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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.

Q2 2025 vs. Q1 2025

How the institutions holding Phillips Edison & Company, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of PECO: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4045421+22
Shares105.1M50.2K108.1M+3.01M (+2.9%)
Value$3.83B$1.83M$3.79B−$46.9M (−1.2%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Phillips Edison & Company, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to PECO in Q2 2025
InstitutionSharesValue% of portfolio
Engineers Gate Manager LP933,339$32.7M0.41%
Balyasny Asset Management LLC640,432$22.4M0.05%
Schonfeld Strategic Advisors LLC397,299$13.9M0.10%
Freestone Grove Partners LP315,698$11.1M0.08%
Granite Investment Partners, LLC221,929$7.77M0.38%
Polaris Capital Management, LLC46,200$1.62M0.11%
New Age Alpha Advisors, LLC28,295$991.2K0.04%
Graham Capital Management, L.P.28,204$988.0K0.03%
Blankinship & Foster, LLC25,542$894.7K0.21%
Oliver Lagore Vanvalin Investment Group18,827$687.0K0.27%
Inceptionr LLC18,734$656.3K0.15%
Neo Ivy Capital Management16,659$583.6K0.19%
Horizon Investments, LLC14,911$520.8K0.01%
Blair William & Co13,879$486.2K0.00%
LDR Capital Management LLC13,675$479.0K0.62%
Hibernia Wealth Partners, LLC9,662$338.5K0.12%
DRW Securities, LLC9,569$335.2K0.02%
Longboard Asset Management, LP9,055$317.2K0.79%
Provident Investment Management, Inc.9,000$315.3K0.03%
Vanderbilt University8,819$308.9K0.06%
Brighton Jones LLC7,958$278.8K0.01%
Foundations Investment Advisors, LLC7,772$272.3K0.00%
Change Path, LLC7,667$268.6K0.01%
Dynamic Technology Lab Private Ltd7,150$250.0K0.03%
Federation des caisses Desjardins du Quebec7,104$248.9K0.00%
StoneX Group Inc.6,786$238.2K0.01%
Global Assets Advisory, LLC6,053$212.9K0.08%
Private Advisor Group, LLC6,047$211.8K0.00%
Old National Bancorp5,757$201.7K0.00%
Secure Asset Management, LLC5,745$201.2K0.04%
Diversify Advisory Services, LLC5,931$200.3K0.01%
Financiere des Professionnels - Fonds d,investissement inc.5,124$179.5K0.01%
FIL Ltd4,102$143.7K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,357$118.0K0.00%
State of Wyoming3,136$109.9K0.01%
Beacon Capital Management, Inc.3,015$105.6K0.01%
Global Retirement Partners, LLC2,574$90.2K0.00%
POM Investment Strategies, LLC1,156$40.5K0.03%
Assetmark, Inc794$27.8K0.00%
Strategic Wealth Partners, Ltd.591$20.7K0.00%
Twin Peaks Wealth Advisors, LLC407$13.7K0.00%
Financial Gravity Companies, Inc.300$10.5K0.00%
Accent Capital Management, LLC204$7.17K0.00%
NewSquare Capital LLC188$6.59K0.00%
Alerus Financial NA166$5.82K0.00%
Clearstead Advisors, LLC158$5.54K0.00%
Fortitude Family Office, LLC91$3.19K0.00%
Capital A Wealth Management, LLC61$2.23K0.03%
UMA Financial Services, Inc.41$1.44K0.00%
Jones Financial Companies LLLP40$1.40K0.00%
Essential Partners LLC28$9810.00%
Caitong International Asset Management Co., Ltd22$7710.00%
Atlantic Trust, LLC21$7360.00%

Sold out (31)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (5)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Orion Portfolio Solutions, LLC29,392$1.07M
Marcum Wealth, LLC14,038$512.2K
Bremer Bank National Association6,451$235.4K
Sofos Investments, Inc.308$11.2K
Lindbrook Capital, LLC60$2.19K