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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 965,497 | $34.3M | 0.01% | +31,328+3.4% | Added |
| Nuveen, LLC | 1,008,126 | $35.9M | 0.01% | +313,327+45.1% | Added |
| Canada Pension Plan Investment Board | 1,011,500 | $36.0M | 0.02% | +1,011,500 | New |
| JPMorgan Chase & Co | 1,050,182 | $37.4M | 0.00% | −50,760−4.6% | Reduced |
| Nomura Asset Management International Inc. | 1,116,494 | $39.7M | 0.06% | +1,116,494 | New |
| Morgan Stanley | 1,145,114 | $40.7M | 0.00% | +41,900+3.8% | Added |
| Northern Trust Corp | 1,525,134 | $54.2M | 0.01% | −634,131−29.4% | Reduced |
| Balyasny Asset Management LLC | 1,530,772 | $54.4M | 0.10% | −338,846−18.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,788,426 | $63.6M | 0.72% | +90,818+5.3% | Added |
| Dimensional Fund Advisors LP | 1,824,940 | $64.9M | 0.01% | +65,714+3.7% | Added |
| Norges Bank | 1,991,837 | $70.8M | 0.01% | +1,991,837 | New |
| Engineers Gate Manager LP | 2,181,911 | $77.6M | 0.92% | −314,129−12.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,322,844 | $82.6M | 0.01% | +86,749+3.9% | Added |
| Geode Capital Management, LLC | 3,442,222 | $122.5M | 0.01% | +1,754+0.1% | Added |
| FMR LLC | 4,172,402 | $148.4M | 0.01% | +65,338+1.6% | Added |
| Wellington Management Group LLP | 6,308,034 | $224.4M | 0.04% | +325,215+5.4% | Added |
| State Street Corp | 7,211,391 | $257.3M | 0.01% | −79,582−1.1% | Reduced |
| Vanguard Group Inc | 20,215,956 | $719.1M | 0.01% | −129,218−0.6% | Reduced |
| BlackRock, Inc. | 21,933,999 | $780.2M | 0.01% | +433,482+2.0% | Added |
| Aew Capital Management L P | 0 | $0 | 0.00% | −249,810−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −140,416−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −84,226−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −66,626−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −50,922−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −47,768−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,512−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −16,630−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,322−100.0% | Sold out |
| Well Done, LLC | 0 | $0 | 0.00% | −14,009−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,451−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,695−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,946−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −9,103−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −9,055−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −8,217−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −7,588−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −7,040−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −5,936−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −5,995−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,204−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| O'Dell Group, LLC | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| HGI Capital Management, LLC | – | – | – | – | Not filed |
| EWG Elevate Inc. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Brass Tax Wealth Management, Inc | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |