of Alaska, Department of Revenue | 128,465 | $4.81M | 0.05% | +344+0.3% | Added |
| Amundi | 129,718 | $4.75M | 0.00% | +41,595+47.2% | Added |
| Prudential Financial Inc | 125,265 | $4.69M | 0.01% | −5,600−4.3% | Reduced |
| Sophron Capital Management L.P. | 122,317 | $4.58M | 1.81% | +122,317 | New |
| Standard Life Aberdeen plc | 121,605 | $4.56M | 0.01% | +15,274+14.4% | Added |
| Modern Wealth Management, LLC | 117,428 | $4.40M | 0.16% | +41,205+54.1% | Added |
| California State Teachers Retirement System | 114,600 | $4.29M | 0.01% | −1,198−1.0% | Reduced |
| Bank of Montreal | 111,333 | $4.17M | 0.00% | +22,033+24.7% | Added |
| Raymond James Financial Inc | 110,553 | $4.14M | 0.00% | +110,553 | New |
| HSBC Holdings PLC | 105,182 | $3.94M | 0.00% | +9,422+9.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 100,247 | $3.76M | 0.01% | −1,123−1.1% | Reduced |
| Edgestream Partners, L.P. | 99,621 | $3.73M | 0.16% | +99,621 | New |
| Mutual of America Capital Management LLC | 97,824 | $3.66M | 0.04% | +77+0.1% | Added |
| Thrivent Financial for Lutherans | 94,764 | $3.55M | 0.01% | −103,660−52.2% | Reduced |
| Kestra Advisory Services, LLC | 91,709 | $3.44M | 0.02% | +45,068+96.6% | Added |
| First Trust Advisors LP | 89,668 | $3.36M | 0.00% | +7,271+8.8% | Added |
| Teachers Retirement System of the State of Kentucky | 89,325 | $3.35M | 0.03% | −20,206−18.4% | Reduced |
| Ameritas Advisory Services, LLC | 84,107 | $3.15M | 0.11% | −25,461−23.2% | Reduced |
| Money Concepts Capital Corp | 81,886 | $3.07M | 0.23% | +1,291+1.6% | Added |
| Envestnet Asset Management Inc | 81,068 | $3.04M | 0.00% | +10,183+14.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80,675 | $3.02M | 0.00% | +2,423+3.1% | Added |
| Price T Rowe Associates Inc | 79,799 | $2.99M | 0.00% | +8,065+11.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,034 | $2.96M | 0.01% | +23,426+42.1% | Added |
| Susquehanna Fundamental Investments, LLC | 77,976 | $2.92M | 0.05% | +77,976 | New |
| MetLife Investment Management | 77,874 | $2.92M | 0.02% | +4,281+5.8% | Added |
| Wells Fargo & Company | 76,673 | $2.87M | 0.00% | +17,392+29.3% | Added |
| Diversify Wealth Management, LLC | 78,219 | $2.78M | 0.22% | −6,677−7.9% | Reduced |
| Harbor Capital Advisors, Inc. | 72,465 | $2.71M | 0.12% | +594+0.8% | Added |
| Royal Bank of Canada | 72,476 | $2.71M | 0.00% | +1,130+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 69,912 | $2.62M | 0.01% | +2,749+4.1% | Added |
| Manufacturers Life Insurance Company, The | 69,119 | $2.59M | 0.00% | −1,013−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 67,697 | $2.54M | 0.03% | +568+0.8% | Added |
| J.W. Cole Advisors, Inc. | 66,533 | $2.49M | 0.10% | −2,222−3.2% | Reduced |
| Martingale Asset Management L P | 66,160 | $2.48M | 0.06% | +66,160 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,880 | $2.47M | 0.02% | +18,379+38.7% | Added |
| Voya Investment Management LLC | 65,764 | $2.46M | 0.00% | +23,049+54.0% | Added |
| Corebridge Financial, Inc. | 65,370 | $2.45M | 0.01% | −5,100−7.2% | Reduced |
| Illinois Municipal Retirement Fund | 65,334 | $2.45M | 0.03% | +2,752+4.4% | Added |
| O'Dell Group, LLC | 64,142 | $2.40M | 0.54% | −1,554−2.4% | Reduced |
| First Foundation Advisors | 59,615 | $2.23M | 0.08% | −4,067−6.4% | Reduced |