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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 72,718 | $2.65M | 0.01% | +22,249+44.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 73,111 | $2.67M | 0.01% | +3,199+4.6% | Added |
| Avantax Advisory Services, Inc. | 74,136 | $2.71M | 0.02% | +74,136 | New |
| Harbor Capital Advisors, Inc. | 75,986 | $2.77M | 0.13% | +3,521+4.9% | Added |
| Envestnet Asset Management Inc | 76,350 | $2.79M | 0.00% | −4,718−5.8% | Reduced |
| MetLife Investment Management | 76,638 | $2.80M | 0.02% | −1,236−1.6% | Reduced |
| Geneos Wealth Management Inc. | 77,612 | $2.83M | 0.09% | +63,306+442.5% | Added |
| Wells Fargo & Company | 78,192 | $2.85M | 0.00% | +1,519+2.0% | Added |
| Money Concepts Capital Corp | 79,688 | $2.91M | 0.22% | −2,198−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,385 | $2.93M | 0.01% | +1,351+1.7% | Added |
| Royal Bank of Canada | 81,726 | $2.98M | 0.00% | +9,250+12.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,105 | $3.14M | 0.00% | +5,430+6.7% | Added |
| Ameritas Advisory Services, LLC | 87,529 | $3.24M | 0.13% | +3,422+4.1% | Added |
| Teachers Retirement System of the State of Kentucky | 89,325 | $3.26M | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 89,953 | $3.28M | 0.00% | +10,154+12.7% | Added |
| Thrivent Financial for Lutherans | 91,945 | $3.35M | 0.01% | −2,819−3.0% | Reduced |
| Martingale Asset Management L P | 94,937 | $3.46M | 0.09% | +28,777+43.5% | Added |
| Arrowstreet Capital, Limited Partnership | 95,131 | $3.47M | 0.00% | +95,131 | New |
| Mutual of America Capital Management LLC | 97,755 | $3.57M | 0.04% | −69−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 98,078 | $3.58M | 0.01% | −2,169−2.2% | Reduced |
| Lord, Abbett & Co. LLC | 103,025 | $3.76M | 0.01% | +103,025 | New |
| Voya Investment Management LLC | 104,439 | $3.81M | 0.00% | +38,675+58.8% | Added |
| Susquehanna Fundamental Investments, LLC | 106,215 | $3.88M | 0.06% | +28,239+36.2% | Added |
| Raymond James Financial Inc | 106,707 | $3.89M | 0.00% | −3,846−3.5% | Reduced |
| California State Teachers Retirement System | 113,305 | $4.13M | 0.01% | −1,295−1.1% | Reduced |
| Independent Financial Group, LLC | 113,439 | $4.14M | 0.14% | −49,533−30.4% | Reduced |
| HSBC Holdings PLC | 115,370 | $4.20M | 0.00% | +10,188+9.7% | Added |
| Standard Life Aberdeen plc | 117,374 | $4.28M | 0.01% | −4,231−3.5% | Reduced |
| Centaurus Financial, Inc. | 117,531 | $4.29M | 0.26% | −16,355−12.2% | Reduced |
| Modern Wealth Management, LLC | 118,141 | $4.31M | 0.14% | +713+0.6% | Added |
| First Trust Advisors LP | 119,943 | $4.38M | 0.00% | +30,275+33.8% | Added |
| Amundi | 122,018 | $4.40M | 0.00% | −7,700−5.9% | Reduced |
| Prudential Financial Inc | 122,797 | $4.48M | 0.01% | −2,468−2.0% | Reduced |
| State of Alaska, Department of Revenue | 128,895 | $4.70M | 0.05% | +430+0.3% | Added |
| Bank of Montreal | 128,946 | $4.71M | 0.00% | +17,613+15.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,729 | $4.95M | 0.00% | +2,785+2.1% | Added |
| UBS Asset Management Americas Inc | 136,108 | $4.97M | 0.00% | −649,820−82.7% | Reduced |
| SG Americas Securities, LLC | 139,007 | $5.07M | 0.02% | +139,007 | New |
| Prime Capital Investment Advisors, LLC | 141,986 | $5.18M | 0.06% | −5,605−3.8% | Reduced |
| McAdam, LLC | 143,413 | $5.23M | 0.32% | −2,283−1.6% | Reduced |
| Susquehanna International Group, LLP | 151,452 | $5.53M | 0.01% | +94,419+165.6% | Added |
| Allianz Asset Management GmbH | 154,592 | $5.64M | 0.01% | +154,592 | New |
| Renaissance Technologies LLC | 155,002 | $5.66M | 0.01% | +155,002 | New |
| Jacobs Levy Equity Management, Inc | 159,049 | $5.80M | 0.02% | −22,807−12.5% | Reduced |
| State of Wisconsin Investment Board | 160,766 | $5.87M | 0.02% | +138,309+615.9% | Added |
| Dark Forest Capital Management LP | 164,368 | $6.00M | 0.28% | +141,702+625.2% | Added |
| Mariner, LLC | 165,228 | $6.03M | 0.01% | −4,502−2.7% | Reduced |
| Jane Street Group, LLC | 166,014 | $6.06M | 0.01% | +133,339+408.1% | Added |
| Nomura Asset Management Co Ltd | 171,290 | $6.25M | 0.02% | +8,910+5.5% | Added |
| Alliancebernstein L.P. | 174,337 | $6.36M | 0.00% | −6,423−3.6% | Reduced |
| Edgestream Partners, L.P. | 185,979 | $6.79M | 0.23% | +86,358+86.7% | Added |
| J.W. Cole Advisors, Inc. | 193,445 | $7.06M | 0.22% | +126,912+190.8% | Added |
| California Public Employees Retirement System | 201,934 | $7.37M | 0.01% | +4,233+2.1% | Added |
| Advisor Group Holdings, Inc. | 206,177 | $7.52M | 0.02% | +584+0.3% | Added |
| Public Employees Retirement System of Ohio | 215,023 | $7.85M | 0.03% | −3,298−1.5% | Reduced |
| Citigroup Inc | 218,095 | $7.96M | 0.01% | +24,572+12.7% | Added |
| Eisler Capital Management Ltd. | 230,361 | $8.41M | 0.25% | +230,361 | New |
| Commonwealth Equity Services, LLC | 231,596 | $8.45M | 0.01% | +36,469+18.7% | Added |
| Swiss National Bank | 237,500 | $8.67M | 0.01% | −3,400−1.4% | Reduced |
| B&I Capital AG | 240,045 | $8.76M | 2.85% | −19,000−7.3% | Reduced |
| Barclays PLC | 263,726 | $9.62M | 0.00% | −69,571−20.9% | Reduced |
| UBS Group AG | 277,478 | $10.1M | 0.00% | −36,952−11.8% | Reduced |
| Kennedy Capital Management, Inc. | 279,889 | $10.2M | 0.24% | −23,840−7.8% | Reduced |
| Asset Management One Co.,Ltd. | 285,188 | $10.4M | 0.04% | +5,762+2.1% | Added |
| SEI Investments Co | 292,498 | $10.7M | 0.01% | +44,339+17.9% | Added |
| Sophron Capital Management L.P. | 305,973 | $11.2M | 3.80% | +183,656+150.1% | Added |
| Deutsche Bank AG | 349,769 | $12.8M | 0.01% | −10,019−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 367,854 | $13.4M | 0.05% | −38,991−9.6% | Reduced |
| Rhumbline Advisers | 384,970 | $14.0M | 0.01% | −6,580−1.7% | Reduced |
| LPL Financial LLC | 388,084 | $14.2M | 0.01% | +17,448+4.7% | Added |
| Bank of America Corp | 391,625 | $14.3M | 0.00% | +85,487+27.9% | Added |
| Public Sector Pension Investment Board | 396,982 | $14.5M | 0.06% | +91,523+30.0% | Added |
| Ameriprise Financial Inc | 402,389 | $14.7M | 0.00% | +1,258+0.3% | Added |
| Jain Global LLC | 421,777 | $15.4M | 0.31% | +139,098+49.2% | Added |
| Invesco Ltd. | 431,885 | $15.8M | 0.00% | +38,264+9.7% | Added |
| ExodusPoint Capital Management, LP | 505,799 | $18.5M | 0.24% | +6,463+1.3% | Added |
| Qube Research & Technologies Ltd | 562,700 | $20.5M | 0.03% | +51,883+10.2% | Added |
| Aew Capital Management L P | 574,819 | $21.0M | 1.03% | −53,070−8.5% | Reduced |
| Janus Henderson Group PLC | 585,348 | $21.0M | 0.01% | −727−0.1% | Reduced |
| Principal Financial Group Inc | 623,420 | $22.7M | 0.01% | +28,255+4.7% | Added |
| Cetera Investment Advisers | 729,613 | $26.6M | 0.05% | −47,629−6.1% | Reduced |
| Legal & General Group Plc | 849,654 | $31.0M | 0.01% | +9,248+1.1% | Added |
| Millennium Management LLC | 855,138 | $31.2M | 0.03% | +482,057+129.2% | Added |
| Nuveen, LLC | 889,699 | $32.5M | 0.01% | +889,699 | New |
| Adage Capital Partners GP, L.L.C. | 915,000 | $33.4M | 0.06% | +324,139+54.9% | Added |
| Bank of New York Mellon Corp | 932,736 | $34.0M | 0.01% | −36,856−3.8% | Reduced |
| Morgan Stanley | 1,005,011 | $36.7M | 0.00% | −42,484−4.1% | Reduced |
| Massachusetts Financial Services Co | 1,077,372 | $39.3M | 0.01% | −26,119−2.4% | Reduced |
| Goldman Sachs Group Inc | 1,121,915 | $40.9M | 0.01% | −261,175−18.9% | Reduced |
| Macquarie Group Ltd | 1,392,953 | $50.8M | 0.06% | +35,508+2.6% | Added |
| Duff & Phelps Investment Management Co | 1,508,480 | $55.0M | 0.64% | +51,505+3.5% | Added |
| Norges Bank | 1,512,868 | $55.2M | 0.01% | +18,545+1.2% | Added |
| JPMorgan Chase & Co | 1,529,380 | $55.8M | 0.00% | −208,043−12.0% | Reduced |
| Dimensional Fund Advisors LP | 1,576,703 | $57.5M | 0.01% | +179,766+12.9% | Added |
| Northern Trust Corp | 1,693,120 | $61.8M | 0.01% | +2,315+0.1% | Added |
| Alyeska Investment Group, L.P. | 2,013,308 | $73.5M | 0.29% | +596,123+42.1% | Added |
| Charles Schwab Investment Management Inc | 2,174,051 | $79.3M | 0.01% | +28,534+1.3% | Added |
| Geode Capital Management, LLC | 3,329,288 | $121.5M | 0.01% | +147,384+4.6% | Added |
| FMR LLC | 3,643,839 | $133.0M | 0.01% | +617,481+20.4% | Added |
| Wellington Management Group LLP | 7,045,705 | $257.1M | 0.05% | −492,212−6.5% | Reduced |