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 |
|---|---|---|---|---|---|
| Creative Planning | 57,753 | $2.16M | 0.00% | +8,824+18.0% | Added |
| Louisiana State Employees Retirement System | 59,300 | $2.22M | 0.04% | +100+0.2% | Added |
| Koshinski Asset Management, Inc. | 59,542 | $2.23M | 0.19% | −697−1.2% | Reduced |
| First Foundation Advisors | 59,615 | $2.23M | 0.08% | −4,067−6.4% | Reduced |
| O'Dell Group, LLC | 64,142 | $2.40M | 0.54% | −1,554−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 65,334 | $2.45M | 0.03% | +2,752+4.4% | Added |
| Corebridge Financial, Inc. | 65,370 | $2.45M | 0.01% | −5,100−7.2% | Reduced |
| Voya Investment Management LLC | 65,764 | $2.46M | 0.00% | +23,049+54.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,880 | $2.47M | 0.02% | +18,379+38.7% | Added |
| Martingale Asset Management L P | 66,160 | $2.48M | 0.06% | +66,160 | New |
| J.W. Cole Advisors, Inc. | 66,533 | $2.49M | 0.10% | −2,222−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 67,697 | $2.54M | 0.03% | +568+0.8% | Added |
| Manufacturers Life Insurance Company, The | 69,119 | $2.59M | 0.00% | −1,013−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 69,912 | $2.62M | 0.01% | +2,749+4.1% | Added |
| 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 |
| Diversify Wealth Management, LLC | 78,219 | $2.78M | 0.22% | −6,677−7.9% | Reduced |
| Wells Fargo & Company | 76,673 | $2.87M | 0.00% | +17,392+29.3% | Added |
| MetLife Investment Management | 77,874 | $2.92M | 0.02% | +4,281+5.8% | Added |
| Susquehanna Fundamental Investments, LLC | 77,976 | $2.92M | 0.05% | +77,976 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,034 | $2.96M | 0.01% | +23,426+42.1% | Added |
| Price T Rowe Associates Inc | 79,799 | $2.99M | 0.00% | +8,065+11.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80,675 | $3.02M | 0.00% | +2,423+3.1% | Added |
| Envestnet Asset Management Inc | 81,068 | $3.04M | 0.00% | +10,183+14.4% | Added |
| Money Concepts Capital Corp | 81,886 | $3.07M | 0.23% | +1,291+1.6% | Added |
| Ameritas Advisory Services, LLC | 84,107 | $3.15M | 0.11% | −25,461−23.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,325 | $3.35M | 0.03% | −20,206−18.4% | Reduced |
| First Trust Advisors LP | 89,668 | $3.36M | 0.00% | +7,271+8.8% | Added |
| Kestra Advisory Services, LLC | 91,709 | $3.44M | 0.02% | +45,068+96.6% | Added |
| Thrivent Financial for Lutherans | 94,764 | $3.55M | 0.01% | −103,660−52.2% | Reduced |
| Mutual of America Capital Management LLC | 97,824 | $3.66M | 0.04% | +77+0.1% | Added |
| Edgestream Partners, L.P. | 99,621 | $3.73M | 0.16% | +99,621 | New |
| Wealth Enhancement Advisory Services, LLC | 100,247 | $3.76M | 0.01% | −1,123−1.1% | Reduced |
| HSBC Holdings PLC | 105,182 | $3.94M | 0.00% | +9,422+9.8% | Added |
| Raymond James Financial Inc | 110,553 | $4.14M | 0.00% | +110,553 | New |
| Bank of Montreal | 111,333 | $4.17M | 0.00% | +22,033+24.7% | Added |
| California State Teachers Retirement System | 114,600 | $4.29M | 0.01% | −1,198−1.0% | Reduced |
| Modern Wealth Management, LLC | 117,428 | $4.40M | 0.16% | +41,205+54.1% | Added |
| Standard Life Aberdeen plc | 121,605 | $4.56M | 0.01% | +15,274+14.4% | Added |
| Sophron Capital Management L.P. | 122,317 | $4.58M | 1.81% | +122,317 | New |
| Prudential Financial Inc | 125,265 | $4.69M | 0.01% | −5,600−4.3% | Reduced |
| Amundi | 129,718 | $4.75M | 0.00% | +41,595+47.2% | Added |
| State of Alaska, Department of Revenue | 128,465 | $4.81M | 0.05% | +344+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 132,944 | $4.98M | 0.00% | −1,489−1.1% | Reduced |
| Centaurus Financial, Inc. | 133,886 | $5.01M | 0.31% | −2,372−1.7% | Reduced |
| McAdam, LLC | 145,696 | $5.46M | 0.30% | −3,717−2.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 147,591 | $5.53M | 0.08% | −15,274−9.4% | Reduced |
| Nomura Asset Management Co Ltd | 162,380 | $6.08M | 0.02% | +8,820+5.7% | Added |
| Independent Financial Group, LLC | 162,972 | $6.10M | 0.20% | +25,573+18.6% | Added |
| Mariner, LLC | 169,730 | $6.36M | 0.01% | +310.0% | Added |
| Alliancebernstein L.P. | 180,760 | $6.77M | 0.00% | −3,555−1.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 181,856 | $6.81M | 0.02% | +42,710+30.7% | Added |
| Citigroup Inc | 193,523 | $7.25M | 0.01% | +15,954+9.0% | Added |
| Commonwealth Equity Services, LLC | 195,127 | $7.31M | 0.01% | −675−0.3% | Reduced |
| California Public Employees Retirement System | 197,701 | $7.41M | 0.00% | −1,409−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 205,593 | $7.70M | 0.02% | −11,927−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 218,321 | $8.18M | 0.03% | −1,234−0.6% | Reduced |
| Swiss National Bank | 240,900 | $9.02M | 0.01% | +1,800+0.8% | Added |
| SEI Investments Co | 248,159 | $9.30M | 0.01% | +61,110+32.7% | Added |
| B&I Capital AG | 259,045 | $9.70M | 3.16% | +46,500+21.9% | Added |
| Asset Management One Co.,Ltd. | 279,426 | $10.5M | 0.04% | +6,500+2.4% | Added |
| Jain Global LLC | 282,679 | $10.6M | 0.32% | +282,679 | New |
| Kennedy Capital Management, Inc. | 303,729 | $11.4M | 0.25% | −9,377−3.0% | Reduced |
| Public Sector Pension Investment Board | 305,459 | $11.4M | 0.05% | +45,521+17.5% | Added |
| Bank of America Corp | 306,138 | $11.5M | 0.00% | −28,497−8.5% | Reduced |
| UBS Group AG | 314,430 | $11.8M | 0.00% | +166,282+112.2% | Added |
| Barclays PLC | 333,297 | $12.5M | 0.01% | +53,865+19.3% | Added |
| Deutsche Bank AG | 359,788 | $13.5M | 0.01% | +33,933+10.4% | Added |
| LPL Financial LLC | 370,636 | $13.9M | 0.01% | +41,468+12.6% | Added |
| Verition Fund Management LLC | 372,560 | $14.0M | 0.07% | +349,758+1,533.9% | Added |
| Millennium Management LLC | 373,081 | $14.0M | 0.01% | −141,031−27.4% | Reduced |
| Rhumbline Advisers | 391,550 | $14.7M | 0.01% | +2,881+0.7% | Added |
| Invesco Ltd. | 393,621 | $14.7M | 0.00% | +12,521+3.3% | Added |
| Ameriprise Financial Inc | 401,131 | $15.0M | 0.00% | −20,892−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 406,845 | $15.2M | 0.05% | −11,928−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 499,336 | $18.7M | 0.19% | +386,145+341.1% | Added |
| Qube Research & Technologies Ltd | 510,817 | $19.1M | 0.03% | +111,209+27.8% | Added |
| Janus Henderson Group PLC | 586,075 | $22.0M | 0.01% | −500.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 590,861 | $22.1M | 0.04% | +140,861+31.3% | Added |
| Principal Financial Group Inc | 595,165 | $22.3M | 0.01% | +17,235+3.0% | Added |
| Aew Capital Management L P | 627,889 | $23.5M | 1.14% | +200,819+47.0% | Added |
| Cetera Investment Advisers | 777,242 | $29.1M | 0.06% | −74,697−8.8% | Reduced |
| UBS Asset Management Americas Inc | 785,928 | $29.4M | 0.01% | +20,106+2.6% | Added |
| Nuveen Asset Management, LLC | 832,117 | $31.2M | 0.01% | +101,719+13.9% | Added |
| Legal & General Group Plc | 840,406 | $31.5M | 0.01% | −62,941−7.0% | Reduced |
| Bank of New York Mellon Corp | 969,592 | $36.3M | 0.01% | +5,033+0.5% | Added |
| Morgan Stanley | 1,047,495 | $39.2M | 0.00% | −226,466−17.8% | Reduced |
| Massachusetts Financial Services Co | 1,103,491 | $41.3M | 0.01% | −5,225−0.5% | Reduced |
| Macquarie Group Ltd | 1,357,445 | $50.8M | 0.06% | −199,028−12.8% | Reduced |
| Goldman Sachs Group Inc | 1,383,090 | $51.8M | 0.01% | +541,474+64.3% | Added |
| Dimensional Fund Advisors LP | 1,396,937 | $52.3M | 0.01% | +59,059+4.4% | Added |
| Alyeska Investment Group, L.P. | 1,417,185 | $53.1M | 0.20% | −32,507−2.2% | Reduced |
| Duff & Phelps Investment Management Co | 1,456,975 | $54.6M | 0.65% | −17,155−1.2% | Reduced |
| Norges Bank | 1,494,323 | $56.0M | 0.01% | +13,779+0.9% | Added |
| Northern Trust Corp | 1,690,805 | $63.3M | 0.01% | +356,368+26.7% | Added |
| JPMorgan Chase & Co | 1,737,423 | $65.1M | 0.01% | +606,055+53.6% | Added |
| Charles Schwab Investment Management Inc | 2,145,517 | $80.4M | 0.01% | +51,186+2.4% | Added |
| FMR LLC | 3,026,358 | $113.4M | 0.01% | +385,983+14.6% | Added |
| Geode Capital Management, LLC | 3,181,904 | $119.2M | 0.01% | −8,932−0.3% | Reduced |
| State Street Corp | 7,278,243 | $273.4M | 0.01% | +209,559+3.0% | Added |