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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 16,306 | $610.8K | 0.16% | −2,606−13.8% | Reduced |
| Sage Capital Management, LLC | 16,895 | $632.9K | 0.32% | +58+0.3% | Added |
| Sigma Planning Corp | 17,101 | $640.6K | 0.02% | −1,181−6.5% | Reduced |
| BlueChip Wealth Advisors LLC | 17,490 | $655.2K | 0.36% | −952−5.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,535 | $656.9K | 0.04% | +17,535 | New |
| Coppell Advisory Solutions LLC | 17,825 | $663.1K | 0.09% | −196−1.1% | Reduced |
| Silver Oak Securities, Inc | 18,037 | $671.0K | 0.06% | −542−2.9% | Reduced |
| Fiduciary Alliance LLC | 17,955 | $672.6K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 17,960 | $672.8K | 0.01% | −1,441−7.4% | Reduced |
| Nissay Asset Management Corp | 18,456 | $695.4K | 0.00% | +653+3.7% | Added |
| IHT Wealth Management, LLC | 18,759 | $702.7K | 0.02% | −3,324−15.1% | Reduced |
| Ameriflex Group, Inc. | 19,799 | $719.3K | 0.33% | +19,799 | New |
| Westwood Holdings Group Inc. | 19,500 | $730.5K | 0.01% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,882 | $745.0K | 0.02% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 20,120 | $753.7K | 0.31% | +4,260+26.9% | Added |
| Exchange Traded Concepts, LLC | 20,185 | $756.1K | 0.02% | +510+2.6% | Added |
| Atom Investors LP | 20,289 | $760.0K | 0.09% | +1,229+6.4% | Added |
| Caisse des Depots Et Consignations | 20,314 | $761.0K | 0.04% | +20,314 | New |
| Bell Bank | 20,495 | $767.7K | 0.06% | 00.0% | Unchanged |
| Twinbeech Capital LP | 20,597 | $771.6K | 0.01% | −25,371−55.2% | Reduced |
| EWG Elevate Inc. | 21,001 | $786.7K | 0.24% | 00.0% | Unchanged |
| CWM, LLC | 21,306 | $798.0K | 0.00% | +6,016+39.3% | Added |
| Harbour Investments, Inc. | 21,677 | $812.0K | 0.02% | −923−4.1% | Reduced |
| Vident Advisory, LLC | 21,757 | $815.0K | 0.01% | −13,427−38.2% | Reduced |
| Lakeridge Wealth Management LLC | 22,113 | $828.3K | 0.43% | +167+0.8% | Added |
| Carmel Capital Partners, LLC | 22,310 | $835.7K | 0.34% | −189−0.8% | Reduced |
| RMB Capital Management, LLC | 22,446 | $840.8K | 0.02% | −412−1.8% | Reduced |
| State of Wisconsin Investment Board | 22,457 | $841.2K | 0.00% | −1,089−4.6% | Reduced |
| Sequoia Financial Advisors, LLC | 22,652 | $848.5K | 0.01% | +22,652 | New |
| Dark Forest Capital Management LP | 22,666 | $849.1K | 0.13% | +22,666 | New |
| Warren Averett Asset Management, LLC | 22,715 | $850.9K | 0.01% | −706−3.0% | Reduced |
| Arete Wealth Advisors, LLC | 22,928 | $858.0K | 0.06% | −5,464−19.2% | Reduced |
| TCW Group Inc | 22,996 | $861.4K | 0.01% | +22,996 | New |
| Van Eck Associates Corp | 23,257 | $871.0K | 0.00% | +2,155+10.2% | Added |
| Cresset Asset Management, LLC | 23,392 | $878.6K | 0.00% | −441−1.9% | Reduced |
| Dynamic Financial Group | 23,647 | $885.8K | 0.90% | +23,647 | New |
| Financial Partners Group, Inc | 24,544 | $919.4K | 0.13% | −1,247−4.8% | Reduced |
| Squarepoint Ops LLC | 24,621 | $922.3K | 0.00% | +14+0.1% | Added |
| Lazard Asset Management LLC | 24,896 | $932.0K | 0.00% | +7,740+45.1% | Added |
| Russell Investments Group, Ltd. | 25,013 | $937.0K | 0.00% | −165−0.7% | Reduced |
| Los Angeles Capital Management LLC | 25,803 | $966.6K | 0.00% | +1,369+5.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $972.2K | 0.01% | +3,354+14.8% | Added |
| KLP Kapitalforvaltning AS | 25,900 | $972.5K | 0.00% | +25,900 | New |
| Police & Firemen's Retirement System of New Jersey | 26,152 | $979.7K | 0.01% | +26,152 | New |
| PFG Investments, LLC | 27,311 | $1.02M | 0.06% | −1,670−5.8% | Reduced |
| Cerity Partners LLC | 27,416 | $1.03M | 0.00% | −2,808−9.3% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $1.05M | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 28,189 | $1.06M | 0.12% | −296−1.0% | Reduced |
| IFM Investors Pty Ltd | 28,268 | $1.06M | 0.01% | −57−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 28,856 | $1.08M | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 29,301 | $1.10M | 0.00% | −9,899−25.3% | Reduced |
| Entropy Technologies, LP | 29,954 | $1.12M | 0.12% | +11,083+58.7% | Added |
| New York State Teachers Retirement System | 30,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 30,988 | $1.16M | 0.30% | +447+1.5% | Added |
| Brinker Capital Investments, LLC | 31,222 | $1.17M | 0.01% | −3,413−9.9% | Reduced |
| Orion Portfolio Solutions, LLC | 31,222 | $1.17M | 0.01% | −3,413−9.9% | Reduced |
| Victory Capital Management Inc | 32,000 | $1.20M | 0.00% | −1,209−3.6% | Reduced |
| Teacher Retirement System of Texas | 32,443 | $1.22M | 0.00% | +4,320+15.4% | Added |
| Jane Street Group, LLC | 32,675 | $1.22M | 0.00% | −140,037−81.1% | Reduced |
| HighTower Advisors, LLC | 33,009 | $1.24M | 0.00% | +1,598+5.1% | Added |
| Accel Wealth Management | 33,055 | $1.24M | 0.47% | −878−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 33,215 | $1.25M | 0.00% | −1,252−3.6% | Reduced |
| Calton & Associates, Inc. | 33,580 | $1.26M | 0.56% | −3,653−9.8% | Reduced |
| Certior Financial Group, LLC | 33,859 | $1.27M | 1.13% | +33,859 | New |
| State Board of Administration of Florida Retirement System | 34,105 | $1.28M | 0.00% | +415+1.2% | Added |
| UniSuper Management Pty Ltd | 34,500 | $1.29M | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 34,942 | $1.31M | 0.04% | +70+0.2% | Added |
| Foresight Group Ltd Liability Partnership | 35,529 | $1.32M | 1.27% | +35,529 | New |
| Arizona State Retirement System | 35,534 | $1.33M | 0.01% | +290+0.8% | Added |
| Amalgamated Bank | 35,930 | $1.35M | 0.01% | −53−0.1% | Reduced |
| ProShare Advisors LLC | 37,001 | $1.39M | 0.00% | +11,390+44.5% | Added |
| New York State Common Retirement Fund | 38,015 | $1.42M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 38,153 | $1.43M | 0.00% | −63,435−62.4% | Reduced |
| Pictet Asset Management Holding SA | 38,671 | $1.45M | 0.00% | +934+2.5% | Added |
| Daiwa Securities Group Inc. | 40,689 | $1.52M | 0.01% | −146−0.4% | Reduced |
| American Century Companies Inc | 41,137 | $1.54M | 0.00% | +1,352+3.4% | Added |
| Maryland State Retirement & Pension System | 41,287 | $1.55M | 0.03% | −80−0.2% | Reduced |
| Brookstone Capital Management | 41,691 | $1.56M | 0.02% | −4,325−9.4% | Reduced |
| Cooper Financial Group | 41,759 | $1.56M | 0.19% | +20.0% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.56M | 0.45% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 42,100 | $1.58M | 0.01% | +1,400+3.4% | Added |
| Comerica Bank | 42,335 | $1.59M | 0.01% | −821−1.9% | Reduced |
| AE Wealth Management LLC | 43,687 | $1.64M | 0.01% | +5,019+13.0% | Added |
| Intech Investment Management LLC | 43,947 | $1.65M | 0.02% | +20,681+88.9% | Added |
| My Legacy Advisors, LLC | 47,688 | $1.69M | 0.66% | −5,776−10.8% | Reduced |
| Yousif Capital Management, LLC | 46,759 | $1.75M | 0.02% | −869−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 47,374 | $1.77M | 0.00% | −130.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 48,989 | $1.84M | 0.01% | +1,126+2.4% | Added |
| RMR Wealth Builders | 49,593 | $1.86M | 0.19% | −11,660−19.0% | Reduced |
| Mutual Advisors, LLC | 51,891 | $1.86M | 0.05% | +618+1.2% | Added |
| Holocene Advisors, LP | 50,469 | $1.89M | 0.01% | −34,359−40.5% | Reduced |
| Stratos Wealth Partners, LTD. | 52,130 | $1.95M | 0.03% | −80−0.2% | Reduced |
| Arkadios Wealth Advisors | 52,157 | $1.95M | 0.11% | +17,192+49.2% | Added |
| Integrated Advisors Network LLC | 52,182 | $1.95M | 0.09% | −2,856−5.2% | Reduced |
| State of Tennessee, Treasury Department | 53,067 | $1.99M | 0.01% | −1,926−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 53,482 | $2.00M | 0.01% | −1,293−2.4% | Reduced |
| Natixis Advisors, L.P. | 54,647 | $2.05M | 0.00% | +10,865+24.8% | Added |
| Voloridge Investment Management, LLC | 55,613 | $2.08M | 0.01% | +12,777+29.8% | Added |
| GWM Advisors LLC | 56,721 | $2.12M | 0.01% | −1,710−2.9% | Reduced |
| Susquehanna International Group, LLP | 57,033 | $2.14M | 0.00% | +9,360+19.6% | Added |