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 |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $34 | 0.00% | +1 | New |
| Abound Wealth Management | 9 | $309 | 0.00% | −201−95.7% | Reduced |
| Fortitude Family Office, LLC | 14 | $481 | 0.00% | −77−84.6% | Reduced |
| Rialto Wealth Management, LLC | 15 | $515 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 17 | $584 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $721 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $789 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $996 | 0.00% | −30−50.8% | Reduced |
| Bare Financial Services, Inc | 44 | $1.51K | 0.00% | −175−79.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Wealthspire Advisors, LLC | 63 | $2.16K | 0.00% | +63 | New |
| Sittner & Nelson, LLC | 70 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $2.51K | 0.00% | +55+305.6% | Added |
| VSM Wealth Advisory, LLC | 107 | $3.67K | 0.00% | +1+0.9% | Added |
| C M Bidwell & Associates Ltd | 113 | $3.88K | 0.00% | −11−8.9% | Reduced |
| Ci Investments Inc. | 155 | $5.00K | 0.00% | −182−54.0% | Reduced |
| Meeder Asset Management Inc | 155 | $5.32K | 0.00% | +155 | New |
| Clearstead Advisors, LLC | 158 | $5.42K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 166 | $5.70K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 166 | $5.70K | 0.00% | +97+140.6% | Added |
| Essential Partners LLC | 173 | $5.94K | 0.00% | +145+517.9% | Added |
| Accent Capital Management, LLC | 204 | $7.03K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 207 | $7.11K | 0.00% | +207 | New |
| North Capital, Inc. | 217 | $7.45K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 220 | $7.57K | 0.00% | −2−0.9% | Reduced |
| Optiver Holding B.V. | 267 | $9.17K | 0.00% | +267 | New |
| Bessemer Group Inc | 310 | $10.0K | 0.00% | +214+222.9% | Added |
| Principal Securities, Inc. | 300 | $10.3K | 0.00% | −149−33.2% | Reduced |
| Danske Bank A/S | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 300 | $10.3K | 0.00% | +300 | New |
| Creative Financial Designs Inc | 334 | $11.5K | 0.00% | −96−22.3% | Reduced |
| SRS Capital Advisors, Inc. | 348 | $11.9K | 0.00% | +191+121.7% | Added |
| First Horizon Corp | 407 | $14.0K | 0.00% | +407 | New |
| 1620 Investment Advisors, Inc. | 410 | $14.1K | 0.01% | −100−19.6% | Reduced |
| Farmers & Merchants Investments Inc | 427 | $14.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 437 | $15.0K | 0.00% | −20−4.4% | Reduced |
| Smartleaf Asset Management LLC | 468 | $16.0K | 0.00% | +364+350.0% | Added |
| Fifth Third Bancorp | 518 | $17.8K | 0.00% | −39−7.0% | Reduced |
| Umb Bank N A | 544 | $18.7K | 0.00% | +1+0.2% | Added |
| True Wealth Design, LLC | 570 | $19.6K | 0.01% | +5+0.9% | Added |
| Quarry LP | 577 | $19.8K | 0.00% | +479+488.8% | Added |
| Strategic Wealth Partners, Ltd. | 591 | $20.3K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $20.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 605 | $20.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $21.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 677 | $23.2K | 0.01% | −8,793−92.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 734 | $25.2K | 0.00% | −38−4.9% | Reduced |
| Parallel Advisors, LLC | 747 | $25.6K | 0.00% | +177+31.1% | Added |
| HHM Wealth Advisors, LLC | 750 | $25.7K | 0.00% | −350−31.8% | Reduced |
| Salomon & Ludwin, LLC | 705 | $28.3K | 0.00% | +705 | New |
| CX Institutional | 833 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 896 | $30.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 987 | $33.8K | 0.01% | +12+1.2% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $34.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,076 | $37.1K | 0.00% | +1,036+2,590.0% | Added |
| Hantz Financial Services, Inc. | 1,119 | $38.0K | 0.00% | +903+418.1% | Added |
| Silicon Valley Capital Partners | 1,224 | $42.0K | 0.00% | +11+0.9% | Added |
| Smithfield Trust Co | 1,249 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,257 | $43.2K | 0.00% | +1,257 | New |
| Prestige Wealth Management Group LLC | 1,333 | $45.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,363 | $46.8K | 0.00% | +1,363 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $51.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,529 | $52.5K | 0.04% | +1,507+6,850.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,003 | $68.8K | 0.01% | +2,003 | New |
| GF Fund Management Co. Ltd. | 2,085 | $71.6K | 0.00% | −130−5.9% | Reduced |
| Advisory Services Network, LLC | 2,420 | $83.1K | 0.00% | −4,942−67.1% | Reduced |
| Whittier Trust Co | 2,500 | $84.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,512 | $86.5K | 0.00% | +2,512 | New |
| Syntax Research, Inc. | 2,527 | $86.8K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,550 | $87.5K | 0.00% | −54−2.1% | Reduced |
| Global Retirement Partners, LLC | 2,588 | $88.8K | 0.00% | +14+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,747 | $94.3K | 0.00% | +150+5.8% | Added |
| Covestor Ltd | 2,850 | $98.0K | 0.05% | +744+35.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,865 | $98.4K | 0.00% | +61+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,914 | $100.0K | 0.00% | −443−13.2% | Reduced |
| Rossby Financial, LCC | 3,012 | $102.9K | 0.03% | +12+0.4% | Added |
| MAI Capital Management | 3,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $103.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,049 | $104.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,321 | $114.0K | 0.01% | −1,392−29.5% | Reduced |
| Advantage Trust Co | 3,386 | $116.2K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,463 | $118.9K | 0.00% | −142−3.9% | Reduced |
| Employees Retirement System of Texas | 3,458 | $119.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,478 | $119.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 3,489 | $120.0K | 0.02% | +31+0.9% | Added |
| KBC Group NV | 3,606 | $124.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4,174 | $143.3K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,480 | $153.8K | 0.00% | −181−3.9% | Reduced |
| Sound Income Strategies, LLC | 5,212 | $175.8K | 0.01% | −1,444−21.7% | Reduced |
| Point72 Asset Management, L.P. | 5,204 | $178.7K | 0.00% | +5,204 | New |
| FIL Ltd | 5,255 | $180.4K | 0.00% | +1,153+28.1% | Added |
| US Bancorp | 5,354 | $183.8K | 0.00% | +69+1.3% | Added |
| Tower Research Capital LLC (TRC) | 5,550 | $190.5K | 0.01% | −8,335−60.0% | Reduced |
| Swiss Life Asset Management Ltd | 5,833 | $200.2K | 0.00% | +5,833 | New |
| GenTrust, LLC | 5,833 | $200.9K | 0.01% | 00.0% | Unchanged |