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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 18,207 | $664.4K | 0.00% | −249−1.3% | Reduced |
| Brevan Howard Capital Management LP | 18,227 | $665.1K | 0.02% | +12,318+208.5% | Added |
| Ameriflex Group, Inc. | 19,045 | $695.0K | 0.28% | −754−3.8% | Reduced |
| CWM, LLC | 19,392 | $708.0K | 0.00% | −1,914−9.0% | Reduced |
| Fiduciary Alliance LLC | 19,816 | $723.1K | 0.07% | +1,861+10.4% | Added |
| Vaughan David Investments LLC | 19,882 | $725.0K | 0.02% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 20,314 | $741.3K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 20,422 | $745.2K | 0.09% | +133+0.7% | Added |
| Bell Bank | 20,495 | $747.9K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 20,680 | $755.0K | 0.03% | +20,680 | New |
| Carmel Capital Partners, LLC | 20,877 | $761.8K | 0.30% | −1,433−6.4% | Reduced |
| EWG Elevate Inc. | 21,001 | $766.3K | 0.29% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,201 | $773.6K | 0.02% | −476−2.2% | Reduced |
| M Holdings Securities, Inc. | 22,163 | $809.0K | 0.13% | +5,903+36.3% | Added |
| RMB Capital Management, LLC | 22,209 | $812.7K | 0.02% | −237−1.1% | Reduced |
| Lakeridge Wealth Management LLC | 22,287 | $813.3K | 0.41% | +174+0.8% | Added |
| Arete Wealth Advisors, LLC | 22,928 | $837.0K | 0.06% | 00.0% | Unchanged |
| TCW Group Inc | 22,996 | $839.1K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 23,000 | $839.3K | 0.00% | +23,000 | New |
| Cresset Asset Management, LLC | 23,393 | $856.0K | 0.00% | +10.0% | Added |
| Dynamic Financial Group | 23,647 | $862.9K | 0.86% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 24,100 | $881.5K | 0.00% | −1,800−6.9% | Reduced |
| Van Eck Associates Corp | 24,227 | $884.0K | 0.00% | +970+4.2% | Added |
| Financial Partners Group, Inc | 24,544 | $895.6K | 0.14% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 24,662 | $899.9K | 0.01% | −3,606−12.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $947.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 26,089 | $952.0K | 0.00% | +286+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 26,152 | $954.3K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 26,479 | $966.2K | 0.01% | +3,764+16.6% | Added |
| Pictet Asset Management Holding SA | 26,508 | $967.3K | 0.00% | −12,163−31.5% | Reduced |
| Cerity Partners LLC | 27,001 | $985.3K | 0.00% | −415−1.5% | Reduced |
| CIBC World Markets Corp | 27,247 | $994.2K | 0.01% | +15,756+137.1% | Added |
| PFG Investments, LLC | 27,367 | $998.6K | 0.06% | +56+0.2% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.00M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,449 | $1.00M | 0.00% | +27,449 | New |
| HighTower Advisors, LLC | 28,183 | $1.03M | 0.00% | −4,826−14.6% | Reduced |
| Oregon Public Employees Retirement Fund | 28,656 | $1.05M | 0.02% | −200−0.7% | Reduced |
| ProShare Advisors LLC | 28,962 | $1.06M | 0.00% | −8,039−21.7% | Reduced |
| Colony Group, LLC | 29,297 | $1.07M | 0.00% | −40.0% | Reduced |
| Brinker Capital Investments, LLC | 29,392 | $1.07M | 0.01% | −1,830−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 29,392 | $1.07M | 0.01% | −1,830−5.9% | Reduced |
| New York State Teachers Retirement System | 30,100 | $1.10M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 30,061 | $1.10M | 0.01% | −3,154−9.5% | Reduced |
| Lazard Asset Management LLC | 30,562 | $1.11M | 0.00% | +5,666+22.8% | Added |
| Squarepoint Ops LLC | 30,839 | $1.13M | 0.00% | +6,218+25.3% | Added |
| Certior Financial Group, LLC | 31,138 | $1.14M | 0.94% | −2,721−8.0% | Reduced |
| Victory Capital Management Inc | 31,930 | $1.17M | 0.00% | −70−0.2% | Reduced |
| FJ Capital Management LLC | 32,298 | $1.18M | 0.12% | +4,109+14.6% | Added |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.20M | 0.17% | −2,222−6.3% | Reduced |
| Spire Wealth Management | 33,480 | $1.22M | 0.04% | −1,462−4.2% | Reduced |
| Accel Wealth Management | 33,870 | $1.24M | 0.45% | +815+2.5% | Added |
| UniSuper Management Pty Ltd | 34,500 | $1.26M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,553 | $1.26M | 0.00% | +448+1.3% | Added |
| Arizona State Retirement System | 35,148 | $1.28M | 0.01% | −386−1.1% | Reduced |
| Amalgamated Bank | 35,482 | $1.29M | 0.01% | −448−1.2% | Reduced |
| Teacher Retirement System of Texas | 36,284 | $1.32M | 0.01% | +3,841+11.8% | Added |
| Maryland State Retirement & Pension System | 36,482 | $1.33M | 0.03% | −4,805−11.6% | Reduced |
| Brookstone Capital Management | 37,415 | $1.37M | 0.02% | −4,276−10.3% | Reduced |
| Virginia Retirement Systems Et Al | 37,588 | $1.37M | 0.01% | +37,588 | New |
| New York State Common Retirement Fund | 38,015 | $1.39M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 38,216 | $1.39M | 0.00% | +63+0.2% | Added |
| AE Wealth Management LLC | 39,889 | $1.46M | 0.01% | −3,798−8.7% | Reduced |
| Atria Wealth Solutions, Inc. | 41,315 | $1.51M | 0.02% | −26,382−39.0% | Reduced |
| Cooper Financial Group | 41,762 | $1.52M | 0.20% | +30.0% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.52M | 0.42% | 00.0% | Unchanged |
| Comerica Bank | 41,896 | $1.53M | 0.01% | −439−1.0% | Reduced |
| Daiwa Securities Group Inc. | 42,672 | $1.56M | 0.01% | +1,983+4.9% | Added |
| American Century Companies Inc | 43,590 | $1.59M | 0.00% | +2,453+6.0% | Added |
| Handelsbanken Fonder AB | 44,600 | $1.63M | 0.01% | +2,500+5.9% | Added |
| My Legacy Advisors, LLC | 44,853 | $1.64M | 0.63% | −2,835−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 45,646 | $1.67M | 0.00% | −1,728−3.6% | Reduced |
| Yousif Capital Management, LLC | 46,527 | $1.70M | 0.02% | −232−0.5% | Reduced |
| RMR Wealth Builders | 47,727 | $1.75M | 0.18% | −1,866−3.8% | Reduced |
| Arkadios Wealth Advisors | 49,393 | $1.80M | 0.07% | −2,764−5.3% | Reduced |
| Mutual Advisors, LLC | 53,620 | $1.88M | 0.05% | +1,729+3.3% | Added |
| Integrated Advisors Network LLC | 52,104 | $1.90M | 0.10% | −78−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 52,147 | $1.90M | 0.03% | +170.0% | Added |
| Creative Planning | 52,524 | $1.92M | 0.00% | −5,229−9.1% | Reduced |
| State of Tennessee, Treasury Department | 53,067 | $1.94M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 53,287 | $1.94M | 0.00% | −1,360−2.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 54,356 | $1.96M | 0.01% | +5,367+11.0% | Added |
| Kestra Advisory Services, LLC | 54,010 | $1.97M | 0.01% | −37,699−41.1% | Reduced |
| Vert Asset Management LLC | 54,045 | $1.97M | 0.68% | +54,045 | New |
| State of New Jersey Common Pension Fund D | 54,524 | $1.99M | 0.01% | +1,042+1.9% | Added |
| Calton & Associates, Inc. | 56,066 | $2.05M | 0.47% | +22,486+67.0% | Added |
| GWM Advisors LLC | 56,075 | $2.05M | 0.01% | −646−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 56,563 | $2.06M | 0.00% | +56,563 | New |
| First Foundation Advisors | 56,710 | $2.07M | 0.08% | −2,905−4.9% | Reduced |
| Intech Investment Management LLC | 56,917 | $2.08M | 0.02% | +12,970+29.5% | Added |
| Koshinski Asset Management, Inc. | 56,984 | $2.08M | 0.18% | −2,558−4.3% | Reduced |
| Louisiana State Employees Retirement System | 59,000 | $2.15M | 0.04% | −300−0.5% | Reduced |
| Greenland Capital Management LP | 60,192 | $2.20M | 0.38% | +60,192 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,255 | $2.20M | 0.00% | +60,255 | New |
| O'Dell Group, LLC | 60,596 | $2.21M | 0.57% | −3,546−5.5% | Reduced |
| Employees Retirement System of Texas | 61,170 | $2.23M | 0.02% | +61,170 | New |
| Corebridge Financial, Inc. | 64,197 | $2.34M | 0.01% | −1,173−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 65,196 | $2.38M | 0.03% | −138−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,663 | $2.54M | 0.02% | +3,783+5.7% | Added |
| Manufacturers Life Insurance Company, The | 71,188 | $2.60M | 0.00% | +2,069+3.0% | Added |
| Diversify Wealth Management, LLC | 74,405 | $2.60M | 0.19% | −3,814−4.9% | Reduced |