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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 77,408 | $2.71M | 0.07% | −36,031−31.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 74,765 | $2.62M | 0.06% | +66,785+836.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,689 | $2.55M | 0.01% | +3,026+4.3% | Added |
| Royal Bank of Canada | 72,208 | $2.53M | 0.00% | −9,518−11.6% | Reduced |
| Harbor Capital Advisors, Inc. | 71,698 | $2.51M | 0.11% | −4,288−5.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 70,314 | $2.46M | 0.01% | −88,735−55.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 69,259 | $2.43M | 0.00% | −3,852−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 68,159 | $2.39M | 0.00% | −3,029−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 66,648 | $2.33M | 0.03% | +1,452+2.2% | Added |
| New York State Common Retirement Fund | 65,143 | $2.28M | 0.00% | +27,128+71.4% | Added |
| Intech Investment Management LLC | 64,120 | $2.25M | 0.02% | +7,203+12.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,852 | $2.13M | 0.00% | +597+1.0% | Added |
| O'Dell Group, LLC | 59,523 | $2.09M | 0.52% | −1,073−1.8% | Reduced |
| Louisiana State Employees Retirement System | 58,600 | $2.05M | 0.04% | −400−0.7% | Reduced |
| Natixis Advisors, L.P. | 57,741 | $2.02M | 0.00% | +4,454+8.4% | Added |
| Teacher Retirement System of Texas | 55,966 | $1.96M | 0.01% | +19,682+54.2% | Added |
| GWM Advisors LLC | 55,924 | $1.96M | 0.01% | −151−0.3% | Reduced |
| Creative Planning | 55,895 | $1.96M | 0.00% | +3,371+6.4% | Added |
| Diversify Wealth Management, LLC | 57,825 | $1.95M | 0.12% | −16,580−22.3% | Reduced |
| State of New Jersey Common Pension Fund D | 55,168 | $1.93M | 0.01% | +644+1.2% | Added |
| First Foundation Advisors | 54,990 | $1.93M | 0.07% | −1,720−3.0% | Reduced |
| Calton & Associates, Inc. | 54,284 | $1.90M | 0.33% | −1,782−3.2% | Reduced |
| State of Tennessee, Treasury Department | 54,189 | $1.90M | 0.01% | +1,122+2.1% | Added |
| Ameritas Advisory Services, LLC | 53,316 | $1.87M | 0.10% | −34,213−39.1% | Reduced |
| Victory Capital Management Inc | 53,220 | $1.86M | 0.00% | +21,290+66.7% | Added |
| Vert Asset Management LLC | 52,737 | $1.85M | 0.67% | −1,308−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 52,164 | $1.83M | 0.02% | +170.0% | Added |
| Arkadios Wealth Advisors | 51,975 | $1.82M | 0.05% | +2,582+5.2% | Added |
| Resona Asset Management Co.,Ltd. | 50,369 | $1.76M | 0.01% | −3,987−7.3% | Reduced |
| RMR Wealth Builders | 49,840 | $1.75M | 0.16% | +2,113+4.4% | Added |
| FJ Capital Management LLC | 49,464 | $1.73M | 0.18% | +17,166+53.1% | Added |
| Mutual Advisors, LLC | 49,011 | $1.69M | 0.04% | −4,609−8.6% | Reduced |
| Integrated Advisors Network LLC | 47,497 | $1.66M | 0.08% | −4,607−8.8% | Reduced |
| Yousif Capital Management, LLC | 47,206 | $1.65M | 0.02% | +679+1.5% | Added |
| Ensign Peak Advisors, Inc | 46,742 | $1.64M | 0.00% | +1,096+2.4% | Added |
| My Legacy Advisors, LLC | 47,367 | $1.64M | 0.58% | +2,514+5.6% | Added |
| Polaris Capital Management, LLC | 46,200 | $1.62M | 0.11% | +46,200 | New |
| Squarepoint Ops LLC | 45,290 | $1.59M | 0.00% | +14,451+46.9% | Added |
| Daiwa Securities Group Inc. | 44,244 | $1.55M | 0.01% | +1,572+3.7% | Added |
| American Century Companies Inc | 43,710 | $1.53M | 0.00% | +120+0.3% | Added |
| Comerica Bank | 42,455 | $1.49M | 0.01% | +559+1.3% | Added |
| Allworth Financial LP | 41,809 | $1.46M | 0.01% | +33,299+391.3% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.46M | 0.38% | 00.0% | Unchanged |
| Cooper Financial Group | 41,265 | $1.45M | 0.17% | −497−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 38,809 | $1.36M | 0.10% | −18,175−31.9% | Reduced |
| Cerity Partners LLC | 38,707 | $1.36M | 0.00% | +11,706+43.4% | Added |
| Mercer Global Advisors Inc | 38,200 | $1.34M | 0.00% | −160.0% | Reduced |
| Virginia Retirement Systems Et Al | 38,088 | $1.33M | 0.01% | +500+1.3% | Added |
| Geneos Wealth Management Inc. | 37,895 | $1.33M | 0.03% | −39,717−51.2% | Reduced |
| Maryland State Retirement & Pension System | 36,853 | $1.29M | 0.03% | +371+1.0% | Added |
| Arizona State Retirement System | 36,589 | $1.28M | 0.01% | +1,441+4.1% | Added |
| AE Wealth Management LLC | 36,472 | $1.28M | 0.01% | −3,417−8.6% | Reduced |
| Amalgamated Bank | 35,625 | $1.25M | 0.01% | +143+0.4% | Added |
| Handelsbanken Fonder AB | 34,800 | $1.22M | 0.00% | −9,800−22.0% | Reduced |
| UniSuper Management Pty Ltd | 34,500 | $1.21M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 34,410 | $1.21M | 0.00% | +23,319+210.3% | Added |
| Accel Wealth Management | 34,155 | $1.20M | 0.40% | +285+0.8% | Added |
| Brookstone Capital Management | 33,749 | $1.18M | 0.02% | −3,666−9.8% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.18M | 0.00% | −863−2.5% | Reduced |
| Brinker Capital Investments, LLC | 33,642 | $1.18M | 0.01% | +4,250+14.5% | Added |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.16M | 0.17% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 30,876 | $1.08M | 0.00% | +314+1.0% | Added |
| New York State Teachers Retirement System | 30,100 | $1.05M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,514 | $1.03M | 0.00% | +1,331+4.7% | Added |
| Certior Financial Group, LLC | 29,474 | $1.03M | 0.79% | −1,664−5.3% | Reduced |
| Colony Group, LLC | 29,428 | $1.03M | 0.00% | +131+0.4% | Added |
| Los Angeles Capital Management LLC | 29,032 | $1.02M | 0.00% | +2,943+11.3% | Added |
| Oregon Public Employees Retirement Fund | 28,556 | $1.00M | 0.02% | −100−0.3% | Reduced |
| PFG Investments, LLC | 28,420 | $995.5K | 0.06% | +1,053+3.8% | Added |
| New Age Alpha Advisors, LLC | 28,295 | $991.2K | 0.04% | +28,295 | New |
| Graham Capital Management, L.P. | 28,204 | $988.0K | 0.03% | +28,204 | New |
| ProShare Advisors LLC | 28,185 | $987.3K | 0.00% | −777−2.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 28,109 | $984.7K | 0.01% | +1,957+7.5% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $975.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 27,737 | $972.0K | 0.00% | +3,510+14.5% | Added |
| Janney Montgomery Scott LLC | 26,569 | $931.0K | 0.00% | −880−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 26,559 | $930.4K | 0.01% | +80+0.3% | Added |
| KLP Kapitalforvaltning AS | 26,000 | $913.0K | 0.00% | +1,900+7.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $909.2K | 0.01% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 25,542 | $894.7K | 0.21% | +25,542 | New |
| M Holdings Securities, Inc. | 24,804 | $868.0K | 0.15% | +2,641+11.9% | Added |
| STRS Ohio | 23,800 | $833.7K | 0.00% | +800+3.5% | Added |
| Dynamic Financial Group | 23,364 | $818.4K | 0.79% | −283−1.2% | Reduced |
| Bank of Montreal | 23,011 | $806.1K | 0.00% | −105,935−82.2% | Reduced |
| Arete Wealth Advisors, LLC | 22,928 | $803.0K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,828 | $802.0K | 0.00% | −565−2.4% | Reduced |
| TCW Group Inc | 22,770 | $797.6K | 0.01% | −226−1.0% | Reduced |
| Entropy Technologies, LP | 22,381 | $784.0K | 0.06% | +10,436+87.4% | Added |
| Vestcor Inc | 22,213 | $778.0K | 0.02% | +1,533+7.4% | Added |
| Nisa Investment Advisors, LLC | 21,563 | $758.3K | 0.00% | −8,498−28.3% | Reduced |
| EWG Elevate Inc. | 21,001 | $735.7K | 0.23% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 21,031 | $734.0K | 0.09% | +8,598+69.2% | Added |
| Metis Global Partners, LLC | 20,740 | $726.5K | 0.02% | +4,881+30.8% | Added |
| Bell Bank | 20,495 | $717.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20,430 | $715.6K | 0.02% | −771−3.6% | Reduced |
| IFM Investors Pty Ltd | 20,253 | $709.5K | 0.01% | −4,409−17.9% | Reduced |
| Atom Investors LP | 20,010 | $701.0K | 0.06% | −412−2.0% | Reduced |
| Vaughan David Investments LLC | 19,882 | $696.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19,816 | $694.2K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 19,777 | $693.0K | 0.00% | +385+2.0% | Added |