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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 18,827 | $687.0K | 0.27% | +18,827 | New |
| Nissay Asset Management Corp | 19,056 | $667.5K | 0.00% | +849+4.7% | Added |
| Quest Partners LLC | 18,791 | $658.2K | 0.06% | +3,239+20.8% | Added |
| Inceptionr LLC | 18,734 | $656.3K | 0.15% | +18,734 | New |
| Pictet Asset Management Holding SA | 18,654 | $653.5K | 0.00% | −7,854−29.6% | Reduced |
| Dark Forest Capital Management LP | 18,610 | $651.9K | 0.03% | −145,758−88.7% | Reduced |
| Lakeridge Wealth Management LLC | 18,158 | $636.1K | 0.29% | −4,129−18.5% | Reduced |
| Silver Oak Securities, Inc | 18,037 | $631.8K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 17,714 | $622.3K | 0.01% | −4,495−20.2% | Reduced |
| Sage Capital Management, LLC | 17,021 | $596.3K | 0.29% | +65+0.4% | Added |
| Neo Ivy Capital Management | 16,659 | $583.6K | 0.19% | +16,659 | New |
| Spire Wealth Management | 16,478 | $577.2K | 0.02% | −17,002−50.8% | Reduced |
| Van Cleef Asset Management,Inc | 15,700 | $550.0K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Corp | 15,569 | $545.4K | 0.00% | −11,678−42.9% | Reduced |
| Sequoia Financial Advisors, LLC | 15,294 | $535.7K | 0.00% | −1,471−8.8% | Reduced |
| Rothschild Investment LLC | 15,010 | $525.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,911 | $522.3K | 0.02% | +479+3.3% | Added |
| Vident Advisory, LLC | 14,896 | $521.8K | 0.01% | −3,255−17.9% | Reduced |
| Horizon Investments, LLC | 14,911 | $520.8K | 0.01% | +14,911 | New |
| Perpetual Ltd | 14,360 | $503.0K | 0.01% | −1,100−7.1% | Reduced |
| Russell Investments Group, Ltd. | 14,317 | $501.5K | 0.00% | −3,841−21.2% | Reduced |
| Well Done, LLC | 14,009 | $490.7K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,885 | $486.4K | 0.01% | +10,355+293.3% | Added |
| Blair William & Co | 13,879 | $486.2K | 0.00% | +13,879 | New |
| Public Employees Retirement Association of Colorado | 13,751 | $482.0K | 0.00% | 00.0% | Unchanged |
| LDR Capital Management LLC | 13,675 | $479.0K | 0.62% | +13,675 | New |
| Independent Advisor Alliance | 13,280 | $465.2K | 0.01% | +1,307+10.9% | Added |
| BNP Paribas Arbitrage, SA | 12,507 | $438.1K | 0.00% | +4,144+49.6% | Added |
| EP Wealth Advisors, LLC | 12,444 | $435.9K | 0.00% | +2,965+31.3% | Added |
| BlueChip Wealth Advisors LLC | 12,298 | $430.8K | 0.19% | −5,192−29.7% | Reduced |
| Quantinno Capital Management LP | 12,248 | $429.1K | 0.00% | +4,478+57.6% | Added |
| Apeiron RIA LLC | 12,186 | $426.9K | 0.11% | −707−5.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,056 | $422.3K | 0.01% | +5,529+84.7% | Added |
| Catalina Capital Group, LLC | 11,891 | $416.5K | 0.28% | −287−2.4% | Reduced |
| Beacon Capital Management, LLC | 11,853 | $415.2K | 0.06% | −1,306−9.9% | Reduced |
| Journey Strategic Wealth LLC | 11,628 | $407.3K | 0.01% | −938−7.5% | Reduced |
| M&T Bank Corp | 11,491 | $403.0K | 0.00% | −1,097−8.7% | Reduced |
| Hardy Reed LLC | 11,489 | $402.5K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 11,489 | $402.5K | 0.03% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 11,419 | $400.0K | 0.23% | +433+3.9% | Added |
| Acorn Financial Advisory Services Inc | 11,252 | $394.2K | 0.06% | −2,760−19.7% | Reduced |
| Capital Asset Advisory Services LLC | 11,147 | $392.2K | 0.02% | −2,042−15.5% | Reduced |
| Axxcess Wealth Management, LLC | 11,147 | $390.5K | 0.01% | −2,042−15.5% | Reduced |
| Kovack Advisors, Inc. | 11,147 | $390.5K | 0.04% | −300−2.6% | Reduced |
| Hendershot Investments Inc. | 11,021 | $386.1K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,948 | $383.0K | 0.00% | +1,733+18.8% | Added |
| Wealthcare Advisory Partners LLC | 10,843 | $379.8K | 0.01% | +32+0.3% | Added |
| Vivaldi Capital Management, LLC | 10,790 | $378.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 10,731 | $375.9K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,590 | $371.0K | 0.01% | −105−1.0% | Reduced |
| Henshaw Capital LLC | 10,239 | $358.7K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,103 | $353.9K | 0.00% | +1,030+11.4% | Added |
| SageView Advisory Group, LLC | 10,280 | $351.9K | 0.01% | −724−6.6% | Reduced |
| Brass Tax Wealth Management, Inc | 10,012 | $350.7K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,987 | $349.8K | 0.00% | −7,973−44.4% | Reduced |
| CIBC Private Wealth Group, LLC | 9,977 | $349.5K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 9,813 | $343.7K | 0.00% | +537+5.8% | Added |
| Hibernia Wealth Partners, LLC | 9,662 | $338.5K | 0.12% | +9,662 | New |
| DRW Securities, LLC | 9,569 | $335.2K | 0.02% | +9,569 | New |
| Beacon Pointe Advisors, LLC | 9,537 | $334.1K | 0.00% | −438−4.4% | Reduced |
| EntryPoint Capital, LLC | 9,486 | $332.3K | 0.17% | +3,196+50.8% | Added |
| Aster Capital Management (DIFC) Ltd | 9,470 | $331.7K | 0.08% | +7,024+287.2% | Added |
| Financial Partners Group, Inc | 9,355 | $327.7K | 0.05% | −15,189−61.9% | Reduced |
| Ellevest, Inc. | 9,308 | $326.1K | 0.05% | +12+0.1% | Added |
| Aspen Grove Capital, LLC | 9,251 | $325.0K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9,057 | $317.3K | 0.13% | +93+1.0% | Added |
| Longboard Asset Management, LP | 9,055 | $317.2K | 0.79% | +9,055 | New |
| Provident Investment Management, Inc. | 9,000 | $315.3K | 0.03% | +9,000 | New |
| Waldron Private Wealth LLC | 8,970 | $315.1K | 0.01% | 00.0% | Unchanged |
| Vanderbilt University | 8,819 | $308.9K | 0.06% | +8,819 | New |
| First Heartland Consultants, Inc. | 8,734 | $306.0K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,646 | $302.9K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,618 | $301.9K | 0.00% | +252+3.0% | Added |
| Kure Advisory, LLC | 8,585 | $300.7K | 0.20% | +9+0.1% | Added |
| Pittenger & Anderson Inc | 8,372 | $293.3K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,317 | $291.3K | 0.00% | −48,246−85.3% | Reduced |
| Peak Asset Management, LLC | 8,214 | $287.7K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,145 | $285.3K | 0.05% | +1,200+17.3% | Added |
| Ignite Planners, LLC | 8,162 | $285.1K | 0.05% | −444−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,088 | $283.3K | 0.00% | −1,031−11.3% | Reduced |
| Brighton Jones LLC | 7,958 | $278.8K | 0.01% | +7,958 | New |
| Castleview Partners, LLC | 7,939 | $278.1K | 0.18% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,907 | $277.0K | 0.00% | +1,907+31.8% | Added |
| Foundations Investment Advisors, LLC | 7,772 | $272.3K | 0.00% | +7,772 | New |
| NBC Securities, Inc. | 7,768 | $272.0K | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 7,700 | $269.0K | 0.07% | −877−10.2% | Reduced |
| Change Path, LLC | 7,667 | $268.6K | 0.01% | +7,667 | New |
| Rehmann Capital Advisory Group | 7,540 | $264.1K | 0.02% | −56−0.7% | Reduced |
| Medallion Wealth Advisors, LLC | 7,377 | $258.9K | 0.10% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,265 | $254.5K | 0.00% | +17+0.2% | Added |
| Plotkin Financial Advisors, LLC | 7,173 | $251.3K | 0.14% | −131−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,150 | $250.0K | 0.03% | +7,150 | New |
| Merit Financial Group, LLC | 7,118 | $249.3K | 0.00% | +1,255+21.4% | Added |
| Federation des caisses Desjardins du Quebec | 7,104 | $248.9K | 0.00% | +7,104 | New |
| Advisory Services Network, LLC | 7,362 | $248.8K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,915 | $242.3K | 0.01% | +32+0.5% | Added |
| RFG Advisory, LLC | 6,884 | $241.2K | 0.01% | −257−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 6,820 | $238.9K | 0.00% | +182+2.7% | Added |
| StoneX Group Inc. | 6,786 | $238.2K | 0.01% | +6,786 | New |
| IHT Wealth Management, LLC | 6,775 | $237.3K | 0.01% | −1,994−22.7% | Reduced |