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 |
|---|---|---|---|---|---|
| Polaris Capital Management, LLC | 59,600 | $2.05M | 0.13% | +13,400+29.0% | Added |
| O'Dell Group, LLC | 59,656 | $2.05M | 0.44% | +133+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 59,935 | $2.06M | 0.03% | −14,830−19.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,315 | $2.07M | 0.00% | −537−0.9% | Reduced |
| Kestra Advisory Services, LLC | 62,586 | $2.15M | 0.01% | −28,816−31.5% | Reduced |
| Manufacturers Life Insurance Company, The | 62,823 | $2.16M | 0.00% | −5,336−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 62,949 | $2.16M | 0.01% | +7,781+14.1% | Added |
| Caxton Associates LLP | 64,108 | $2.20M | 0.06% | +64,108 | New |
| Illinois Municipal Retirement Fund | 64,551 | $2.22M | 0.03% | −2,097−3.1% | Reduced |
| New York State Common Retirement Fund | 65,143 | $2.24M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 66,626 | $2.29M | 0.00% | +66,626 | New |
| Martingale Asset Management L P | 70,133 | $2.41M | 0.06% | −11,191−13.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,993 | $2.51M | 0.01% | +304+0.4% | Added |
| MetLife Investment Management | 77,483 | $2.66M | 0.01% | −1,569−2.0% | Reduced |
| Money Concepts Capital Corp | 78,648 | $2.70M | 0.17% | −659−0.8% | Reduced |
| Independent Financial Group, LLC | 80,572 | $2.77M | 0.07% | +3,164+4.1% | Added |
| Harbor Capital Advisors, Inc. | 81,287 | $2.79M | 0.22% | +9,589+13.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,171 | $2.82M | 0.01% | −3,015−3.5% | Reduced |
| Tudor Investment Corp Et Al | 84,226 | $2.89M | 0.02% | +84,226 | New |
| AQR Capital Management LLC | 84,565 | $2.90M | 0.00% | +50,155+145.8% | Added |
| Amundi | 86,444 | $2.90M | 0.00% | +3,639+4.4% | Added |
| Voya Investment Management LLC | 87,764 | $3.01M | 0.00% | −16,219−15.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,503 | $3.21M | 0.00% | +4,000+4.5% | Added |
| Teachers Retirement System of the State of Kentucky | 96,054 | $3.30M | 0.03% | −437−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 100,000 | $3.43M | 0.12% | +100,000 | New |
| Wells Fargo & Company | 101,110 | $3.47M | 0.00% | +14,288+16.5% | Added |
| Raymond James Financial Inc | 102,147 | $3.51M | 0.00% | −8,968−8.1% | Reduced |
| Mutual of America Capital Management LLC | 103,253 | $3.54M | 0.04% | +230+0.2% | Added |
| Price T Rowe Associates Inc | 105,099 | $3.61M | 0.00% | +6,108+6.2% | Added |
| Centaurus Financial, Inc. | 108,014 | $3.71M | 0.17% | −4,447−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,054 | $3.77M | 0.01% | −2,383−2.1% | Reduced |
| Modern Wealth Management, LLC | 111,261 | $3.82M | 0.08% | −4,828−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 112,245 | $3.85M | 0.05% | −8,984−7.4% | Reduced |
| California State Teachers Retirement System | 113,496 | $3.90M | 0.00% | +60.0% | Added |
| Standard Life Aberdeen plc | 119,092 | $4.09M | 0.01% | −2,502−2.1% | Reduced |
| Allianz Asset Management GmbH | 121,117 | $4.16M | 0.01% | −1,938−1.6% | Reduced |
| Holocene Advisors, LP | 122,942 | $4.22M | 0.01% | +31,280+34.1% | Added |
| Lord, Abbett & Co. LLC | 125,470 | $4.31M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 127,453 | $4.38M | 0.00% | −74,967−37.0% | Reduced |
| Prudential Financial Inc | 126,475 | $4.40M | 0.01% | −4,100−3.1% | Reduced |
| State of Alaska, Department of Revenue | 131,471 | $4.51M | 0.05% | −4,372−3.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 138,230 | $4.75M | 0.00% | +725+0.5% | Added |
| Westwood Holdings Group Inc. | 140,416 | $4.82M | 0.03% | +140,416 | New |
| McAdam, LLC | 143,477 | $4.93M | 0.24% | −70.0% | Reduced |
| Thrivent Financial for Lutherans | 148,979 | $5.11M | 0.01% | +37,297+33.4% | Added |
| Granite Investment Partners, LLC | 152,564 | $5.24M | 0.30% | −69,365−31.3% | Reduced |
| Alliancebernstein L.P. | 164,422 | $5.64M | 0.00% | −113,132−40.8% | Reduced |
| Commonwealth Equity Services, LLC | 176,085 | $6.04M | 0.01% | −12,075−6.4% | Reduced |
| Public Employees Retirement System of Ohio | 178,746 | $6.14M | 0.02% | −15,502−8.0% | Reduced |
| Mariner, LLC | 182,917 | $6.28M | 0.01% | −1,983−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 183,230 | $6.29M | 0.02% | +4,600+2.6% | Added |
| HSBC Holdings PLC | 186,462 | $6.40M | 0.00% | +63,973+52.2% | Added |
| State of Wisconsin Investment Board | 192,397 | $6.60M | 0.02% | +136+0.1% | Added |
| J.W. Cole Advisors, Inc. | 203,227 | $6.98M | 0.13% | −2,063−1.0% | Reduced |
| Millennium Management LLC | 207,331 | $7.12M | 0.01% | +9,643+4.9% | Added |
| B&I Capital AG | 231,831 | $7.96M | 2.76% | +4,536+2.0% | Added |
| California Public Employees Retirement System | 237,427 | $8.15M | 0.00% | +18,571+8.5% | Added |
| Dark Forest Capital Management LP | 240,702 | $8.26M | 0.31% | +222,092+1,193.4% | Added |
| Swiss National Bank | 243,100 | $8.35M | 0.00% | +3,600+1.5% | Added |
| Aew Capital Management L P | 249,810 | $8.58M | 0.48% | −253,739−50.4% | Reduced |
| Barclays PLC | 253,656 | $8.71M | 0.00% | −25,940−9.3% | Reduced |
| Jane Street Group, LLC | 253,781 | $8.71M | 0.01% | +98,686+63.6% | Added |
| SEI Investments Co | 257,516 | $8.84M | 0.01% | −41,367−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 266,379 | $9.25M | 0.01% | −4,263−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 285,629 | $9.81M | 0.03% | +694+0.2% | Added |
| Jain Global LLC | 288,051 | $9.89M | 0.13% | −77,857−21.3% | Reduced |
| Kennedy Capital Management, Inc. | 290,715 | $9.98M | 0.22% | +51,025+21.3% | Added |
| Ameriprise Financial Inc | 292,876 | $10.1M | 0.00% | −63,081−17.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 294,855 | $10.1M | 0.01% | +66,129+28.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 339,824 | $11.7M | 0.03% | −20,473−5.7% | Reduced |
| Deutsche Bank AG | 354,878 | $12.2M | 0.00% | +13,241+3.9% | Added |
| Rhumbline Advisers | 380,762 | $13.1M | 0.01% | −14,326−3.6% | Reduced |
| LPL Financial LLC | 391,659 | $13.4M | 0.00% | −21,027−5.1% | Reduced |
| Bank of America Corp | 414,809 | $14.2M | 0.00% | +10,978+2.7% | Added |
| Renaissance Technologies LLC | 427,902 | $14.7M | 0.02% | +292,506+216.0% | Added |
| Invesco Ltd. | 438,701 | $15.1M | 0.00% | +20,317+4.9% | Added |
| Public Sector Pension Investment Board | 489,959 | $16.8M | 0.06% | +62,477+14.6% | Added |
| UBS Group AG | 550,276 | $18.9M | 0.00% | +137,827+33.4% | Added |
| Sophron Capital Management L.P. | 573,661 | $19.7M | 6.07% | +182,629+46.7% | Added |
| Principal Financial Group Inc | 606,665 | $20.8M | 0.01% | −15,251−2.5% | Reduced |
| Janus Henderson Group PLC | 636,847 | $21.9M | 0.01% | +33,098+5.5% | Added |
| Nuveen, LLC | 694,799 | $23.9M | 0.01% | −137,961−16.6% | Reduced |
| Legal & General Group Plc | 782,974 | $26.9M | 0.01% | −80,669−9.3% | Reduced |
| Cetera Investment Advisers | 787,077 | $27.0M | 0.03% | +89,578+12.8% | Added |
| Qube Research & Technologies Ltd | 849,693 | $29.2M | 0.04% | +309,321+57.2% | Added |
| Bank of New York Mellon Corp | 934,169 | $32.1M | 0.01% | −57,627−5.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 960,000 | $33.0M | 0.05% | +50,000+5.5% | Added |
| Goldman Sachs Group Inc | 1,038,938 | $35.7M | 0.01% | +413,836+66.2% | Added |
| JPMorgan Chase & Co | 1,100,942 | $37.8M | 0.00% | +99,167+9.9% | Added |
| Morgan Stanley | 1,103,214 | $37.9M | 0.00% | −119,363−9.8% | Reduced |
| Macquarie Group Ltd | 1,314,174 | $45.1M | 0.05% | −114,058−8.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,697,608 | $58.3M | 0.66% | +174,725+11.5% | Added |
| Dimensional Fund Advisors LP | 1,759,226 | $60.4M | 0.01% | +42,819+2.5% | Added |
| Balyasny Asset Management LLC | 1,869,618 | $64.2M | 0.13% | +1,229,186+191.9% | Added |
| Northern Trust Corp | 2,159,265 | $74.1M | 0.01% | +9770.0% | Added |
| Charles Schwab Investment Management Inc | 2,236,095 | $76.8M | 0.01% | +26,937+1.2% | Added |
| Engineers Gate Manager LP | 2,496,040 | $85.7M | 0.98% | +1,562,701+167.4% | Added |
| Geode Capital Management, LLC | 3,440,468 | $118.1M | 0.01% | +45,398+1.3% | Added |
| FMR LLC | 4,107,064 | $141.0M | 0.01% | +168,458+4.3% | Added |
| Wellington Management Group LLP | 5,982,819 | $205.4M | 0.04% | −1,494,124−20.0% | Reduced |