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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.

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.

Institutional holdersQ4 2025: 419 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ4 2025: $3.87B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global Investments Co., Ltd.3,672$130.6K0.00%+925+33.7%Added
Eukles Asset Management4,174$148.5K0.06%00.0%Unchanged
US Bancorp4,467$158.9K0.00%−887−16.6%Reduced
Tucker Asset Management LLC4,716$167.7K0.05%+4,716New
Sound Income Strategies, LLC4,782$171.2K0.01%−430−8.3%Reduced
The PNC Financial Services Group, Inc.5,176$184.1K0.00%+696+15.5%Added
Clark Capital Management Group, Inc.5,675$201.9K0.00%+5,675New
Ausdal Financial Partners, Inc.5,689$202.3K0.01%+5,689New
Norinchukin Bank, The5,757$204.8K0.00%−179−3.0%Reduced
Savant Capital, LLC5,830$207.4K0.00%−3,471−37.3%Reduced
Swiss Life Asset Management Ltd5,833$207.5K0.00%00.0%Unchanged
GenTrust, LLC5,833$208.1K0.01%00.0%Unchanged
Belpointe Asset Management LLC5,904$210.0K0.01%00.0%Unchanged
Advisory Resource Group5,914$210.4K0.04%00.0%Unchanged
Columbus Macro, LLC5,975$212.5K0.02%00.0%Unchanged
Farther Finance Advisors, LLC6,033$214.6K0.00%+5,960+8,164.4%Added
Waldron Private Wealth LLC6,042$215.6K0.01%−1,483−19.7%Reduced
Sterling Capital Management LLC6,123$217.8K0.00%−1,106−15.3%Reduced
RFG Advisory, LLC6,238$221.9K0.00%−623−9.1%Reduced
Evergreen Capital Management LLC6,226$222.0K0.00%−833−11.8%Reduced
Advisory Alpha, LLC6,249$222.3K0.01%−167−2.6%Reduced
Three Bridge Wealth Advisors, LLC6,231$222.3K0.06%00.0%Unchanged
Beacon Pointe Advisors, LLC6,260$222.7K0.00%+166+2.7%Added
Canton Hathaway, LLC6,274$223.2K0.04%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,291$223.8K0.03%−496−7.3%Reduced
Plan A Wealth LLC6,332$225.2K0.11%+60+1.0%Added
Southern Financial Group, LLC6,389$227.3K0.07%+6,389New
Foundations Investment Advisors, LLC6,557$233.2K0.00%−56−0.8%Reduced
Global Wealth Management Investment Advisory, Inc.6,653$236.6K0.04%−1,492−18.3%Reduced
Monograph Wealth Advisors, LLC6,638$236.8K0.02%00.0%Unchanged
IHT Wealth Management, LLC6,804$242.0K0.01%+18+0.3%Added
Crossmark Global Holdings, Inc.6,820$242.6K0.00%00.0%Unchanged
Polymer Capital Management (US) LLC6,847$243.5K0.03%+6,847New
Kure Advisory, LLC7,021$249.7K0.14%+8+0.1%Added
Neuberger Berman Group LLC7,042$250.5K0.00%+7,042New
Laird Norton Trust Company, LLC7,065$252.1K0.01%+7,065New
Merit Financial Group, LLC7,122$253.3K0.00%−3,350−32.0%Reduced
Plotkin Financial Advisors, LLC7,173$255.1K0.12%00.0%Unchanged
Medallion Wealth Advisors, LLC7,377$262.4K0.09%00.0%Unchanged
Integrated Wealthcare, LLC7,457$265.2K0.22%+7,457New
Procyon Private Wealth Partners, LLC7,499$266.8K0.01%+7,499New
RMB Capital Management, LLC7,501$267.6K0.00%−1,547−17.1%Reduced
Rehmann Capital Advisory Group7,540$268.2K0.01%00.0%Unchanged
EntryPoint Capital, LLC7,549$268.5K0.10%+7,549New
Sanctuary Advisors, LLC7,554$268.7K0.00%+184+2.5%Added
CIBC Asset Management Inc7,576$269.5K0.00%−921−10.8%Reduced
Change Path, LLC7,667$272.7K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc7,717$274.5K0.00%−26,135−77.2%Reduced
NBC Securities, Inc.7,768$276.3K0.02%00.0%Unchanged
Allworth Financial LP7,846$279.1K0.00%+306+4.1%Added
Castleview Partners, LLC7,909$281.3K0.14%00.0%Unchanged
BlueChip Wealth Advisors LLC7,937$282.3K0.12%00.0%Unchanged
Ignite Planners, LLC7,871$285.2K0.04%−250−3.1%Reduced
Ocean Capital Management, LLC8,074$287.2K0.06%00.0%Unchanged
Peak Asset Management, LLC8,214$292.2K0.05%00.0%Unchanged
CIBC World Markets Corp8,359$297.3K0.00%+8,359New
Pittenger & Anderson Inc8,372$297.8K0.01%00.0%Unchanged
Vanderbilt University8,604$306.0K0.05%+8,604New
Mackenzie Financial Corp8,612$308.3K0.00%−5−0.1%Reduced
First Heartland Consultants, Inc.8,743$311.0K0.02%+9+0.1%Added
Raleigh Capital Management Inc.9,209$327.6K0.12%+87+1.0%Added
Acorn Financial Advisory Services Inc9,331$331.9K0.05%−1,921−17.1%Reduced
TFB Advisors LLC9,345$332.4K0.09%00.0%Unchanged
Resources Investment Advisors, LLC.9,373$333.4K0.00%00.0%Unchanged
Aspen Grove Capital, LLC9,394$335.2K0.06%+89+1.0%Added
Capital Asset Advisory Services LLC9,684$337.7K0.01%−1,463−13.1%Reduced
Ellevest, Inc.9,634$342.7K0.05%+259+2.8%Added
Beacon Capital Management, LLC9,659$343.6K0.05%−1,080−10.1%Reduced
Wealthcare Advisory Partners LLC9,673$344.1K0.01%+30+0.3%Added
Axxcess Wealth Management, LLC9,684$344.5K0.01%−1,463−13.1%Reduced
Financial Partners Group, Inc9,554$346.2K0.04%00.0%Unchanged
Profund Advisors LLC9,741$346.5K0.01%+9,741New
Hibernia Wealth Partners, LLC9,800$348.6K0.10%+9,800New
Xponance, Inc.10,000$355.7K0.00%+81+0.8%Added
CIBC Private Wealth Group, LLC10,023$356.5K0.00%+46+0.5%Added
JMN Financial LLC10,001$356.7K0.36%+10,001New
Susquehanna International Group, LLP10,088$358.8K0.00%+2,412+31.4%Added
Federation des caisses Desjardins du Quebec10,115$359.8K0.00%+2,193+27.7%Added
A&I Financial Services, LLC10,121$360.0K0.17%−1,298−11.4%Reduced
DGS Capital Management, LLC10,220$363.5K0.06%+10,220New
Assetmark, Inc10,589$376.7K0.00%+992+10.3%Added
SageView Advisory Group, LLC10,595$376.9K0.01%+210+2.0%Added
Sigma Planning Corp10,704$380.7K0.01%+8+0.1%Added
Stonebridge Financial Group, LLC10,731$381.7K0.03%00.0%Unchanged
MML Investors Services, LLC10,830$385.2K0.00%+91+0.8%Added
Vivaldi Capital Management, LLC10,835$385.4K0.05%+45+0.4%Added
Blair William & Co11,011$391.7K0.00%+276+2.6%Added
Hendershot Investments Inc.11,021$392.0K0.05%00.0%Unchanged
TD Asset Management Inc11,100$394.8K0.00%+11,100New
EP Wealth Advisors, LLC11,153$396.7K0.00%+11,153New
Journey Strategic Wealth LLC11,350$403.7K0.01%+1,208+11.9%Added
Bank of Montreal11,426$406.4K0.00%−229−2.0%Reduced
Kovack Advisors, Inc.11,474$408.1K0.02%+327+2.9%Added
Two Sigma Securities, LLC11,576$411.8K0.06%+11,576New
Apeiron RIA LLC11,472$414.5K0.08%−608−5.0%Reduced
Catalina Capital Group, LLC11,891$423.0K0.26%00.0%Unchanged
M&T Bank Corp12,440$443.0K0.00%+12,440New
Jane Street Group, LLC12,459$443.2K0.00%−241,322−95.1%Reduced
Jennison Associates LLC12,599$448.1K0.00%+12,599New
Vident Advisory, LLC12,737$453.1K0.00%−488−3.7%Reduced