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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 1 | $31 | 0.00% | −1−50.0% | Reduced |
| Dogwood Wealth Management LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2 | $75 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 5 | $188 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 7 | $263 | 0.00% | −1−12.5% | Reduced |
| NBC Securities, Inc. | 7 | $290 | 0.03% | −8,660−99.9% | Reduced |
| Quarry LP | 8 | $300 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $301 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $338 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 17 | $637 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $712 | 0.00% | +19 | New |
| Huntington National Bank | 23 | $861 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $1.31K | 0.00% | −15−30.0% | Reduced |
| Signaturefd, LLC | 36 | $1.35K | 0.00% | +19+111.8% | Added |
| Lindbrook Capital, LLC | 47 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 79 | $2.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $3.63K | 0.00% | +97 | New |
| VSM Wealth Advisory, LLC | 104 | $3.91K | 0.00% | +104 | New |
| C M Bidwell & Associates Ltd | 124 | $4.64K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 153 | $5.73K | 0.01% | +153 | New |
| AlphaMark Advisors, LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 192 | $7.14K | 0.00% | +85+79.4% | Added |
| Abound Wealth Management | 210 | $7.85K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 268 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 298 | $11.2K | 0.01% | +1+0.3% | Added |
| Danske Bank A/S | 300 | $11.2K | 0.00% | −1,200−80.0% | Reduced |
| Principal Securities, Inc. | 300 | $11.2K | 0.00% | −35−10.4% | Reduced |
| Fortis Group Advisors, LLC | 300 | $11.2K | 0.00% | +300 | New |
| GeoWealth Management, LLC | 307 | $11.5K | 0.00% | +71+30.1% | Added |
| Financial Gravity Companies, Inc. | 308 | $11.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 325 | $12.2K | 0.00% | +12+3.8% | Added |
| Bessemer Group Inc | 384 | $15.0K | 0.00% | +181+89.2% | Added |
| Fifth Third Bancorp | 411 | $15.4K | 0.00% | +31+8.2% | Added |
| Creative Financial Designs Inc | 423 | $15.8K | 0.00% | +4+1.0% | Added |
| Farmers & Merchants Investments Inc | 427 | $16.0K | 0.00% | −350−45.0% | Reduced |
| Ci Investments Inc. | 446 | $17.0K | 0.00% | +34+8.3% | Added |
| IFP Advisors, Inc | 454 | $20.5K | 0.00% | −46−9.2% | Reduced |
| True Wealth Design, LLC | 555 | $20.8K | 0.01% | +4+0.7% | Added |
| Loomis Sayles & Co L P | 584 | $22.0K | 0.00% | +584 | New |
| Curio Wealth, LLC | 591 | $22.1K | 0.01% | +591 | New |
| 1620 Investment Advisors, Inc. | 610 | $22.9K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $23.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $28.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 758 | $28.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 896 | $33.6K | 0.00% | −375−29.5% | Reduced |
| FWL Investment Management, LLC | 900 | $33.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 919 | $34.4K | 0.00% | −1,347−59.4% | Reduced |
| Legacy Investment Solutions, LLC | 933 | $34.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 933 | $34.8K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 958 | $35.9K | 0.01% | +8+0.8% | Added |
| Hexagon Capital Partners LLC | 967 | $36.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $37.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,007 | $37.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,114 | $41.7K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,193 | $44.7K | 0.00% | +10+0.8% | Added |
| Smithfield Trust Co | 1,249 | $47.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $50.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,441 | $54.0K | 0.01% | +1,441 | New |
| HHM Wealth Advisors, LLC | 1,462 | $54.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,473 | $55.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,540 | $57.7K | 0.00% | +53+3.6% | Added |
| Allworth Financial LP | 1,621 | $58.0K | 0.00% | +788+94.6% | Added |
| EverSource Wealth Advisors, LLC | 1,629 | $61.0K | 0.00% | +182+12.6% | Added |
| PFG Private Wealth Management, LLC | 1,631 | $61.1K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,802 | $67.5K | 0.05% | +1,802 | New |
| Steward Partners Investment Advisory, LLC | 1,815 | $68.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 2,155 | $80.7K | 0.00% | +325+17.8% | Added |
| Cape Investment Advisory, Inc. | 2,210 | $82.8K | 0.03% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,226 | $83.4K | 0.00% | +2,226 | New |
| The PNC Financial Services Group, Inc. | 2,480 | $92.9K | 0.00% | −1,511−37.9% | Reduced |
| Whittier Trust Co | 2,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $94.7K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $96.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,819 | $105.6K | 0.00% | +15+0.5% | Added |
| Ronald Blue Trust, Inc. | 3,023 | $113.2K | 0.00% | +603+24.9% | Added |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $115.0K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,110 | $116.5K | 0.01% | −220−6.6% | Reduced |
| Advantage Trust Co | 3,386 | $126.8K | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,387 | $126.9K | 0.00% | +3,004+784.3% | Added |
| TSFG, LLC | 3,400 | $127.0K | 0.03% | +27+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,419 | $128.8K | 0.00% | −1,332−28.0% | Reduced |
| First Pacific Financial | 3,735 | $139.9K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 4,174 | $156.4K | 0.07% | +4,174 | New |
| Larson Financial Group LLC | 4,414 | $165.4K | 0.01% | +106+2.5% | Added |
| KBC Group NV | 4,424 | $166.0K | 0.00% | +522+13.4% | Added |
| Continuum Advisory, LLC | 5,067 | $189.8K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5,079 | $190.3K | 0.11% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,200 | $195.1K | 0.01% | +1,672+47.4% | Added |
| NWF Advisory Services Inc. | 5,340 | $200.6K | 0.03% | +5,340 | New |
| Providence Wealth Advisors, LLC | 5,440 | $201.0K | 0.15% | 00.0% | Unchanged |
| Blair William & Co | 5,379 | $201.5K | 0.00% | −1,000−15.7% | Reduced |
| Norinchukin Bank, The | 5,413 | $202.8K | 0.00% | −123−2.2% | Reduced |
| Concorde Asset Management, LLC | 5,423 | $203.1K | 0.11% | 00.0% | Unchanged |
| MAI Capital Management | 5,500 | $206.0K | 0.00% | +5,500 | New |
| Engineers Gate Manager LP | 5,644 | $211.4K | 0.00% | −6,285−52.7% | Reduced |
| Barlow Wealth Partners, Inc. | 5,982 | $212.1K | 0.03% | −1,347−18.4% | Reduced |
| Medallion Wealth Advisors, LLC | 5,890 | $216.4K | 0.11% | +5,890 | New |
| GenTrust, LLC | 5,833 | $219.1K | 0.01% | 00.0% | Unchanged |