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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $596 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $631 | 0.00% | −17−48.6% | Reduced |
| Atlantic Trust, LLC | 21 | $736 | 0.00% | +21 | New |
| Caitong International Asset Management Co., Ltd | 22 | $771 | 0.00% | +22 | New |
| Huntington National Bank | 23 | $806 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 28 | $981 | 0.00% | +28 | New |
| Jones Financial Companies LLLP | 40 | $1.40K | 0.00% | +40 | New |
| UMA Financial Services, Inc. | 41 | $1.44K | 0.00% | +41 | New |
| Parkside Financial Bank & Trust | 59 | $2.07K | 0.00% | −1−1.7% | Reduced |
| Capital A Wealth Management, LLC | 61 | $2.23K | 0.03% | +61 | New |
| Signaturefd, LLC | 69 | $2.42K | 0.00% | −40−36.7% | Reduced |
| Sittner & Nelson, LLC | 70 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 96 | $3.00K | 0.00% | −270−73.8% | Reduced |
| Fortitude Family Office, LLC | 91 | $3.19K | 0.00% | +91 | New |
| Quarry LP | 98 | $3.43K | 0.00% | −1,619−94.3% | Reduced |
| Smartleaf Asset Management LLC | 104 | $3.63K | 0.00% | +28+36.8% | Added |
| VSM Wealth Advisory, LLC | 106 | $3.72K | 0.00% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 124 | $4.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 157 | $5.50K | 0.00% | −158−50.2% | Reduced |
| Clearstead Advisors, LLC | 158 | $5.54K | 0.00% | +158 | New |
| Alerus Financial NA | 166 | $5.82K | 0.00% | +166 | New |
| NewSquare Capital LLC | 188 | $6.59K | 0.00% | +188 | New |
| Accent Capital Management, LLC | 204 | $7.17K | 0.00% | +204 | New |
| Abound Wealth Management | 210 | $7.34K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 217 | $7.60K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 217 | $7.60K | 0.00% | +190+703.7% | Added |
| Bare Financial Services, Inc | 219 | $7.67K | 0.00% | +175+397.7% | Added |
| Valued Wealth Advisors LLC | 222 | $7.79K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 216 | $8.00K | 0.00% | +209+2,985.7% | Added |
| Versant Capital Management, Inc | 279 | $9.77K | 0.00% | −197−41.4% | Reduced |
| Danske Bank A/S | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 300 | $10.5K | 0.00% | +300 | New |
| Ci Investments Inc. | 337 | $12.0K | 0.00% | −128−27.5% | Reduced |
| Simplex Trading, LLC | 345 | $12.0K | 0.00% | −108−23.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 407 | $13.7K | 0.00% | +407 | New |
| Farmers & Merchants Investments Inc | 427 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 430 | $15.1K | 0.00% | +4+0.9% | Added |
| Principal Securities, Inc. | 449 | $15.7K | 0.00% | +149+49.7% | Added |
| IFP Advisors, Inc | 457 | $16.0K | 0.00% | +3+0.7% | Added |
| 1620 Investment Advisors, Inc. | 510 | $17.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 543 | $19.0K | 0.00% | +98+22.0% | Added |
| Fifth Third Bancorp | 557 | $19.5K | 0.00% | −175−23.9% | Reduced |
| True Wealth Design, LLC | 565 | $19.8K | 0.01% | +5+0.9% | Added |
| Parallel Advisors, LLC | 570 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 591 | $20.7K | 0.00% | +591 | New |
| Curio Wealth, LLC | 591 | $20.7K | 0.01% | +590+59,000.0% | Added |
| AdvisorNet Financial, Inc | 605 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $21.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $25.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 772 | $27.0K | 0.00% | +156+25.3% | Added |
| Assetmark, Inc | 794 | $27.8K | 0.00% | +794 | New |
| CX Institutional | 833 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 896 | $31.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 975 | $33.7K | 0.01% | +9+0.9% | Added |
| Transce3nd, LLC | 989 | $34.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,100 | $38.5K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,156 | $40.5K | 0.03% | +1,156 | New |
| Silicon Valley Capital Partners | 1,213 | $42.5K | 0.00% | +10+0.8% | Added |
| Smithfield Trust Co | 1,249 | $44.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $46.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,360 | $47.6K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1,400 | $49.0K | 0.03% | −700−33.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $52.5K | 0.00% | −315−17.4% | Reduced |
| Covestor Ltd | 2,106 | $74.0K | 0.04% | +1,837+682.9% | Added |
| Cape Investment Advisory, Inc. | 2,210 | $77.4K | 0.03% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,215 | $77.6K | 0.00% | −107−4.6% | Reduced |
| Whittier Trust Co | 2,500 | $87.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $88.5K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $90.2K | 0.00% | +2,574 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,597 | $91.0K | 0.00% | −715−21.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,604 | $91.2K | 0.00% | +865+49.7% | Added |
| Headlands Technologies LLC | 2,605 | $91.3K | 0.01% | −745−22.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,804 | $98.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,862 | $100.3K | 0.00% | +1,036+56.7% | Added |
| MAI Capital Management | 3,000 | $105.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,000 | $105.1K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $105.6K | 0.01% | +3,015 | New |
| Ronald Blue Trust, Inc. | 3,049 | $106.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,136 | $109.9K | 0.01% | +3,136 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,357 | $118.0K | 0.00% | +3,357 | New |
| Advantage Trust Co | 3,386 | $118.6K | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,458 | $121.0K | 0.00% | −57,712−94.3% | Reduced |
| TSFG, LLC | 3,458 | $121.0K | 0.02% | +30+0.9% | Added |
| MCF Advisors LLC | 3,478 | $122.2K | 0.01% | −298−7.9% | Reduced |
| KBC Group NV | 3,606 | $126.0K | 0.00% | −2,023−35.9% | Reduced |
| Larson Financial Group LLC | 3,605 | $126.3K | 0.01% | +115+3.3% | Added |
| Pinnacle Financial Partners Inc | 3,687 | $129.2K | 0.00% | −5,580−60.2% | Reduced |
| FIL Ltd | 4,102 | $143.7K | 0.00% | +4,102 | New |
| Eukles Asset Management | 4,174 | $146.2K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,661 | $163.3K | 0.00% | +1,666+55.6% | Added |
| GAMMA Investing LLC | 4,713 | $165.1K | 0.01% | +1,611+51.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,124 | $179.5K | 0.01% | +5,124 | New |
| US Bancorp | 5,285 | $185.1K | 0.00% | 00.0% | Unchanged |
| M&G Plc | 5,631 | $197.1K | 0.00% | +564+11.1% | Added |
| Ameriflex Group, Inc. | 5,687 | $199.1K | 0.10% | −13,358−70.1% | Reduced |
| Diversify Advisory Services, LLC | 5,931 | $200.3K | 0.01% | +5,931 | New |