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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 16,537 | $567.7K | 0.04% | −1,500−8.3% | Reduced |
| Horizon Investments, LLC | 16,047 | $549.1K | 0.01% | +1,136+7.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,792 | $542.1K | 0.00% | +15,792 | New |
| Spire Wealth Management | 15,558 | $534.1K | 0.02% | −920−5.6% | Reduced |
| Geneos Wealth Management Inc. | 15,190 | $521.5K | 0.01% | −22,705−59.9% | Reduced |
| Sage Capital Management, LLC | 15,089 | $518.0K | 0.23% | −1,932−11.4% | Reduced |
| Rothschild Investment LLC | 14,995 | $514.8K | 0.03% | −15−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,962 | $513.6K | 0.00% | −55,352−78.7% | Reduced |
| Citadel Advisors LLC | 14,322 | $491.7K | 0.00% | +14,322 | New |
| Provident Investment Management, Inc. | 14,145 | $485.6K | 0.04% | +5,145+57.2% | Added |
| Well Done, LLC | 14,009 | $480.9K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,751 | $472.0K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 13,470 | $462.4K | 0.00% | +13,470 | New |
| Independent Advisor Alliance | 13,321 | $457.3K | 0.01% | +41+0.3% | Added |
| Sequoia Financial Advisors, LLC | 13,298 | $456.5K | 0.00% | −1,996−13.1% | Reduced |
| Vident Advisory, LLC | 13,225 | $454.0K | 0.00% | −1,671−11.2% | Reduced |
| Entropy Technologies, LP | 12,925 | $443.7K | 0.03% | −9,456−42.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,867 | $441.7K | 0.01% | −2,044−13.7% | Reduced |
| Catalina Capital Group, LLC | 11,891 | $408.2K | 0.25% | 00.0% | Unchanged |
| Apeiron RIA LLC | 12,080 | $406.6K | 0.09% | −106−0.9% | Reduced |
| Bank of Montreal | 11,655 | $400.1K | 0.00% | −11,356−49.4% | Reduced |
| XTX Topco Ltd | 11,451 | $393.1K | 0.02% | +11,451 | New |
| M Holdings Securities, Inc. | 11,441 | $393.0K | 0.08% | −13,363−53.9% | Reduced |
| A&I Financial Services, LLC | 11,419 | $390.0K | 0.19% | 00.0% | Unchanged |
| Omers Administration Corp | 11,300 | $387.9K | 0.00% | +11,300 | New |
| Acorn Financial Advisory Services Inc | 11,252 | $386.3K | 0.06% | 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 |
| Kovack Advisors, Inc. | 11,147 | $382.7K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 11,021 | $378.4K | 0.05% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 10,790 | $370.4K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10,739 | $368.7K | 0.05% | −1,114−9.4% | Reduced |
| MML Investors Services, LLC | 10,739 | $368.7K | 0.00% | −209−1.9% | Reduced |
| Blair William & Co | 10,735 | $368.5K | 0.00% | −3,144−22.7% | Reduced |
| Stonebridge Financial Group, LLC | 10,731 | $368.4K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,696 | $367.2K | 0.01% | +106+1.0% | Added |
| Voloridge Investment Management, LLC | 10,695 | $367.2K | 0.00% | +10,695 | New |
| Merit Financial Group, LLC | 10,472 | $359.5K | 0.00% | +3,354+47.1% | Added |
| SageView Advisory Group, LLC | 10,385 | $356.5K | 0.01% | +105+1.0% | Added |
| Journey Strategic Wealth LLC | 10,142 | $348.2K | 0.01% | −1,486−12.8% | Reduced |
| Brass Tax Wealth Management, Inc | 10,012 | $343.7K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,977 | $342.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,946 | $341.0K | 0.06% | +2,796+39.1% | Added |
| Xponance, Inc. | 9,919 | $340.5K | 0.00% | +106+1.1% | Added |
| Wealthcare Advisory Partners LLC | 9,643 | $331.0K | 0.01% | −1,200−11.1% | Reduced |
| Assetmark, Inc | 9,597 | $329.5K | 0.00% | +8,803+1,108.7% | Added |
| Financial Partners Group, Inc | 9,554 | $328.0K | 0.04% | +199+2.1% | Added |
| Ellevest, Inc. | 9,375 | $321.8K | 0.05% | +67+0.7% | Added |
| Resources Investment Advisors, LLC. | 9,373 | $321.8K | 0.00% | −614−6.1% | Reduced |
| Aspen Grove Capital, LLC | 9,305 | $320.5K | 0.05% | +54+0.6% | Added |
| Savant Capital, LLC | 9,301 | $319.3K | 0.00% | −802−7.9% | Reduced |
| TFB Advisors LLC | 9,345 | $315.3K | 0.09% | +9,345 | New |
| Raleigh Capital Management Inc. | 9,122 | $313.2K | 0.12% | +65+0.7% | Added |
| Brighton Jones LLC | 9,103 | $312.5K | 0.01% | +1,145+14.4% | Added |
| RMB Capital Management, LLC | 9,048 | $311.4K | 0.01% | −8,666−48.9% | Reduced |
| Longboard Asset Management, LP | 9,055 | $310.9K | 0.50% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,854 | $304.0K | 0.01% | −19,350−68.6% | Reduced |
| First Heartland Consultants, Inc. | 8,734 | $299.8K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,617 | $295.8K | 0.00% | −10.0% | Reduced |
| CIBC Asset Management Inc | 8,497 | $291.7K | 0.00% | −149−1.7% | Reduced |
| Pittenger & Anderson Inc | 8,372 | $287.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,217 | $282.1K | 0.00% | +129+1.6% | Added |
| Peak Asset Management, LLC | 8,214 | $282.0K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,145 | $279.6K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,121 | $278.8K | 0.05% | −41−0.5% | Reduced |
| Ocean Capital Management, LLC | 8,074 | $277.2K | 0.06% | +8,074 | New |
| Natixis | 8,000 | $274.6K | 0.00% | +8,000 | New |
| BlueChip Wealth Advisors LLC | 7,937 | $272.5K | 0.12% | −4,361−35.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,922 | $272.0K | 0.00% | +818+11.5% | Added |
| Castleview Partners, LLC | 7,909 | $271.5K | 0.15% | −30−0.4% | Reduced |
| NBC Securities, Inc. | 7,768 | $266.7K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,676 | $263.5K | 0.00% | −147,181−95.0% | Reduced |
| Change Path, LLC | 7,667 | $263.2K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,588 | $260.5K | 0.01% | −2,651−25.9% | Reduced |
| Waldron Private Wealth LLC | 7,525 | $259.1K | 0.01% | −1,445−16.1% | Reduced |
| Allworth Financial LP | 7,540 | $258.8K | 0.00% | −34,269−82.0% | Reduced |
| Rehmann Capital Advisory Group | 7,540 | $258.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7,377 | $253.3K | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,370 | $253.0K | 0.00% | +105+1.4% | Added |
| Sterling Capital Management LLC | 7,229 | $248.2K | 0.00% | +4,367+152.6% | Added |
| Plotkin Financial Advisors, LLC | 7,173 | $246.2K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,059 | $242.9K | 0.01% | +7,059 | New |
| LaSalle St. Investment Advisors, LLC | 7,040 | $241.0K | 0.04% | −660−8.6% | Reduced |
| Kure Advisory, LLC | 7,013 | $240.8K | 0.15% | −1,572−18.3% | Reduced |
| RFG Advisory, LLC | 6,861 | $235.5K | 0.00% | −23−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 6,820 | $234.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,787 | $233.0K | 0.03% | +460+7.3% | Added |
| IHT Wealth Management, LLC | 6,786 | $233.0K | 0.01% | +11+0.2% | Added |
| Monograph Wealth Advisors, LLC | 6,638 | $228.6K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,613 | $227.0K | 0.00% | −1,159−14.9% | Reduced |
| CI Private Wealth, LLC | 6,308 | $216.6K | 0.00% | +114+1.8% | Added |
| Advisory Alpha, LLC | 6,416 | $216.1K | 0.01% | −499−7.2% | Reduced |
| Plan A Wealth LLC | 6,272 | $215.3K | 0.11% | +18+0.3% | Added |
| Private Advisor Group, LLC | 6,269 | $215.2K | 0.00% | +222+3.7% | Added |
| Canton Hathaway, LLC | 6,274 | $215.0K | 0.04% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,231 | $214.6K | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,094 | $209.2K | 0.00% | −3,443−36.1% | Reduced |
| Columbus Macro, LLC | 5,975 | $205.1K | 0.02% | +5,975 | New |
| Norinchukin Bank, The | 5,936 | $203.8K | 0.00% | −41−0.7% | Reduced |
| World Equity Group, Inc. | 5,936 | $203.8K | 0.05% | −357−5.7% | Reduced |