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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 5,914 | $203.0K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,904 | $202.7K | 0.01% | +5,904 | New |
| Accurate Wealth Management, LLC | 5,995 | $202.3K | 0.03% | 00.0% | Unchanged |
| GenTrust, LLC | 5,833 | $200.9K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,833 | $200.2K | 0.00% | +5,833 | New |
| Tower Research Capital LLC (TRC) | 5,550 | $190.5K | 0.01% | −8,335−60.0% | Reduced |
| US Bancorp | 5,354 | $183.8K | 0.00% | +69+1.3% | Added |
| FIL Ltd | 5,255 | $180.4K | 0.00% | +1,153+28.1% | Added |
| Point72 Asset Management, L.P. | 5,204 | $178.7K | 0.00% | +5,204 | New |
| Sound Income Strategies, LLC | 5,212 | $175.8K | 0.01% | −1,444−21.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,480 | $153.8K | 0.00% | −181−3.9% | Reduced |
| Eukles Asset Management | 4,174 | $143.3K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 3,606 | $124.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3,489 | $120.0K | 0.02% | +31+0.9% | Added |
| MCF Advisors LLC | 3,478 | $119.8K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,458 | $119.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,463 | $118.9K | 0.00% | −142−3.9% | Reduced |
| Advantage Trust Co | 3,386 | $116.2K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,321 | $114.0K | 0.01% | −1,392−29.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,049 | $104.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $103.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,012 | $102.9K | 0.03% | +12+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,914 | $100.0K | 0.00% | −443−13.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,865 | $98.4K | 0.00% | +61+2.2% | Added |
| Covestor Ltd | 2,850 | $98.0K | 0.05% | +744+35.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,747 | $94.3K | 0.00% | +150+5.8% | Added |
| Global Retirement Partners, LLC | 2,588 | $88.8K | 0.00% | +14+0.5% | Added |
| EverSource Wealth Advisors, LLC | 2,550 | $87.5K | 0.00% | −54−2.1% | Reduced |
| Syntax Research, Inc. | 2,527 | $86.8K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,512 | $86.5K | 0.00% | +2,512 | New |
| Whittier Trust Co | 2,500 | $84.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,420 | $83.1K | 0.00% | −4,942−67.1% | Reduced |
| GF Fund Management Co. Ltd. | 2,085 | $71.6K | 0.00% | −130−5.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,003 | $68.8K | 0.01% | +2,003 | New |
| Caitong International Asset Management Co., Ltd | 1,529 | $52.5K | 0.04% | +1,507+6,850.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $51.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,363 | $46.8K | 0.00% | +1,363 | New |
| Prestige Wealth Management Group LLC | 1,333 | $45.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,257 | $43.2K | 0.00% | +1,257 | New |
| Smithfield Trust Co | 1,249 | $43.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,224 | $42.0K | 0.00% | +11+0.9% | Added |
| Hantz Financial Services, Inc. | 1,119 | $38.0K | 0.00% | +903+418.1% | Added |
| Jones Financial Companies LLLP | 1,076 | $37.1K | 0.00% | +1,036+2,590.0% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $34.3K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 987 | $33.8K | 0.01% | +12+1.2% | Added |
| CoreCap Advisors, LLC | 896 | $30.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 833 | $29.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 705 | $28.3K | 0.00% | +705 | New |
| HHM Wealth Advisors, LLC | 750 | $25.7K | 0.00% | −350−31.8% | Reduced |
| Parallel Advisors, LLC | 747 | $25.6K | 0.00% | +177+31.1% | Added |
| Loomis Sayles & Co L P | 734 | $25.2K | 0.00% | −38−4.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.6K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 677 | $23.2K | 0.01% | −8,793−92.9% | Reduced |
| Ancora Advisors, LLC | 624 | $21.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 605 | $20.8K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $20.3K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 591 | $20.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 577 | $19.8K | 0.00% | +479+488.8% | Added |
| True Wealth Design, LLC | 570 | $19.6K | 0.01% | +5+0.9% | Added |
| Umb Bank N A | 544 | $18.7K | 0.00% | +1+0.2% | Added |
| Fifth Third Bancorp | 518 | $17.8K | 0.00% | −39−7.0% | Reduced |
| Smartleaf Asset Management LLC | 468 | $16.0K | 0.00% | +364+350.0% | Added |
| IFP Advisors, Inc | 437 | $15.0K | 0.00% | −20−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 427 | $14.7K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 410 | $14.1K | 0.01% | −100−19.6% | Reduced |
| First Horizon Corp | 407 | $14.0K | 0.00% | +407 | New |
| SRS Capital Advisors, Inc. | 348 | $11.9K | 0.00% | +191+121.7% | Added |
| Creative Financial Designs Inc | 334 | $11.5K | 0.00% | −96−22.3% | Reduced |
| Principal Securities, Inc. | 300 | $10.3K | 0.00% | −149−33.2% | Reduced |
| Danske Bank A/S | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 300 | $10.3K | 0.00% | +300 | New |
| Bessemer Group Inc | 310 | $10.0K | 0.00% | +214+222.9% | Added |
| Optiver Holding B.V. | 267 | $9.17K | 0.00% | +267 | New |
| Valued Wealth Advisors LLC | 220 | $7.57K | 0.00% | −2−0.9% | Reduced |
| North Capital, Inc. | 217 | $7.45K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 207 | $7.11K | 0.00% | +207 | New |
| Accent Capital Management, LLC | 204 | $7.03K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 173 | $5.94K | 0.00% | +145+517.9% | Added |
| Alerus Financial NA | 166 | $5.70K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 166 | $5.70K | 0.00% | +97+140.6% | Added |
| Clearstead Advisors, LLC | 158 | $5.42K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 155 | $5.32K | 0.00% | +155 | New |
| Ci Investments Inc. | 155 | $5.00K | 0.00% | −182−54.0% | Reduced |
| C M Bidwell & Associates Ltd | 113 | $3.88K | 0.00% | −11−8.9% | Reduced |
| VSM Wealth Advisory, LLC | 107 | $3.67K | 0.00% | +1+0.9% | Added |
| Farther Finance Advisors, LLC | 73 | $2.51K | 0.00% | +55+305.6% | Added |
| Sittner & Nelson, LLC | 70 | $2.40K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 63 | $2.16K | 0.00% | +63 | New |
| T. Rowe Price Investment Management, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Bare Financial Services, Inc | 44 | $1.51K | 0.00% | −175−79.9% | Reduced |
| Parkside Financial Bank & Trust | 29 | $996 | 0.00% | −30−50.8% | Reduced |
| Huntington National Bank | 23 | $789 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $721 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $584 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $515 | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 14 | $481 | 0.00% | −77−84.6% | Reduced |
| Abound Wealth Management | 9 | $309 | 0.00% | −201−95.7% | Reduced |
| Dogwood Wealth Management LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |