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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 863,643 | $30.3M | 0.01% | +13,989+1.6% | Added |
| Adage Capital Partners GP, L.L.C. | 910,000 | $31.9M | 0.05% | −5,000−0.5% | Reduced |
| Engineers Gate Manager LP | 933,339 | $32.7M | 0.41% | +933,339 | New |
| Bank of New York Mellon Corp | 991,796 | $34.7M | 0.01% | +59,060+6.3% | Added |
| JPMorgan Chase & Co | 1,001,775 | $35.1M | 0.00% | −527,605−34.5% | Reduced |
| Massachusetts Financial Services Co | 1,026,115 | $35.9M | 0.01% | −51,257−4.8% | Reduced |
| Alyeska Investment Group, L.P. | 1,136,108 | $39.8M | 0.14% | −877,200−43.6% | Reduced |
| UBS Asset Management Americas Inc | 1,162,046 | $40.7M | 0.01% | +1,025,938+753.8% | Added |
| Morgan Stanley | 1,222,577 | $42.8M | 0.00% | +217,566+21.6% | Added |
| Macquarie Group Ltd | 1,428,232 | $50.0M | 0.06% | +35,279+2.5% | Added |
| Duff & Phelps Investment Management Co | 1,522,883 | $53.3M | 0.63% | +14,403+1.0% | Added |
| Norges Bank | 1,581,791 | $55.4M | 0.01% | +68,923+4.6% | Added |
| Dimensional Fund Advisors LP | 1,716,407 | $60.1M | 0.01% | +139,704+8.9% | Added |
| Northern Trust Corp | 2,158,288 | $75.6M | 0.01% | +465,168+27.5% | Added |
| Charles Schwab Investment Management Inc | 2,209,158 | $77.4M | 0.01% | +35,107+1.6% | Added |
| Geode Capital Management, LLC | 3,395,070 | $118.9M | 0.01% | +65,782+2.0% | Added |
| FMR LLC | 3,938,606 | $138.0M | 0.01% | +294,767+8.1% | Added |
| State Street Corp | 7,349,080 | $258.2M | 0.01% | +166,108+2.3% | Added |
| Wellington Management Group LLP | 7,476,943 | $261.9M | 0.05% | +431,238+6.1% | Added |
| Vanguard Group Inc | 20,414,331 | $715.1M | 0.01% | +694,127+3.5% | Added |
| BlackRock, Inc. | 21,392,486 | $749.4M | 0.01% | −61,439−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −505,799−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −139,007−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −64,197−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −41,315−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −20,877−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −20,314−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,227−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −16,440−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −12,156−100.0% | Sold out |
| Arlington Financial Advisors, LLC | 0 | $0 | 0.00% | −9,842−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −8,671−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,610−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −5,990−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,687−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −5,675−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −5,067−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Marcum Wealth, LLC | – | – | – | – | Not filed |
| Bremer Bank National Association | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |