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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 5,936 | $216.6K | 0.06% | −5,936−50.0% | Reduced |
| Everence Capital Management Inc | 5,910 | $216.0K | 0.01% | 00.0% | Unchanged |
| Advisory Resource Group | 5,914 | $215.8K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,863 | $213.9K | 0.00% | +5,863 | New |
| GenTrust, LLC | 5,833 | $213.4K | 0.01% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 6,033 | $211.6K | 0.03% | +51+0.9% | Added |
| Norinchukin Bank, The | 5,785 | $211.1K | 0.00% | +372+6.9% | Added |
| Accurate Wealth Management, LLC | 6,015 | $210.8K | 0.04% | −1,414−19.0% | Reduced |
| Park Avenue Securities LLC | 5,767 | $210.0K | 0.00% | +5,767 | New |
| Voloridge Investment Management, LLC | 5,687 | $207.5K | 0.00% | −49,926−89.8% | Reduced |
| Clark Capital Management Group, Inc. | 5,675 | $207.1K | 0.00% | −5,175−47.7% | Reduced |
| Profund Advisors LLC | 5,640 | $205.8K | 0.01% | −1,246−18.1% | Reduced |
| KBC Group NV | 5,629 | $205.0K | 0.00% | +1,205+27.2% | Added |
| US Bancorp | 5,285 | $192.8K | 0.00% | −2,999−36.2% | Reduced |
| Continuum Advisory, LLC | 5,067 | $184.9K | 0.02% | 00.0% | Unchanged |
| M&G Plc | 5,067 | $182.4K | 0.00% | +5,067 | New |
| Eukles Asset Management | 4,174 | $152.3K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,935 | $143.6K | 0.00% | −2,517−39.0% | Reduced |
| MCF Advisors LLC | 3,776 | $138.1K | 0.01% | −1,424−27.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,530 | $128.8K | 0.00% | +2,611+284.1% | Added |
| Larson Financial Group LLC | 3,490 | $127.4K | 0.01% | −924−20.9% | Reduced |
| TSFG, LLC | 3,428 | $125.0K | 0.03% | +28+0.8% | Added |
| Advantage Trust Co | 3,386 | $123.6K | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,350 | $122.2K | 0.01% | −7,223−68.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,312 | $119.1K | 0.00% | −107−3.1% | Reduced |
| GAMMA Investing LLC | 3,102 | $113.2K | 0.01% | −8−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,049 | $111.3K | 0.00% | +26+0.9% | Added |
| MAI Capital Management | 3,000 | $109.5K | 0.00% | −2,500−45.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,995 | $109.3K | 0.00% | +515+20.8% | Added |
| Rossby Financial, LCC | 3,000 | $105.2K | 0.05% | +3,000 | New |
| Northwestern Mutual Wealth Management Co | 2,804 | $102.3K | 0.00% | −15−0.5% | Reduced |
| Syntax Research, Inc. | 2,527 | $92.2K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $91.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,446 | $91.0K | 0.02% | −4,542−65.0% | Reduced |
| FSC Wealth Advisors, LLC | 2,493 | $91.0K | 0.06% | +2,493 | New |
| GF Fund Management Co. Ltd. | 2,322 | $84.7K | 0.00% | +96+4.3% | Added |
| Cape Investment Advisory, Inc. | 2,210 | $80.6K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 2,100 | $76.6K | 0.05% | +2,100 | New |
| Sterling Capital Management LLC | 1,826 | $66.6K | 0.00% | −1,561−46.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,815 | $66.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,739 | $63.5K | 0.00% | +110+6.8% | Added |
| Quarry LP | 1,717 | $62.7K | 0.02% | +1,709+21,362.5% | Added |
| PFG Private Wealth Management, LLC | 1,631 | $59.5K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,360 | $49.6K | 0.00% | +602+79.4% | Added |
| Prestige Wealth Management Group LLC | 1,333 | $48.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,220 | $44.5K | 0.00% | −320−20.8% | Reduced |
| Silicon Valley Capital Partners | 1,203 | $43.3K | 0.01% | +10+0.8% | Added |
| Archer Investment Corp | 1,114 | $40.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,100 | $40.1K | 0.01% | −362−24.8% | Reduced |
| Tradewinds Capital Management, LLC | 1,000 | $36.5K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 989 | $36.1K | 0.02% | −13,646−93.2% | Reduced |
| Hexagon Capital Partners LLC | 967 | $35.3K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 966 | $34.3K | 0.01% | +8+0.8% | Added |
| CoreCap Advisors, LLC | 896 | $32.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 833 | $30.0K | 0.00% | +833 | New |
| V-Square Quantitative Management LLC | 749 | $27.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 732 | $26.7K | 0.00% | +321+78.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $22.8K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $22.1K | 0.01% | −590−99.8% | Reduced |
| AdvisorNet Financial, Inc | 605 | $22.1K | 0.00% | −402−39.9% | Reduced |
| Loomis Sayles & Co L P | 616 | $22.0K | 0.00% | +32+5.5% | Added |
| Parallel Advisors, LLC | 570 | $20.8K | 0.00% | +551+2,900.0% | Added |
| True Wealth Design, LLC | 560 | $20.4K | 0.01% | +5+0.9% | Added |
| IFP Advisors, Inc | 454 | $19.9K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 510 | $18.6K | 0.01% | −100−16.4% | Reduced |
| Versant Capital Management, Inc | 476 | $17.4K | 0.00% | +379+390.7% | Added |
| Ci Investments Inc. | 465 | $17.0K | 0.00% | +19+4.3% | Added |
| Umb Bank N A | 445 | $16.2K | 0.00% | +120+36.9% | Added |
| Simplex Trading, LLC | 453 | $16.0K | 0.00% | +453 | New |
| Farmers & Merchants Investments Inc | 427 | $15.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 426 | $15.6K | 0.00% | +3+0.7% | Added |
| Bessemer Group Inc | 366 | $13.0K | 0.00% | −18−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 315 | $11.5K | 0.00% | +306+3,400.0% | Added |
| Sofos Investments, Inc. | 308 | $11.2K | 0.00% | +308 | New |
| Principal Securities, Inc. | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 269 | $10.0K | 0.01% | +1+0.4% | Added |
| Valued Wealth Advisors LLC | 222 | $8.12K | 0.00% | −76−25.5% | Reduced |
| North Capital, Inc. | 217 | $7.92K | 0.01% | +217 | New |
| Abound Wealth Management | 210 | $7.65K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 162 | $5.91K | 0.00% | +162 | New |
| C M Bidwell & Associates Ltd | 124 | $4.53K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 124 | $4.53K | 0.00% | +124 | New |
| Signaturefd, LLC | 109 | $3.98K | 0.00% | +73+202.8% | Added |
| VSM Wealth Advisory, LLC | 105 | $3.84K | 0.00% | +1+1.0% | Added |
| Smartleaf Asset Management LLC | 76 | $2.73K | 0.00% | −116−60.4% | Reduced |
| Sittner & Nelson, LLC | 70 | $2.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $2.19K | 0.00% | +53+757.1% | Added |
| Lindbrook Capital, LLC | 60 | $2.19K | 0.00% | +13+27.7% | Added |
| Bare Financial Services, Inc | 44 | $1.61K | 0.00% | +44 | New |
| GeoWealth Management, LLC | 41 | $1.50K | 0.00% | −266−86.6% | Reduced |
| Farther Finance Advisors, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 27 | $986 | 0.00% | +27 | New |
| Huntington National Bank | 23 | $839 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $730 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 17 | $621 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $294 | 0.00% | 00.0% | Unchanged |