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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 12,743 | $453.3K | 0.00% | −8,218−39.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,752 | $453.6K | 0.01% | −115−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 13,203 | $471.9K | 0.00% | −14,991−53.2% | Reduced |
| Public Employees Retirement Association of Colorado | 13,751 | $489.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,475 | $514.9K | 0.00% | −487−3.3% | Reduced |
| Independent Advisor Alliance | 14,763 | $525.1K | 0.01% | +1,442+10.8% | Added |
| Rothschild Investment LLC | 15,041 | $535.0K | 0.03% | +46+0.3% | Added |
| Sage Capital Management, LLC | 15,141 | $538.6K | 0.25% | +52+0.3% | Added |
| Fiduciary Alliance LLC | 15,357 | $546.2K | 0.04% | −3,173−17.1% | Reduced |
| Spire Wealth Management | 15,644 | $556.4K | 0.02% | +86+0.6% | Added |
| Geneos Wealth Management Inc. | 16,366 | $582.2K | 0.01% | +1,176+7.7% | Added |
| Quest Partners LLC | 16,454 | $585.3K | 0.03% | −15,294−48.2% | Reduced |
| Silver Oak Securities, Inc | 16,537 | $593.2K | 0.04% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 17,046 | $606.3K | 0.28% | +153+0.9% | Added |
| Sequoia Financial Advisors, LLC | 17,093 | $608.0K | 0.00% | +3,795+28.5% | Added |
| Harbour Investments, Inc. | 17,760 | $631.7K | 0.01% | −1,611−8.3% | Reduced |
| Maryland State Retirement & Pension System | 18,552 | $659.9K | 0.01% | +496+2.7% | Added |
| Los Angeles Capital Management LLC | 19,560 | $664.5K | 0.00% | +1,703+9.5% | Added |
| Ameriflex Group, Inc. | 19,172 | $681.9K | 0.35% | −4,770−19.9% | Reduced |
| Nissay Asset Management Corp | 19,286 | $686.0K | 0.00% | +230+1.2% | Added |
| Fox Run Management, L.L.C. | 19,822 | $705.1K | 0.11% | +19,822 | New |
| Vaughan David Investments LLC | 19,882 | $707.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,072 | $714.0K | 0.00% | +1,418+7.6% | Added |
| IFM Investors Pty Ltd | 20,356 | $724.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 20,524 | $730.0K | 0.02% | −13,150−39.1% | Reduced |
| Teacher Retirement System of Texas | 20,560 | $731.3K | 0.00% | −21,460−51.1% | Reduced |
| Horizon Investments, LLC | 20,708 | $734.3K | 0.01% | +4,661+29.0% | Added |
| Odyssean, LLC | 20,808 | $740.1K | 0.53% | +20,808 | New |
| RMR Wealth Builders | 21,269 | $756.5K | 0.06% | −13,223−38.3% | Reduced |
| Ducere Wealth Management LLC | 21,652 | $770.2K | 0.30% | +21,652 | New |
| Coppell Advisory Solutions LLC | 21,516 | $771.8K | 0.08% | +1,204+5.9% | Added |
| Dynamic Financial Group | 22,224 | $790.5K | 0.67% | −560−2.5% | Reduced |
| STRS Ohio | 22,300 | $793.2K | 0.00% | −700−3.0% | Reduced |
| Provident Investment Management, Inc. | 22,470 | $799.3K | 0.07% | +8,325+58.9% | Added |
| Cresset Asset Management, LLC | 22,828 | $814.5K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,994 | $853.0K | 0.06% | +12,553+109.7% | Added |
| ProShare Advisors LLC | 24,521 | $872.2K | 0.00% | +731+3.1% | Added |
| Quantinno Capital Management LP | 24,968 | $888.1K | 0.00% | +6,190+33.0% | Added |
| Natixis Advisors, L.P. | 25,054 | $891.0K | 0.00% | −32,116−56.2% | Reduced |
| New Age Alpha Advisors, LLC | 25,195 | $896.2K | 0.04% | −1,167−4.4% | Reduced |
| Certior Financial Group, LLC | 25,511 | $907.4K | 0.62% | −720−2.7% | Reduced |
| Blankinship & Foster, LLC | 25,558 | $909.1K | 0.20% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 25,684 | $913.6K | 0.06% | +50+0.2% | Added |
| UniSuper Management Pty Ltd | 25,700 | $914.1K | 0.01% | −10,000−28.0% | Reduced |
| Janney Montgomery Scott LLC | 26,063 | $927.0K | 0.00% | −316−1.2% | Reduced |
| KLP Kapitalforvaltning AS | 26,900 | $959.3K | 0.00% | +900+3.5% | Added |
| Comerica Bank | 27,332 | $972.2K | 0.00% | −7,401−21.3% | Reduced |
| Colony Group, LLC | 28,308 | $1.01M | 0.00% | +1,153+4.2% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.01M | 0.00% | 00.0% | Unchanged |
| Mars Jewett Financial Group, Inc. | 26,823 | $1.01M | 0.30% | +26,823 | New |
| Oregon Public Employees Retirement Fund | 28,756 | $1.02M | 0.01% | +500+1.8% | Added |
| CWM, LLC | 29,088 | $1.03M | 0.00% | +2,903+11.1% | Added |
| Metis Global Partners, LLC | 29,758 | $1.06M | 0.03% | +1,485+5.3% | Added |
| PFG Investments, LLC | 29,797 | $1.06M | 0.05% | −922−3.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | $1.09M | 0.01% | +4,584+17.7% | Added |
| Headlands Technologies LLC | 31,173 | $1.11M | 0.09% | +1,885+6.4% | Added |
| HighTower Advisors, LLC | 32,072 | $1.14M | 0.00% | +1,209+3.9% | Added |
| Diversify Wealth Management, LLC | 33,093 | $1.15M | 0.05% | −9,432−22.2% | Reduced |
| Franklin Resources Inc | 32,969 | $1.17M | 0.00% | +1,095+3.4% | Added |
| Brookstone Capital Management | 32,998 | $1.17M | 0.01% | +634+2.0% | Added |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.19M | 0.19% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,595 | $1.19M | 0.01% | +5,275+18.6% | Added |
| State Board of Administration of Florida Retirement System | 33,690 | $1.20M | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 33,759 | $1.20M | 0.00% | +3,022+9.8% | Added |
| First Foundation Advisors | 34,493 | $1.23M | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 34,504 | $1.23M | 0.01% | −473−1.4% | Reduced |
| Yousif Capital Management, LLC | 34,444 | $1.23M | 0.01% | −5,027−12.7% | Reduced |
| Voya Investment Management LLC | 34,731 | $1.24M | 0.00% | −53,033−60.4% | Reduced |
| Handelsbanken Fonder AB | 34,800 | $1.24M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,994 | $1.24M | 0.01% | −2,102−5.7% | Reduced |
| Koshinski Asset Management, Inc. | 35,156 | $1.25M | 0.08% | −3,190−8.3% | Reduced |
| Warren Averett Asset Management, LLC | 35,197 | $1.25M | 0.01% | +10,724+43.8% | Added |
| BNP Paribas Arbitrage, SA | 35,205 | $1.25M | 0.00% | −3,501−9.0% | Reduced |
| Mutual Advisors, LLC | 35,372 | $1.26M | 0.03% | −5,879−14.3% | Reduced |
| Inceptionr LLC | 36,441 | $1.30M | 0.36% | +17,801+95.5% | Added |
| Amalgamated Bank | 36,516 | $1.30M | 0.01% | +363+1.0% | Added |
| Cooper Financial Group | 36,616 | $1.30M | 0.14% | 00.0% | Unchanged |
| Accel Wealth Management | 36,990 | $1.32M | 0.36% | +2,920+8.6% | Added |
| Victory Capital Management Inc | 37,826 | $1.35M | 0.00% | −12,126−24.3% | Reduced |
| Entropy Technologies, LP | 38,295 | $1.36M | 0.07% | +25,370+196.3% | Added |
| First Trust Advisors LP | 38,592 | $1.37M | 0.00% | +7,397+23.7% | Added |
| Lazard Asset Management LLC | 41,007 | $1.46M | 0.00% | +41,007 | New |
| Susquehanna Portfolio Strategies, LLC | 41,214 | $1.47M | 0.02% | −18,721−31.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,281 | $1.47M | 0.01% | +25,489+161.4% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.49M | 0.34% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 41,770 | $1.49M | 0.06% | +7,314+21.2% | Added |
| New York State Teachers Retirement System | 42,156 | $1.50M | 0.00% | +12,056+40.1% | Added |
| Capital Performance Advisors LLP | 42,752 | $1.52M | 0.11% | +42,752 | New |
| Integrated Advisors Network LLC | 44,023 | $1.57M | 0.07% | −178−0.4% | Reduced |
| Calton & Associates, Inc. | 44,137 | $1.57M | 0.23% | −5,171−10.5% | Reduced |
| Stratos Wealth Partners, LTD. | 45,006 | $1.60M | 0.02% | −5,441−10.8% | Reduced |
| Daiwa Securities Group Inc. | 48,019 | $1.71M | 0.01% | +2,422+5.3% | Added |
| Russell Investments Group, Ltd. | 48,334 | $1.72M | 0.00% | +16,464+51.7% | Added |
| Intech Investment Management LLC | 49,141 | $1.75M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 49,557 | $1.80M | 0.01% | −5,566−10.1% | Reduced |
| AE Wealth Management LLC | 52,342 | $1.86M | 0.01% | +6,812+15.0% | Added |
| Royal Bank of Canada | 52,877 | $1.88M | 0.00% | +1,169+2.3% | Added |
| Virginia Retirement Systems Et Al | 53,438 | $1.90M | 0.01% | +12,250+29.7% | Added |
| Resona Asset Management Co.,Ltd. | 53,262 | $1.92M | 0.01% | −2,199−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 54,152 | $1.93M | 0.02% | +54,152 | New |