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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 14,317 | $501.5K | 0.00% | −3,841−21.2% | Reduced |
| Perpetual Ltd | 14,360 | $503.0K | 0.01% | −1,100−7.1% | Reduced |
| Horizon Investments, LLC | 14,911 | $520.8K | 0.01% | +14,911 | New |
| Vident Advisory, LLC | 14,896 | $521.8K | 0.01% | −3,255−17.9% | Reduced |
| Ameritas Investment Partners, Inc. | 14,911 | $522.3K | 0.02% | +479+3.3% | Added |
| Rothschild Investment LLC | 15,010 | $525.8K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,294 | $535.7K | 0.00% | −1,471−8.8% | Reduced |
| CIBC World Markets Corp | 15,569 | $545.4K | 0.00% | −11,678−42.9% | Reduced |
| Van Cleef Asset Management,Inc | 15,700 | $550.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 16,478 | $577.2K | 0.02% | −17,002−50.8% | Reduced |
| Neo Ivy Capital Management | 16,659 | $583.6K | 0.19% | +16,659 | New |
| Sage Capital Management, LLC | 17,021 | $596.3K | 0.29% | +65+0.4% | Added |
| RMB Capital Management, LLC | 17,714 | $622.3K | 0.01% | −4,495−20.2% | Reduced |
| Silver Oak Securities, Inc | 18,037 | $631.8K | 0.05% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 18,158 | $636.1K | 0.29% | −4,129−18.5% | Reduced |
| Dark Forest Capital Management LP | 18,610 | $651.9K | 0.03% | −145,758−88.7% | Reduced |
| Pictet Asset Management Holding SA | 18,654 | $653.5K | 0.00% | −7,854−29.6% | Reduced |
| Inceptionr LLC | 18,734 | $656.3K | 0.15% | +18,734 | New |
| Quest Partners LLC | 18,791 | $658.2K | 0.06% | +3,239+20.8% | Added |
| Nissay Asset Management Corp | 19,056 | $667.5K | 0.00% | +849+4.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 18,827 | $687.0K | 0.27% | +18,827 | New |
| CWM, LLC | 19,777 | $693.0K | 0.00% | +385+2.0% | Added |
| Fiduciary Alliance LLC | 19,816 | $694.2K | 0.05% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,882 | $696.0K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 20,010 | $701.0K | 0.06% | −412−2.0% | Reduced |
| IFM Investors Pty Ltd | 20,253 | $709.5K | 0.01% | −4,409−17.9% | Reduced |
| Harbour Investments, Inc. | 20,430 | $715.6K | 0.02% | −771−3.6% | Reduced |
| Bell Bank | 20,495 | $717.9K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 20,740 | $726.5K | 0.02% | +4,881+30.8% | Added |
| Coppell Advisory Solutions LLC | 21,031 | $734.0K | 0.09% | +8,598+69.2% | Added |
| EWG Elevate Inc. | 21,001 | $735.7K | 0.23% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21,563 | $758.3K | 0.00% | −8,498−28.3% | Reduced |
| Vestcor Inc | 22,213 | $778.0K | 0.02% | +1,533+7.4% | Added |
| Entropy Technologies, LP | 22,381 | $784.0K | 0.06% | +10,436+87.4% | Added |
| TCW Group Inc | 22,770 | $797.6K | 0.01% | −226−1.0% | Reduced |
| Cresset Asset Management, LLC | 22,828 | $802.0K | 0.00% | −565−2.4% | Reduced |
| Arete Wealth Advisors, LLC | 22,928 | $803.0K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 23,011 | $806.1K | 0.00% | −105,935−82.2% | Reduced |
| Dynamic Financial Group | 23,364 | $818.4K | 0.79% | −283−1.2% | Reduced |
| STRS Ohio | 23,800 | $833.7K | 0.00% | +800+3.5% | Added |
| M Holdings Securities, Inc. | 24,804 | $868.0K | 0.15% | +2,641+11.9% | Added |
| Blankinship & Foster, LLC | 25,542 | $894.7K | 0.21% | +25,542 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $909.2K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 26,000 | $913.0K | 0.00% | +1,900+7.9% | Added |
| Warren Averett Asset Management, LLC | 26,559 | $930.4K | 0.01% | +80+0.3% | Added |
| Janney Montgomery Scott LLC | 26,569 | $931.0K | 0.00% | −880−3.2% | Reduced |
| Van Eck Associates Corp | 27,737 | $972.0K | 0.00% | +3,510+14.5% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $975.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 28,109 | $984.7K | 0.01% | +1,957+7.5% | Added |
| ProShare Advisors LLC | 28,185 | $987.3K | 0.00% | −777−2.7% | Reduced |
| Graham Capital Management, L.P. | 28,204 | $988.0K | 0.03% | +28,204 | New |
| New Age Alpha Advisors, LLC | 28,295 | $991.2K | 0.04% | +28,295 | New |
| PFG Investments, LLC | 28,420 | $995.5K | 0.06% | +1,053+3.8% | Added |
| Oregon Public Employees Retirement Fund | 28,556 | $1.00M | 0.02% | −100−0.3% | Reduced |
| Los Angeles Capital Management LLC | 29,032 | $1.02M | 0.00% | +2,943+11.3% | Added |
| Colony Group, LLC | 29,428 | $1.03M | 0.00% | +131+0.4% | Added |
| Certior Financial Group, LLC | 29,474 | $1.03M | 0.79% | −1,664−5.3% | Reduced |
| HighTower Advisors, LLC | 29,514 | $1.03M | 0.00% | +1,331+4.7% | Added |
| New York State Teachers Retirement System | 30,100 | $1.05M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 30,876 | $1.08M | 0.00% | +314+1.0% | Added |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.16M | 0.17% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,642 | $1.18M | 0.01% | +4,250+14.5% | Added |
| State Board of Administration of Florida Retirement System | 33,690 | $1.18M | 0.00% | −863−2.5% | Reduced |
| Brookstone Capital Management | 33,749 | $1.18M | 0.02% | −3,666−9.8% | Reduced |
| Accel Wealth Management | 34,155 | $1.20M | 0.40% | +285+0.8% | Added |
| AQR Capital Management LLC | 34,410 | $1.21M | 0.00% | +23,319+210.3% | Added |
| UniSuper Management Pty Ltd | 34,500 | $1.21M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 34,800 | $1.22M | 0.00% | −9,800−22.0% | Reduced |
| Amalgamated Bank | 35,625 | $1.25M | 0.01% | +143+0.4% | Added |
| AE Wealth Management LLC | 36,472 | $1.28M | 0.01% | −3,417−8.6% | Reduced |
| Arizona State Retirement System | 36,589 | $1.28M | 0.01% | +1,441+4.1% | Added |
| Maryland State Retirement & Pension System | 36,853 | $1.29M | 0.03% | +371+1.0% | Added |
| Geneos Wealth Management Inc. | 37,895 | $1.33M | 0.03% | −39,717−51.2% | Reduced |
| Virginia Retirement Systems Et Al | 38,088 | $1.33M | 0.01% | +500+1.3% | Added |
| Mercer Global Advisors Inc | 38,200 | $1.34M | 0.00% | −160.0% | Reduced |
| Cerity Partners LLC | 38,707 | $1.36M | 0.00% | +11,706+43.4% | Added |
| Koshinski Asset Management, Inc. | 38,809 | $1.36M | 0.10% | −18,175−31.9% | Reduced |
| Cooper Financial Group | 41,265 | $1.45M | 0.17% | −497−1.2% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.46M | 0.38% | 00.0% | Unchanged |
| Allworth Financial LP | 41,809 | $1.46M | 0.01% | +33,299+391.3% | Added |
| Comerica Bank | 42,455 | $1.49M | 0.01% | +559+1.3% | Added |
| American Century Companies Inc | 43,710 | $1.53M | 0.00% | +120+0.3% | Added |
| Daiwa Securities Group Inc. | 44,244 | $1.55M | 0.01% | +1,572+3.7% | Added |
| Squarepoint Ops LLC | 45,290 | $1.59M | 0.00% | +14,451+46.9% | Added |
| Polaris Capital Management, LLC | 46,200 | $1.62M | 0.11% | +46,200 | New |
| My Legacy Advisors, LLC | 47,367 | $1.64M | 0.58% | +2,514+5.6% | Added |
| Ensign Peak Advisors, Inc | 46,742 | $1.64M | 0.00% | +1,096+2.4% | Added |
| Yousif Capital Management, LLC | 47,206 | $1.65M | 0.02% | +679+1.5% | Added |
| Integrated Advisors Network LLC | 47,497 | $1.66M | 0.08% | −4,607−8.8% | Reduced |
| Mutual Advisors, LLC | 49,011 | $1.69M | 0.04% | −4,609−8.6% | Reduced |
| FJ Capital Management LLC | 49,464 | $1.73M | 0.18% | +17,166+53.1% | Added |
| RMR Wealth Builders | 49,840 | $1.75M | 0.16% | +2,113+4.4% | Added |
| Resona Asset Management Co.,Ltd. | 50,369 | $1.76M | 0.01% | −3,987−7.3% | Reduced |
| Arkadios Wealth Advisors | 51,975 | $1.82M | 0.05% | +2,582+5.2% | Added |
| Stratos Wealth Partners, LTD. | 52,164 | $1.83M | 0.02% | +170.0% | Added |
| Vert Asset Management LLC | 52,737 | $1.85M | 0.67% | −1,308−2.4% | Reduced |
| Victory Capital Management Inc | 53,220 | $1.86M | 0.00% | +21,290+66.7% | Added |
| Ameritas Advisory Services, LLC | 53,316 | $1.87M | 0.10% | −34,213−39.1% | Reduced |
| State of Tennessee, Treasury Department | 54,189 | $1.90M | 0.01% | +1,122+2.1% | Added |
| Calton & Associates, Inc. | 54,284 | $1.90M | 0.33% | −1,782−3.2% | Reduced |