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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 55,450 | $1.97M | 0.05% | −14,683−20.9% | Reduced |
| GWM Advisors LLC | 55,845 | $1.99M | 0.01% | −2,227−3.8% | Reduced |
| Louisiana State Employees Retirement System | 57,600 | $2.05M | 0.04% | −100−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 58,685 | $2.09M | 0.00% | −160.0% | Reduced |
| Polaris Capital Management, LLC | 59,600 | $2.12M | 0.18% | 00.0% | Unchanged |
| Caxton Associates LLP | 59,819 | $2.13M | 0.04% | −4,289−6.7% | Reduced |
| Kestra Advisory Services, LLC | 59,949 | $2.13M | 0.01% | −2,637−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 60,752 | $2.16M | 0.00% | −2,071−3.3% | Reduced |
| Vert Asset Management LLC | 61,202 | $2.18M | 0.72% | +3,074+5.3% | Added |
| State of New Jersey Common Pension Fund D | 61,997 | $2.21M | 0.01% | −952−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,862 | $2.27M | 0.00% | +3,547+5.9% | Added |
| TCW Group Inc | 64,855 | $2.31M | 0.02% | +42,043+184.3% | Added |
| New York State Common Retirement Fund | 65,143 | $2.32M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 68,445 | $2.43M | 0.00% | +10,799+18.7% | Added |
| Illinois Municipal Retirement Fund | 69,425 | $2.47M | 0.03% | +4,874+7.6% | Added |
| Arkadios Wealth Advisors | 69,771 | $2.48M | 0.05% | +18,189+35.3% | Added |
| Money Concepts Capital Corp | 72,105 | $2.56M | 0.14% | −6,543−8.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,150 | $2.57M | 0.01% | −843−1.2% | Reduced |
| VARCOV Co. | 73,747 | $2.62M | 1.04% | +73,747 | New |
| MetLife Investment Management | 73,892 | $2.63M | 0.01% | −3,591−4.6% | Reduced |
| Independent Financial Group, LLC | 79,052 | $2.81M | 0.06% | −1,520−1.9% | Reduced |
| Mercer Global Advisors Inc | 79,264 | $2.82M | 0.00% | +42,155+113.6% | Added |
| Holocene Advisors, LP | 79,834 | $2.84M | 0.01% | −43,108−35.1% | Reduced |
| Amundi | 83,515 | $2.97M | 0.00% | −2,929−3.4% | Reduced |
| Harbor Capital Advisors, Inc. | 83,771 | $2.98M | 0.23% | +2,484+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,825 | $3.12M | 0.01% | +5,654+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 89,539 | $3.18M | 0.02% | −6,515−6.8% | Reduced |
| Macquarie Group Ltd | 89,741 | $3.19M | 0.01% | −1,224,433−93.2% | Reduced |
| Lighthouse Investment Partners, LLC | 95,000 | $3.38M | 0.11% | −5,000−5.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98,574 | $3.48M | 0.00% | +5,071+5.4% | Added |
| Nordea Investment Management AB | 100,608 | $3.57M | 0.00% | +100,608 | New |
| Prime Capital Investment Advisors, LLC | 102,233 | $3.64M | 0.04% | −10,012−8.9% | Reduced |
| Neo Ivy Capital Management | 102,500 | $3.65M | 0.58% | +102,500 | New |
| Mutual of America Capital Management LLC | 102,996 | $3.66M | 0.04% | −257−0.2% | Reduced |
| Raymond James Financial Inc | 104,684 | $3.72M | 0.00% | +2,537+2.5% | Added |
| Modern Wealth Management, LLC | 105,207 | $3.74M | 0.07% | −6,054−5.4% | Reduced |
| Thrivent Financial for Lutherans | 105,317 | $3.75M | 0.01% | −43,662−29.3% | Reduced |
| Price T Rowe Associates Inc | 108,618 | $3.86M | 0.00% | +3,519+3.3% | Added |
| Centaurus Financial, Inc. | 109,715 | $3.90M | 0.18% | +1,701+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 112,126 | $3.91M | 0.01% | −928−0.8% | Reduced |
| Prudential Financial Inc | 117,825 | $4.19M | 0.01% | −8,650−6.8% | Reduced |
| California State Teachers Retirement System | 119,979 | $4.27M | 0.00% | +6,483+5.7% | Added |
| Dark Forest Capital Management LP | 121,778 | $4.33M | 0.20% | −118,924−49.4% | Reduced |
| Standard Life Aberdeen plc | 122,150 | $4.34M | 0.01% | +3,058+2.6% | Added |
| Allianz Asset Management GmbH | 122,230 | $4.35M | 0.00% | +1,113+0.9% | Added |
| Marshall Wace, LLP | 122,966 | $4.37M | 0.00% | +122,966 | New |
| Lord, Abbett & Co. LLC | 123,225 | $4.38M | 0.01% | −2,245−1.8% | Reduced |
| Cerity Partners LLC | 125,212 | $4.45M | 0.01% | +82,342+192.1% | Added |
| State of Alaska, Department of Revenue | 133,606 | $4.75M | 0.05% | +2,135+1.6% | Added |
| McAdam, LLC | 136,972 | $4.87M | 0.22% | −6,505−4.5% | Reduced |
| Bessemer Group Inc | 137,555 | $4.89M | 0.01% | +137,245+44,272.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 139,581 | $4.96M | 0.00% | +1,351+1.0% | Added |
| Granite Investment Partners, LLC | 142,945 | $5.08M | 0.30% | −9,619−6.3% | Reduced |
| AQR Capital Management LLC | 148,538 | $5.28M | 0.00% | +63,973+75.6% | Added |
| Wells Fargo & Company | 150,486 | $5.35M | 0.00% | +49,376+48.8% | Added |
| SEI Investments Co | 152,444 | $5.42M | 0.01% | −105,072−40.8% | Reduced |
| J.W. Cole Advisors, Inc. | 173,165 | $5.58M | 0.14% | −30,062−14.8% | Reduced |
| Commonwealth Equity Services, LLC | 159,902 | $5.69M | 0.01% | −16,183−9.2% | Reduced |
| Citigroup Inc | 161,138 | $5.73M | 0.00% | +33,685+26.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 161,670 | $5.75M | 0.01% | +161,670 | New |
| Alliancebernstein L.P. | 171,885 | $6.11M | 0.00% | +7,463+4.5% | Added |
| Public Employees Retirement System of Ohio | 173,550 | $6.17M | 0.02% | −5,196−2.9% | Reduced |
| Mariner, LLC | 183,319 | $6.52M | 0.01% | +402+0.2% | Added |
| Nomura Asset Management Co Ltd | 190,530 | $6.78M | 0.02% | +7,300+4.0% | Added |
| State of Wisconsin Investment Board | 192,825 | $6.86M | 0.02% | +428+0.2% | Added |
| American Century Companies Inc | 205,711 | $7.32M | 0.00% | +156,778+320.4% | Added |
| SG Americas Securities, LLC | 206,175 | $7.33M | 0.01% | +182,333+764.8% | Added |
| Barclays PLC | 221,563 | $7.88M | 0.00% | −32,093−12.7% | Reduced |
| Advisor Group Holdings, Inc. | 228,507 | $8.13M | 0.01% | −37,872−14.2% | Reduced |
| Swiss National Bank | 247,700 | $8.81M | 0.01% | +4,600+1.9% | Added |
| Algert Global LLC | 248,520 | $8.84M | 0.14% | +219,080+744.2% | Added |
| HSBC Holdings PLC | 248,985 | $8.86M | 0.01% | +62,523+33.5% | Added |
| California Public Employees Retirement System | 251,166 | $8.93M | 0.01% | +13,739+5.8% | Added |
| Asset Management One Co.,Ltd. | 272,186 | $9.80M | 0.03% | −13,443−4.7% | Reduced |
| B&I Capital AG | 277,931 | $9.89M | 3.52% | +46,100+19.9% | Added |
| Hudson Bay Capital Management LP | 281,072 | $10.0M | 0.06% | +281,072 | New |
| Cambridge Investment Research Advisors, Inc. | 334,455 | $11.9M | 0.03% | −5,369−1.6% | Reduced |
| Kennedy Capital Management, Inc. | 349,583 | $12.4M | 0.26% | +58,868+20.2% | Added |
| Rhumbline Advisers | 351,126 | $12.5M | 0.01% | −29,636−7.8% | Reduced |
| LPL Financial LLC | 356,456 | $12.7M | 0.00% | −35,203−9.0% | Reduced |
| Deutsche Bank AG | 359,410 | $12.8M | 0.00% | +4,532+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 359,707 | $12.8M | 0.01% | +64,852+22.0% | Added |
| Sophron Capital Management L.P. | 371,486 | $13.2M | 4.25% | −202,175−35.2% | Reduced |
| Jain Global LLC | 394,947 | $14.0M | 0.14% | +106,896+37.1% | Added |
| Renaissance Technologies LLC | 399,077 | $14.2M | 0.02% | −28,825−6.7% | Reduced |
| Millennium Management LLC | 421,522 | $15.0M | 0.01% | +214,191+103.3% | Added |
| Invesco Ltd. | 455,798 | $16.2M | 0.00% | +17,097+3.9% | Added |
| Public Sector Pension Investment Board | 489,959 | $17.4M | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 513,076 | $18.3M | 0.10% | +492,076+2,343.2% | Added |
| Qube Research & Technologies Ltd | 514,576 | $18.3M | 0.03% | −335,117−39.4% | Reduced |
| Alyeska Investment Group, L.P. | 545,401 | $19.4M | 0.05% | +545,401 | New |
| UBS Group AG | 570,836 | $20.3M | 0.00% | +20,560+3.7% | Added |
| Principal Financial Group Inc | 599,974 | $21.3M | 0.01% | −6,691−1.1% | Reduced |
| Bank of America Corp | 628,399 | $22.4M | 0.00% | +213,590+51.5% | Added |
| Janus Henderson Group PLC | 649,222 | $23.1M | 0.01% | +12,375+1.9% | Added |
| Goldman Sachs Group Inc | 740,174 | $26.3M | 0.00% | −298,764−28.8% | Reduced |
| Ameriprise Financial Inc | 742,601 | $26.4M | 0.01% | +449,725+153.6% | Added |
| Cetera Investment Advisers | 752,530 | $26.8M | 0.03% | −34,547−4.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 781,518 | $27.8M | 0.04% | −178,482−18.6% | Reduced |
| Legal & General Group Plc | 878,521 | $31.2M | 0.01% | +95,547+12.2% | Added |