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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 5,995 | $202.3K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,904 | $202.7K | 0.01% | +5,904 | New |
| Advisory Resource Group | 5,914 | $203.0K | 0.04% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,936 | $203.8K | 0.05% | −357−5.7% | Reduced |
| Norinchukin Bank, The | 5,936 | $203.8K | 0.00% | −41−0.7% | Reduced |
| Columbus Macro, LLC | 5,975 | $205.1K | 0.02% | +5,975 | New |
| Beacon Pointe Advisors, LLC | 6,094 | $209.2K | 0.00% | −3,443−36.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,231 | $214.6K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,274 | $215.0K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,269 | $215.2K | 0.00% | +222+3.7% | Added |
| Plan A Wealth LLC | 6,272 | $215.3K | 0.11% | +18+0.3% | Added |
| Advisory Alpha, LLC | 6,416 | $216.1K | 0.01% | −499−7.2% | Reduced |
| CI Private Wealth, LLC | 6,308 | $216.6K | 0.00% | +114+1.8% | Added |
| Foundations Investment Advisors, LLC | 6,613 | $227.0K | 0.00% | −1,159−14.9% | Reduced |
| Monograph Wealth Advisors, LLC | 6,638 | $228.6K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,786 | $233.0K | 0.01% | +11+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,787 | $233.0K | 0.03% | +460+7.3% | Added |
| Crossmark Global Holdings, Inc. | 6,820 | $234.1K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,861 | $235.5K | 0.00% | −23−0.3% | Reduced |
| Kure Advisory, LLC | 7,013 | $240.8K | 0.15% | −1,572−18.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,040 | $241.0K | 0.04% | −660−8.6% | Reduced |
| Evergreen Capital Management LLC | 7,059 | $242.9K | 0.01% | +7,059 | New |
| Plotkin Financial Advisors, LLC | 7,173 | $246.2K | 0.12% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,229 | $248.2K | 0.00% | +4,367+152.6% | Added |
| Sanctuary Advisors, LLC | 7,370 | $253.0K | 0.00% | +105+1.4% | Added |
| Medallion Wealth Advisors, LLC | 7,377 | $253.3K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,540 | $258.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,540 | $258.8K | 0.00% | −34,269−82.0% | Reduced |
| Waldron Private Wealth LLC | 7,525 | $259.1K | 0.01% | −1,445−16.1% | Reduced |
| Henshaw Capital LLC | 7,588 | $260.5K | 0.01% | −2,651−25.9% | Reduced |
| Change Path, LLC | 7,667 | $263.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,676 | $263.5K | 0.00% | −147,181−95.0% | Reduced |
| NBC Securities, Inc. | 7,768 | $266.7K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7,909 | $271.5K | 0.15% | −30−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,922 | $272.0K | 0.00% | +818+11.5% | Added |
| BlueChip Wealth Advisors LLC | 7,937 | $272.5K | 0.12% | −4,361−35.5% | Reduced |
| Natixis | 8,000 | $274.6K | 0.00% | +8,000 | New |
| Ocean Capital Management, LLC | 8,074 | $277.2K | 0.06% | +8,074 | New |
| Ignite Planners, LLC | 8,121 | $278.8K | 0.05% | −41−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,145 | $279.6K | 0.05% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 8,214 | $282.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,217 | $282.1K | 0.00% | +129+1.6% | Added |
| Pittenger & Anderson Inc | 8,372 | $287.4K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,497 | $291.7K | 0.00% | −149−1.7% | Reduced |
| Mackenzie Financial Corp | 8,617 | $295.8K | 0.00% | −10.0% | Reduced |
| First Heartland Consultants, Inc. | 8,734 | $299.8K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,854 | $304.0K | 0.01% | −19,350−68.6% | Reduced |
| Longboard Asset Management, LP | 9,055 | $310.9K | 0.50% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,048 | $311.4K | 0.01% | −8,666−48.9% | Reduced |
| Brighton Jones LLC | 9,103 | $312.5K | 0.01% | +1,145+14.4% | Added |
| Raleigh Capital Management Inc. | 9,122 | $313.2K | 0.12% | +65+0.7% | Added |
| TFB Advisors LLC | 9,345 | $315.3K | 0.09% | +9,345 | New |
| Savant Capital, LLC | 9,301 | $319.3K | 0.00% | −802−7.9% | Reduced |
| Aspen Grove Capital, LLC | 9,305 | $320.5K | 0.05% | +54+0.6% | Added |
| Resources Investment Advisors, LLC. | 9,373 | $321.8K | 0.00% | −614−6.1% | Reduced |
| Ellevest, Inc. | 9,375 | $321.8K | 0.05% | +67+0.7% | Added |
| Financial Partners Group, Inc | 9,554 | $328.0K | 0.04% | +199+2.1% | Added |
| Assetmark, Inc | 9,597 | $329.5K | 0.00% | +8,803+1,108.7% | Added |
| Wealthcare Advisory Partners LLC | 9,643 | $331.0K | 0.01% | −1,200−11.1% | Reduced |
| Xponance, Inc. | 9,919 | $340.5K | 0.00% | +106+1.1% | Added |
| Dynamic Technology Lab Private Ltd | 9,946 | $341.0K | 0.06% | +2,796+39.1% | Added |
| CIBC Private Wealth Group, LLC | 9,977 | $342.5K | 0.00% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 10,012 | $343.7K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,142 | $348.2K | 0.01% | −1,486−12.8% | Reduced |
| SageView Advisory Group, LLC | 10,385 | $356.5K | 0.01% | +105+1.0% | Added |
| Merit Financial Group, LLC | 10,472 | $359.5K | 0.00% | +3,354+47.1% | Added |
| Voloridge Investment Management, LLC | 10,695 | $367.2K | 0.00% | +10,695 | New |
| Sigma Planning Corp | 10,696 | $367.2K | 0.01% | +106+1.0% | Added |
| Stonebridge Financial Group, LLC | 10,731 | $368.4K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 10,735 | $368.5K | 0.00% | −3,144−22.7% | Reduced |
| MML Investors Services, LLC | 10,739 | $368.7K | 0.00% | −209−1.9% | Reduced |
| Beacon Capital Management, LLC | 10,739 | $368.7K | 0.05% | −1,114−9.4% | Reduced |
| Vivaldi Capital Management, LLC | 10,790 | $370.4K | 0.05% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 11,021 | $378.4K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,147 | $382.7K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 11,147 | $382.7K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,147 | $382.7K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 11,252 | $386.3K | 0.06% | 00.0% | Unchanged |
| Omers Administration Corp | 11,300 | $387.9K | 0.00% | +11,300 | New |
| A&I Financial Services, LLC | 11,419 | $390.0K | 0.19% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 11,441 | $393.0K | 0.08% | −13,363−53.9% | Reduced |
| XTX Topco Ltd | 11,451 | $393.1K | 0.02% | +11,451 | New |
| Bank of Montreal | 11,655 | $400.1K | 0.00% | −11,356−49.4% | Reduced |
| Apeiron RIA LLC | 12,080 | $406.6K | 0.09% | −106−0.9% | Reduced |
| Catalina Capital Group, LLC | 11,891 | $408.2K | 0.25% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,867 | $441.7K | 0.01% | −2,044−13.7% | Reduced |
| Entropy Technologies, LP | 12,925 | $443.7K | 0.03% | −9,456−42.3% | Reduced |
| Vident Advisory, LLC | 13,225 | $454.0K | 0.00% | −1,671−11.2% | Reduced |
| Sequoia Financial Advisors, LLC | 13,298 | $456.5K | 0.00% | −1,996−13.1% | Reduced |
| Independent Advisor Alliance | 13,321 | $457.3K | 0.01% | +41+0.3% | Added |
| CIBC Bancorp USA Inc. | 13,470 | $462.4K | 0.00% | +13,470 | New |
| Public Employees Retirement Association of Colorado | 13,751 | $472.0K | 0.00% | 00.0% | Unchanged |
| Well Done, LLC | 14,009 | $480.9K | 0.08% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 14,145 | $485.6K | 0.04% | +5,145+57.2% | Added |
| Citadel Advisors LLC | 14,322 | $491.7K | 0.00% | +14,322 | New |
| Jacobs Levy Equity Management, Inc | 14,962 | $513.6K | 0.00% | −55,352−78.7% | Reduced |
| Rothschild Investment LLC | 14,995 | $514.8K | 0.03% | −15−0.1% | Reduced |
| Sage Capital Management, LLC | 15,089 | $518.0K | 0.23% | −1,932−11.4% | Reduced |
| Geneos Wealth Management Inc. | 15,190 | $521.5K | 0.01% | −22,705−59.9% | Reduced |
| Spire Wealth Management | 15,558 | $534.1K | 0.02% | −920−5.6% | Reduced |