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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $36 | 0.00% | −22−95.7% | Reduced |
| Hughes Financial Services, LLC | 1 | $36 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 0 | $74 | 0.00% | 0 | New |
| Godfrey Financial Associates, Inc. | 3 | $107 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 6 | $214 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $240 | 0.00% | +7 | New |
| Abound Wealth Management | 9 | $321 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 11 | $392 | 0.00% | +11 | New |
| Financial Consulate, Inc | 14 | $498 | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 15 | $534 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $571 | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $605 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | +15+100.0% | Added |
| Kilter Group LLC | 48 | $1.71K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 49 | $1.74K | 0.00% | +20+69.0% | Added |
| Quarry LP | 61 | $2.17K | 0.00% | −516−89.4% | Reduced |
| UMA Financial Services, Inc. | 61 | $2.17K | 0.00% | +61 | New |
| Sittner & Nelson, LLC | 70 | $2.63K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 79 | $2.81K | 0.00% | +79 | New |
| VSM Wealth Advisory, LLC | 108 | $3.84K | 0.00% | +1+0.9% | Added |
| C M Bidwell & Associates Ltd | 113 | $4.02K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 132 | $4.70K | 0.00% | −34−20.5% | Reduced |
| Garton & Associates Financial Advisors LLC | 144 | $5.12K | 0.00% | +144 | New |
| Clearstead Advisors, LLC | 164 | $5.83K | 0.00% | +6+3.8% | Added |
| Alerus Financial NA | 166 | $5.91K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 204 | $7.28K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 220 | $7.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 254 | $9.05K | 0.00% | −94−27.0% | Reduced |
| Bare Financial Services, Inc | 298 | $10.6K | 0.00% | +254+577.3% | Added |
| HHM Wealth Advisors, LLC | 300 | $10.7K | 0.00% | −450−60.0% | Reduced |
| Sofos Investments, Inc. | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 335 | $11.9K | 0.00% | +335 | New |
| Creative Financial Designs Inc | 337 | $12.0K | 0.00% | +3+0.9% | Added |
| CX Institutional | 336 | $12.0K | 0.00% | −497−59.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 347 | $12.3K | 0.00% | +347 | New |
| Essential Partners LLC | 352 | $12.5K | 0.00% | +179+103.5% | Added |
| 1620 Investment Advisors, Inc. | 410 | $14.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 427 | $15.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 461 | $16.4K | 0.00% | +54+13.3% | Added |
| Strategic Wealth Partners, Ltd. | 591 | $21.0K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $21.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 605 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $22.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 631 | $22.5K | 0.01% | +61+10.7% | Added |
| IFP Advisors, Inc | 687 | $24.4K | 0.00% | +250+57.2% | Added |
| UBS Asset Management Americas Inc | 688 | $24.5K | 0.00% | +688 | New |
| Fifth Third Bancorp | 695 | $24.7K | 0.00% | +177+34.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $25.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 722 | $25.7K | 0.00% | −25−3.3% | Reduced |
| Loomis Sayles & Co L P | 734 | $26.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 788 | $28.0K | 0.00% | +244+44.9% | Added |
| Flagship Harbor Advisors, LLC | 859 | $30.6K | 0.00% | +859 | New |
| CoreCap Advisors, LLC | 896 | $31.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 933 | $33.2K | 0.00% | −2,082−69.1% | Reduced |
| Salomon & Ludwin, LLC | 951 | $33.2K | 0.00% | +246+34.9% | Added |
| Kozak & Associates, Inc. | 993 | $34.6K | 0.01% | +6+0.6% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $35.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,031 | $36.7K | 0.01% | −498−32.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,053 | $37.5K | 0.02% | +376+55.5% | Added |
| Smartleaf Asset Management LLC | 1,140 | $40.9K | 0.00% | +672+143.6% | Added |
| Silicon Valley Capital Partners | 1,236 | $44.0K | 0.00% | +12+1.0% | Added |
| Smithfield Trust Co | 1,249 | $44.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $47.6K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,396 | $49.7K | 0.04% | +1,396 | New |
| Archer Investment Corp | 1,537 | $54.7K | 0.01% | +1,537 | New |
| Danske Bank A/S | 1,600 | $56.9K | 0.00% | +1,300+433.3% | Added |
| Wilkerson Advisory Group LLC | 1,740 | $61.9K | 0.02% | +1,740 | New |
| Jones Financial Companies LLLP | 1,943 | $69.1K | 0.00% | +867+80.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,978 | $70.4K | 0.00% | +478+31.9% | Added |
| Quadrant Capital Group LLC | 2,003 | $71.2K | 0.00% | +640+47.0% | Added |
| Tower Research Capital LLC (TRC) | 2,073 | $73.7K | 0.00% | −3,477−62.6% | Reduced |
| Hantz Financial Services, Inc. | 2,078 | $74.0K | 0.00% | +959+85.7% | Added |
| GF Fund Management Co. Ltd. | 2,081 | $74.0K | 0.00% | −4−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,112 | $75.1K | 0.00% | −438−17.2% | Reduced |
| International Assets Investment Management, LLC | 2,162 | $76.9K | 0.01% | +2,162 | New |
| Signature Equity Partners, LLC | 2,257 | $80.3K | 0.04% | +2,257 | New |
| Rockefeller Capital Management L.P. | 2,355 | $84.0K | 0.00% | −157−6.3% | Reduced |
| Whittier Trust Co | 2,500 | $87.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,466 | $87.7K | 0.01% | +2,466 | New |
| Highline Wealth Partners LLC | 2,507 | $89.2K | 0.03% | +2,507 | New |
| Syntax Research, Inc. | 2,527 | $89.9K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 2,787 | $99.1K | 0.00% | −2,468−47.0% | Reduced |
| Global Retirement Partners, LLC | 2,810 | $100.0K | 0.00% | +222+8.6% | Added |
| Strive Financial Group ,LLC | 2,812 | $100.0K | 0.05% | +2,812 | New |
| Northwestern Mutual Wealth Management Co | 2,865 | $101.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,884 | $102.6K | 0.00% | +2,884 | New |
| Rossby Financial, LCC | 3,016 | $107.3K | 0.03% | +4+0.1% | Added |
| MAI Capital Management | 3,018 | $107.4K | 0.00% | +18+0.6% | Added |
| Ronald Blue Trust, Inc. | 3,063 | $109.0K | 0.00% | +14+0.5% | Added |
| Triumph Capital Management | 3,137 | $111.6K | 0.02% | +3,137 | New |
| GAMMA Investing LLC | 3,217 | $114.4K | 0.01% | −104−3.1% | Reduced |
| Larson Financial Group LLC | 3,248 | $115.5K | 0.00% | −215−6.2% | Reduced |
| Advantage Trust Co | 3,386 | $120.4K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 3,421 | $122.0K | 0.06% | +571+20.0% | Added |
| Employees Retirement System of Texas | 3,458 | $123.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,478 | $124.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 3,522 | $125.0K | 0.02% | +33+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,507 | $125.0K | 0.00% | +593+20.4% | Added |
| KBC Group NV | 3,606 | $128.0K | 0.00% | 00.0% | Unchanged |