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, Q2 2025
Institutional positions in Phillips Edison & Company, Inc. as of Jun 30, 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
- 421
- +22 vs. Q1 2025
- Shares held
- 108.1M
- +3.01M (+2.9%) vs. Q1 2025
- Total value
- $3.79B
- −$46.9M (−1.2%) vs. Q1 2025
- New holders
- 53
- 160 more added
- Sold out
- 31
- 132 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,392,486 | $749.4M | 0.01% | −61,439−0.3% | Reduced |
| Vanguard Group Inc | 20,414,331 | $715.1M | 0.01% | +694,127+3.5% | Added |
| Wellington Management Group LLP | 7,476,943 | $261.9M | 0.05% | +431,238+6.1% | Added |
| State Street Corp | 7,349,080 | $258.2M | 0.01% | +166,108+2.3% | Added |
| FMR LLC | 3,938,606 | $138.0M | 0.01% | +294,767+8.1% | Added |
| Geode Capital Management, LLC | 3,395,070 | $118.9M | 0.01% | +65,782+2.0% | Added |
| Charles Schwab Investment Management Inc | 2,209,158 | $77.4M | 0.01% | +35,107+1.6% | Added |
| Northern Trust Corp | 2,158,288 | $75.6M | 0.01% | +465,168+27.5% | Added |
| Dimensional Fund Advisors LP | 1,716,407 | $60.1M | 0.01% | +139,704+8.9% | Added |
| Norges Bank | 1,581,791 | $55.4M | 0.01% | +68,923+4.6% | Added |
| Duff & Phelps Investment Management Co | 1,522,883 | $53.3M | 0.63% | +14,403+1.0% | Added |
| Macquarie Group Ltd | 1,428,232 | $50.0M | 0.06% | +35,279+2.5% | Added |
| Morgan Stanley | 1,222,577 | $42.8M | 0.00% | +217,566+21.6% | Added |
| UBS Asset Management Americas Inc | 1,162,046 | $40.7M | 0.01% | +1,025,938+753.8% | Added |
| Alyeska Investment Group, L.P. | 1,136,108 | $39.8M | 0.14% | −877,200−43.6% | Reduced |
| Massachusetts Financial Services Co | 1,026,115 | $35.9M | 0.01% | −51,257−4.8% | Reduced |
| JPMorgan Chase & Co | 1,001,775 | $35.1M | 0.00% | −527,605−34.5% | Reduced |
| Bank of New York Mellon Corp | 991,796 | $34.7M | 0.01% | +59,060+6.3% | Added |
| Engineers Gate Manager LP | 933,339 | $32.7M | 0.41% | +933,339 | New |
| Adage Capital Partners GP, L.L.C. | 910,000 | $31.9M | 0.05% | −5,000−0.5% | Reduced |
| Legal & General Group Plc | 863,643 | $30.3M | 0.01% | +13,989+1.6% | Added |
| Nuveen, LLC | 832,760 | $29.2M | 0.01% | −56,939−6.4% | Reduced |
| Cetera Investment Advisers | 697,499 | $24.4M | 0.04% | −32,114−4.4% | Reduced |
| Balyasny Asset Management LLC | 640,432 | $22.4M | 0.05% | +640,432 | New |
| Goldman Sachs Group Inc | 625,102 | $21.9M | 0.00% | −496,813−44.3% | Reduced |
| Principal Financial Group Inc | 621,916 | $21.8M | 0.01% | −1,504−0.2% | Reduced |
| Janus Henderson Group PLC | 603,749 | $21.1M | 0.01% | +18,401+3.1% | Added |
| Qube Research & Technologies Ltd | 540,372 | $18.9M | 0.03% | −22,328−4.0% | Reduced |
| Aew Capital Management L P | 503,549 | $17.6M | 0.93% | −71,270−12.4% | Reduced |
| Public Sector Pension Investment Board | 427,482 | $15.0M | 0.06% | +30,500+7.7% | Added |
| Invesco Ltd. | 418,384 | $14.7M | 0.00% | −13,501−3.1% | Reduced |
| LPL Financial LLC | 412,686 | $14.5M | 0.00% | +24,602+6.3% | Added |
| UBS Group AG | 412,449 | $14.4M | 0.00% | +134,971+48.6% | Added |
| Bank of America Corp | 403,831 | $14.1M | 0.00% | +12,206+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 397,299 | $13.9M | 0.10% | +397,299 | New |
| Rhumbline Advisers | 395,088 | $13.8M | 0.01% | +10,118+2.6% | Added |
| Sophron Capital Management L.P. | 391,032 | $13.7M | 4.19% | +85,059+27.8% | Added |
| Jain Global LLC | 365,908 | $12.8M | 0.20% | −55,869−13.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 360,297 | $12.6M | 0.04% | −7,557−2.1% | Reduced |
| Ameriprise Financial Inc | 355,957 | $12.5M | 0.00% | −46,432−11.5% | Reduced |
| Deutsche Bank AG | 341,637 | $12.0M | 0.00% | −8,132−2.3% | Reduced |
| Freestone Grove Partners LP | 315,698 | $11.1M | 0.08% | +315,698 | New |
| SEI Investments Co | 298,883 | $10.5M | 0.01% | +6,385+2.2% | Added |
| Asset Management One Co.,Ltd. | 284,935 | $9.98M | 0.03% | −253−0.1% | Reduced |
| Barclays PLC | 279,596 | $9.79M | 0.00% | +15,870+6.0% | Added |
| Alliancebernstein L.P. | 277,554 | $9.72M | 0.00% | +103,217+59.2% | Added |
| Advisor Group Holdings, Inc. | 270,642 | $9.52M | 0.02% | +64,465+31.3% | Added |
| Eisler Capital Management Ltd. | 253,932 | $8.87M | 0.31% | +23,571+10.2% | Added |
| Kennedy Capital Management, Inc. | 239,690 | $8.40M | 0.20% | −40,199−14.4% | Reduced |
| Swiss National Bank | 239,500 | $8.39M | 0.01% | +2,000+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 228,726 | $8.01M | 0.01% | +133,595+140.4% | Added |
| B&I Capital AG | 227,295 | $7.96M | 2.71% | −12,750−5.3% | Reduced |
| Granite Investment Partners, LLC | 221,929 | $7.77M | 0.38% | +221,929 | New |
| California Public Employees Retirement System | 218,856 | $7.67M | 0.00% | +16,922+8.4% | Added |
| J.W. Cole Advisors, Inc. | 205,290 | $7.19M | 0.15% | +11,845+6.1% | Added |
| Citigroup Inc | 202,420 | $7.09M | 0.00% | −15,675−7.2% | Reduced |
| Millennium Management LLC | 197,688 | $6.93M | 0.01% | −657,450−76.9% | Reduced |
| Public Employees Retirement System of Ohio | 194,248 | $6.80M | 0.02% | −20,775−9.7% | Reduced |
| State of Wisconsin Investment Board | 192,261 | $6.73M | 0.02% | +31,495+19.6% | Added |
| Commonwealth Equity Services, LLC | 188,160 | $6.59M | 0.01% | −43,436−18.8% | Reduced |
| Mariner, LLC | 184,900 | $6.48M | 0.01% | +19,672+11.9% | Added |
| Nomura Asset Management Co Ltd | 178,630 | $6.26M | 0.02% | +7,340+4.3% | Added |
| Greenland Capital Management LP | 163,802 | $5.74M | 0.74% | +103,610+172.1% | Added |
| Jane Street Group, LLC | 155,095 | $5.43M | 0.01% | −10,919−6.6% | Reduced |
| Susquehanna International Group, LLP | 154,857 | $5.42M | 0.01% | +3,405+2.2% | Added |
| McAdam, LLC | 143,484 | $5.03M | 0.28% | +710.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 137,505 | $4.82M | 0.00% | +1,776+1.3% | Added |
| State of Alaska, Department of Revenue | 135,843 | $4.76M | 0.05% | +6,948+5.4% | Added |
| Renaissance Technologies LLC | 135,396 | $4.74M | 0.01% | −19,606−12.6% | Reduced |
| Prudential Financial Inc | 130,575 | $4.57M | 0.01% | +7,778+6.3% | Added |
| Lord, Abbett & Co. LLC | 125,470 | $4.39M | 0.01% | +22,445+21.8% | Added |
| Allianz Asset Management GmbH | 123,055 | $4.31M | 0.01% | −31,537−20.4% | Reduced |
| HSBC Holdings PLC | 122,489 | $4.29M | 0.00% | +7,119+6.2% | Added |
| Standard Life Aberdeen plc | 121,594 | $4.26M | 0.01% | +4,220+3.6% | Added |
| Prime Capital Investment Advisors, LLC | 121,229 | $4.25M | 0.06% | −20,757−14.6% | Reduced |
| Modern Wealth Management, LLC | 116,089 | $4.07M | 0.10% | −2,052−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 115,437 | $4.06M | 0.01% | +17,359+17.7% | Added |
| California State Teachers Retirement System | 113,490 | $3.98M | 0.00% | +185+0.2% | Added |
| Centaurus Financial, Inc. | 112,461 | $3.94M | 0.23% | −5,070−4.3% | Reduced |
| Thrivent Financial for Lutherans | 111,682 | $3.91M | 0.01% | +19,737+21.5% | Added |
| Raymond James Financial Inc | 111,115 | $3.89M | 0.00% | +4,408+4.1% | Added |
| Avantax Advisory Services, Inc. | 107,512 | $3.77M | 0.02% | +33,376+45.0% | Added |
| Voya Investment Management LLC | 103,983 | $3.64M | 0.00% | −456−0.4% | Reduced |
| Mutual of America Capital Management LLC | 103,023 | $3.61M | 0.04% | +5,268+5.4% | Added |
| Susquehanna Fundamental Investments, LLC | 99,757 | $3.49M | 0.09% | −6,458−6.1% | Reduced |
| Price T Rowe Associates Inc | 98,991 | $3.47M | 0.00% | +9,038+10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 96,491 | $3.38M | 0.03% | +7,166+8.0% | Added |
| Edgestream Partners, L.P. | 96,374 | $3.38M | 0.09% | −89,605−48.2% | Reduced |
| Holocene Advisors, LP | 91,662 | $3.21M | 0.01% | +18,944+26.1% | Added |
| Kestra Advisory Services, LLC | 91,402 | $3.20M | 0.02% | +37,392+69.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89,503 | $3.14M | 0.00% | +3,398+3.9% | Added |
| Wells Fargo & Company | 86,822 | $3.04M | 0.00% | +8,630+11.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,186 | $2.98M | 0.01% | +4,801+6.0% | Added |
| First Trust Advisors LP | 84,657 | $2.97M | 0.00% | −35,286−29.4% | Reduced |
| Amundi | 82,805 | $2.90M | 0.00% | −39,213−32.1% | Reduced |
| Martingale Asset Management L P | 81,324 | $2.85M | 0.07% | −13,613−14.3% | Reduced |
| Capital Fund Management S.A. | 79,520 | $2.79M | 0.03% | +63,555+398.1% | Added |
| Money Concepts Capital Corp | 79,307 | $2.78M | 0.19% | −381−0.5% | Reduced |
| MetLife Investment Management | 79,052 | $2.77M | 0.02% | +2,414+3.1% | Added |
| Envestnet Asset Management Inc | 78,147 | $2.74M | 0.00% | +1,797+2.4% | Added |