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, Q3 2025
Institutional positions in Phillips Edison & Company, Inc. as of Sep 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
- 403
- −10 vs. Q2 2025
- Shares held
- 104.3M
- −1.98M (−1.9%) vs. Q2 2025
- Total value
- $3.58B
- −$142.3M (−3.8%) vs. Q2 2025
- New holders
- 40
- 129 more added
- Sold out
- 50
- 155 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,500,517 | $738.1M | 0.01% | +108,031+0.5% | Added |
| Vanguard Group Inc | 20,345,174 | $698.4M | 0.01% | −69,157−0.3% | Reduced |
| State Street Corp | 7,290,973 | $251.1M | 0.01% | −58,107−0.8% | Reduced |
| Wellington Management Group LLP | 5,982,819 | $205.4M | 0.04% | −1,494,124−20.0% | Reduced |
| FMR LLC | 4,107,064 | $141.0M | 0.01% | +168,458+4.3% | Added |
| Geode Capital Management, LLC | 3,440,468 | $118.1M | 0.01% | +45,398+1.3% | Added |
| Engineers Gate Manager LP | 2,496,040 | $85.7M | 0.98% | +1,562,701+167.4% | Added |
| Charles Schwab Investment Management Inc | 2,236,095 | $76.8M | 0.01% | +26,937+1.2% | Added |
| Northern Trust Corp | 2,159,265 | $74.1M | 0.01% | +9770.0% | Added |
| Balyasny Asset Management LLC | 1,869,618 | $64.2M | 0.13% | +1,229,186+191.9% | Added |
| Dimensional Fund Advisors LP | 1,759,226 | $60.4M | 0.01% | +42,819+2.5% | Added |
| Duff & Phelps Investment Management Co | 1,697,608 | $58.3M | 0.66% | +174,725+11.5% | Added |
| Macquarie Group Ltd | 1,314,174 | $45.1M | 0.05% | −114,058−8.0% | Reduced |
| Morgan Stanley | 1,103,214 | $37.9M | 0.00% | −119,363−9.8% | Reduced |
| JPMorgan Chase & Co | 1,100,942 | $37.8M | 0.00% | +99,167+9.9% | Added |
| Goldman Sachs Group Inc | 1,038,938 | $35.7M | 0.01% | +413,836+66.2% | Added |
| Adage Capital Partners GP, L.L.C. | 960,000 | $33.0M | 0.05% | +50,000+5.5% | Added |
| Bank of New York Mellon Corp | 934,169 | $32.1M | 0.01% | −57,627−5.8% | Reduced |
| Qube Research & Technologies Ltd | 849,693 | $29.2M | 0.04% | +309,321+57.2% | Added |
| Cetera Investment Advisers | 787,077 | $27.0M | 0.03% | +89,578+12.8% | Added |
| Legal & General Group Plc | 782,974 | $26.9M | 0.01% | −80,669−9.3% | Reduced |
| Nuveen, LLC | 694,799 | $23.9M | 0.01% | −137,961−16.6% | Reduced |
| Janus Henderson Group PLC | 636,847 | $21.9M | 0.01% | +33,098+5.5% | Added |
| Principal Financial Group Inc | 606,665 | $20.8M | 0.01% | −15,251−2.5% | Reduced |
| Sophron Capital Management L.P. | 573,661 | $19.7M | 6.07% | +182,629+46.7% | Added |
| UBS Group AG | 550,276 | $18.9M | 0.00% | +137,827+33.4% | Added |
| Public Sector Pension Investment Board | 489,959 | $16.8M | 0.06% | +62,477+14.6% | Added |
| Invesco Ltd. | 438,701 | $15.1M | 0.00% | +20,317+4.9% | Added |
| Renaissance Technologies LLC | 427,902 | $14.7M | 0.02% | +292,506+216.0% | Added |
| Bank of America Corp | 414,809 | $14.2M | 0.00% | +10,978+2.7% | Added |
| LPL Financial LLC | 391,659 | $13.4M | 0.00% | −21,027−5.1% | Reduced |
| Rhumbline Advisers | 380,762 | $13.1M | 0.01% | −14,326−3.6% | Reduced |
| Deutsche Bank AG | 354,878 | $12.2M | 0.00% | +13,241+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 339,824 | $11.7M | 0.03% | −20,473−5.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 294,855 | $10.1M | 0.01% | +66,129+28.9% | Added |
| Ameriprise Financial Inc | 292,876 | $10.1M | 0.00% | −63,081−17.7% | Reduced |
| Kennedy Capital Management, Inc. | 290,715 | $9.98M | 0.22% | +51,025+21.3% | Added |
| Jain Global LLC | 288,051 | $9.89M | 0.13% | −77,857−21.3% | Reduced |
| Asset Management One Co.,Ltd. | 285,629 | $9.81M | 0.03% | +694+0.2% | Added |
| Advisor Group Holdings, Inc. | 266,379 | $9.25M | 0.01% | −4,263−1.6% | Reduced |
| SEI Investments Co | 257,516 | $8.84M | 0.01% | −41,367−13.8% | Reduced |
| Jane Street Group, LLC | 253,781 | $8.71M | 0.01% | +98,686+63.6% | Added |
| Barclays PLC | 253,656 | $8.71M | 0.00% | −25,940−9.3% | Reduced |
| Aew Capital Management L P | 249,810 | $8.58M | 0.48% | −253,739−50.4% | Reduced |
| Swiss National Bank | 243,100 | $8.35M | 0.00% | +3,600+1.5% | Added |
| Dark Forest Capital Management LP | 240,702 | $8.26M | 0.31% | +222,092+1,193.4% | Added |
| California Public Employees Retirement System | 237,427 | $8.15M | 0.00% | +18,571+8.5% | Added |
| B&I Capital AG | 231,831 | $7.96M | 2.76% | +4,536+2.0% | Added |
| Millennium Management LLC | 207,331 | $7.12M | 0.01% | +9,643+4.9% | Added |
| J.W. Cole Advisors, Inc. | 203,227 | $6.98M | 0.13% | −2,063−1.0% | Reduced |
| State of Wisconsin Investment Board | 192,397 | $6.60M | 0.02% | +136+0.1% | Added |
| HSBC Holdings PLC | 186,462 | $6.40M | 0.00% | +63,973+52.2% | Added |
| Nomura Asset Management Co Ltd | 183,230 | $6.29M | 0.02% | +4,600+2.6% | Added |
| Mariner, LLC | 182,917 | $6.28M | 0.01% | −1,983−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 178,746 | $6.14M | 0.02% | −15,502−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 176,085 | $6.04M | 0.01% | −12,075−6.4% | Reduced |
| Alliancebernstein L.P. | 164,422 | $5.64M | 0.00% | −113,132−40.8% | Reduced |
| Granite Investment Partners, LLC | 152,564 | $5.24M | 0.30% | −69,365−31.3% | Reduced |
| Thrivent Financial for Lutherans | 148,979 | $5.11M | 0.01% | +37,297+33.4% | Added |
| McAdam, LLC | 143,477 | $4.93M | 0.24% | −70.0% | Reduced |
| Westwood Holdings Group Inc. | 140,416 | $4.82M | 0.03% | +140,416 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 138,230 | $4.75M | 0.00% | +725+0.5% | Added |
| State of Alaska, Department of Revenue | 131,471 | $4.51M | 0.05% | −4,372−3.2% | Reduced |
| Prudential Financial Inc | 126,475 | $4.40M | 0.01% | −4,100−3.1% | Reduced |
| Citigroup Inc | 127,453 | $4.38M | 0.00% | −74,967−37.0% | Reduced |
| Lord, Abbett & Co. LLC | 125,470 | $4.31M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 122,942 | $4.22M | 0.01% | +31,280+34.1% | Added |
| Allianz Asset Management GmbH | 121,117 | $4.16M | 0.01% | −1,938−1.6% | Reduced |
| Standard Life Aberdeen plc | 119,092 | $4.09M | 0.01% | −2,502−2.1% | Reduced |
| California State Teachers Retirement System | 113,496 | $3.90M | 0.00% | +60.0% | Added |
| Prime Capital Investment Advisors, LLC | 112,245 | $3.85M | 0.05% | −8,984−7.4% | Reduced |
| Modern Wealth Management, LLC | 111,261 | $3.82M | 0.08% | −4,828−4.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,054 | $3.77M | 0.01% | −2,383−2.1% | Reduced |
| Centaurus Financial, Inc. | 108,014 | $3.71M | 0.17% | −4,447−4.0% | Reduced |
| Price T Rowe Associates Inc | 105,099 | $3.61M | 0.00% | +6,108+6.2% | Added |
| Mutual of America Capital Management LLC | 103,253 | $3.54M | 0.04% | +230+0.2% | Added |
| Raymond James Financial Inc | 102,147 | $3.51M | 0.00% | −8,968−8.1% | Reduced |
| Wells Fargo & Company | 101,110 | $3.47M | 0.00% | +14,288+16.5% | Added |
| Lighthouse Investment Partners, LLC | 100,000 | $3.43M | 0.12% | +100,000 | New |
| Teachers Retirement System of the State of Kentucky | 96,054 | $3.30M | 0.03% | −437−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,503 | $3.21M | 0.00% | +4,000+4.5% | Added |
| Voya Investment Management LLC | 87,764 | $3.01M | 0.00% | −16,219−15.6% | Reduced |
| Amundi | 86,444 | $2.90M | 0.00% | +3,639+4.4% | Added |
| AQR Capital Management LLC | 84,565 | $2.90M | 0.00% | +50,155+145.8% | Added |
| Tudor Investment Corp Et Al | 84,226 | $2.89M | 0.02% | +84,226 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,171 | $2.82M | 0.01% | −3,015−3.5% | Reduced |
| Harbor Capital Advisors, Inc. | 81,287 | $2.79M | 0.22% | +9,589+13.4% | Added |
| Independent Financial Group, LLC | 80,572 | $2.77M | 0.07% | +3,164+4.1% | Added |
| Money Concepts Capital Corp | 78,648 | $2.70M | 0.17% | −659−0.8% | Reduced |
| MetLife Investment Management | 77,483 | $2.66M | 0.01% | −1,569−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,993 | $2.51M | 0.01% | +304+0.4% | Added |
| Martingale Asset Management L P | 70,133 | $2.41M | 0.06% | −11,191−13.8% | Reduced |
| Man Group plc | 66,626 | $2.29M | 0.00% | +66,626 | New |
| New York State Common Retirement Fund | 65,143 | $2.24M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 64,551 | $2.22M | 0.03% | −2,097−3.1% | Reduced |
| Caxton Associates LLP | 64,108 | $2.20M | 0.06% | +64,108 | New |
| State of New Jersey Common Pension Fund D | 62,949 | $2.16M | 0.01% | +7,781+14.1% | Added |
| Manufacturers Life Insurance Company, The | 62,823 | $2.16M | 0.00% | −5,336−7.8% | Reduced |
| Kestra Advisory Services, LLC | 62,586 | $2.15M | 0.01% | −28,816−31.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,315 | $2.07M | 0.00% | −537−0.9% | Reduced |