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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 6,238 | $221.9K | 0.00% | −623−9.1% | Reduced |
| Sterling Capital Management LLC | 6,123 | $217.8K | 0.00% | −1,106−15.3% | Reduced |
| Waldron Private Wealth LLC | 6,042 | $215.6K | 0.01% | −1,483−19.7% | Reduced |
| Farther Finance Advisors, LLC | 6,033 | $214.6K | 0.00% | +5,960+8,164.4% | Added |
| Columbus Macro, LLC | 5,975 | $212.5K | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 5,914 | $210.4K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,904 | $210.0K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 5,833 | $208.1K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,833 | $207.5K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,830 | $207.4K | 0.00% | −3,471−37.3% | Reduced |
| Norinchukin Bank, The | 5,757 | $204.8K | 0.00% | −179−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 5,689 | $202.3K | 0.01% | +5,689 | New |
| Clark Capital Management Group, Inc. | 5,675 | $201.9K | 0.00% | +5,675 | New |
| The PNC Financial Services Group, Inc. | 5,176 | $184.1K | 0.00% | +696+15.5% | Added |
| Sound Income Strategies, LLC | 4,782 | $171.2K | 0.01% | −430−8.3% | Reduced |
| Tucker Asset Management LLC | 4,716 | $167.7K | 0.05% | +4,716 | New |
| US Bancorp | 4,467 | $158.9K | 0.00% | −887−16.6% | Reduced |
| Eukles Asset Management | 4,174 | $148.5K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,672 | $130.6K | 0.00% | +925+33.7% | Added |
| KBC Group NV | 3,606 | $128.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3,522 | $125.0K | 0.02% | +33+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,507 | $125.0K | 0.00% | +593+20.4% | Added |
| MCF Advisors LLC | 3,478 | $124.1K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,458 | $123.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,421 | $122.0K | 0.06% | +571+20.0% | Added |
| Advantage Trust Co | 3,386 | $120.4K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,248 | $115.5K | 0.00% | −215−6.2% | Reduced |
| GAMMA Investing LLC | 3,217 | $114.4K | 0.01% | −104−3.1% | Reduced |
| Triumph Capital Management | 3,137 | $111.6K | 0.02% | +3,137 | New |
| Ronald Blue Trust, Inc. | 3,063 | $109.0K | 0.00% | +14+0.5% | Added |
| MAI Capital Management | 3,018 | $107.4K | 0.00% | +18+0.6% | Added |
| Rossby Financial, LCC | 3,016 | $107.3K | 0.03% | +4+0.1% | Added |
| Exchange Traded Concepts, LLC | 2,884 | $102.6K | 0.00% | +2,884 | New |
| Northwestern Mutual Wealth Management Co | 2,865 | $101.9K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2,812 | $100.0K | 0.05% | +2,812 | New |
| Global Retirement Partners, LLC | 2,810 | $100.0K | 0.00% | +222+8.6% | Added |
| FIL Ltd | 2,787 | $99.1K | 0.00% | −2,468−47.0% | Reduced |
| Syntax Research, Inc. | 2,527 | $89.9K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,507 | $89.2K | 0.03% | +2,507 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,466 | $87.7K | 0.01% | +2,466 | New |
| Whittier Trust Co | 2,500 | $87.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,355 | $84.0K | 0.00% | −157−6.3% | Reduced |
| Signature Equity Partners, LLC | 2,257 | $80.3K | 0.04% | +2,257 | New |
| International Assets Investment Management, LLC | 2,162 | $76.9K | 0.01% | +2,162 | New |
| EverSource Wealth Advisors, LLC | 2,112 | $75.1K | 0.00% | −438−17.2% | Reduced |
| GF Fund Management Co. Ltd. | 2,081 | $74.0K | 0.00% | −4−0.2% | Reduced |
| Hantz Financial Services, Inc. | 2,078 | $74.0K | 0.00% | +959+85.7% | Added |
| Tower Research Capital LLC (TRC) | 2,073 | $73.7K | 0.00% | −3,477−62.6% | Reduced |
| Quadrant Capital Group LLC | 2,003 | $71.2K | 0.00% | +640+47.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,978 | $70.4K | 0.00% | +478+31.9% | Added |
| Jones Financial Companies LLLP | 1,943 | $69.1K | 0.00% | +867+80.6% | Added |
| Wilkerson Advisory Group LLC | 1,740 | $61.9K | 0.02% | +1,740 | New |
| Danske Bank A/S | 1,600 | $56.9K | 0.00% | +1,300+433.3% | Added |
| Archer Investment Corp | 1,537 | $54.7K | 0.01% | +1,537 | New |
| Prosperity Bancshares Inc | 1,396 | $49.7K | 0.04% | +1,396 | New |
| Prestige Wealth Management Group LLC | 1,333 | $47.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $44.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,236 | $44.0K | 0.00% | +12+1.0% | Added |
| Smartleaf Asset Management LLC | 1,140 | $40.9K | 0.00% | +672+143.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,053 | $37.5K | 0.02% | +376+55.5% | Added |
| Caitong International Asset Management Co., Ltd | 1,031 | $36.7K | 0.01% | −498−32.6% | Reduced |
| Tradewinds Capital Management, LLC | 1,000 | $35.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 993 | $34.6K | 0.01% | +6+0.6% | Added |
| Salomon & Ludwin, LLC | 951 | $33.2K | 0.00% | +246+34.9% | Added |
| Beacon Capital Management, Inc. | 933 | $33.2K | 0.00% | −2,082−69.1% | Reduced |
| CoreCap Advisors, LLC | 896 | $31.9K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 859 | $30.6K | 0.00% | +859 | New |
| Umb Bank N A | 788 | $28.0K | 0.00% | +244+44.9% | Added |
| Loomis Sayles & Co L P | 734 | $26.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 722 | $25.7K | 0.00% | −25−3.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 716 | $25.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 695 | $24.7K | 0.00% | +177+34.2% | Added |
| UBS Asset Management Americas Inc | 688 | $24.5K | 0.00% | +688 | New |
| IFP Advisors, Inc | 687 | $24.4K | 0.00% | +250+57.2% | Added |
| True Wealth Design, LLC | 631 | $22.5K | 0.01% | +61+10.7% | Added |
| Ancora Advisors, LLC | 624 | $22.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 605 | $21.5K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $21.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 591 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 461 | $16.4K | 0.00% | +54+13.3% | Added |
| Farmers & Merchants Investments Inc | 427 | $15.2K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 410 | $14.6K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 352 | $12.5K | 0.00% | +179+103.5% | Added |
| Keating Financial Advisory Services, Inc. | 347 | $12.3K | 0.00% | +347 | New |
| CX Institutional | 336 | $12.0K | 0.00% | −497−59.7% | Reduced |
| Creative Financial Designs Inc | 337 | $12.0K | 0.00% | +3+0.9% | Added |
| Kemnay Advisory Services Inc. | 335 | $11.9K | 0.00% | +335 | New |
| HHM Wealth Advisors, LLC | 300 | $10.7K | 0.00% | −450−60.0% | Reduced |
| Sofos Investments, Inc. | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 298 | $10.6K | 0.00% | +254+577.3% | Added |
| SRS Capital Advisors, Inc. | 254 | $9.05K | 0.00% | −94−27.0% | Reduced |
| Valued Wealth Advisors LLC | 220 | $7.85K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 204 | $7.28K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 166 | $5.91K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 164 | $5.83K | 0.00% | +6+3.8% | Added |
| Garton & Associates Financial Advisors LLC | 144 | $5.12K | 0.00% | +144 | New |
| Signaturefd, LLC | 132 | $4.70K | 0.00% | −34−20.5% | Reduced |
| C M Bidwell & Associates Ltd | 113 | $4.02K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 108 | $3.84K | 0.00% | +1+0.9% | Added |