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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 59,935 | $2.06M | 0.03% | −14,830−19.8% | Reduced |
| O'Dell Group, LLC | 59,656 | $2.05M | 0.44% | +133+0.2% | Added |
| Polaris Capital Management, LLC | 59,600 | $2.05M | 0.13% | +13,400+29.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 58,701 | $2.02M | 0.00% | −10,558−15.2% | Reduced |
| Vert Asset Management LLC | 58,128 | $2.00M | 0.67% | +5,391+10.2% | Added |
| GWM Advisors LLC | 58,072 | $1.99M | 0.01% | +2,148+3.8% | Added |
| Louisiana State Employees Retirement System | 57,700 | $1.98M | 0.03% | −900−1.5% | Reduced |
| Creative Planning | 57,646 | $1.98M | 0.00% | +1,751+3.1% | Added |
| Natixis Advisors, L.P. | 57,170 | $1.96M | 0.00% | −571−1.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 55,461 | $1.90M | 0.01% | +5,092+10.1% | Added |
| State of Tennessee, Treasury Department | 55,123 | $1.89M | 0.01% | +934+1.7% | Added |
| Royal Bank of Canada | 51,708 | $1.77M | 0.00% | −20,500−28.4% | Reduced |
| Arkadios Wealth Advisors | 51,582 | $1.77M | 0.04% | −393−0.8% | Reduced |
| Atom Investors LP | 50,922 | $1.75M | 0.13% | +30,912+154.5% | Added |
| Stratos Wealth Partners, LTD. | 50,447 | $1.73M | 0.02% | −1,717−3.3% | Reduced |
| Victory Capital Management Inc | 49,952 | $1.71M | 0.00% | −3,268−6.1% | Reduced |
| Calton & Associates, Inc. | 49,308 | $1.69M | 0.25% | −4,976−9.2% | Reduced |
| Intech Investment Management LLC | 49,141 | $1.69M | 0.02% | −14,979−23.4% | Reduced |
| American Century Companies Inc | 48,933 | $1.68M | 0.00% | +5,223+11.9% | Added |
| Cubist Systematic Strategies, LLC | 48,627 | $1.67M | 0.02% | +48,627 | New |
| FJ Capital Management LLC | 47,768 | $1.64M | 0.18% | −1,696−3.4% | Reduced |
| HGI Capital Management, LLC | 47,268 | $1.62M | 4.46% | +47,268 | New |
| Daiwa Securities Group Inc. | 45,597 | $1.56M | 0.01% | +1,353+3.1% | Added |
| AE Wealth Management LLC | 45,530 | $1.56M | 0.01% | +9,058+24.8% | Added |
| Integrated Advisors Network LLC | 44,201 | $1.52M | 0.06% | −3,296−6.9% | Reduced |
| Cerity Partners LLC | 42,870 | $1.47M | 0.00% | +4,163+10.8% | Added |
| Teacher Retirement System of Texas | 42,020 | $1.44M | 0.01% | −13,946−24.9% | Reduced |
| Diversify Wealth Management, LLC | 42,525 | $1.44M | 0.08% | −15,300−26.5% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.43M | 0.36% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 41,251 | $1.42M | 0.03% | −7,760−15.8% | Reduced |
| Virginia Retirement Systems Et Al | 41,188 | $1.41M | 0.01% | +3,100+8.1% | Added |
| Yousif Capital Management, LLC | 39,471 | $1.36M | 0.01% | −7,735−16.4% | Reduced |
| BNP Paribas Arbitrage, SA | 38,706 | $1.33M | 0.00% | +26,199+209.5% | Added |
| Koshinski Asset Management, Inc. | 38,346 | $1.32M | 0.09% | −463−1.2% | Reduced |
| Capital Fund Management S.A. | 37,512 | $1.29M | 0.01% | −42,008−52.8% | Reduced |
| Mercer Global Advisors Inc | 37,109 | $1.27M | 0.00% | −1,091−2.9% | Reduced |
| Arizona State Retirement System | 37,096 | $1.27M | 0.01% | +507+1.4% | Added |
| Cooper Financial Group | 36,616 | $1.26M | 0.14% | −4,649−11.3% | Reduced |
| Amalgamated Bank | 36,153 | $1.24M | 0.01% | +528+1.5% | Added |
| UniSuper Management Pty Ltd | 35,700 | $1.23M | 0.01% | +1,200+3.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,977 | $1.20M | 0.01% | +6,868+24.4% | Added |
| Handelsbanken Fonder AB | 34,800 | $1.20M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 34,733 | $1.19M | 0.00% | −7,722−18.2% | Reduced |
| RMR Wealth Builders | 34,492 | $1.19M | 0.10% | −15,348−30.8% | Reduced |
| First Foundation Advisors | 34,493 | $1.18M | 0.04% | −20,497−37.3% | Reduced |
| Ameritas Advisory Services, LLC | 34,456 | $1.18M | 0.08% | −18,860−35.4% | Reduced |
| Accel Wealth Management | 34,070 | $1.17M | 0.34% | −85−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 33,852 | $1.16M | 0.00% | −12,890−27.6% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.16M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 33,674 | $1.16M | 0.05% | −66,083−66.2% | Reduced |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.14M | 0.17% | 00.0% | Unchanged |
| Brookstone Capital Management | 32,364 | $1.11M | 0.01% | −1,385−4.1% | Reduced |
| Franklin Resources Inc | 31,874 | $1.09M | 0.00% | +31,874 | New |
| Russell Investments Group, Ltd. | 31,870 | $1.09M | 0.00% | +17,553+122.6% | Added |
| Quest Partners LLC | 31,748 | $1.09M | 0.07% | +12,957+69.0% | Added |
| First Trust Advisors LP | 31,195 | $1.07M | 0.00% | −53,462−63.2% | Reduced |
| HighTower Advisors, LLC | 30,863 | $1.06M | 0.00% | +1,349+4.6% | Added |
| Van Eck Associates Corp | 30,737 | $1.05M | 0.00% | +3,000+10.8% | Added |
| PFG Investments, LLC | 30,719 | $1.05M | 0.05% | +2,299+8.1% | Added |
| New York State Teachers Retirement System | 30,100 | $1.03M | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 29,440 | $1.01M | 0.02% | +29,440 | New |
| Headlands Technologies LLC | 29,288 | $1.01M | 0.08% | +26,683+1,024.3% | Added |
| Brinker Capital Investments, LLC | 28,320 | $972.2K | 0.01% | −5,322−15.8% | Reduced |
| Nisa Investment Advisors, LLC | 28,194 | $971.4K | 0.00% | +6,631+30.8% | Added |
| Metis Global Partners, LLC | 28,273 | $970.6K | 0.02% | +7,533+36.3% | Added |
| Oregon Public Employees Retirement Fund | 28,256 | $970.0K | 0.01% | −300−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $956.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 27,155 | $932.2K | 0.00% | −2,273−7.7% | Reduced |
| Janney Montgomery Scott LLC | 26,379 | $906.0K | 0.00% | −190−0.7% | Reduced |
| New Age Alpha Advisors, LLC | 26,362 | $905.0K | 0.04% | −1,933−6.8% | Reduced |
| Certior Financial Group, LLC | 26,231 | $900.5K | 0.61% | −3,243−11.0% | Reduced |
| CWM, LLC | 26,185 | $899.0K | 0.00% | +6,408+32.4% | Added |
| KLP Kapitalforvaltning AS | 26,000 | $895.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $891.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 25,634 | $880.0K | 0.06% | +2,706+11.8% | Added |
| Blankinship & Foster, LLC | 25,558 | $877.4K | 0.19% | +16+0.1% | Added |
| Warren Averett Asset Management, LLC | 24,473 | $840.2K | 0.01% | −2,086−7.9% | Reduced |
| Ameriflex Group, Inc. | 23,942 | $821.9K | 0.31% | +18,255+321.0% | Added |
| SG Americas Securities, LLC | 23,842 | $818.0K | 0.00% | +23,842 | New |
| ProShare Advisors LLC | 23,790 | $816.7K | 0.00% | −4,395−15.6% | Reduced |
| STRS Ohio | 23,000 | $789.6K | 0.00% | −800−3.4% | Reduced |
| Cresset Asset Management, LLC | 22,828 | $786.2K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 22,812 | $783.1K | 0.01% | +42+0.2% | Added |
| Dynamic Financial Group | 22,784 | $782.2K | 0.68% | −580−2.5% | Reduced |
| EWG Elevate Inc. | 21,001 | $721.0K | 0.23% | 00.0% | Unchanged |
| Verition Fund Management LLC | 21,000 | $720.9K | 0.00% | +21,000 | New |
| Envestnet Asset Management Inc | 20,961 | $719.6K | 0.00% | −57,186−73.2% | Reduced |
| IFM Investors Pty Ltd | 20,356 | $702.1K | 0.01% | +103+0.5% | Added |
| Coppell Advisory Solutions LLC | 20,312 | $695.1K | 0.08% | −719−3.4% | Reduced |
| Vaughan David Investments LLC | 19,882 | $683.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19,371 | $665.0K | 0.02% | −1,059−5.2% | Reduced |
| Nissay Asset Management Corp | 19,056 | $654.2K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,778 | $644.7K | 0.00% | +6,530+53.3% | Added |
| Pictet Asset Management Holding SA | 18,654 | $640.4K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 18,640 | $639.9K | 0.15% | −94−0.5% | Reduced |
| Fiduciary Alliance LLC | 18,530 | $636.1K | 0.04% | −1,286−6.5% | Reduced |
| Maryland State Retirement & Pension System | 18,056 | $619.9K | 0.01% | −18,797−51.0% | Reduced |
| Los Angeles Capital Management LLC | 17,857 | $613.0K | 0.00% | −11,175−38.5% | Reduced |
| Lakeridge Wealth Management LLC | 16,893 | $579.9K | 0.26% | −1,265−7.0% | Reduced |
| Perpetual Ltd | 16,630 | $570.9K | 0.01% | +2,270+15.8% | Added |