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 |
|---|---|---|---|---|---|
| State Street Corp | 7,182,972 | $262.8M | 0.01% | −95,271−1.3% | Reduced |
| Vanguard Group Inc | 19,720,204 | $719.6M | 0.01% | +397,862+2.1% | Added |
| BlackRock, Inc. | 21,453,925 | $782.9M | 0.02% | −676,856−3.1% | Reduced |
| Coppell Advisory Solutions LLC | 12,433 | – | – | −5,392−30.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −372,560−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,597−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −20,185−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −20,120−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Smart Money Group LLC | 0 | $0 | 0.00% | −13,092−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,874−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −12,173−100.0% | Sold out |
| Alpha Omega Group, Inc. | 0 | $0 | 0.00% | −9,681−100.0% | Sold out |
| Midwest Financial Group LLC | 0 | $0 | 0.00% | −8,658−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −8,239−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| 4WEALTH Advisors, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,426−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Providence Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,440−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |