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, Q4 2025
Institutional positions in Phillips Edison & Company, Inc. as of Dec 31, 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
- 419
- +24 vs. Q3 2025
- Shares held
- 108.8M
- +4.70M (+4.5%) vs. Q3 2025
- Total value
- $3.87B
- +$295.9M (+8.3%) vs. Q3 2025
- New holders
- 64
- 155 more added
- Sold out
- 40
- 128 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,933,999 | $780.2M | 0.01% | +433,482+2.0% | Added |
| Vanguard Group Inc | 20,215,956 | $719.1M | 0.01% | −129,218−0.6% | Reduced |
| State Street Corp | 7,211,391 | $257.3M | 0.01% | −79,582−1.1% | Reduced |
| Wellington Management Group LLP | 6,308,034 | $224.4M | 0.04% | +325,215+5.4% | Added |
| FMR LLC | 4,172,402 | $148.4M | 0.01% | +65,338+1.6% | Added |
| Geode Capital Management, LLC | 3,442,222 | $122.5M | 0.01% | +1,754+0.1% | Added |
| Charles Schwab Investment Management Inc | 2,322,844 | $82.6M | 0.01% | +86,749+3.9% | Added |
| Engineers Gate Manager LP | 2,181,911 | $77.6M | 0.92% | −314,129−12.6% | Reduced |
| Norges Bank | 1,991,837 | $70.8M | 0.01% | +1,991,837 | New |
| Dimensional Fund Advisors LP | 1,824,940 | $64.9M | 0.01% | +65,714+3.7% | Added |
| Duff & Phelps Investment Management Co | 1,788,426 | $63.6M | 0.72% | +90,818+5.3% | Added |
| Balyasny Asset Management LLC | 1,530,772 | $54.4M | 0.10% | −338,846−18.1% | Reduced |
| Northern Trust Corp | 1,525,134 | $54.2M | 0.01% | −634,131−29.4% | Reduced |
| Morgan Stanley | 1,145,114 | $40.7M | 0.00% | +41,900+3.8% | Added |
| Nomura Asset Management International Inc. | 1,116,494 | $39.7M | 0.06% | +1,116,494 | New |
| JPMorgan Chase & Co | 1,050,182 | $37.4M | 0.00% | −50,760−4.6% | Reduced |
| Canada Pension Plan Investment Board | 1,011,500 | $36.0M | 0.02% | +1,011,500 | New |
| Nuveen, LLC | 1,008,126 | $35.9M | 0.01% | +313,327+45.1% | Added |
| Bank of New York Mellon Corp | 965,497 | $34.3M | 0.01% | +31,328+3.4% | Added |
| Legal & General Group Plc | 878,521 | $31.2M | 0.01% | +95,547+12.2% | Added |
| Adage Capital Partners GP, L.L.C. | 781,518 | $27.8M | 0.04% | −178,482−18.6% | Reduced |
| Cetera Investment Advisers | 752,530 | $26.8M | 0.03% | −34,547−4.4% | Reduced |
| Ameriprise Financial Inc | 742,601 | $26.4M | 0.01% | +449,725+153.6% | Added |
| Goldman Sachs Group Inc | 740,174 | $26.3M | 0.00% | −298,764−28.8% | Reduced |
| Janus Henderson Group PLC | 649,222 | $23.1M | 0.01% | +12,375+1.9% | Added |
| Bank of America Corp | 628,399 | $22.4M | 0.00% | +213,590+51.5% | Added |
| Principal Financial Group Inc | 599,974 | $21.3M | 0.01% | −6,691−1.1% | Reduced |
| UBS Group AG | 570,836 | $20.3M | 0.00% | +20,560+3.7% | Added |
| Alyeska Investment Group, L.P. | 545,401 | $19.4M | 0.05% | +545,401 | New |
| Qube Research & Technologies Ltd | 514,576 | $18.3M | 0.03% | −335,117−39.4% | Reduced |
| Verition Fund Management LLC | 513,076 | $18.3M | 0.10% | +492,076+2,343.2% | Added |
| Public Sector Pension Investment Board | 489,959 | $17.4M | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 455,798 | $16.2M | 0.00% | +17,097+3.9% | Added |
| Millennium Management LLC | 421,522 | $15.0M | 0.01% | +214,191+103.3% | Added |
| Renaissance Technologies LLC | 399,077 | $14.2M | 0.02% | −28,825−6.7% | Reduced |
| Jain Global LLC | 394,947 | $14.0M | 0.14% | +106,896+37.1% | Added |
| Sophron Capital Management L.P. | 371,486 | $13.2M | 4.25% | −202,175−35.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 359,707 | $12.8M | 0.01% | +64,852+22.0% | Added |
| Deutsche Bank AG | 359,410 | $12.8M | 0.00% | +4,532+1.3% | Added |
| LPL Financial LLC | 356,456 | $12.7M | 0.00% | −35,203−9.0% | Reduced |
| Rhumbline Advisers | 351,126 | $12.5M | 0.01% | −29,636−7.8% | Reduced |
| Kennedy Capital Management, Inc. | 349,583 | $12.4M | 0.26% | +58,868+20.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 334,455 | $11.9M | 0.03% | −5,369−1.6% | Reduced |
| Hudson Bay Capital Management LP | 281,072 | $10.0M | 0.06% | +281,072 | New |
| B&I Capital AG | 277,931 | $9.89M | 3.52% | +46,100+19.9% | Added |
| Asset Management One Co.,Ltd. | 272,186 | $9.80M | 0.03% | −13,443−4.7% | Reduced |
| California Public Employees Retirement System | 251,166 | $8.93M | 0.01% | +13,739+5.8% | Added |
| HSBC Holdings PLC | 248,985 | $8.86M | 0.01% | +62,523+33.5% | Added |
| Algert Global LLC | 248,520 | $8.84M | 0.14% | +219,080+744.2% | Added |
| Swiss National Bank | 247,700 | $8.81M | 0.01% | +4,600+1.9% | Added |
| Advisor Group Holdings, Inc. | 228,507 | $8.13M | 0.01% | −37,872−14.2% | Reduced |
| Barclays PLC | 221,563 | $7.88M | 0.00% | −32,093−12.7% | Reduced |
| SG Americas Securities, LLC | 206,175 | $7.33M | 0.01% | +182,333+764.8% | Added |
| American Century Companies Inc | 205,711 | $7.32M | 0.00% | +156,778+320.4% | Added |
| State of Wisconsin Investment Board | 192,825 | $6.86M | 0.02% | +428+0.2% | Added |
| Nomura Asset Management Co Ltd | 190,530 | $6.78M | 0.02% | +7,300+4.0% | Added |
| Mariner, LLC | 183,319 | $6.52M | 0.01% | +402+0.2% | Added |
| Public Employees Retirement System of Ohio | 173,550 | $6.17M | 0.02% | −5,196−2.9% | Reduced |
| Alliancebernstein L.P. | 171,885 | $6.11M | 0.00% | +7,463+4.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 161,670 | $5.75M | 0.01% | +161,670 | New |
| Citigroup Inc | 161,138 | $5.73M | 0.00% | +33,685+26.4% | Added |
| Commonwealth Equity Services, LLC | 159,902 | $5.69M | 0.01% | −16,183−9.2% | Reduced |
| J.W. Cole Advisors, Inc. | 173,165 | $5.58M | 0.14% | −30,062−14.8% | Reduced |
| SEI Investments Co | 152,444 | $5.42M | 0.01% | −105,072−40.8% | Reduced |
| Wells Fargo & Company | 150,486 | $5.35M | 0.00% | +49,376+48.8% | Added |
| AQR Capital Management LLC | 148,538 | $5.28M | 0.00% | +63,973+75.6% | Added |
| Granite Investment Partners, LLC | 142,945 | $5.08M | 0.30% | −9,619−6.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 139,581 | $4.96M | 0.00% | +1,351+1.0% | Added |
| Bessemer Group Inc | 137,555 | $4.89M | 0.01% | +137,245+44,272.6% | Added |
| McAdam, LLC | 136,972 | $4.87M | 0.22% | −6,505−4.5% | Reduced |
| State of Alaska, Department of Revenue | 133,606 | $4.75M | 0.05% | +2,135+1.6% | Added |
| Cerity Partners LLC | 125,212 | $4.45M | 0.01% | +82,342+192.1% | Added |
| Lord, Abbett & Co. LLC | 123,225 | $4.38M | 0.01% | −2,245−1.8% | Reduced |
| Marshall Wace, LLP | 122,966 | $4.37M | 0.00% | +122,966 | New |
| Allianz Asset Management GmbH | 122,230 | $4.35M | 0.00% | +1,113+0.9% | Added |
| Standard Life Aberdeen plc | 122,150 | $4.34M | 0.01% | +3,058+2.6% | Added |
| Dark Forest Capital Management LP | 121,778 | $4.33M | 0.20% | −118,924−49.4% | Reduced |
| California State Teachers Retirement System | 119,979 | $4.27M | 0.00% | +6,483+5.7% | Added |
| Prudential Financial Inc | 117,825 | $4.19M | 0.01% | −8,650−6.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 112,126 | $3.91M | 0.01% | −928−0.8% | Reduced |
| Centaurus Financial, Inc. | 109,715 | $3.90M | 0.18% | +1,701+1.6% | Added |
| Price T Rowe Associates Inc | 108,618 | $3.86M | 0.00% | +3,519+3.3% | Added |
| Thrivent Financial for Lutherans | 105,317 | $3.75M | 0.01% | −43,662−29.3% | Reduced |
| Modern Wealth Management, LLC | 105,207 | $3.74M | 0.07% | −6,054−5.4% | Reduced |
| Raymond James Financial Inc | 104,684 | $3.72M | 0.00% | +2,537+2.5% | Added |
| Mutual of America Capital Management LLC | 102,996 | $3.66M | 0.04% | −257−0.2% | Reduced |
| Neo Ivy Capital Management | 102,500 | $3.65M | 0.58% | +102,500 | New |
| Prime Capital Investment Advisors, LLC | 102,233 | $3.64M | 0.04% | −10,012−8.9% | Reduced |
| Nordea Investment Management AB | 100,608 | $3.57M | 0.00% | +100,608 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98,574 | $3.48M | 0.00% | +5,071+5.4% | Added |
| Lighthouse Investment Partners, LLC | 95,000 | $3.38M | 0.11% | −5,000−5.0% | Reduced |
| Macquarie Group Ltd | 89,741 | $3.19M | 0.01% | −1,224,433−93.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,539 | $3.18M | 0.02% | −6,515−6.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,825 | $3.12M | 0.01% | +5,654+6.9% | Added |
| Harbor Capital Advisors, Inc. | 83,771 | $2.98M | 0.23% | +2,484+3.1% | Added |
| Amundi | 83,515 | $2.97M | 0.00% | −2,929−3.4% | Reduced |
| Holocene Advisors, LP | 79,834 | $2.84M | 0.01% | −43,108−35.1% | Reduced |
| Mercer Global Advisors Inc | 79,264 | $2.82M | 0.00% | +42,155+113.6% | Added |
| Independent Financial Group, LLC | 79,052 | $2.81M | 0.06% | −1,520−1.9% | Reduced |
| MetLife Investment Management | 73,892 | $2.63M | 0.01% | −3,591−4.6% | Reduced |