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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1 | $34 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −1,162,046−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,136,108−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,026,115−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −397,299−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −315,698−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −253,932−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −163,802−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −96,374−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −45,290−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −30,876−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −22,213−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −20,495−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −16,659−100.0% | Sold out |
| Van Cleef Asset Management,Inc | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −13,675−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,056−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −11,491−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −11,489−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −11,489−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −9,662−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,569−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −9,486−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −8,819−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −6,786−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −6,086−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −6,087−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −6,053−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −5,757−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −5,745−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −5,728−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| My Legacy Advisors, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Capital A Wealth Management, LLC | – | – | – | – | Not filed |