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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 7,537,917 | $282.4M | 0.05% | +161,963+2.2% | Added |
| Vanguard Group Inc | 19,322,342 | $723.8M | 0.01% | +82,913+0.4% | Added |
| BlackRock, Inc. | 22,130,781 | $829.0M | 0.02% | +619,078+2.9% | Added |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −1,135,354−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −243,298−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −141,700−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −104,117−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −52,006−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −50,729−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −42,813−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −36,948−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −28,593−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −27,449−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −25,909−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −14,529−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,978−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,409−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −9,960−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,442−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −8,151−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −7,670−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,449−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,403−100.0% | Sold out |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −5,975−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −5,311−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,097−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Kure Advisory, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |