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 |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 6,638 | $233.2K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,656 | $233.2K | 0.01% | −2,785−29.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,327 | $221.6K | 0.04% | −57−0.9% | Reduced |
| World Equity Group, Inc. | 6,293 | $220.4K | 0.06% | +357+6.0% | Added |
| Canton Hathaway, LLC | 6,274 | $220.0K | 0.04% | 00.0% | Unchanged |
| Plan A Wealth LLC | 6,254 | $219.1K | 0.12% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,231 | $218.9K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,194 | $217.0K | 0.00% | −75−1.2% | Reduced |
| Barlow Wealth Partners, Inc. | 6,086 | $213.4K | 0.03% | +53+0.9% | Added |
| Koss-Olinger Consulting, LLC | 6,087 | $213.2K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 6,053 | $212.9K | 0.08% | +6,053 | New |
| Private Advisor Group, LLC | 6,047 | $211.8K | 0.00% | +6,047 | New |
| Norinchukin Bank, The | 5,977 | $209.4K | 0.00% | +192+3.3% | Added |
| Advisory Resource Group | 5,914 | $207.2K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,995 | $207.1K | 0.03% | −20−0.3% | Reduced |
| GenTrust, LLC | 5,833 | $204.9K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 5,757 | $201.7K | 0.00% | +5,757 | New |
| Secure Asset Management, LLC | 5,745 | $201.2K | 0.04% | +5,745 | New |
| Profund Advisors LLC | 5,739 | $201.0K | 0.01% | +99+1.8% | Added |
| Park Avenue Securities LLC | 5,748 | $201.0K | 0.00% | −19−0.3% | Reduced |
| LexAurum Advisors, LLC | 5,728 | $200.7K | 0.03% | −1,166−16.9% | Reduced |
| Diversify Advisory Services, LLC | 5,931 | $200.3K | 0.01% | +5,931 | New |
| Ameriflex Group, Inc. | 5,687 | $199.1K | 0.10% | −13,358−70.1% | Reduced |
| M&G Plc | 5,631 | $197.1K | 0.00% | +564+11.1% | Added |
| US Bancorp | 5,285 | $185.1K | 0.00% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,124 | $179.5K | 0.01% | +5,124 | New |
| GAMMA Investing LLC | 4,713 | $165.1K | 0.01% | +1,611+51.9% | Added |
| The PNC Financial Services Group, Inc. | 4,661 | $163.3K | 0.00% | +1,666+55.6% | Added |
| Eukles Asset Management | 4,174 | $146.2K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 4,102 | $143.7K | 0.00% | +4,102 | New |
| Pinnacle Financial Partners Inc | 3,687 | $129.2K | 0.00% | −5,580−60.2% | Reduced |
| Larson Financial Group LLC | 3,605 | $126.3K | 0.01% | +115+3.3% | Added |
| KBC Group NV | 3,606 | $126.0K | 0.00% | −2,023−35.9% | Reduced |
| MCF Advisors LLC | 3,478 | $122.2K | 0.01% | −298−7.9% | Reduced |
| Employees Retirement System of Texas | 3,458 | $121.0K | 0.00% | −57,712−94.3% | Reduced |
| TSFG, LLC | 3,458 | $121.0K | 0.02% | +30+0.9% | Added |
| Advantage Trust Co | 3,386 | $118.6K | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,357 | $118.0K | 0.00% | +3,357 | New |
| State of Wyoming | 3,136 | $109.9K | 0.01% | +3,136 | New |
| Ronald Blue Trust, Inc. | 3,049 | $106.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $105.6K | 0.01% | +3,015 | New |
| MAI Capital Management | 3,000 | $105.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,000 | $105.1K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,862 | $100.3K | 0.00% | +1,036+56.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,804 | $98.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,605 | $91.3K | 0.01% | −745−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,604 | $91.2K | 0.00% | +865+49.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,597 | $91.0K | 0.00% | −715−21.6% | Reduced |
| Global Retirement Partners, LLC | 2,574 | $90.2K | 0.00% | +2,574 | New |
| Syntax Research, Inc. | 2,527 | $88.5K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $87.5K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,215 | $77.6K | 0.00% | −107−4.6% | Reduced |
| Cape Investment Advisory, Inc. | 2,210 | $77.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,106 | $74.0K | 0.04% | +1,837+682.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $52.5K | 0.00% | −315−17.4% | Reduced |
| Kiker Wealth Management, LLC | 1,400 | $49.0K | 0.03% | −700−33.3% | Reduced |
| Massmutual Trust Co FSB | 1,360 | $47.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $46.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $44.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,213 | $42.5K | 0.00% | +10+0.8% | Added |
| POM Investment Strategies, LLC | 1,156 | $40.5K | 0.03% | +1,156 | New |
| HHM Wealth Advisors, LLC | 1,100 | $38.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 989 | $34.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 975 | $33.7K | 0.01% | +9+0.9% | Added |
| CoreCap Advisors, LLC | 896 | $31.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 833 | $29.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 794 | $27.8K | 0.00% | +794 | New |
| Loomis Sayles & Co L P | 772 | $27.0K | 0.00% | +156+25.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $25.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $21.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 605 | $21.2K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $20.7K | 0.01% | +590+59,000.0% | Added |
| Strategic Wealth Partners, Ltd. | 591 | $20.7K | 0.00% | +591 | New |
| Parallel Advisors, LLC | 570 | $20.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 565 | $19.8K | 0.01% | +5+0.9% | Added |
| Fifth Third Bancorp | 557 | $19.5K | 0.00% | −175−23.9% | Reduced |
| Umb Bank N A | 543 | $19.0K | 0.00% | +98+22.0% | Added |
| 1620 Investment Advisors, Inc. | 510 | $17.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 457 | $16.0K | 0.00% | +3+0.7% | Added |
| Principal Securities, Inc. | 449 | $15.7K | 0.00% | +149+49.7% | Added |
| Creative Financial Designs Inc | 430 | $15.1K | 0.00% | +4+0.9% | Added |
| Farmers & Merchants Investments Inc | 427 | $15.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 407 | $13.7K | 0.00% | +407 | New |
| Ci Investments Inc. | 337 | $12.0K | 0.00% | −128−27.5% | Reduced |
| Simplex Trading, LLC | 345 | $12.0K | 0.00% | −108−23.8% | Reduced |
| Danske Bank A/S | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 300 | $10.5K | 0.00% | +300 | New |
| Versant Capital Management, Inc | 279 | $9.77K | 0.00% | −197−41.4% | Reduced |
| Hantz Financial Services, Inc. | 216 | $8.00K | 0.00% | +209+2,985.7% | Added |
| Valued Wealth Advisors LLC | 222 | $7.79K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 219 | $7.67K | 0.00% | +175+397.7% | Added |
| North Capital, Inc. | 217 | $7.60K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 217 | $7.60K | 0.00% | +190+703.7% | Added |
| Abound Wealth Management | 210 | $7.34K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 204 | $7.17K | 0.00% | +204 | New |
| NewSquare Capital LLC | 188 | $6.59K | 0.00% | +188 | New |
| Alerus Financial NA | 166 | $5.82K | 0.00% | +166 | New |
| Clearstead Advisors, LLC | 158 | $5.54K | 0.00% | +158 | New |