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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 5,914 | $221.5K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,909 | $221.4K | 0.01% | +5,909 | New |
| Everence Capital Management Inc | 5,910 | $221.0K | 0.01% | −7,790−56.9% | Reduced |
| GenTrust, LLC | 5,833 | $219.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,890 | $216.4K | 0.11% | +5,890 | New |
| Barlow Wealth Partners, Inc. | 5,982 | $212.1K | 0.03% | −1,347−18.4% | Reduced |
| Engineers Gate Manager LP | 5,644 | $211.4K | 0.00% | −6,285−52.7% | Reduced |
| MAI Capital Management | 5,500 | $206.0K | 0.00% | +5,500 | New |
| Concorde Asset Management, LLC | 5,423 | $203.1K | 0.11% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,413 | $202.8K | 0.00% | −123−2.2% | Reduced |
| Blair William & Co | 5,379 | $201.5K | 0.00% | −1,000−15.7% | Reduced |
| Providence Wealth Advisors, LLC | 5,440 | $201.0K | 0.15% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 5,340 | $200.6K | 0.03% | +5,340 | New |
| MCF Advisors LLC | 5,200 | $195.1K | 0.01% | +1,672+47.4% | Added |
| RE Dickinson Investment Advisors, LLC | 5,079 | $190.3K | 0.11% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,067 | $189.8K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 4,424 | $166.0K | 0.00% | +522+13.4% | Added |
| Larson Financial Group LLC | 4,414 | $165.4K | 0.01% | +106+2.5% | Added |
| Eukles Asset Management | 4,174 | $156.4K | 0.07% | +4,174 | New |
| First Pacific Financial | 3,735 | $139.9K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,419 | $128.8K | 0.00% | −1,332−28.0% | Reduced |
| TSFG, LLC | 3,400 | $127.0K | 0.03% | +27+0.8% | Added |
| Sterling Capital Management LLC | 3,387 | $126.9K | 0.00% | +3,004+784.3% | Added |
| Advantage Trust Co | 3,386 | $126.8K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,110 | $116.5K | 0.01% | −220−6.6% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $115.0K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,023 | $113.2K | 0.00% | +603+24.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,819 | $105.6K | 0.00% | +15+0.5% | Added |
| Global Retirement Partners, LLC | 2,574 | $96.4K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $94.7K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,480 | $92.9K | 0.00% | −1,511−37.9% | Reduced |
| GF Fund Management Co. Ltd. | 2,226 | $83.4K | 0.00% | +2,226 | New |
| Cape Investment Advisory, Inc. | 2,210 | $82.8K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 2,155 | $80.7K | 0.00% | +325+17.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,815 | $68.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,802 | $67.5K | 0.05% | +1,802 | New |
| PFG Private Wealth Management, LLC | 1,631 | $61.1K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,629 | $61.0K | 0.00% | +182+12.6% | Added |
| Allworth Financial LP | 1,621 | $58.0K | 0.00% | +788+94.6% | Added |
| Quadrant Capital Group LLC | 1,540 | $57.7K | 0.00% | +53+3.6% | Added |
| Venturi Wealth Management, LLC | 1,473 | $55.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,462 | $54.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,441 | $54.0K | 0.01% | +1,441 | New |
| Prestige Wealth Management Group LLC | 1,333 | $50.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $47.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,193 | $44.7K | 0.00% | +10+0.8% | Added |
| Archer Investment Corp | 1,114 | $41.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,007 | $37.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $37.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $36.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 958 | $35.9K | 0.01% | +8+0.8% | Added |
| Legacy Investment Solutions, LLC | 933 | $34.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 933 | $34.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 919 | $34.4K | 0.00% | −1,347−59.4% | Reduced |
| FWL Investment Management, LLC | 900 | $33.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 896 | $33.6K | 0.00% | −375−29.5% | Reduced |
| Massmutual Trust Co FSB | 758 | $28.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $28.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $23.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 610 | $22.9K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $22.1K | 0.01% | +591 | New |
| Loomis Sayles & Co L P | 584 | $22.0K | 0.00% | +584 | New |
| True Wealth Design, LLC | 555 | $20.8K | 0.01% | +4+0.7% | Added |
| IFP Advisors, Inc | 454 | $20.5K | 0.00% | −46−9.2% | Reduced |
| Ci Investments Inc. | 446 | $17.0K | 0.00% | +34+8.3% | Added |
| Farmers & Merchants Investments Inc | 427 | $16.0K | 0.00% | −350−45.0% | Reduced |
| Creative Financial Designs Inc | 423 | $15.8K | 0.00% | +4+1.0% | Added |
| Fifth Third Bancorp | 411 | $15.4K | 0.00% | +31+8.2% | Added |
| Bessemer Group Inc | 384 | $15.0K | 0.00% | +181+89.2% | Added |
| Umb Bank N A | 325 | $12.2K | 0.00% | +12+3.8% | Added |
| Financial Gravity Companies, Inc. | 308 | $11.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 307 | $11.5K | 0.00% | +71+30.1% | Added |
| Danske Bank A/S | 300 | $11.2K | 0.00% | −1,200−80.0% | Reduced |
| Principal Securities, Inc. | 300 | $11.2K | 0.00% | −35−10.4% | Reduced |
| Fortis Group Advisors, LLC | 300 | $11.2K | 0.00% | +300 | New |
| Valued Wealth Advisors LLC | 298 | $11.2K | 0.01% | +1+0.3% | Added |
| Covestor Ltd | 268 | $10.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 210 | $7.85K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 192 | $7.14K | 0.00% | +85+79.4% | Added |
| AlphaMark Advisors, LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 153 | $5.73K | 0.01% | +153 | New |
| C M Bidwell & Associates Ltd | 124 | $4.64K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 104 | $3.91K | 0.00% | +104 | New |
| Versant Capital Management, Inc | 97 | $3.63K | 0.00% | +97 | New |
| Richard W. Paul & Associates, LLC | 79 | $2.96K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $1.76K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 36 | $1.35K | 0.00% | +19+111.8% | Added |
| Farther Finance Advisors, LLC | 35 | $1.31K | 0.00% | −15−30.0% | Reduced |
| Huntington National Bank | 23 | $861 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $712 | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 17 | $637 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $338 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 8 | $301 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $300 | 0.00% | +8 | New |
| NBC Securities, Inc. | 7 | $290 | 0.03% | −8,660−99.9% | Reduced |
| Parkside Financial Bank & Trust | 7 | $263 | 0.00% | −1−12.5% | Reduced |
| WealthTrak Capital Management LLC | 5 | $188 | 0.00% | +5 | New |