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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
Ameriflex Group, Inc.19,172$681.9K0.35%−4,770−19.9%Reduced
Los Angeles Capital Management LLC19,560$664.5K0.00%+1,703+9.5%Added
Maryland State Retirement & Pension System18,552$659.9K0.01%+496+2.7%Added
Harbour Investments, Inc.17,760$631.7K0.01%−1,611−8.3%Reduced
Sequoia Financial Advisors, LLC17,093$608.0K0.00%+3,795+28.5%Added
Lakeridge Wealth Management LLC17,046$606.3K0.28%+153+0.9%Added
Silver Oak Securities, Inc16,537$593.2K0.04%00.0%Unchanged
Quest Partners LLC16,454$585.3K0.03%−15,294−48.2%Reduced
Geneos Wealth Management Inc.16,366$582.2K0.01%+1,176+7.7%Added
Spire Wealth Management15,644$556.4K0.02%+86+0.6%Added
Fiduciary Alliance LLC15,357$546.2K0.04%−3,173−17.1%Reduced
Sage Capital Management, LLC15,141$538.6K0.25%+52+0.3%Added
Rothschild Investment LLC15,041$535.0K0.03%+46+0.3%Added
Independent Advisor Alliance14,763$525.1K0.01%+1,442+10.8%Added
Jacobs Levy Equity Management, Inc14,475$514.9K0.00%−487−3.3%Reduced
Public Employees Retirement Association of Colorado13,751$489.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC13,203$471.9K0.00%−14,991−53.2%Reduced
Ameritas Investment Partners, Inc.12,752$453.6K0.01%−115−0.9%Reduced
Envestnet Asset Management Inc12,743$453.3K0.00%−8,218−39.2%Reduced
Vident Advisory, LLC12,737$453.1K0.00%−488−3.7%Reduced
Jennison Associates LLC12,599$448.1K0.00%+12,599New
Jane Street Group, LLC12,459$443.2K0.00%−241,322−95.1%Reduced
M&T Bank Corp12,440$443.0K0.00%+12,440New
Catalina Capital Group, LLC11,891$423.0K0.26%00.0%Unchanged
Apeiron RIA LLC11,472$414.5K0.08%−608−5.0%Reduced
Two Sigma Securities, LLC11,576$411.8K0.06%+11,576New
Kovack Advisors, Inc.11,474$408.1K0.02%+327+2.9%Added
Bank of Montreal11,426$406.4K0.00%−229−2.0%Reduced
Journey Strategic Wealth LLC11,350$403.7K0.01%+1,208+11.9%Added
EP Wealth Advisors, LLC11,153$396.7K0.00%+11,153New
TD Asset Management Inc11,100$394.8K0.00%+11,100New
Hendershot Investments Inc.11,021$392.0K0.05%00.0%Unchanged
Blair William & Co11,011$391.7K0.00%+276+2.6%Added
Vivaldi Capital Management, LLC10,835$385.4K0.05%+45+0.4%Added
MML Investors Services, LLC10,830$385.2K0.00%+91+0.8%Added
Stonebridge Financial Group, LLC10,731$381.7K0.03%00.0%Unchanged
Sigma Planning Corp10,704$380.7K0.01%+8+0.1%Added
SageView Advisory Group, LLC10,595$376.9K0.01%+210+2.0%Added
Assetmark, Inc10,589$376.7K0.00%+992+10.3%Added
DGS Capital Management, LLC10,220$363.5K0.06%+10,220New
A&I Financial Services, LLC10,121$360.0K0.17%−1,298−11.4%Reduced
Federation des caisses Desjardins du Quebec10,115$359.8K0.00%+2,193+27.7%Added
Susquehanna International Group, LLP10,088$358.8K0.00%+2,412+31.4%Added
JMN Financial LLC10,001$356.7K0.36%+10,001New
CIBC Private Wealth Group, LLC10,023$356.5K0.00%+46+0.5%Added
Xponance, Inc.10,000$355.7K0.00%+81+0.8%Added
Hibernia Wealth Partners, LLC9,800$348.6K0.10%+9,800New
Profund Advisors LLC9,741$346.5K0.01%+9,741New
Financial Partners Group, Inc9,554$346.2K0.04%00.0%Unchanged
Axxcess Wealth Management, LLC9,684$344.5K0.01%−1,463−13.1%Reduced
Wealthcare Advisory Partners LLC9,673$344.1K0.01%+30+0.3%Added
Beacon Capital Management, LLC9,659$343.6K0.05%−1,080−10.1%Reduced
Ellevest, Inc.9,634$342.7K0.05%+259+2.8%Added
Capital Asset Advisory Services LLC9,684$337.7K0.01%−1,463−13.1%Reduced
Aspen Grove Capital, LLC9,394$335.2K0.06%+89+1.0%Added
Resources Investment Advisors, LLC.9,373$333.4K0.00%00.0%Unchanged
TFB Advisors LLC9,345$332.4K0.09%00.0%Unchanged
Acorn Financial Advisory Services Inc9,331$331.9K0.05%−1,921−17.1%Reduced
Raleigh Capital Management Inc.9,209$327.6K0.12%+87+1.0%Added
First Heartland Consultants, Inc.8,743$311.0K0.02%+9+0.1%Added
Mackenzie Financial Corp8,612$308.3K0.00%−5−0.1%Reduced
Vanderbilt University8,604$306.0K0.05%+8,604New
Pittenger & Anderson Inc8,372$297.8K0.01%00.0%Unchanged
CIBC World Markets Corp8,359$297.3K0.00%+8,359New
Peak Asset Management, LLC8,214$292.2K0.05%00.0%Unchanged
Ocean Capital Management, LLC8,074$287.2K0.06%00.0%Unchanged
Ignite Planners, LLC7,871$285.2K0.04%−250−3.1%Reduced
BlueChip Wealth Advisors LLC7,937$282.3K0.12%00.0%Unchanged
Castleview Partners, LLC7,909$281.3K0.14%00.0%Unchanged
Allworth Financial LP7,846$279.1K0.00%+306+4.1%Added
NBC Securities, Inc.7,768$276.3K0.02%00.0%Unchanged
Ensign Peak Advisors, Inc7,717$274.5K0.00%−26,135−77.2%Reduced
Change Path, LLC7,667$272.7K0.01%00.0%Unchanged
CIBC Asset Management Inc7,576$269.5K0.00%−921−10.8%Reduced
Sanctuary Advisors, LLC7,554$268.7K0.00%+184+2.5%Added
EntryPoint Capital, LLC7,549$268.5K0.10%+7,549New
Rehmann Capital Advisory Group7,540$268.2K0.01%00.0%Unchanged
RMB Capital Management, LLC7,501$267.6K0.00%−1,547−17.1%Reduced
Procyon Private Wealth Partners, LLC7,499$266.8K0.01%+7,499New
Integrated Wealthcare, LLC7,457$265.2K0.22%+7,457New
Medallion Wealth Advisors, LLC7,377$262.4K0.09%00.0%Unchanged
Plotkin Financial Advisors, LLC7,173$255.1K0.12%00.0%Unchanged
Merit Financial Group, LLC7,122$253.3K0.00%−3,350−32.0%Reduced
Laird Norton Trust Company, LLC7,065$252.1K0.01%+7,065New
Neuberger Berman Group LLC7,042$250.5K0.00%+7,042New
Kure Advisory, LLC7,021$249.7K0.14%+8+0.1%Added
Polymer Capital Management (US) LLC6,847$243.5K0.03%+6,847New
Crossmark Global Holdings, Inc.6,820$242.6K0.00%00.0%Unchanged
IHT Wealth Management, LLC6,804$242.0K0.01%+18+0.3%Added
Monograph Wealth Advisors, LLC6,638$236.8K0.02%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.6,653$236.6K0.04%−1,492−18.3%Reduced
Foundations Investment Advisors, LLC6,557$233.2K0.00%−56−0.8%Reduced
Southern Financial Group, LLC6,389$227.3K0.07%+6,389New
Plan A Wealth LLC6,332$225.2K0.11%+60+1.0%Added
Newbridge Financial Services Group, Inc.6,291$223.8K0.03%−496−7.3%Reduced
Canton Hathaway, LLC6,274$223.2K0.04%00.0%Unchanged
Beacon Pointe Advisors, LLC6,260$222.7K0.00%+166+2.7%Added
Three Bridge Wealth Advisors, LLC6,231$222.3K0.06%00.0%Unchanged
Advisory Alpha, LLC6,249$222.3K0.01%−167−2.6%Reduced
Evergreen Capital Management LLC6,226$222.0K0.00%−833−11.8%Reduced