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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 74,136 | $2.71M | 0.02% | +74,136 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 73,111 | $2.67M | 0.01% | +3,199+4.6% | Added |
| Holocene Advisors, LP | 72,718 | $2.65M | 0.01% | +22,249+44.1% | Added |
| Diversify Wealth Management, LLC | 74,405 | $2.60M | 0.19% | −3,814−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 71,188 | $2.60M | 0.00% | +2,069+3.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,663 | $2.54M | 0.02% | +3,783+5.7% | Added |
| Illinois Municipal Retirement Fund | 65,196 | $2.38M | 0.03% | −138−0.2% | Reduced |
| Corebridge Financial, Inc. | 64,197 | $2.34M | 0.01% | −1,173−1.8% | Reduced |
| Employees Retirement System of Texas | 61,170 | $2.23M | 0.02% | +61,170 | New |
| O'Dell Group, LLC | 60,596 | $2.21M | 0.57% | −3,546−5.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,255 | $2.20M | 0.00% | +60,255 | New |
| Greenland Capital Management LP | 60,192 | $2.20M | 0.38% | +60,192 | New |
| Louisiana State Employees Retirement System | 59,000 | $2.15M | 0.04% | −300−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 56,984 | $2.08M | 0.18% | −2,558−4.3% | Reduced |
| Intech Investment Management LLC | 56,917 | $2.08M | 0.02% | +12,970+29.5% | Added |
| First Foundation Advisors | 56,710 | $2.07M | 0.08% | −2,905−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 56,563 | $2.06M | 0.00% | +56,563 | New |
| GWM Advisors LLC | 56,075 | $2.05M | 0.01% | −646−1.1% | Reduced |
| Calton & Associates, Inc. | 56,066 | $2.05M | 0.47% | +22,486+67.0% | Added |
| State of New Jersey Common Pension Fund D | 54,524 | $1.99M | 0.01% | +1,042+1.9% | Added |
| Vert Asset Management LLC | 54,045 | $1.97M | 0.68% | +54,045 | New |
| Kestra Advisory Services, LLC | 54,010 | $1.97M | 0.01% | −37,699−41.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 54,356 | $1.96M | 0.01% | +5,367+11.0% | Added |
| Natixis Advisors, L.P. | 53,287 | $1.94M | 0.00% | −1,360−2.5% | Reduced |
| State of Tennessee, Treasury Department | 53,067 | $1.94M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 52,524 | $1.92M | 0.00% | −5,229−9.1% | Reduced |
| Stratos Wealth Partners, LTD. | 52,147 | $1.90M | 0.03% | +170.0% | Added |
| Integrated Advisors Network LLC | 52,104 | $1.90M | 0.10% | −78−0.1% | Reduced |
| Mutual Advisors, LLC | 53,620 | $1.88M | 0.05% | +1,729+3.3% | Added |
| Arkadios Wealth Advisors | 49,393 | $1.80M | 0.07% | −2,764−5.3% | Reduced |
| RMR Wealth Builders | 47,727 | $1.75M | 0.18% | −1,866−3.8% | Reduced |
| Yousif Capital Management, LLC | 46,527 | $1.70M | 0.02% | −232−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 45,646 | $1.67M | 0.00% | −1,728−3.6% | Reduced |
| My Legacy Advisors, LLC | 44,853 | $1.64M | 0.63% | −2,835−5.9% | Reduced |
| Handelsbanken Fonder AB | 44,600 | $1.63M | 0.01% | +2,500+5.9% | Added |
| American Century Companies Inc | 43,590 | $1.59M | 0.00% | +2,453+6.0% | Added |
| Daiwa Securities Group Inc. | 42,672 | $1.56M | 0.01% | +1,983+4.9% | Added |
| Comerica Bank | 41,896 | $1.53M | 0.01% | −439−1.0% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.52M | 0.42% | 00.0% | Unchanged |
| Cooper Financial Group | 41,762 | $1.52M | 0.20% | +30.0% | Added |
| Atria Wealth Solutions, Inc. | 41,315 | $1.51M | 0.02% | −26,382−39.0% | Reduced |
| AE Wealth Management LLC | 39,889 | $1.46M | 0.01% | −3,798−8.7% | Reduced |
| Mercer Global Advisors Inc | 38,216 | $1.39M | 0.00% | +63+0.2% | Added |
| New York State Common Retirement Fund | 38,015 | $1.39M | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 37,588 | $1.37M | 0.01% | +37,588 | New |
| Brookstone Capital Management | 37,415 | $1.37M | 0.02% | −4,276−10.3% | Reduced |
| Maryland State Retirement & Pension System | 36,482 | $1.33M | 0.03% | −4,805−11.6% | Reduced |
| Teacher Retirement System of Texas | 36,284 | $1.32M | 0.01% | +3,841+11.8% | Added |
| Amalgamated Bank | 35,482 | $1.29M | 0.01% | −448−1.2% | Reduced |
| Arizona State Retirement System | 35,148 | $1.28M | 0.01% | −386−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 34,553 | $1.26M | 0.00% | +448+1.3% | Added |
| UniSuper Management Pty Ltd | 34,500 | $1.26M | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 33,870 | $1.24M | 0.45% | +815+2.5% | Added |
| Spire Wealth Management | 33,480 | $1.22M | 0.04% | −1,462−4.2% | Reduced |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.20M | 0.17% | −2,222−6.3% | Reduced |
| FJ Capital Management LLC | 32,298 | $1.18M | 0.12% | +4,109+14.6% | Added |
| Victory Capital Management Inc | 31,930 | $1.17M | 0.00% | −70−0.2% | Reduced |
| Certior Financial Group, LLC | 31,138 | $1.14M | 0.94% | −2,721−8.0% | Reduced |
| Squarepoint Ops LLC | 30,839 | $1.13M | 0.00% | +6,218+25.3% | Added |
| Lazard Asset Management LLC | 30,562 | $1.11M | 0.00% | +5,666+22.8% | Added |
| Nisa Investment Advisors, LLC | 30,061 | $1.10M | 0.01% | −3,154−9.5% | Reduced |
| New York State Teachers Retirement System | 30,100 | $1.10M | 0.00% | 00.0% | Unchanged |
| 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 |
| Colony Group, LLC | 29,297 | $1.07M | 0.00% | −40.0% | Reduced |
| ProShare Advisors LLC | 28,962 | $1.06M | 0.00% | −8,039−21.7% | Reduced |
| Oregon Public Employees Retirement Fund | 28,656 | $1.05M | 0.02% | −200−0.7% | Reduced |
| HighTower Advisors, LLC | 28,183 | $1.03M | 0.00% | −4,826−14.6% | Reduced |
| Janney Montgomery Scott LLC | 27,449 | $1.00M | 0.00% | +27,449 | New |
| DekaBank Deutsche Girozentrale | 28,240 | $1.00M | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 27,367 | $998.6K | 0.06% | +56+0.2% | Added |
| CIBC World Markets Corp | 27,247 | $994.2K | 0.01% | +15,756+137.1% | Added |
| Cerity Partners LLC | 27,001 | $985.3K | 0.00% | −415−1.5% | Reduced |
| Pictet Asset Management Holding SA | 26,508 | $967.3K | 0.00% | −12,163−31.5% | Reduced |
| Warren Averett Asset Management, LLC | 26,479 | $966.2K | 0.01% | +3,764+16.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 26,152 | $954.3K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 26,089 | $952.0K | 0.00% | +286+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $947.1K | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 24,662 | $899.9K | 0.01% | −3,606−12.8% | Reduced |
| Financial Partners Group, Inc | 24,544 | $895.6K | 0.14% | 00.0% | Unchanged |
| Van Eck Associates Corp | 24,227 | $884.0K | 0.00% | +970+4.2% | Added |
| KLP Kapitalforvaltning AS | 24,100 | $881.5K | 0.00% | −1,800−6.9% | Reduced |
| Dynamic Financial Group | 23,647 | $862.9K | 0.86% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 23,393 | $856.0K | 0.00% | +10.0% | Added |
| STRS Ohio | 23,000 | $839.3K | 0.00% | +23,000 | New |
| TCW Group Inc | 22,996 | $839.1K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 22,928 | $837.0K | 0.06% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 22,287 | $813.3K | 0.41% | +174+0.8% | Added |
| RMB Capital Management, LLC | 22,209 | $812.7K | 0.02% | −237−1.1% | Reduced |
| M Holdings Securities, Inc. | 22,163 | $809.0K | 0.13% | +5,903+36.3% | Added |
| Harbour Investments, Inc. | 21,201 | $773.6K | 0.02% | −476−2.2% | Reduced |
| EWG Elevate Inc. | 21,001 | $766.3K | 0.29% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 20,877 | $761.8K | 0.30% | −1,433−6.4% | Reduced |
| Vestcor Inc | 20,680 | $755.0K | 0.03% | +20,680 | New |
| Bell Bank | 20,495 | $747.9K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 20,422 | $745.2K | 0.09% | +133+0.7% | Added |
| Caisse des Depots Et Consignations | 20,314 | $741.3K | 0.04% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,882 | $725.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19,816 | $723.1K | 0.07% | +1,861+10.4% | Added |
| CWM, LLC | 19,392 | $708.0K | 0.00% | −1,914−9.0% | Reduced |