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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 15,792 | $542.1K | 0.00% | +15,792 | New |
| Horizon Investments, LLC | 16,047 | $549.1K | 0.01% | +1,136+7.6% | Added |
| Silver Oak Securities, Inc | 16,537 | $567.7K | 0.04% | −1,500−8.3% | Reduced |
| Perpetual Ltd | 16,630 | $570.9K | 0.01% | +2,270+15.8% | Added |
| Lakeridge Wealth Management LLC | 16,893 | $579.9K | 0.26% | −1,265−7.0% | Reduced |
| Los Angeles Capital Management LLC | 17,857 | $613.0K | 0.00% | −11,175−38.5% | Reduced |
| Maryland State Retirement & Pension System | 18,056 | $619.9K | 0.01% | −18,797−51.0% | Reduced |
| Fiduciary Alliance LLC | 18,530 | $636.1K | 0.04% | −1,286−6.5% | Reduced |
| Inceptionr LLC | 18,640 | $639.9K | 0.15% | −94−0.5% | Reduced |
| Pictet Asset Management Holding SA | 18,654 | $640.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,778 | $644.7K | 0.00% | +6,530+53.3% | Added |
| Nissay Asset Management Corp | 19,056 | $654.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19,371 | $665.0K | 0.02% | −1,059−5.2% | Reduced |
| Vaughan David Investments LLC | 19,882 | $683.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20,312 | $695.1K | 0.08% | −719−3.4% | Reduced |
| IFM Investors Pty Ltd | 20,356 | $702.1K | 0.01% | +103+0.5% | Added |
| Envestnet Asset Management Inc | 20,961 | $719.6K | 0.00% | −57,186−73.2% | Reduced |
| Verition Fund Management LLC | 21,000 | $720.9K | 0.00% | +21,000 | New |
| EWG Elevate Inc. | 21,001 | $721.0K | 0.23% | 00.0% | Unchanged |
| Dynamic Financial Group | 22,784 | $782.2K | 0.68% | −580−2.5% | Reduced |
| TCW Group Inc | 22,812 | $783.1K | 0.01% | +42+0.2% | Added |
| Cresset Asset Management, LLC | 22,828 | $786.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 23,000 | $789.6K | 0.00% | −800−3.4% | Reduced |
| ProShare Advisors LLC | 23,790 | $816.7K | 0.00% | −4,395−15.6% | Reduced |
| SG Americas Securities, LLC | 23,842 | $818.0K | 0.00% | +23,842 | New |
| Ameriflex Group, Inc. | 23,942 | $821.9K | 0.31% | +18,255+321.0% | Added |
| Warren Averett Asset Management, LLC | 24,473 | $840.2K | 0.01% | −2,086−7.9% | Reduced |
| Blankinship & Foster, LLC | 25,558 | $877.4K | 0.19% | +16+0.1% | Added |
| Arete Wealth Advisors, LLC | 25,634 | $880.0K | 0.06% | +2,706+11.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $891.0K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 26,000 | $895.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 26,185 | $899.0K | 0.00% | +6,408+32.4% | Added |
| Certior Financial Group, LLC | 26,231 | $900.5K | 0.61% | −3,243−11.0% | Reduced |
| New Age Alpha Advisors, LLC | 26,362 | $905.0K | 0.04% | −1,933−6.8% | Reduced |
| Janney Montgomery Scott LLC | 26,379 | $906.0K | 0.00% | −190−0.7% | Reduced |
| Colony Group, LLC | 27,155 | $932.2K | 0.00% | −2,273−7.7% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $956.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 28,256 | $970.0K | 0.01% | −300−1.1% | Reduced |
| Metis Global Partners, LLC | 28,273 | $970.6K | 0.02% | +7,533+36.3% | Added |
| Nisa Investment Advisors, LLC | 28,194 | $971.4K | 0.00% | +6,631+30.8% | Added |
| Brinker Capital Investments, LLC | 28,320 | $972.2K | 0.01% | −5,322−15.8% | Reduced |
| Headlands Technologies LLC | 29,288 | $1.01M | 0.08% | +26,683+1,024.3% | Added |
| Algert Global LLC | 29,440 | $1.01M | 0.02% | +29,440 | New |
| New York State Teachers Retirement System | 30,100 | $1.03M | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 30,719 | $1.05M | 0.05% | +2,299+8.1% | Added |
| Van Eck Associates Corp | 30,737 | $1.05M | 0.00% | +3,000+10.8% | Added |
| HighTower Advisors, LLC | 30,863 | $1.06M | 0.00% | +1,349+4.6% | Added |
| First Trust Advisors LP | 31,195 | $1.07M | 0.00% | −53,462−63.2% | Reduced |
| Quest Partners LLC | 31,748 | $1.09M | 0.07% | +12,957+69.0% | Added |
| Russell Investments Group, Ltd. | 31,870 | $1.09M | 0.00% | +17,553+122.6% | Added |
| Franklin Resources Inc | 31,874 | $1.09M | 0.00% | +31,874 | New |
| Brookstone Capital Management | 32,364 | $1.11M | 0.01% | −1,385−4.1% | Reduced |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.14M | 0.17% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 33,674 | $1.16M | 0.05% | −66,083−66.2% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.16M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 33,852 | $1.16M | 0.00% | −12,890−27.6% | Reduced |
| Accel Wealth Management | 34,070 | $1.17M | 0.34% | −85−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 34,456 | $1.18M | 0.08% | −18,860−35.4% | Reduced |
| First Foundation Advisors | 34,493 | $1.18M | 0.04% | −20,497−37.3% | Reduced |
| RMR Wealth Builders | 34,492 | $1.19M | 0.10% | −15,348−30.8% | Reduced |
| Comerica Bank | 34,733 | $1.19M | 0.00% | −7,722−18.2% | Reduced |
| Handelsbanken Fonder AB | 34,800 | $1.20M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 34,977 | $1.20M | 0.01% | +6,868+24.4% | Added |
| UniSuper Management Pty Ltd | 35,700 | $1.23M | 0.01% | +1,200+3.5% | Added |
| Amalgamated Bank | 36,153 | $1.24M | 0.01% | +528+1.5% | Added |
| Cooper Financial Group | 36,616 | $1.26M | 0.14% | −4,649−11.3% | Reduced |
| Arizona State Retirement System | 37,096 | $1.27M | 0.01% | +507+1.4% | Added |
| Mercer Global Advisors Inc | 37,109 | $1.27M | 0.00% | −1,091−2.9% | Reduced |
| Capital Fund Management S.A. | 37,512 | $1.29M | 0.01% | −42,008−52.8% | Reduced |
| Koshinski Asset Management, Inc. | 38,346 | $1.32M | 0.09% | −463−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 38,706 | $1.33M | 0.00% | +26,199+209.5% | Added |
| Yousif Capital Management, LLC | 39,471 | $1.36M | 0.01% | −7,735−16.4% | Reduced |
| Virginia Retirement Systems Et Al | 41,188 | $1.41M | 0.01% | +3,100+8.1% | Added |
| Mutual Advisors, LLC | 41,251 | $1.42M | 0.03% | −7,760−15.8% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.43M | 0.36% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 42,525 | $1.44M | 0.08% | −15,300−26.5% | Reduced |
| Teacher Retirement System of Texas | 42,020 | $1.44M | 0.01% | −13,946−24.9% | Reduced |
| Cerity Partners LLC | 42,870 | $1.47M | 0.00% | +4,163+10.8% | Added |
| Integrated Advisors Network LLC | 44,201 | $1.52M | 0.06% | −3,296−6.9% | Reduced |
| AE Wealth Management LLC | 45,530 | $1.56M | 0.01% | +9,058+24.8% | Added |
| Daiwa Securities Group Inc. | 45,597 | $1.56M | 0.01% | +1,353+3.1% | Added |
| HGI Capital Management, LLC | 47,268 | $1.62M | 4.46% | +47,268 | New |
| FJ Capital Management LLC | 47,768 | $1.64M | 0.18% | −1,696−3.4% | Reduced |
| Cubist Systematic Strategies, LLC | 48,627 | $1.67M | 0.02% | +48,627 | New |
| American Century Companies Inc | 48,933 | $1.68M | 0.00% | +5,223+11.9% | Added |
| Intech Investment Management LLC | 49,141 | $1.69M | 0.02% | −14,979−23.4% | Reduced |
| Calton & Associates, Inc. | 49,308 | $1.69M | 0.25% | −4,976−9.2% | Reduced |
| Victory Capital Management Inc | 49,952 | $1.71M | 0.00% | −3,268−6.1% | Reduced |
| Stratos Wealth Partners, LTD. | 50,447 | $1.73M | 0.02% | −1,717−3.3% | Reduced |
| Atom Investors LP | 50,922 | $1.75M | 0.13% | +30,912+154.5% | Added |
| Arkadios Wealth Advisors | 51,582 | $1.77M | 0.04% | −393−0.8% | Reduced |
| Royal Bank of Canada | 51,708 | $1.77M | 0.00% | −20,500−28.4% | Reduced |
| State of Tennessee, Treasury Department | 55,123 | $1.89M | 0.01% | +934+1.7% | Added |
| Resona Asset Management Co.,Ltd. | 55,461 | $1.90M | 0.01% | +5,092+10.1% | Added |
| Natixis Advisors, L.P. | 57,170 | $1.96M | 0.00% | −571−1.0% | Reduced |
| Creative Planning | 57,646 | $1.98M | 0.00% | +1,751+3.1% | Added |
| Louisiana State Employees Retirement System | 57,700 | $1.98M | 0.03% | −900−1.5% | Reduced |
| GWM Advisors LLC | 58,072 | $1.99M | 0.01% | +2,148+3.8% | Added |
| Vert Asset Management LLC | 58,128 | $2.00M | 0.67% | +5,391+10.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 58,701 | $2.02M | 0.00% | −10,558−15.2% | Reduced |