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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.

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.

Institutional holdersQ2 2025: 421 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ2 2025: $3.79B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LexAurum Advisors, LLC5,728$200.7K0.03%−1,166−16.9%Reduced
Park Avenue Securities LLC5,748$201.0K0.00%−19−0.3%Reduced
Profund Advisors LLC5,739$201.0K0.01%+99+1.8%Added
Secure Asset Management, LLC5,745$201.2K0.04%+5,745New
Old National Bancorp5,757$201.7K0.00%+5,757New
GenTrust, LLC5,833$204.9K0.01%00.0%Unchanged
Accurate Wealth Management, LLC5,995$207.1K0.03%−20−0.3%Reduced
Advisory Resource Group5,914$207.2K0.04%00.0%Unchanged
Norinchukin Bank, The5,977$209.4K0.00%+192+3.3%Added
Private Advisor Group, LLC6,047$211.8K0.00%+6,047New
Global Assets Advisory, LLC6,053$212.9K0.08%+6,053New
Koss-Olinger Consulting, LLC6,087$213.2K0.02%00.0%Unchanged
Barlow Wealth Partners, Inc.6,086$213.4K0.03%+53+0.9%Added
CI Private Wealth, LLC6,194$217.0K0.00%−75−1.2%Reduced
Three Bridge Wealth Advisors, LLC6,231$218.9K0.06%00.0%Unchanged
Plan A Wealth LLC6,254$219.1K0.12%00.0%Unchanged
Canton Hathaway, LLC6,274$220.0K0.04%00.0%Unchanged
World Equity Group, Inc.6,293$220.4K0.06%+357+6.0%Added
Newbridge Financial Services Group, Inc.6,327$221.6K0.04%−57−0.9%Reduced
Sound Income Strategies, LLC6,656$233.2K0.01%−2,785−29.5%Reduced
Monograph Wealth Advisors, LLC6,638$233.2K0.03%00.0%Unchanged
IHT Wealth Management, LLC6,775$237.3K0.01%−1,994−22.7%Reduced
StoneX Group Inc.6,786$238.2K0.01%+6,786New
Crossmark Global Holdings, Inc.6,820$238.9K0.00%+182+2.7%Added
RFG Advisory, LLC6,884$241.2K0.01%−257−3.6%Reduced
Advisory Alpha, LLC6,915$242.3K0.01%+32+0.5%Added
Advisory Services Network, LLC7,362$248.8K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec7,104$248.9K0.00%+7,104New
Merit Financial Group, LLC7,118$249.3K0.00%+1,255+21.4%Added
Dynamic Technology Lab Private Ltd7,150$250.0K0.03%+7,150New
Plotkin Financial Advisors, LLC7,173$251.3K0.14%−131−1.8%Reduced
Sanctuary Advisors, LLC7,265$254.5K0.00%+17+0.2%Added
Medallion Wealth Advisors, LLC7,377$258.9K0.10%00.0%Unchanged
Rehmann Capital Advisory Group7,540$264.1K0.02%−56−0.7%Reduced
Change Path, LLC7,667$268.6K0.01%+7,667New
LaSalle St. Investment Advisors, LLC7,700$269.0K0.07%−877−10.2%Reduced
NBC Securities, Inc.7,768$272.0K0.02%00.0%Unchanged
Foundations Investment Advisors, LLC7,772$272.3K0.00%+7,772New
Neuberger Berman Group LLC7,907$277.0K0.00%+1,907+31.8%Added
Castleview Partners, LLC7,939$278.1K0.18%00.0%Unchanged
Brighton Jones LLC7,958$278.8K0.01%+7,958New
Integrated Wealth Concepts LLC8,088$283.3K0.00%−1,031−11.3%Reduced
Ignite Planners, LLC8,162$285.1K0.05%−444−5.2%Reduced
Global Wealth Management Investment Advisory, Inc.8,145$285.3K0.05%+1,200+17.3%Added
Peak Asset Management, LLC8,214$287.7K0.05%00.0%Unchanged
D. E. Shaw & Co., Inc.8,317$291.3K0.00%−48,246−85.3%Reduced
Pittenger & Anderson Inc8,372$293.3K0.01%00.0%Unchanged
Kure Advisory, LLC8,585$300.7K0.20%+9+0.1%Added
Mackenzie Financial Corp8,618$301.9K0.00%+252+3.0%Added
CIBC Asset Management Inc8,646$302.9K0.00%00.0%Unchanged
First Heartland Consultants, Inc.8,734$306.0K0.03%00.0%Unchanged
Vanderbilt University8,819$308.9K0.06%+8,819New
Waldron Private Wealth LLC8,970$315.1K0.01%00.0%Unchanged
Provident Investment Management, Inc.9,000$315.3K0.03%+9,000New
Longboard Asset Management, LP9,055$317.2K0.79%+9,055New
Raleigh Capital Management Inc.9,057$317.3K0.13%+93+1.0%Added
Aspen Grove Capital, LLC9,251$325.0K0.06%00.0%Unchanged
Ellevest, Inc.9,308$326.1K0.05%+12+0.1%Added
Financial Partners Group, Inc9,355$327.7K0.05%−15,189−61.9%Reduced
Aster Capital Management (DIFC) Ltd9,470$331.7K0.08%+7,024+287.2%Added
EntryPoint Capital, LLC9,486$332.3K0.17%+3,196+50.8%Added
Beacon Pointe Advisors, LLC9,537$334.1K0.00%−438−4.4%Reduced
DRW Securities, LLC9,569$335.2K0.02%+9,569New
Hibernia Wealth Partners, LLC9,662$338.5K0.12%+9,662New
Xponance, Inc.9,813$343.7K0.00%+537+5.8%Added
CIBC Private Wealth Group, LLC9,977$349.5K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.9,987$349.8K0.00%−7,973−44.4%Reduced
Brass Tax Wealth Management, Inc10,012$350.7K0.07%00.0%Unchanged
SageView Advisory Group, LLC10,280$351.9K0.01%−724−6.6%Reduced
Savant Capital, LLC10,103$353.9K0.00%+1,030+11.4%Added
Henshaw Capital LLC10,239$358.7K0.01%00.0%Unchanged
Sigma Planning Corp10,590$371.0K0.01%−105−1.0%Reduced
Stonebridge Financial Group, LLC10,731$375.9K0.04%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$378.0K0.06%00.0%Unchanged
Wealthcare Advisory Partners LLC10,843$379.8K0.01%+32+0.3%Added
MML Investors Services, LLC10,948$383.0K0.00%+1,733+18.8%Added
Hendershot Investments Inc.11,021$386.1K0.05%00.0%Unchanged
Kovack Advisors, Inc.11,147$390.5K0.04%−300−2.6%Reduced
Axxcess Wealth Management, LLC11,147$390.5K0.01%−2,042−15.5%Reduced
Capital Asset Advisory Services LLC11,147$392.2K0.02%−2,042−15.5%Reduced
Acorn Financial Advisory Services Inc11,252$394.2K0.06%−2,760−19.7%Reduced
A&I Financial Services, LLC11,419$400.0K0.23%+433+3.9%Added
BancorpSouth Bank11,489$402.5K0.03%00.0%Unchanged
Hardy Reed LLC11,489$402.5K0.03%00.0%Unchanged
M&T Bank Corp11,491$403.0K0.00%−1,097−8.7%Reduced
Journey Strategic Wealth LLC11,628$407.3K0.01%−938−7.5%Reduced
Beacon Capital Management, LLC11,853$415.2K0.06%−1,306−9.9%Reduced
Catalina Capital Group, LLC11,891$416.5K0.28%−287−2.4%Reduced
Y-Intercept (Hong Kong) Ltd12,056$422.3K0.01%+5,529+84.7%Added
Apeiron RIA LLC12,186$426.9K0.11%−707−5.5%Reduced
Quantinno Capital Management LP12,248$429.1K0.00%+4,478+57.6%Added
BlueChip Wealth Advisors LLC12,298$430.8K0.19%−5,192−29.7%Reduced
EP Wealth Advisors, LLC12,444$435.9K0.00%+2,965+31.3%Added
BNP Paribas Arbitrage, SA12,507$438.1K0.00%+4,144+49.6%Added
Independent Advisor Alliance13,280$465.2K0.01%+1,307+10.9%Added
LDR Capital Management LLC13,675$479.0K0.62%+13,675New
Public Employees Retirement Association of Colorado13,751$482.0K0.00%00.0%Unchanged
Blair William & Co13,879$486.2K0.00%+13,879New
Tower Research Capital LLC (TRC)13,885$486.4K0.01%+10,355+293.3%Added
Well Done, LLC14,009$490.7K0.09%00.0%Unchanged