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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.

Q4 2024 vs. Q3 2024

How the institutions holding Phillips Edison & Company, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PECO: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4026403+7
Shares99.9M124.5K102.7M+2.92M (+2.9%)
Value$3.77B$4.30M$3.85B+$85.8M (+2.3%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PECO in Q4 2024
InstitutionSharesValue% of portfolio
Jain Global LLC282,679$10.6M0.32%
Sophron Capital Management L.P.122,317$4.58M1.81%
Raymond James Financial Inc110,553$4.14M0.00%
Edgestream Partners, L.P.99,621$3.73M0.16%
Susquehanna Fundamental Investments, LLC77,976$2.92M0.05%
Martingale Asset Management L P66,160$2.48M0.06%
Foresight Group Ltd Liability Partnership35,529$1.32M1.27%
Certior Financial Group, LLC33,859$1.27M1.13%
Police & Firemen's Retirement System of New Jersey26,152$979.7K0.01%
KLP Kapitalforvaltning AS25,900$972.5K0.00%
Dynamic Financial Group23,647$885.8K0.90%
TCW Group Inc22,996$861.4K0.01%
Dark Forest Capital Management LP22,666$849.1K0.13%
Sequoia Financial Advisors, LLC22,652$848.5K0.01%
Caisse des Depots Et Consignations20,314$761.0K0.04%
Ameriflex Group, Inc.19,799$719.3K0.33%
Y-Intercept (Hong Kong) Ltd17,535$656.9K0.04%
BNP Paribas Arbitrage, SA15,766$590.6K0.00%
Transce3nd, LLC14,635$553.2K0.19%
Allspring Global Investments Holdings, LLC13,019$487.7K0.00%
Fox Run Management, L.L.C.12,874$482.3K0.09%
CIBC World Markets Corp11,491$430.5K0.00%
A&I Financial Services, LLC10,986$411.5K0.40%
SageView Advisory Group, LLC10,876$407.4K0.02%
Stonebridge Financial Group, LLC10,731$402.0K0.04%
Headlands Technologies LLC10,573$396.1K0.04%
EP Wealth Advisors, LLC8,607$322.4K0.00%
LaSalle St. Investment Advisors, LLC7,590$284.0K0.09%
4WEALTH Advisors, Inc.6,500$243.5K0.25%
111 Capital6,426$240.7K0.05%
Plan A Wealth LLC6,254$234.3K0.21%
Brevan Howard Capital Management LP5,909$221.4K0.01%
Medallion Wealth Advisors, LLC5,890$216.4K0.11%
MAI Capital Management5,500$206.0K0.00%
NWF Advisory Services Inc.5,340$200.6K0.03%
Eukles Asset Management4,174$156.4K0.07%
GF Fund Management Co. Ltd.2,226$83.4K0.00%
Kapitalo Investimentos Ltda1,802$67.5K0.05%
State of Wyoming1,441$54.0K0.01%
Curio Wealth, LLC591$22.1K0.01%
Loomis Sayles & Co L P584$22.0K0.00%
Fortis Group Advisors, LLC300$11.2K0.00%
Caitong International Asset Management Co., Ltd153$5.73K0.01%
VSM Wealth Advisory, LLC104$3.91K0.00%
Versant Capital Management, Inc97$3.63K0.00%
Parallel Advisors, LLC19$7120.00%
SRS Capital Advisors, Inc.9$3380.00%
Quarry LP8$3000.00%
WealthTrak Capital Management LLC5$1880.00%
Capital A Wealth Management, LLC2$750.00%

Sold out (43)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of PECO in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Centersquare Investment Management LLC1,135,354$42.8M
Schonfeld Strategic Advisors LLC243,298$9.17M
Employees Retirement System of Texas170,000$6.41M
STRS Ohio141,700$5.34M
International Assets Investment Management, LLC104,117$2.76M
Cubist Systematic Strategies, LLC52,006$1.96M
Man Group plc50,729$1.91M
Susquehanna Portfolio Strategies, LLC42,813$1.61M
D. E. Shaw & Co., Inc.36,948$1.39M
SG Americas Securities, LLC28,593$1.08M
Janney Montgomery Scott LLC27,449$1.03M
UBS Oconnor LLC25,909$977.0K
Point72 Asset Management, L.P.15,600$588.3K
FORA Capital, LLC14,529$547.9K
Two Sigma Securities, LLC12,978$489.4K
Connor, Clark & Lunn Investment Management Ltd.12,409$467.9K
Bayesian Capital Management, LP11,600$437.4K
Synovus Financial Corp9,960$375.6K
Centiva Capital, LP8,442$318.3K
Foundations Investment Advisors, LLC8,151$307.4K
MSH Capital Advisors LLC7,670$289.2K
Caxton Associates LP7,018$264.6K
Capula Management Ltd6,730$253.8K
EntryPoint Capital, LLC6,627$249.9K
Point72 (DIFC) Ltd6,449$243.2K
Point72 Asia (Singapore) Pte. Ltd.6,403$241.5K
Columbus Macro, LLC5,975$225.3K
Robertson Stephens Wealth Management, LLC5,847$221.1K
XTX Topco Ltd5,711$215.4K
Veriti Management LLC5,471$206.3K
Buckingham Strategic Partners5,311$200.3K
Point72 Hong Kong Ltd5,097$192.2K
Catalyst Funds Management Pty Ltd3,300$124.4K
Vestcor Inc2,841$107.0K
Jaffetilchin Investment Partners, LLC2,230$84.1K
Householder Group Estate & Retirement Specialist, LLC1,263$47.0K
Hobbs Group Advisors, LLC1,201$45.3K
Central Trust Co1,000$37.7K
Simplex Trading, LLC589$22.0K
SOA Wealth Advisors, LLC.332$12.5K
Assetmark, Inc163$6.15K
Financial Network Wealth Advisors LLC15$566
Mendota Financial Group, LLC10$378

Not filed for Q4 2024 yet (6)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
ClariVest Asset Management LLC78,145$2.56M
Raymond James Financial Services Advisors, Inc.25,703$969.3K
PEAK6 Investments LLC10,557$398.1K
Kure Advisory, LLC8,559$322.7K
WFA of San Diego, LLC816$30.8K
FinTrust Capital Advisors, LLC680$25.6K