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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 54,990 | $1.93M | 0.07% | −1,720−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 55,168 | $1.93M | 0.01% | +644+1.2% | Added |
| Diversify Wealth Management, LLC | 57,825 | $1.95M | 0.12% | −16,580−22.3% | Reduced |
| Creative Planning | 55,895 | $1.96M | 0.00% | +3,371+6.4% | Added |
| GWM Advisors LLC | 55,924 | $1.96M | 0.01% | −151−0.3% | Reduced |
| Teacher Retirement System of Texas | 55,966 | $1.96M | 0.01% | +19,682+54.2% | Added |
| Natixis Advisors, L.P. | 57,741 | $2.02M | 0.00% | +4,454+8.4% | Added |
| Louisiana State Employees Retirement System | 58,600 | $2.05M | 0.04% | −400−0.7% | Reduced |
| O'Dell Group, LLC | 59,523 | $2.09M | 0.52% | −1,073−1.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,852 | $2.13M | 0.00% | +597+1.0% | Added |
| Intech Investment Management LLC | 64,120 | $2.25M | 0.02% | +7,203+12.7% | Added |
| New York State Common Retirement Fund | 65,143 | $2.28M | 0.00% | +27,128+71.4% | Added |
| Illinois Municipal Retirement Fund | 66,648 | $2.33M | 0.03% | +1,452+2.2% | Added |
| Manufacturers Life Insurance Company, The | 68,159 | $2.39M | 0.00% | −3,029−4.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 69,259 | $2.43M | 0.00% | −3,852−5.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 70,314 | $2.46M | 0.01% | −88,735−55.8% | Reduced |
| Harbor Capital Advisors, Inc. | 71,698 | $2.51M | 0.11% | −4,288−5.6% | Reduced |
| Royal Bank of Canada | 72,208 | $2.53M | 0.00% | −9,518−11.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,689 | $2.55M | 0.01% | +3,026+4.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 74,765 | $2.62M | 0.06% | +66,785+836.9% | Added |
| Independent Financial Group, LLC | 77,408 | $2.71M | 0.07% | −36,031−31.8% | Reduced |
| Envestnet Asset Management Inc | 78,147 | $2.74M | 0.00% | +1,797+2.4% | Added |
| MetLife Investment Management | 79,052 | $2.77M | 0.02% | +2,414+3.1% | Added |
| Money Concepts Capital Corp | 79,307 | $2.78M | 0.19% | −381−0.5% | Reduced |
| Capital Fund Management S.A. | 79,520 | $2.79M | 0.03% | +63,555+398.1% | Added |
| Martingale Asset Management L P | 81,324 | $2.85M | 0.07% | −13,613−14.3% | Reduced |
| Amundi | 82,805 | $2.90M | 0.00% | −39,213−32.1% | Reduced |
| First Trust Advisors LP | 84,657 | $2.97M | 0.00% | −35,286−29.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,186 | $2.98M | 0.01% | +4,801+6.0% | Added |
| Wells Fargo & Company | 86,822 | $3.04M | 0.00% | +8,630+11.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89,503 | $3.14M | 0.00% | +3,398+3.9% | Added |
| Kestra Advisory Services, LLC | 91,402 | $3.20M | 0.02% | +37,392+69.2% | Added |
| Holocene Advisors, LP | 91,662 | $3.21M | 0.01% | +18,944+26.1% | Added |
| Edgestream Partners, L.P. | 96,374 | $3.38M | 0.09% | −89,605−48.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 96,491 | $3.38M | 0.03% | +7,166+8.0% | Added |
| Price T Rowe Associates Inc | 98,991 | $3.47M | 0.00% | +9,038+10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 99,757 | $3.49M | 0.09% | −6,458−6.1% | Reduced |
| Mutual of America Capital Management LLC | 103,023 | $3.61M | 0.04% | +5,268+5.4% | Added |
| Voya Investment Management LLC | 103,983 | $3.64M | 0.00% | −456−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 107,512 | $3.77M | 0.02% | +33,376+45.0% | Added |
| Raymond James Financial Inc | 111,115 | $3.89M | 0.00% | +4,408+4.1% | Added |
| Thrivent Financial for Lutherans | 111,682 | $3.91M | 0.01% | +19,737+21.5% | Added |
| Centaurus Financial, Inc. | 112,461 | $3.94M | 0.23% | −5,070−4.3% | Reduced |
| California State Teachers Retirement System | 113,490 | $3.98M | 0.00% | +185+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 115,437 | $4.06M | 0.01% | +17,359+17.7% | Added |
| Modern Wealth Management, LLC | 116,089 | $4.07M | 0.10% | −2,052−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 121,229 | $4.25M | 0.06% | −20,757−14.6% | Reduced |
| Standard Life Aberdeen plc | 121,594 | $4.26M | 0.01% | +4,220+3.6% | Added |
| HSBC Holdings PLC | 122,489 | $4.29M | 0.00% | +7,119+6.2% | Added |
| Allianz Asset Management GmbH | 123,055 | $4.31M | 0.01% | −31,537−20.4% | Reduced |
| Lord, Abbett & Co. LLC | 125,470 | $4.39M | 0.01% | +22,445+21.8% | Added |
| Prudential Financial Inc | 130,575 | $4.57M | 0.01% | +7,778+6.3% | Added |
| Renaissance Technologies LLC | 135,396 | $4.74M | 0.01% | −19,606−12.6% | Reduced |
| State of Alaska, Department of Revenue | 135,843 | $4.76M | 0.05% | +6,948+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 137,505 | $4.82M | 0.00% | +1,776+1.3% | Added |
| McAdam, LLC | 143,484 | $5.03M | 0.28% | +710.0% | Added |
| Susquehanna International Group, LLP | 154,857 | $5.42M | 0.01% | +3,405+2.2% | Added |
| Jane Street Group, LLC | 155,095 | $5.43M | 0.01% | −10,919−6.6% | Reduced |
| Greenland Capital Management LP | 163,802 | $5.74M | 0.74% | +103,610+172.1% | Added |
| Nomura Asset Management Co Ltd | 178,630 | $6.26M | 0.02% | +7,340+4.3% | Added |
| Mariner, LLC | 184,900 | $6.48M | 0.01% | +19,672+11.9% | Added |
| Commonwealth Equity Services, LLC | 188,160 | $6.59M | 0.01% | −43,436−18.8% | Reduced |
| State of Wisconsin Investment Board | 192,261 | $6.73M | 0.02% | +31,495+19.6% | Added |
| Public Employees Retirement System of Ohio | 194,248 | $6.80M | 0.02% | −20,775−9.7% | Reduced |
| Millennium Management LLC | 197,688 | $6.93M | 0.01% | −657,450−76.9% | Reduced |
| Citigroup Inc | 202,420 | $7.09M | 0.00% | −15,675−7.2% | Reduced |
| J.W. Cole Advisors, Inc. | 205,290 | $7.19M | 0.15% | +11,845+6.1% | Added |
| California Public Employees Retirement System | 218,856 | $7.67M | 0.00% | +16,922+8.4% | Added |
| Granite Investment Partners, LLC | 221,929 | $7.77M | 0.38% | +221,929 | New |
| B&I Capital AG | 227,295 | $7.96M | 2.71% | −12,750−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 228,726 | $8.01M | 0.01% | +133,595+140.4% | Added |
| Swiss National Bank | 239,500 | $8.39M | 0.01% | +2,000+0.8% | Added |
| Kennedy Capital Management, Inc. | 239,690 | $8.40M | 0.20% | −40,199−14.4% | Reduced |
| Eisler Capital Management Ltd. | 253,932 | $8.87M | 0.31% | +23,571+10.2% | Added |
| Advisor Group Holdings, Inc. | 270,642 | $9.52M | 0.02% | +64,465+31.3% | Added |
| Alliancebernstein L.P. | 277,554 | $9.72M | 0.00% | +103,217+59.2% | Added |
| Barclays PLC | 279,596 | $9.79M | 0.00% | +15,870+6.0% | Added |
| Asset Management One Co.,Ltd. | 284,935 | $9.98M | 0.03% | −253−0.1% | Reduced |
| SEI Investments Co | 298,883 | $10.5M | 0.01% | +6,385+2.2% | Added |
| Freestone Grove Partners LP | 315,698 | $11.1M | 0.08% | +315,698 | New |
| Deutsche Bank AG | 341,637 | $12.0M | 0.00% | −8,132−2.3% | Reduced |
| Ameriprise Financial Inc | 355,957 | $12.5M | 0.00% | −46,432−11.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 360,297 | $12.6M | 0.04% | −7,557−2.1% | Reduced |
| Jain Global LLC | 365,908 | $12.8M | 0.20% | −55,869−13.2% | Reduced |
| Sophron Capital Management L.P. | 391,032 | $13.7M | 4.19% | +85,059+27.8% | Added |
| Rhumbline Advisers | 395,088 | $13.8M | 0.01% | +10,118+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 397,299 | $13.9M | 0.10% | +397,299 | New |
| Bank of America Corp | 403,831 | $14.1M | 0.00% | +12,206+3.1% | Added |
| UBS Group AG | 412,449 | $14.4M | 0.00% | +134,971+48.6% | Added |
| LPL Financial LLC | 412,686 | $14.5M | 0.00% | +24,602+6.3% | Added |
| Invesco Ltd. | 418,384 | $14.7M | 0.00% | −13,501−3.1% | Reduced |
| Public Sector Pension Investment Board | 427,482 | $15.0M | 0.06% | +30,500+7.7% | Added |
| Aew Capital Management L P | 503,549 | $17.6M | 0.93% | −71,270−12.4% | Reduced |
| Qube Research & Technologies Ltd | 540,372 | $18.9M | 0.03% | −22,328−4.0% | Reduced |
| Janus Henderson Group PLC | 603,749 | $21.1M | 0.01% | +18,401+3.1% | Added |
| Principal Financial Group Inc | 621,916 | $21.8M | 0.01% | −1,504−0.2% | Reduced |
| Goldman Sachs Group Inc | 625,102 | $21.9M | 0.00% | −496,813−44.3% | Reduced |
| Balyasny Asset Management LLC | 640,432 | $22.4M | 0.05% | +640,432 | New |
| Cetera Investment Advisers | 697,499 | $24.4M | 0.04% | −32,114−4.4% | Reduced |
| Nuveen, LLC | 832,760 | $29.2M | 0.01% | −56,939−6.4% | Reduced |