Phillips Edison & Company, Inc.

PECO

Exchange: Nasdaq
Industry: Real Estate Investment Trusts
SEC CIK: 0001476204

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Phillips Edison & Company, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of PECO: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	403	9	404	+10
Shares	102.7M	889.7K	105.1M	+3.28M (+3.2%)
Value	$3.85B	$33.3M	$3.83B	+$20.2M (+0.5%)

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PECO in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	889,699	$32.5M	0.01%
Eisler Capital Management Ltd.	230,361	$8.41M	0.25%
Renaissance Technologies LLC	155,002	$5.66M	0.01%
Allianz Asset Management GmbH	154,592	$5.64M	0.01%
SG Americas Securities, LLC	139,007	$5.07M	0.02%
Lord, Abbett & Co. LLC	103,025	$3.76M	0.01%
Arrowstreet Capital, Limited Partnership	95,131	$3.47M	0.00%
Avantax Advisory Services, Inc.	74,136	$2.71M	0.02%
Employees Retirement System of Texas	61,170	$2.23M	0.02%
Universal- Beteiligungs- und Servicegesellschaft mbH	60,255	$2.20M	0.00%
Greenland Capital Management LP	60,192	$2.20M	0.38%
D. E. Shaw & Co., Inc.	56,563	$2.06M	0.00%
Vert Asset Management LLC	54,045	$1.97M	0.68%
Virginia Retirement Systems Et Al	37,588	$1.37M	0.01%
Janney Montgomery Scott LLC	27,449	$1.00M	0.00%
STRS Ohio	23,000	$839.3K	0.00%
Vestcor Inc	20,680	$755.0K	0.03%
Capital Fund Management S.A.	15,965	$582.6K	0.01%
Arlington Financial Advisors, LLC	9,842	$359.1K	0.06%
Integrated Wealth Concepts LLC	9,119	$332.8K	0.00%
Waldron Private Wealth LLC	8,970	$328.2K	0.02%
Kure Advisory, LLC	8,576	$312.9K	0.24%
United Services Automobile Association	8,255	$296.9K	0.01%
Susquehanna Portfolio Strategies, LLC	7,980	$291.2K	0.13%
Quantinno Capital Management LP	7,770	$283.5K	0.00%
Crossmark Global Holdings, Inc.	6,638	$242.2K	0.00%
EntryPoint Capital, LLC	6,290	$229.5K	0.11%
Koss-Olinger Consulting, LLC	6,087	$222.0K	0.02%
Neuberger Berman Group LLC	6,000	$218.9K	0.00%
Merit Financial Group, LLC	5,863	$213.9K	0.00%
Park Avenue Securities LLC	5,767	$210.0K	0.00%
M&G Plc	5,067	$182.4K	0.00%
Rossby Financial, LCC	3,000	$105.2K	0.05%
FSC Wealth Advisors, LLC	2,493	$91.0K	0.06%
Kiker Wealth Management, LLC	2,100	$76.6K	0.05%
CX Institutional	833	$30.0K	0.00%
Simplex Trading, LLC	453	$16.0K	0.00%
Sofos Investments, Inc.	308	$11.2K	0.00%
North Capital, Inc.	217	$7.92K	0.01%
Optiver Holding B.V.	162	$5.91K	0.00%
Meeder Asset Management Inc	124	$4.53K	0.00%
Bare Financial Services, Inc	44	$1.61K	0.00%
Skopos Labs, Inc.	27	$986	0.00%
Stephens Consulting, LLC	20	$730	0.00%
Hantz Financial Services, Inc.	7	$0	0.00%

Sold out (35)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PECO in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Verition Fund Management LLC	372,560	$14.0M
Twinbeech Capital LP	20,597	$771.6K
Exchange Traded Concepts, LLC	20,185	$756.1K
American Trust Investment Advisors, LLC	20,120	$753.7K
Westwood Holdings Group Inc.	19,500	$730.5K
Smart Money Group LLC	13,092	$490.4K
Fox Run Management, L.L.C.	12,874	$482.3K
Fairway Wealth LLC	12,173	$456.0K
Proequities, Inc.	10,558	$379.2K
Alpha Omega Group, Inc.	9,681	$362.6K
Midwest Financial Group LLC	8,658	$324.3K
Ausdal Financial Partners, Inc.	8,239	$308.6K
Cornercap Investment Counsel Inc	7,907	$296.2K
Private Advisor Group, LLC	7,754	$290.5K
Kimelman & Baird, LLC	6,725	$251.9K
4WEALTH Advisors, Inc.	6,500	$243.5K
111 Capital	6,426	$240.7K
Belpointe Asset Management LLC	6,145	$227.1K
GW Henssler & Associates Ltd	6,008	$226.6K
Engineers Gate Manager LP	5,644	$211.4K
Concorde Asset Management, LLC	5,423	$203.1K
Blair William & Co	5,379	$201.5K
Providence Wealth Advisors, LLC	5,440	$201.0K
NWF Advisory Services Inc.	5,340	$200.6K
First Pacific Financial	3,735	$139.9K
FIL Ltd	2,155	$80.7K
Kapitalo Investimentos Ltda	1,802	$67.5K
Venturi Wealth Management, LLC	1,473	$55.2K
State of Wyoming	1,441	$54.0K
Legacy Wealth Managment, LLC	933	$34.8K
FWL Investment Management, LLC	900	$33.7K
Caitong International Asset Management Co., Ltd	153	$5.73K
Richard W. Paul & Associates, LLC	79	$2.96K
WealthTrak Capital Management LLC	5	$188
Capital A Wealth Management, LLC	2	$75

Not filed for Q1 2025 yet (9)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	832,117	$31.2M
Oliver Lagore Vanvalin Investment Group	30,988	$1.16M
Cassady Schiller Wealth Management, LLC	14,471	$542.1K
RE Dickinson Investment Advisors, LLC	5,079	$190.3K
Sanctuary Wealth Management, L.L.C.	3,070	$115.0K
Global Retirement Partners, LLC	2,574	$96.4K
Legacy Investment Solutions, LLC	933	$34.8K
Financial Gravity Companies, Inc.	308	$11.5K
AlphaMark Advisors, LLC	154	$6.00K