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, Q1 2025
Institutional positions in Phillips Edison & Company, Inc. as of Mar 31, 2025. 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
- 404
- +10 vs. Q4 2024
- Shares held
- 105.1M
- +3.28M (+3.2%) vs. Q4 2024
- Total value
- $3.83B
- +$20.2M (+0.5%) vs. Q4 2024
- New holders
- 45
- 135 more added
- Sold out
- 35
- 141 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,453,925 | $782.9M | 0.02% | −676,856−3.1% | Reduced |
| Vanguard Group Inc | 19,720,204 | $719.6M | 0.01% | +397,862+2.1% | Added |
| State Street Corp | 7,182,972 | $262.8M | 0.01% | −95,271−1.3% | Reduced |
| Wellington Management Group LLP | 7,045,705 | $257.1M | 0.05% | −492,212−6.5% | Reduced |
| FMR LLC | 3,643,839 | $133.0M | 0.01% | +617,481+20.4% | Added |
| Geode Capital Management, LLC | 3,329,288 | $121.5M | 0.01% | +147,384+4.6% | Added |
| Charles Schwab Investment Management Inc | 2,174,051 | $79.3M | 0.01% | +28,534+1.3% | Added |
| Alyeska Investment Group, L.P. | 2,013,308 | $73.5M | 0.29% | +596,123+42.1% | Added |
| Northern Trust Corp | 1,693,120 | $61.8M | 0.01% | +2,315+0.1% | Added |
| Dimensional Fund Advisors LP | 1,576,703 | $57.5M | 0.01% | +179,766+12.9% | Added |
| JPMorgan Chase & Co | 1,529,380 | $55.8M | 0.00% | −208,043−12.0% | Reduced |
| Norges Bank | 1,512,868 | $55.2M | 0.01% | +18,545+1.2% | Added |
| Duff & Phelps Investment Management Co | 1,508,480 | $55.0M | 0.64% | +51,505+3.5% | Added |
| Macquarie Group Ltd | 1,392,953 | $50.8M | 0.06% | +35,508+2.6% | Added |
| Goldman Sachs Group Inc | 1,121,915 | $40.9M | 0.01% | −261,175−18.9% | Reduced |
| Massachusetts Financial Services Co | 1,077,372 | $39.3M | 0.01% | −26,119−2.4% | Reduced |
| Morgan Stanley | 1,005,011 | $36.7M | 0.00% | −42,484−4.1% | Reduced |
| Bank of New York Mellon Corp | 932,736 | $34.0M | 0.01% | −36,856−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 915,000 | $33.4M | 0.06% | +324,139+54.9% | Added |
| Nuveen, LLC | 889,699 | $32.5M | 0.01% | +889,699 | New |
| Millennium Management LLC | 855,138 | $31.2M | 0.03% | +482,057+129.2% | Added |
| Legal & General Group Plc | 849,654 | $31.0M | 0.01% | +9,248+1.1% | Added |
| Cetera Investment Advisers | 729,613 | $26.6M | 0.05% | −47,629−6.1% | Reduced |
| Principal Financial Group Inc | 623,420 | $22.7M | 0.01% | +28,255+4.7% | Added |
| Janus Henderson Group PLC | 585,348 | $21.0M | 0.01% | −727−0.1% | Reduced |
| Aew Capital Management L P | 574,819 | $21.0M | 1.03% | −53,070−8.5% | Reduced |
| Qube Research & Technologies Ltd | 562,700 | $20.5M | 0.03% | +51,883+10.2% | Added |
| ExodusPoint Capital Management, LP | 505,799 | $18.5M | 0.24% | +6,463+1.3% | Added |
| Invesco Ltd. | 431,885 | $15.8M | 0.00% | +38,264+9.7% | Added |
| Jain Global LLC | 421,777 | $15.4M | 0.31% | +139,098+49.2% | Added |
| Ameriprise Financial Inc | 402,389 | $14.7M | 0.00% | +1,258+0.3% | Added |
| Public Sector Pension Investment Board | 396,982 | $14.5M | 0.06% | +91,523+30.0% | Added |
| Bank of America Corp | 391,625 | $14.3M | 0.00% | +85,487+27.9% | Added |
| LPL Financial LLC | 388,084 | $14.2M | 0.01% | +17,448+4.7% | Added |
| Rhumbline Advisers | 384,970 | $14.0M | 0.01% | −6,580−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 367,854 | $13.4M | 0.05% | −38,991−9.6% | Reduced |
| Deutsche Bank AG | 349,769 | $12.8M | 0.01% | −10,019−2.8% | Reduced |
| Sophron Capital Management L.P. | 305,973 | $11.2M | 3.80% | +183,656+150.1% | Added |
| SEI Investments Co | 292,498 | $10.7M | 0.01% | +44,339+17.9% | Added |
| Asset Management One Co.,Ltd. | 285,188 | $10.4M | 0.04% | +5,762+2.1% | Added |
| Kennedy Capital Management, Inc. | 279,889 | $10.2M | 0.24% | −23,840−7.8% | Reduced |
| UBS Group AG | 277,478 | $10.1M | 0.00% | −36,952−11.8% | Reduced |
| Barclays PLC | 263,726 | $9.62M | 0.00% | −69,571−20.9% | Reduced |
| B&I Capital AG | 240,045 | $8.76M | 2.85% | −19,000−7.3% | Reduced |
| Swiss National Bank | 237,500 | $8.67M | 0.01% | −3,400−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 231,596 | $8.45M | 0.01% | +36,469+18.7% | Added |
| Eisler Capital Management Ltd. | 230,361 | $8.41M | 0.25% | +230,361 | New |
| Citigroup Inc | 218,095 | $7.96M | 0.01% | +24,572+12.7% | Added |
| Public Employees Retirement System of Ohio | 215,023 | $7.85M | 0.03% | −3,298−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 206,177 | $7.52M | 0.02% | +584+0.3% | Added |
| California Public Employees Retirement System | 201,934 | $7.37M | 0.01% | +4,233+2.1% | Added |
| J.W. Cole Advisors, Inc. | 193,445 | $7.06M | 0.22% | +126,912+190.8% | Added |
| Edgestream Partners, L.P. | 185,979 | $6.79M | 0.23% | +86,358+86.7% | Added |
| Alliancebernstein L.P. | 174,337 | $6.36M | 0.00% | −6,423−3.6% | Reduced |
| Nomura Asset Management Co Ltd | 171,290 | $6.25M | 0.02% | +8,910+5.5% | Added |
| Jane Street Group, LLC | 166,014 | $6.06M | 0.01% | +133,339+408.1% | Added |
| Mariner, LLC | 165,228 | $6.03M | 0.01% | −4,502−2.7% | Reduced |
| Dark Forest Capital Management LP | 164,368 | $6.00M | 0.28% | +141,702+625.2% | Added |
| State of Wisconsin Investment Board | 160,766 | $5.87M | 0.02% | +138,309+615.9% | Added |
| Jacobs Levy Equity Management, Inc | 159,049 | $5.80M | 0.02% | −22,807−12.5% | Reduced |
| Renaissance Technologies LLC | 155,002 | $5.66M | 0.01% | +155,002 | New |
| Allianz Asset Management GmbH | 154,592 | $5.64M | 0.01% | +154,592 | New |
| Susquehanna International Group, LLP | 151,452 | $5.53M | 0.01% | +94,419+165.6% | Added |
| McAdam, LLC | 143,413 | $5.23M | 0.32% | −2,283−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 141,986 | $5.18M | 0.06% | −5,605−3.8% | Reduced |
| SG Americas Securities, LLC | 139,007 | $5.07M | 0.02% | +139,007 | New |
| UBS Asset Management Americas Inc | 136,108 | $4.97M | 0.00% | −649,820−82.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,729 | $4.95M | 0.00% | +2,785+2.1% | Added |
| Bank of Montreal | 128,946 | $4.71M | 0.00% | +17,613+15.8% | Added |
| State of Alaska, Department of Revenue | 128,895 | $4.70M | 0.05% | +430+0.3% | Added |
| Prudential Financial Inc | 122,797 | $4.48M | 0.01% | −2,468−2.0% | Reduced |
| Amundi | 122,018 | $4.40M | 0.00% | −7,700−5.9% | Reduced |
| First Trust Advisors LP | 119,943 | $4.38M | 0.00% | +30,275+33.8% | Added |
| Modern Wealth Management, LLC | 118,141 | $4.31M | 0.14% | +713+0.6% | Added |
| Centaurus Financial, Inc. | 117,531 | $4.29M | 0.26% | −16,355−12.2% | Reduced |
| Standard Life Aberdeen plc | 117,374 | $4.28M | 0.01% | −4,231−3.5% | Reduced |
| HSBC Holdings PLC | 115,370 | $4.20M | 0.00% | +10,188+9.7% | Added |
| Independent Financial Group, LLC | 113,439 | $4.14M | 0.14% | −49,533−30.4% | Reduced |
| California State Teachers Retirement System | 113,305 | $4.13M | 0.01% | −1,295−1.1% | Reduced |
| Raymond James Financial Inc | 106,707 | $3.89M | 0.00% | −3,846−3.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 106,215 | $3.88M | 0.06% | +28,239+36.2% | Added |
| Voya Investment Management LLC | 104,439 | $3.81M | 0.00% | +38,675+58.8% | Added |
| Lord, Abbett & Co. LLC | 103,025 | $3.76M | 0.01% | +103,025 | New |
| Wealth Enhancement Advisory Services, LLC | 98,078 | $3.58M | 0.01% | −2,169−2.2% | Reduced |
| Mutual of America Capital Management LLC | 97,755 | $3.57M | 0.04% | −69−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 95,131 | $3.47M | 0.00% | +95,131 | New |
| Martingale Asset Management L P | 94,937 | $3.46M | 0.09% | +28,777+43.5% | Added |
| Thrivent Financial for Lutherans | 91,945 | $3.35M | 0.01% | −2,819−3.0% | Reduced |
| Price T Rowe Associates Inc | 89,953 | $3.28M | 0.00% | +10,154+12.7% | Added |
| Teachers Retirement System of the State of Kentucky | 89,325 | $3.26M | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 87,529 | $3.24M | 0.13% | +3,422+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,105 | $3.14M | 0.00% | +5,430+6.7% | Added |
| Royal Bank of Canada | 81,726 | $2.98M | 0.00% | +9,250+12.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,385 | $2.93M | 0.01% | +1,351+1.7% | Added |
| Money Concepts Capital Corp | 79,688 | $2.91M | 0.22% | −2,198−2.7% | Reduced |
| Wells Fargo & Company | 78,192 | $2.85M | 0.00% | +1,519+2.0% | Added |
| Geneos Wealth Management Inc. | 77,612 | $2.83M | 0.09% | +63,306+442.5% | Added |
| MetLife Investment Management | 76,638 | $2.80M | 0.02% | −1,236−1.6% | Reduced |
| Envestnet Asset Management Inc | 76,350 | $2.79M | 0.00% | −4,718−5.8% | Reduced |
| Harbor Capital Advisors, Inc. | 75,986 | $2.77M | 0.13% | +3,521+4.9% | Added |