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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.

Q4 2025 vs. Q3 2025

How the institutions holding Phillips Edison & Company, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PECO: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4038419+24
Shares104.3M202.0K108.8M+4.70M (+4.5%)
Value$3.58B$6.94M$3.87B+$295.9M (+8.3%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PECO in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank1,991,837$70.8M0.01%
Nomura Asset Management International Inc.1,116,494$39.7M0.06%
Canada Pension Plan Investment Board1,011,500$36.0M0.02%
Alyeska Investment Group, L.P.545,401$19.4M0.05%
Hudson Bay Capital Management LP281,072$10.0M0.06%
Healthcare of Ontario Pension Plan Trust Fund161,670$5.75M0.01%
Marshall Wace, LLP122,966$4.37M0.00%
Neo Ivy Capital Management102,500$3.65M0.58%
Nordea Investment Management AB100,608$3.57M0.00%
VARCOV Co.73,747$2.62M1.04%
ExodusPoint Capital Management, LP54,152$1.93M0.02%
Capital Performance Advisors LLP42,752$1.52M0.11%
Lazard Asset Management LLC41,007$1.46M0.00%
Mars Jewett Financial Group, Inc.26,823$1.01M0.30%
Ducere Wealth Management LLC21,652$770.2K0.30%
Odyssean, LLC20,808$740.1K0.53%
Fox Run Management, L.L.C.19,822$705.1K0.11%
Jennison Associates LLC12,599$448.1K0.00%
M&T Bank Corp12,440$443.0K0.00%
Two Sigma Securities, LLC11,576$411.8K0.06%
EP Wealth Advisors, LLC11,153$396.7K0.00%
TD Asset Management Inc11,100$394.8K0.00%
DGS Capital Management, LLC10,220$363.5K0.06%
JMN Financial LLC10,001$356.7K0.36%
Hibernia Wealth Partners, LLC9,800$348.6K0.10%
Profund Advisors LLC9,741$346.5K0.01%
Vanderbilt University8,604$306.0K0.05%
CIBC World Markets Corp8,359$297.3K0.00%
EntryPoint Capital, LLC7,549$268.5K0.10%
Procyon Private Wealth Partners, LLC7,499$266.8K0.01%
Integrated Wealthcare, LLC7,457$265.2K0.22%
Laird Norton Trust Company, LLC7,065$252.1K0.01%
Neuberger Berman Group LLC7,042$250.5K0.00%
Polymer Capital Management (US) LLC6,847$243.5K0.03%
Southern Financial Group, LLC6,389$227.3K0.07%
Ausdal Financial Partners, Inc.5,689$202.3K0.01%
Clark Capital Management Group, Inc.5,675$201.9K0.00%
Tucker Asset Management LLC4,716$167.7K0.05%
Triumph Capital Management3,137$111.6K0.02%
Exchange Traded Concepts, LLC2,884$102.6K0.00%
Strive Financial Group ,LLC2,812$100.0K0.05%
Highline Wealth Partners LLC2,507$89.2K0.03%
Pinnacle Wealth Planning Services, Inc.2,466$87.7K0.01%
Signature Equity Partners, LLC2,257$80.3K0.04%
International Assets Investment Management, LLC2,162$76.9K0.01%
Wilkerson Advisory Group LLC1,740$61.9K0.02%
Archer Investment Corp1,537$54.7K0.01%
Prosperity Bancshares Inc1,396$49.7K0.04%
Flagship Harbor Advisors, LLC859$30.6K0.00%
UBS Asset Management Americas Inc688$24.5K0.00%
Keating Financial Advisory Services, Inc.347$12.3K0.00%
Kemnay Advisory Services Inc.335$11.9K0.00%
Garton & Associates Financial Advisors LLC144$5.12K0.00%
Brown Brothers Harriman & Co79$2.81K0.00%
UMA Financial Services, Inc.61$2.17K0.00%
Kilter Group LLC48$1.71K0.00%
Ankerstar Wealth, LLC16$5710.00%
Financial Consulate, Inc14$4980.00%
Gilpin Wealth Management, LLC11$3920.00%
Dunhill Financial, LLC7$2400.00%
Transamerica Financial Advisors, Inc.6$2140.00%
Godfrey Financial Associates, Inc.3$1070.00%
Johnson Financial Group, Inc.0$740.00%
Hughes Financial Services, LLC1$360.00%

Sold out (40)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PECO in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Aew Capital Management L P249,810$8.58M
Westwood Holdings Group Inc.140,416$4.82M
Tudor Investment Corp Et Al84,226$2.89M
Man Group plc66,626$2.29M
Atom Investors LP50,922$1.75M
FJ Capital Management LLC47,768$1.64M
Capital Fund Management S.A.37,512$1.29M
Perpetual Ltd16,630$570.9K
Citadel Advisors LLC14,322$491.7K
Well Done, LLC14,009$480.9K
XTX Topco Ltd11,451$393.1K
Omers Administration Corp11,300$387.9K
Voloridge Investment Management, LLC10,695$367.2K
Dynamic Technology Lab Private Ltd9,946$341.0K
Brighton Jones LLC9,103$312.5K
Longboard Asset Management, LP9,055$310.9K
Graham Capital Management, L.P.8,854$304.0K
Integrated Wealth Concepts LLC8,217$282.1K
Natixis8,000$274.6K
Henshaw Capital LLC7,588$260.5K
LaSalle St. Investment Advisors, LLC7,040$241.0K
CI Private Wealth, LLC6,308$216.6K
Private Advisor Group, LLC6,269$215.2K
World Equity Group, Inc.5,936$203.8K
Accurate Wealth Management, LLC5,995$202.3K
Point72 Asset Management, L.P.5,204$178.7K
Advisory Services Network, LLC2,420$83.1K
Quantbot Technologies LP1,257$43.2K
Principal Securities, Inc.300$10.3K
Optiver Holding B.V.267$9.17K
North Capital, Inc.217$7.45K
Federated Hermes, Inc.207$7.11K
Meeder Asset Management Inc155$5.32K
Ci Investments Inc.155$5.00K
Wealthspire Advisors, LLC63$2.16K
T. Rowe Price Investment Management, Inc.49$2.00K
Atlantic Trust, LLC21$721
Fortitude Family Office, LLC14$481
Tortoise Investment Management, LLC1$34
Dogwood Wealth Management LLC1$34

Not filed for Q4 2025 yet (8)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
O'Dell Group, LLC59,656$2.05M
Cubist Systematic Strategies, LLC48,627$1.67M
HGI Capital Management, LLC47,268$1.62M
EWG Elevate Inc.21,001$721.0K
CIBC Bancorp USA Inc.13,470$462.4K
Brass Tax Wealth Management, Inc10,012$343.7K
Point72 Asia (Singapore) Pte. Ltd.2,003$68.8K
Creekmur Asset Management LLC1$29