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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 59,542 | $2.23M | 0.19% | −697−1.2% | Reduced |
| Louisiana State Employees Retirement System | 59,300 | $2.22M | 0.04% | +100+0.2% | Added |
| Creative Planning | 57,753 | $2.16M | 0.00% | +8,824+18.0% | Added |
| Susquehanna International Group, LLP | 57,033 | $2.14M | 0.00% | +9,360+19.6% | Added |
| GWM Advisors LLC | 56,721 | $2.12M | 0.01% | −1,710−2.9% | Reduced |
| Voloridge Investment Management, LLC | 55,613 | $2.08M | 0.01% | +12,777+29.8% | Added |
| Natixis Advisors, L.P. | 54,647 | $2.05M | 0.00% | +10,865+24.8% | Added |
| State of New Jersey Common Pension Fund D | 53,482 | $2.00M | 0.01% | −1,293−2.4% | Reduced |
| State of Tennessee, Treasury Department | 53,067 | $1.99M | 0.01% | −1,926−3.5% | Reduced |
| Integrated Advisors Network LLC | 52,182 | $1.95M | 0.09% | −2,856−5.2% | Reduced |
| Arkadios Wealth Advisors | 52,157 | $1.95M | 0.11% | +17,192+49.2% | Added |
| Stratos Wealth Partners, LTD. | 52,130 | $1.95M | 0.03% | −80−0.2% | Reduced |
| Holocene Advisors, LP | 50,469 | $1.89M | 0.01% | −34,359−40.5% | Reduced |
| Mutual Advisors, LLC | 51,891 | $1.86M | 0.05% | +618+1.2% | Added |
| RMR Wealth Builders | 49,593 | $1.86M | 0.19% | −11,660−19.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 48,989 | $1.84M | 0.01% | +1,126+2.4% | Added |
| Ensign Peak Advisors, Inc | 47,374 | $1.77M | 0.00% | −130.0% | Reduced |
| Yousif Capital Management, LLC | 46,759 | $1.75M | 0.02% | −869−1.8% | Reduced |
| My Legacy Advisors, LLC | 47,688 | $1.69M | 0.66% | −5,776−10.8% | Reduced |
| Intech Investment Management LLC | 43,947 | $1.65M | 0.02% | +20,681+88.9% | Added |
| AE Wealth Management LLC | 43,687 | $1.64M | 0.01% | +5,019+13.0% | Added |
| Comerica Bank | 42,335 | $1.59M | 0.01% | −821−1.9% | Reduced |
| Handelsbanken Fonder AB | 42,100 | $1.58M | 0.01% | +1,400+3.4% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.56M | 0.45% | 00.0% | Unchanged |
| Cooper Financial Group | 41,759 | $1.56M | 0.19% | +20.0% | Added |
| Brookstone Capital Management | 41,691 | $1.56M | 0.02% | −4,325−9.4% | Reduced |
| Maryland State Retirement & Pension System | 41,287 | $1.55M | 0.03% | −80−0.2% | Reduced |
| American Century Companies Inc | 41,137 | $1.54M | 0.00% | +1,352+3.4% | Added |
| Daiwa Securities Group Inc. | 40,689 | $1.52M | 0.01% | −146−0.4% | Reduced |
| Pictet Asset Management Holding SA | 38,671 | $1.45M | 0.00% | +934+2.5% | Added |
| Mercer Global Advisors Inc | 38,153 | $1.43M | 0.00% | −63,435−62.4% | Reduced |
| New York State Common Retirement Fund | 38,015 | $1.42M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 37,001 | $1.39M | 0.00% | +11,390+44.5% | Added |
| Amalgamated Bank | 35,930 | $1.35M | 0.01% | −53−0.1% | Reduced |
| Arizona State Retirement System | 35,534 | $1.33M | 0.01% | +290+0.8% | Added |
| Foresight Group Ltd Liability Partnership | 35,529 | $1.32M | 1.27% | +35,529 | New |
| Spire Wealth Management | 34,942 | $1.31M | 0.04% | +70+0.2% | Added |
| UniSuper Management Pty Ltd | 34,500 | $1.29M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,105 | $1.28M | 0.00% | +415+1.2% | Added |
| Certior Financial Group, LLC | 33,859 | $1.27M | 1.13% | +33,859 | New |
| Calton & Associates, Inc. | 33,580 | $1.26M | 0.56% | −3,653−9.8% | Reduced |
| Nisa Investment Advisors, LLC | 33,215 | $1.25M | 0.00% | −1,252−3.6% | Reduced |
| Accel Wealth Management | 33,055 | $1.24M | 0.47% | −878−2.6% | Reduced |
| HighTower Advisors, LLC | 33,009 | $1.24M | 0.00% | +1,598+5.1% | Added |
| Jane Street Group, LLC | 32,675 | $1.22M | 0.00% | −140,037−81.1% | Reduced |
| Teacher Retirement System of Texas | 32,443 | $1.22M | 0.00% | +4,320+15.4% | Added |
| Victory Capital Management Inc | 32,000 | $1.20M | 0.00% | −1,209−3.6% | Reduced |
| 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 |
| Oliver Lagore Vanvalin Investment Group | 30,988 | $1.16M | 0.30% | +447+1.5% | Added |
| New York State Teachers Retirement System | 30,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 29,954 | $1.12M | 0.12% | +11,083+58.7% | Added |
| Colony Group, LLC | 29,301 | $1.10M | 0.00% | −9,899−25.3% | Reduced |
| Oregon Public Employees Retirement Fund | 28,856 | $1.08M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 28,268 | $1.06M | 0.01% | −57−0.2% | Reduced |
| FJ Capital Management LLC | 28,189 | $1.06M | 0.12% | −296−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 27,416 | $1.03M | 0.00% | −2,808−9.3% | Reduced |
| PFG Investments, LLC | 27,311 | $1.02M | 0.06% | −1,670−5.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 26,152 | $979.7K | 0.01% | +26,152 | New |
| KLP Kapitalforvaltning AS | 25,900 | $972.5K | 0.00% | +25,900 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $972.2K | 0.01% | +3,354+14.8% | Added |
| Los Angeles Capital Management LLC | 25,803 | $966.6K | 0.00% | +1,369+5.6% | Added |
| Russell Investments Group, Ltd. | 25,013 | $937.0K | 0.00% | −165−0.7% | Reduced |
| Lazard Asset Management LLC | 24,896 | $932.0K | 0.00% | +7,740+45.1% | Added |
| Squarepoint Ops LLC | 24,621 | $922.3K | 0.00% | +14+0.1% | Added |
| Financial Partners Group, Inc | 24,544 | $919.4K | 0.13% | −1,247−4.8% | Reduced |
| Dynamic Financial Group | 23,647 | $885.8K | 0.90% | +23,647 | New |
| Cresset Asset Management, LLC | 23,392 | $878.6K | 0.00% | −441−1.9% | Reduced |
| Van Eck Associates Corp | 23,257 | $871.0K | 0.00% | +2,155+10.2% | Added |
| TCW Group Inc | 22,996 | $861.4K | 0.01% | +22,996 | New |
| Arete Wealth Advisors, LLC | 22,928 | $858.0K | 0.06% | −5,464−19.2% | Reduced |
| Warren Averett Asset Management, LLC | 22,715 | $850.9K | 0.01% | −706−3.0% | Reduced |
| Dark Forest Capital Management LP | 22,666 | $849.1K | 0.13% | +22,666 | New |
| Sequoia Financial Advisors, LLC | 22,652 | $848.5K | 0.01% | +22,652 | New |
| State of Wisconsin Investment Board | 22,457 | $841.2K | 0.00% | −1,089−4.6% | Reduced |
| RMB Capital Management, LLC | 22,446 | $840.8K | 0.02% | −412−1.8% | Reduced |
| Carmel Capital Partners, LLC | 22,310 | $835.7K | 0.34% | −189−0.8% | Reduced |
| Lakeridge Wealth Management LLC | 22,113 | $828.3K | 0.43% | +167+0.8% | Added |
| Vident Advisory, LLC | 21,757 | $815.0K | 0.01% | −13,427−38.2% | Reduced |
| Harbour Investments, Inc. | 21,677 | $812.0K | 0.02% | −923−4.1% | Reduced |
| CWM, LLC | 21,306 | $798.0K | 0.00% | +6,016+39.3% | Added |
| EWG Elevate Inc. | 21,001 | $786.7K | 0.24% | 00.0% | Unchanged |
| Twinbeech Capital LP | 20,597 | $771.6K | 0.01% | −25,371−55.2% | Reduced |
| Bell Bank | 20,495 | $767.7K | 0.06% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 20,314 | $761.0K | 0.04% | +20,314 | New |
| Atom Investors LP | 20,289 | $760.0K | 0.09% | +1,229+6.4% | Added |
| Exchange Traded Concepts, LLC | 20,185 | $756.1K | 0.02% | +510+2.6% | Added |
| American Trust Investment Advisors, LLC | 20,120 | $753.7K | 0.31% | +4,260+26.9% | Added |
| Vaughan David Investments LLC | 19,882 | $745.0K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 19,500 | $730.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 19,799 | $719.3K | 0.33% | +19,799 | New |
| IHT Wealth Management, LLC | 18,759 | $702.7K | 0.02% | −3,324−15.1% | Reduced |
| Nissay Asset Management Corp | 18,456 | $695.4K | 0.00% | +653+3.7% | Added |
| Resources Investment Advisors, LLC. | 17,960 | $672.8K | 0.01% | −1,441−7.4% | Reduced |
| Fiduciary Alliance LLC | 17,955 | $672.6K | 0.07% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 18,037 | $671.0K | 0.06% | −542−2.9% | Reduced |
| Coppell Advisory Solutions LLC | 17,825 | $663.1K | 0.09% | −196−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,535 | $656.9K | 0.04% | +17,535 | New |
| BlueChip Wealth Advisors LLC | 17,490 | $655.2K | 0.36% | −952−5.2% | Reduced |