Skip to main content

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.

Institutional holdersQ2 2025: 421 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ2 2025: $3.79B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SRS Capital Advisors, Inc.157$5.50K0.00%−158−50.2%Reduced
C M Bidwell & Associates Ltd124$4.34K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC106$3.72K0.00%+1+1.0%Added
Smartleaf Asset Management LLC104$3.63K0.00%+28+36.8%Added
Quarry LP98$3.43K0.00%−1,619−94.3%Reduced
Fortitude Family Office, LLC91$3.19K0.00%+91New
Bessemer Group Inc96$3.00K0.00%−270−73.8%Reduced
Sittner & Nelson, LLC70$2.45K0.00%00.0%Unchanged
Signaturefd, LLC69$2.42K0.00%−40−36.7%Reduced
Capital A Wealth Management, LLC61$2.23K0.03%+61New
Parkside Financial Bank & Trust59$2.07K0.00%−1−1.7%Reduced
UMA Financial Services, Inc.41$1.44K0.00%+41New
Jones Financial Companies LLLP40$1.40K0.00%+40New
Essential Partners LLC28$9810.00%+28New
Huntington National Bank23$8060.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd22$7710.00%+22New
Atlantic Trust, LLC21$7360.00%+21New
Farther Finance Advisors, LLC18$6310.00%−17−48.6%Reduced
Bell Investment Advisors, Inc17$5960.00%00.0%Unchanged
Dogwood Wealth Management LLC1$340.00%00.0%Unchanged
Creekmur Asset Management LLC1$300.00%00.0%Unchanged
ExodusPoint Capital Management, LP0$00.00%−505,799−100.0%Sold out
SG Americas Securities, LLC0$00.00%−139,007−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−64,197−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−41,315−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−20,877−100.0%Sold out
Caisse des Depots Et Consignations0$00.00%−20,314−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−18,227−100.0%Sold out
EPG Wealth Management LLC0$00.00%−16,440−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−12,156−100.0%Sold out
Arlington Financial Advisors, LLC0$00.00%−9,842−100.0%Sold out
Beck Capital Management, LLC0$00.00%−8,671−100.0%Sold out
TownSquare Capital, LLC0$00.00%−8,610−100.0%Sold out
United Services Automobile Association0$00.00%−8,255−100.0%Sold out
Allen Capital Group, LLC0$00.00%−6,348−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−5,990−100.0%Sold out
Everence Capital Management Inc0$00.00%−5,910−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−5,687−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−5,675−100.0%Sold out
Continuum Advisory, LLC0$00.00%−5,067−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−3,935−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−2,493−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−1,631−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,220−100.0%Sold out
Archer Investment Corp0$00.00%−1,114−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−967−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−749−100.0%Sold out
Optiver Holding B.V.0$00.00%−162−100.0%Sold out
Meeder Asset Management Inc0$00.00%−124−100.0%Sold out
GeoWealth Management, LLC0$00.00%−41−100.0%Sold out
Stephens Consulting, LLC0$00.00%−20−100.0%Sold out
Dunhill Financial, LLC0$00.00%−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