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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.

Institutional holdersQ4 2024: 403 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ4 2024: $3.85B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sigma Planning Corp17,101$640.6K0.02%−1,181−6.5%Reduced
Sage Capital Management, LLC16,895$632.9K0.32%+58+0.3%Added
EPG Wealth Management LLC16,306$610.8K0.16%−2,606−13.8%Reduced
M Holdings Securities, Inc.16,260$609.0K0.10%−1,000−5.8%Reduced
BNP Paribas Arbitrage, SA15,766$590.6K0.00%+15,766New
Van Cleef Asset Management,Inc15,700$588.1K0.06%00.0%Unchanged
Perpetual Ltd15,460$579.1K0.01%+4,380+39.5%Added
Rothschild Investment LLC15,005$562.1K0.04%+35+0.2%Added
Ameritas Investment Partners, Inc.14,856$556.5K0.02%+624+4.4%Added
Transce3nd, LLC14,635$553.2K0.19%+14,635New
Cassady Schiller Wealth Management, LLC14,471$542.1K0.20%00.0%Unchanged
Acorn Financial Advisory Services Inc14,464$541.8K0.09%+13+0.1%Added
Beacon Capital Management, LLC14,453$541.4K0.07%−862−5.6%Reduced
Geneos Wealth Management Inc.14,306$535.9K0.02%−872−5.7%Reduced
Well Done, LLC14,009$528.3K0.10%00.0%Unchanged
Metis Global Partners, LLC14,047$526.2K0.02%+1,434+11.4%Added
Marcum Wealth, LLC14,043$526.1K0.05%+17+0.1%Added
Hendershot Investments Inc.13,888$520.2K0.07%−8−0.1%Reduced
Public Employees Retirement Association of Colorado13,751$515.0K0.00%00.0%Unchanged
Capital Asset Advisory Services LLC13,189$494.5K0.02%−206−1.5%Reduced
Axxcess Wealth Management, LLC13,189$494.1K0.01%−206−1.5%Reduced
Apeiron RIA LLC13,180$493.7K0.14%−1,666−11.2%Reduced
Smart Money Group LLC13,092$490.4K0.17%+69+0.5%Added
Allspring Global Investments Holdings, LLC13,019$487.7K0.00%+13,019New
Journey Strategic Wealth LLC12,966$485.7K0.02%−4,000−23.6%Reduced
Fox Run Management, L.L.C.12,874$482.3K0.09%+12,874New
Catalina Capital Group, LLC12,745$477.4K0.16%+173+1.4%Added
M&T Bank Corp12,619$472.7K0.00%+1,736+16.0%Added
Beacon Pointe Advisors, LLC12,547$470.0K0.01%00.0%Unchanged
Fairway Wealth LLC12,173$456.0K0.21%00.0%Unchanged
World Equity Group, Inc.11,872$444.7K0.10%+5,936+100.0%Added
Sound Income Strategies, LLC11,633$435.8K0.03%−716−5.8%Reduced
CIBC World Markets Corp11,491$430.5K0.00%+11,491New
Hardy Reed LLC11,489$430.4K0.04%00.0%Unchanged
BancorpSouth Bank11,489$430.4K0.03%00.0%Unchanged
Kovack Advisors, Inc.11,447$428.8K0.04%−170−1.5%Reduced
A&I Financial Services, LLC10,986$411.5K0.40%+10,986New
Wealthcare Advisory Partners LLC10,901$408.4K0.01%+4,228+63.4%Added
SageView Advisory Group, LLC10,876$407.4K0.02%+10,876New
Clark Capital Management Group, Inc.10,850$406.4K0.00%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$402.5K0.06%00.0%Unchanged
Stonebridge Financial Group, LLC10,731$402.0K0.04%+10,731New
Headlands Technologies LLC10,573$396.1K0.04%+10,573New
Independent Advisor Alliance10,367$388.3K0.01%+64+0.6%Added
AQR Capital Management LLC10,246$383.8K0.00%+2,632+34.6%Added
Henshaw Capital LLC10,239$383.6K0.02%00.0%Unchanged
Proequities, Inc.10,558$379.2K0.02%−316−2.9%Reduced
Brass Tax Wealth Management, Inc10,012$375.1K0.08%00.0%Unchanged
CIBC Private Wealth Group, LLC9,977$365.2K0.00%00.0%Unchanged
Alpha Omega Group, Inc.9,681$362.6K0.43%00.0%Unchanged
Beck Capital Management, LLC9,579$358.8K0.10%−1,188−11.0%Reduced
Pinnacle Financial Partners Inc9,267$349.5K0.01%00.0%Unchanged
Ignite Planners, LLC9,315$349.2K0.08%−2,171−18.9%Reduced
Ellevest, Inc.9,296$348.2K0.02%+33+0.4%Added
Aspen Grove Capital, LLC9,251$347.5K0.07%00.0%Unchanged
MML Investors Services, LLC9,002$337.0K0.00%+64+0.7%Added
Savant Capital, LLC8,984$336.5K0.00%+68+0.8%Added
Raleigh Capital Management Inc.8,889$333.0K0.13%−729−7.6%Reduced
Newbridge Financial Services Group, Inc.8,852$331.6K0.09%+30.0%Added
Xponance, Inc.8,809$330.0K0.00%+770+9.6%Added
CIBC Asset Management Inc8,772$328.6K0.00%+1,005+12.9%Added
First Heartland Consultants, Inc.8,734$327.2K0.03%−1,929−18.1%Reduced
Midwest Financial Group LLC8,658$324.3K0.19%00.0%Unchanged
EP Wealth Advisors, LLC8,607$322.4K0.00%+8,607New
Castleview Partners, LLC8,704$321.6K0.17%−384−4.2%Reduced
Pittenger & Anderson Inc8,372$313.6K0.01%00.0%Unchanged
Mackenzie Financial Corp8,365$313.4K0.00%−7−0.1%Reduced
TownSquare Capital, LLC8,307$311.2K0.00%+2,298+38.2%Added
US Bancorp8,284$310.3K0.00%+1,616+24.2%Added
Ausdal Financial Partners, Inc.8,239$308.6K0.03%+42+0.5%Added
Peak Asset Management, LLC8,214$307.7K0.06%00.0%Unchanged
Cornercap Investment Counsel Inc7,907$296.2K0.10%−4,110−34.2%Reduced
Private Advisor Group, LLC7,754$290.5K0.00%−255−3.2%Reduced
Rehmann Capital Advisory Group7,595$284.5K0.02%00.0%Unchanged
LaSalle St. Investment Advisors, LLC7,590$284.0K0.09%+7,590New
Quest Partners LLC7,509$281.3K0.04%−47,843−86.4%Reduced
CI Private Wealth, LLC7,401$277.2K0.00%−27−0.4%Reduced
Advisory Services Network, LLC7,363$275.8K0.01%−583−7.3%Reduced
Plotkin Financial Advisors, LLC7,304$273.6K0.16%00.0%Unchanged
RFG Advisory, LLC7,141$267.5K0.01%+100+1.4%Added
Sanctuary Advisors, LLC7,268$266.8K0.00%−30.0%Reduced
Accurate Wealth Management, LLC7,429$264.2K0.05%−105−1.4%Reduced
Aster Capital Management (DIFC) Ltd6,988$261.8K0.10%+6,855+5,154.1%Added
Evergreen Capital Management LLC6,933$260.3K0.01%+1,513+27.9%Added
LexAurum Advisors, LLC6,894$258.2K0.05%+636+10.2%Added
Profund Advisors LLC6,886$257.9K0.01%+518+8.1%Added
Advisory Alpha, LLC6,851$256.7K0.01%−421−5.8%Reduced
Kimelman & Baird, LLC6,725$251.9K0.02%00.0%Unchanged
Monograph Wealth Advisors, LLC6,638$249.3K0.03%00.0%Unchanged
4WEALTH Advisors, Inc.6,500$243.5K0.25%+6,500New
Coldstream Capital Management Inc6,452$241.7K0.01%00.0%Unchanged
Bremer Bank National Association6,451$241.7K0.05%00.0%Unchanged
111 Capital6,426$240.7K0.05%+6,426New
Allen Capital Group, LLC6,334$237.3K0.03%00.0%Unchanged
Canton Hathaway, LLC6,274$235.0K0.06%00.0%Unchanged
Plan A Wealth LLC6,254$234.3K0.21%+6,254New
Three Bridge Wealth Advisors, LLC6,231$234.1K0.08%00.0%Unchanged
Belpointe Asset Management LLC6,145$227.1K0.01%−544−8.1%Reduced
GW Henssler & Associates Ltd6,008$226.6K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.6,023$225.6K0.05%−4,017−40.0%Reduced