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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, 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.

Institutional holdersQ1 2025: 404 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 heldQ1 2025: $3.83B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2024.

Institutions holding PECO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Resource Group5,914$215.8K0.04%00.0%Unchanged
Everence Capital Management Inc5,910$216.0K0.01%00.0%Unchanged
World Equity Group, Inc.5,936$216.6K0.06%−5,936−50.0%Reduced
Neuberger Berman Group LLC6,000$218.9K0.00%+6,000New
Evergreen Capital Management LLC5,990$219.2K0.01%−943−13.6%Reduced
Koss-Olinger Consulting, LLC6,087$222.0K0.02%+6,087New
Three Bridge Wealth Advisors, LLC6,231$228.0K0.08%00.0%Unchanged
Plan A Wealth LLC6,254$228.2K0.18%00.0%Unchanged
CI Private Wealth, LLC6,269$228.8K0.00%−1,132−15.3%Reduced
Canton Hathaway, LLC6,274$229.0K0.05%00.0%Unchanged
EntryPoint Capital, LLC6,290$229.5K0.11%+6,290New
Allen Capital Group, LLC6,348$231.6K0.03%+14+0.2%Added
Newbridge Financial Services Group, Inc.6,384$232.9K0.06%−2,468−27.9%Reduced
Bremer Bank National Association6,451$235.4K0.04%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd6,527$238.2K0.02%−11,008−62.8%Reduced
Crossmark Global Holdings, Inc.6,638$242.2K0.00%+6,638New
Monograph Wealth Advisors, LLC6,638$242.9K0.03%00.0%Unchanged
Advisory Alpha, LLC6,883$251.2K0.01%+32+0.5%Added
LexAurum Advisors, LLC6,894$251.6K0.05%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.6,945$253.4K0.05%+922+15.3%Added
RFG Advisory, LLC7,141$260.6K0.01%00.0%Unchanged
Sanctuary Advisors, LLC7,248$264.5K0.00%−20−0.3%Reduced
Plotkin Financial Advisors, LLC7,304$266.5K0.16%00.0%Unchanged
Advisory Services Network, LLC7,362$268.6K0.01%−10.0%Reduced
Medallion Wealth Advisors, LLC7,377$270.3K0.12%+1,487+25.2%Added
Rehmann Capital Advisory Group7,596$277.2K0.02%+10.0%Added
NBC Securities, Inc.7,768$283.0K0.02%+7,761+110,871.4%Added
Quantinno Capital Management LP7,770$283.5K0.00%+7,770New
Castleview Partners, LLC7,939$289.7K0.20%−765−8.8%Reduced
Susquehanna Portfolio Strategies, LLC7,980$291.2K0.13%+7,980New
United Services Automobile Association8,255$296.9K0.01%+8,255New
Allworth Financial LP8,510$299.7K0.00%+6,889+425.0%Added
Peak Asset Management, LLC8,214$299.7K0.06%00.0%Unchanged
Ignite Planners, LLC8,606$300.9K0.06%−709−7.6%Reduced
BNP Paribas Arbitrage, SA8,363$305.2K0.00%−7,403−47.0%Reduced
Mackenzie Financial Corp8,366$305.3K0.00%+10.0%Added
Pittenger & Anderson Inc8,372$305.5K0.01%00.0%Unchanged
LaSalle St. Investment Advisors, LLC8,577$312.0K0.07%+987+13.0%Added
Kure Advisory, LLC8,576$312.9K0.24%+8,576New
TownSquare Capital, LLC8,610$314.2K0.00%+303+3.6%Added
CIBC Asset Management Inc8,646$315.5K0.00%−126−1.4%Reduced
Beck Capital Management, LLC8,671$316.4K0.09%−908−9.5%Reduced
First Heartland Consultants, Inc.8,734$318.7K0.03%00.0%Unchanged
IHT Wealth Management, LLC8,769$320.0K0.01%−9,990−53.3%Reduced
Raleigh Capital Management Inc.8,964$327.1K0.15%+75+0.8%Added
Waldron Private Wealth LLC8,970$328.2K0.02%+8,970New
Savant Capital, LLC9,073$331.1K0.00%+89+1.0%Added
Integrated Wealth Concepts LLC9,119$332.8K0.00%+9,119New
CIBC Private Wealth Group, LLC9,977$334.5K0.00%00.0%Unchanged
MML Investors Services, LLC9,215$336.0K0.00%+213+2.4%Added
Xponance, Inc.9,276$338.5K0.00%+467+5.3%Added
Aspen Grove Capital, LLC9,251$338.5K0.07%00.0%Unchanged
Ellevest, Inc.9,296$339.2K0.02%00.0%Unchanged
Sound Income Strategies, LLC9,441$344.5K0.02%−2,192−18.8%Reduced
EP Wealth Advisors, LLC9,479$345.9K0.00%+872+10.1%Added
Pinnacle Financial Partners Inc9,267$347.1K0.01%00.0%Unchanged
Arlington Financial Advisors, LLC9,842$359.1K0.06%+9,842New
Beacon Pointe Advisors, LLC9,975$364.0K0.00%−2,572−20.5%Reduced
Brass Tax Wealth Management, Inc10,012$365.3K0.08%00.0%Unchanged
Henshaw Capital LLC10,239$373.6K0.02%00.0%Unchanged
Sigma Planning Corp10,695$390.2K0.01%−6,406−37.5%Reduced
Stonebridge Financial Group, LLC10,731$391.6K0.04%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$393.7K0.06%00.0%Unchanged
Wealthcare Advisory Partners LLC10,811$394.5K0.01%−90−0.8%Reduced
A&I Financial Services, LLC10,986$400.9K0.27%00.0%Unchanged
SageView Advisory Group, LLC11,004$401.5K0.02%+128+1.2%Added
Hendershot Investments Inc.11,021$402.2K0.05%−2,867−20.6%Reduced
AQR Capital Management LLC11,091$404.7K0.00%+845+8.2%Added
Kovack Advisors, Inc.11,447$417.7K0.04%00.0%Unchanged
Hardy Reed LLC11,489$419.0K0.04%00.0%Unchanged
BancorpSouth Bank11,489$419.2K0.03%00.0%Unchanged
Entropy Technologies, LP11,945$435.9K0.04%−18,009−60.1%Reduced
Independent Advisor Alliance11,973$436.9K0.01%+1,606+15.5%Added
Allspring Global Investments Holdings, LLC12,156$443.6K0.00%−863−6.6%Reduced
Catalina Capital Group, LLC12,178$444.4K0.30%−567−4.4%Reduced
Journey Strategic Wealth LLC12,566$458.5K0.02%−400−3.1%Reduced
M&T Bank Corp12,588$459.8K0.00%−31−0.2%Reduced
Apeiron RIA LLC12,893$470.5K0.14%−287−2.2%Reduced
Beacon Capital Management, LLC13,159$480.2K0.06%−1,294−9.0%Reduced
Axxcess Wealth Management, LLC13,189$481.3K0.01%00.0%Unchanged
Capital Asset Advisory Services LLC13,189$492.3K0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado13,751$502.0K0.00%00.0%Unchanged
Acorn Financial Advisory Services Inc14,012$511.3K0.09%−452−3.1%Reduced
Marcum Wealth, LLC14,038$512.2K0.04%−50.0%Reduced
Well Done, LLC14,009$524.8K0.10%00.0%Unchanged
Ameritas Investment Partners, Inc.14,432$526.6K0.02%−424−2.9%Reduced
Rothschild Investment LLC15,010$547.7K0.04%+50.0%Added
Perpetual Ltd15,460$564.1K0.01%00.0%Unchanged
Quest Partners LLC15,552$567.5K0.06%+8,043+107.1%Added
Van Cleef Asset Management,Inc15,700$572.9K0.06%00.0%Unchanged
Metis Global Partners, LLC15,859$578.7K0.02%+1,812+12.9%Added
Capital Fund Management S.A.15,965$582.6K0.01%+15,965New
EPG Wealth Management LLC16,440$599.9K0.17%+134+0.8%Added
Sequoia Financial Advisors, LLC16,765$611.8K0.00%−5,887−26.0%Reduced
Sage Capital Management, LLC16,956$618.8K0.34%+61+0.4%Added
BlueChip Wealth Advisors LLC17,490$638.2K0.31%00.0%Unchanged
Silver Oak Securities, Inc18,037$648.6K0.06%00.0%Unchanged
Resources Investment Advisors, LLC.17,960$655.4K0.01%00.0%Unchanged
Vident Advisory, LLC18,151$662.3K0.01%−3,606−16.6%Reduced
Russell Investments Group, Ltd.18,158$662.6K0.00%−6,855−27.4%Reduced