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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 7 | $0 | 0.00% | +7 | New |
| Creekmur Asset Management LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $294 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $621 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $730 | 0.00% | +20 | New |
| Huntington National Bank | 23 | $839 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 27 | $986 | 0.00% | +27 | New |
| Farther Finance Advisors, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 41 | $1.50K | 0.00% | −266−86.6% | Reduced |
| Bare Financial Services, Inc | 44 | $1.61K | 0.00% | +44 | New |
| Lindbrook Capital, LLC | 60 | $2.19K | 0.00% | +13+27.7% | Added |
| Parkside Financial Bank & Trust | 60 | $2.19K | 0.00% | +53+757.1% | Added |
| Sittner & Nelson, LLC | 70 | $2.55K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 76 | $2.73K | 0.00% | −116−60.4% | Reduced |
| VSM Wealth Advisory, LLC | 105 | $3.84K | 0.00% | +1+1.0% | Added |
| Signaturefd, LLC | 109 | $3.98K | 0.00% | +73+202.8% | Added |
| C M Bidwell & Associates Ltd | 124 | $4.53K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 124 | $4.53K | 0.00% | +124 | New |
| Optiver Holding B.V. | 162 | $5.91K | 0.00% | +162 | New |
| Abound Wealth Management | 210 | $7.65K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 217 | $7.92K | 0.01% | +217 | New |
| Valued Wealth Advisors LLC | 222 | $8.12K | 0.00% | −76−25.5% | Reduced |
| Covestor Ltd | 269 | $10.0K | 0.01% | +1+0.4% | Added |
| Danske Bank A/S | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 308 | $11.2K | 0.00% | +308 | New |
| SRS Capital Advisors, Inc. | 315 | $11.5K | 0.00% | +306+3,400.0% | Added |
| Bessemer Group Inc | 366 | $13.0K | 0.00% | −18−4.7% | Reduced |
| Creative Financial Designs Inc | 426 | $15.6K | 0.00% | +3+0.7% | Added |
| Farmers & Merchants Investments Inc | 427 | $15.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 453 | $16.0K | 0.00% | +453 | New |
| Umb Bank N A | 445 | $16.2K | 0.00% | +120+36.9% | Added |
| Ci Investments Inc. | 465 | $17.0K | 0.00% | +19+4.3% | Added |
| Versant Capital Management, Inc | 476 | $17.4K | 0.00% | +379+390.7% | Added |
| 1620 Investment Advisors, Inc. | 510 | $18.6K | 0.01% | −100−16.4% | Reduced |
| IFP Advisors, Inc | 454 | $19.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 560 | $20.4K | 0.01% | +5+0.9% | Added |
| Parallel Advisors, LLC | 570 | $20.8K | 0.00% | +551+2,900.0% | Added |
| Loomis Sayles & Co L P | 616 | $22.0K | 0.00% | +32+5.5% | Added |
| AdvisorNet Financial, Inc | 605 | $22.1K | 0.00% | −402−39.9% | Reduced |
| Curio Wealth, LLC | 1 | $22.1K | 0.01% | −590−99.8% | Reduced |
| Ancora Advisors, LLC | 624 | $22.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 732 | $26.7K | 0.00% | +321+78.1% | Added |
| V-Square Quantitative Management LLC | 749 | $27.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 833 | $30.0K | 0.00% | +833 | New |
| CoreCap Advisors, LLC | 896 | $32.7K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 966 | $34.3K | 0.01% | +8+0.8% | Added |
| Hexagon Capital Partners LLC | 967 | $35.3K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 989 | $36.1K | 0.02% | −13,646−93.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,000 | $36.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,100 | $40.1K | 0.01% | −362−24.8% | Reduced |
| Archer Investment Corp | 1,114 | $40.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,203 | $43.3K | 0.01% | +10+0.8% | Added |
| Quadrant Capital Group LLC | 1,220 | $44.5K | 0.00% | −320−20.8% | Reduced |
| Smithfield Trust Co | 1,249 | $46.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $48.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,360 | $49.6K | 0.00% | +602+79.4% | Added |
| PFG Private Wealth Management, LLC | 1,631 | $59.5K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 1,717 | $62.7K | 0.02% | +1,709+21,362.5% | Added |
| EverSource Wealth Advisors, LLC | 1,739 | $63.5K | 0.00% | +110+6.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,815 | $66.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,826 | $66.6K | 0.00% | −1,561−46.1% | Reduced |
| Kiker Wealth Management, LLC | 2,100 | $76.6K | 0.05% | +2,100 | New |
| Cape Investment Advisory, Inc. | 2,210 | $80.6K | 0.03% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,322 | $84.7K | 0.00% | +96+4.3% | Added |
| FSC Wealth Advisors, LLC | 2,493 | $91.0K | 0.06% | +2,493 | New |
| Aster Capital Management (DIFC) Ltd | 2,446 | $91.0K | 0.02% | −4,542−65.0% | Reduced |
| Whittier Trust Co | 2,500 | $91.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $92.2K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,804 | $102.3K | 0.00% | −15−0.5% | Reduced |
| Rossby Financial, LCC | 3,000 | $105.2K | 0.05% | +3,000 | New |
| The PNC Financial Services Group, Inc. | 2,995 | $109.3K | 0.00% | +515+20.8% | Added |
| MAI Capital Management | 3,000 | $109.5K | 0.00% | −2,500−45.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,049 | $111.3K | 0.00% | +26+0.9% | Added |
| GAMMA Investing LLC | 3,102 | $113.2K | 0.01% | −8−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,312 | $119.1K | 0.00% | −107−3.1% | Reduced |
| Headlands Technologies LLC | 3,350 | $122.2K | 0.01% | −7,223−68.3% | Reduced |
| Advantage Trust Co | 3,386 | $123.6K | 0.07% | 00.0% | Unchanged |
| TSFG, LLC | 3,428 | $125.0K | 0.03% | +28+0.8% | Added |
| Larson Financial Group LLC | 3,490 | $127.4K | 0.01% | −924−20.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,530 | $128.8K | 0.00% | +2,611+284.1% | Added |
| MCF Advisors LLC | 3,776 | $138.1K | 0.01% | −1,424−27.4% | Reduced |
| Coldstream Capital Management Inc | 3,935 | $143.6K | 0.00% | −2,517−39.0% | Reduced |
| Eukles Asset Management | 4,174 | $152.3K | 0.07% | 00.0% | Unchanged |
| M&G Plc | 5,067 | $182.4K | 0.00% | +5,067 | New |
| Continuum Advisory, LLC | 5,067 | $184.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 5,285 | $192.8K | 0.00% | −2,999−36.2% | Reduced |
| KBC Group NV | 5,629 | $205.0K | 0.00% | +1,205+27.2% | Added |
| Profund Advisors LLC | 5,640 | $205.8K | 0.01% | −1,246−18.1% | Reduced |
| Clark Capital Management Group, Inc. | 5,675 | $207.1K | 0.00% | −5,175−47.7% | Reduced |
| Voloridge Investment Management, LLC | 5,687 | $207.5K | 0.00% | −49,926−89.8% | Reduced |
| Park Avenue Securities LLC | 5,767 | $210.0K | 0.00% | +5,767 | New |
| Accurate Wealth Management, LLC | 6,015 | $210.8K | 0.04% | −1,414−19.0% | Reduced |
| Norinchukin Bank, The | 5,785 | $211.1K | 0.00% | +372+6.9% | Added |
| Barlow Wealth Partners, Inc. | 6,033 | $211.6K | 0.03% | +51+0.9% | Added |
| GenTrust, LLC | 5,833 | $213.4K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,863 | $213.9K | 0.00% | +5,863 | New |