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 |
|---|---|---|---|---|---|
| VARCOV Co. | 73,747 | $2.62M | 1.04% | +73,747 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 72,150 | $2.57M | 0.01% | −843−1.2% | Reduced |
| Money Concepts Capital Corp | 72,105 | $2.56M | 0.14% | −6,543−8.3% | Reduced |
| Arkadios Wealth Advisors | 69,771 | $2.48M | 0.05% | +18,189+35.3% | Added |
| Illinois Municipal Retirement Fund | 69,425 | $2.47M | 0.03% | +4,874+7.6% | Added |
| Creative Planning | 68,445 | $2.43M | 0.00% | +10,799+18.7% | Added |
| New York State Common Retirement Fund | 65,143 | $2.32M | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 64,855 | $2.31M | 0.02% | +42,043+184.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,862 | $2.27M | 0.00% | +3,547+5.9% | Added |
| State of New Jersey Common Pension Fund D | 61,997 | $2.21M | 0.01% | −952−1.5% | Reduced |
| Vert Asset Management LLC | 61,202 | $2.18M | 0.72% | +3,074+5.3% | Added |
| Manufacturers Life Insurance Company, The | 60,752 | $2.16M | 0.00% | −2,071−3.3% | Reduced |
| Kestra Advisory Services, LLC | 59,949 | $2.13M | 0.01% | −2,637−4.2% | Reduced |
| Caxton Associates LLP | 59,819 | $2.13M | 0.04% | −4,289−6.7% | Reduced |
| Polaris Capital Management, LLC | 59,600 | $2.12M | 0.18% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 58,685 | $2.09M | 0.00% | −160.0% | Reduced |
| Louisiana State Employees Retirement System | 57,600 | $2.05M | 0.04% | −100−0.2% | Reduced |
| GWM Advisors LLC | 55,845 | $1.99M | 0.01% | −2,227−3.8% | Reduced |
| Martingale Asset Management L P | 55,450 | $1.97M | 0.05% | −14,683−20.9% | Reduced |
| ExodusPoint Capital Management, LP | 54,152 | $1.93M | 0.02% | +54,152 | New |
| Resona Asset Management Co.,Ltd. | 53,262 | $1.92M | 0.01% | −2,199−4.0% | Reduced |
| Virginia Retirement Systems Et Al | 53,438 | $1.90M | 0.01% | +12,250+29.7% | Added |
| Royal Bank of Canada | 52,877 | $1.88M | 0.00% | +1,169+2.3% | Added |
| AE Wealth Management LLC | 52,342 | $1.86M | 0.01% | +6,812+15.0% | Added |
| State of Tennessee, Treasury Department | 49,557 | $1.80M | 0.01% | −5,566−10.1% | Reduced |
| Intech Investment Management LLC | 49,141 | $1.75M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 48,334 | $1.72M | 0.00% | +16,464+51.7% | Added |
| Daiwa Securities Group Inc. | 48,019 | $1.71M | 0.01% | +2,422+5.3% | Added |
| Stratos Wealth Partners, LTD. | 45,006 | $1.60M | 0.02% | −5,441−10.8% | Reduced |
| Calton & Associates, Inc. | 44,137 | $1.57M | 0.23% | −5,171−10.5% | Reduced |
| Integrated Advisors Network LLC | 44,023 | $1.57M | 0.07% | −178−0.4% | Reduced |
| Capital Performance Advisors LLP | 42,752 | $1.52M | 0.11% | +42,752 | New |
| New York State Teachers Retirement System | 42,156 | $1.50M | 0.00% | +12,056+40.1% | Added |
| Ameritas Advisory Services, LLC | 41,770 | $1.49M | 0.06% | +7,314+21.2% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.49M | 0.34% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 41,281 | $1.47M | 0.01% | +25,489+161.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 41,214 | $1.47M | 0.02% | −18,721−31.2% | Reduced |
| Lazard Asset Management LLC | 41,007 | $1.46M | 0.00% | +41,007 | New |
| First Trust Advisors LP | 38,592 | $1.37M | 0.00% | +7,397+23.7% | Added |
| Entropy Technologies, LP | 38,295 | $1.36M | 0.07% | +25,370+196.3% | Added |
| Victory Capital Management Inc | 37,826 | $1.35M | 0.00% | −12,126−24.3% | Reduced |
| Accel Wealth Management | 36,990 | $1.32M | 0.36% | +2,920+8.6% | Added |
| Cooper Financial Group | 36,616 | $1.30M | 0.14% | 00.0% | Unchanged |
| Amalgamated Bank | 36,516 | $1.30M | 0.01% | +363+1.0% | Added |
| Inceptionr LLC | 36,441 | $1.30M | 0.36% | +17,801+95.5% | Added |
| Mutual Advisors, LLC | 35,372 | $1.26M | 0.03% | −5,879−14.3% | Reduced |
| BNP Paribas Arbitrage, SA | 35,205 | $1.25M | 0.00% | −3,501−9.0% | Reduced |
| Warren Averett Asset Management, LLC | 35,197 | $1.25M | 0.01% | +10,724+43.8% | Added |
| Koshinski Asset Management, Inc. | 35,156 | $1.25M | 0.08% | −3,190−8.3% | Reduced |
| Arizona State Retirement System | 34,994 | $1.24M | 0.01% | −2,102−5.7% | Reduced |
| Handelsbanken Fonder AB | 34,800 | $1.24M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 34,731 | $1.24M | 0.00% | −53,033−60.4% | Reduced |
| Yousif Capital Management, LLC | 34,444 | $1.23M | 0.01% | −5,027−12.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,504 | $1.23M | 0.01% | −473−1.4% | Reduced |
| First Foundation Advisors | 34,493 | $1.23M | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 33,759 | $1.20M | 0.00% | +3,022+9.8% | Added |
| State Board of Administration of Florida Retirement System | 33,690 | $1.20M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,595 | $1.19M | 0.01% | +5,275+18.6% | Added |
| Foresight Group Ltd Liability Partnership | 33,307 | $1.19M | 0.19% | 00.0% | Unchanged |
| Brookstone Capital Management | 32,998 | $1.17M | 0.01% | +634+2.0% | Added |
| Franklin Resources Inc | 32,969 | $1.17M | 0.00% | +1,095+3.4% | Added |
| Diversify Wealth Management, LLC | 33,093 | $1.15M | 0.05% | −9,432−22.2% | Reduced |
| HighTower Advisors, LLC | 32,072 | $1.14M | 0.00% | +1,209+3.9% | Added |
| Headlands Technologies LLC | 31,173 | $1.11M | 0.09% | +1,885+6.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | $1.09M | 0.01% | +4,584+17.7% | Added |
| PFG Investments, LLC | 29,797 | $1.06M | 0.05% | −922−3.0% | Reduced |
| Metis Global Partners, LLC | 29,758 | $1.06M | 0.03% | +1,485+5.3% | Added |
| CWM, LLC | 29,088 | $1.03M | 0.00% | +2,903+11.1% | Added |
| Oregon Public Employees Retirement Fund | 28,756 | $1.02M | 0.01% | +500+1.8% | Added |
| Mars Jewett Financial Group, Inc. | 26,823 | $1.01M | 0.30% | +26,823 | New |
| DekaBank Deutsche Girozentrale | 28,240 | $1.01M | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 28,308 | $1.01M | 0.00% | +1,153+4.2% | Added |
| Comerica Bank | 27,332 | $972.2K | 0.00% | −7,401−21.3% | Reduced |
| KLP Kapitalforvaltning AS | 26,900 | $959.3K | 0.00% | +900+3.5% | Added |
| Janney Montgomery Scott LLC | 26,063 | $927.0K | 0.00% | −316−1.2% | Reduced |
| UniSuper Management Pty Ltd | 25,700 | $914.1K | 0.01% | −10,000−28.0% | Reduced |
| Arete Wealth Advisors, LLC | 25,684 | $913.6K | 0.06% | +50+0.2% | Added |
| Blankinship & Foster, LLC | 25,558 | $909.1K | 0.20% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 25,511 | $907.4K | 0.62% | −720−2.7% | Reduced |
| New Age Alpha Advisors, LLC | 25,195 | $896.2K | 0.04% | −1,167−4.4% | Reduced |
| Natixis Advisors, L.P. | 25,054 | $891.0K | 0.00% | −32,116−56.2% | Reduced |
| Quantinno Capital Management LP | 24,968 | $888.1K | 0.00% | +6,190+33.0% | Added |
| ProShare Advisors LLC | 24,521 | $872.2K | 0.00% | +731+3.1% | Added |
| M Holdings Securities, Inc. | 23,994 | $853.0K | 0.06% | +12,553+109.7% | Added |
| Cresset Asset Management, LLC | 22,828 | $814.5K | 0.00% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 22,470 | $799.3K | 0.07% | +8,325+58.9% | Added |
| STRS Ohio | 22,300 | $793.2K | 0.00% | −700−3.0% | Reduced |
| Dynamic Financial Group | 22,224 | $790.5K | 0.67% | −560−2.5% | Reduced |
| Coppell Advisory Solutions LLC | 21,516 | $771.8K | 0.08% | +1,204+5.9% | Added |
| Ducere Wealth Management LLC | 21,652 | $770.2K | 0.30% | +21,652 | New |
| RMR Wealth Builders | 21,269 | $756.5K | 0.06% | −13,223−38.3% | Reduced |
| Odyssean, LLC | 20,808 | $740.1K | 0.53% | +20,808 | New |
| Horizon Investments, LLC | 20,708 | $734.3K | 0.01% | +4,661+29.0% | Added |
| Teacher Retirement System of Texas | 20,560 | $731.3K | 0.00% | −21,460−51.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 20,524 | $730.0K | 0.02% | −13,150−39.1% | Reduced |
| IFM Investors Pty Ltd | 20,356 | $724.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,072 | $714.0K | 0.00% | +1,418+7.6% | Added |
| Vaughan David Investments LLC | 19,882 | $707.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 19,822 | $705.1K | 0.11% | +19,822 | New |
| Nissay Asset Management Corp | 19,286 | $686.0K | 0.00% | +230+1.2% | Added |