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, Q1 2026
Institutional positions in Phillips Edison & Company, Inc. as of Mar 31, 2026. 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
- 442
- +29 vs. Q4 2025
- Shares held
- 108.4M
- +21.9M (+25.3%) vs. Q4 2025
- Total value
- $4.06B
- +$979.7M (+31.8%) vs. Q4 2025
- New holders
- 63
- 152 more added
- Sold out
- 34
- 154 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,051,012 | $825.1M | 0.01% | +117,013+0.5% | Added |
| Vanguard Portfolio Management LLC | 13,887,360 | $519.7M | 0.03% | +13,887,360 | New |
| State Street Corp | 7,129,625 | $267.6M | 0.01% | −81,766−1.1% | Reduced |
| Vanguard Capital Management LLC | 5,695,294 | $213.1M | 0.01% | +5,695,294 | New |
| Wellington Management Group LLP | 5,212,095 | $195.0M | 0.04% | −1,095,939−17.4% | Reduced |
| FMR LLC | 4,132,592 | $154.6M | 0.01% | −39,810−1.0% | Reduced |
| Geode Capital Management, LLC | 3,545,092 | $132.7M | 0.01% | +102,870+3.0% | Added |
| Canada Pension Plan Investment Board | 3,296,673 | $123.4M | 0.08% | +2,285,173+225.9% | Added |
| Charles Schwab Investment Management Inc | 2,363,479 | $88.4M | 0.01% | +40,635+1.7% | Added |
| Dimensional Fund Advisors LP | 1,899,214 | $71.1M | 0.01% | +74,274+4.1% | Added |
| Duff & Phelps Investment Management Co | 1,801,516 | $67.4M | 0.70% | +13,090+0.7% | Added |
| JPMorgan Chase & Co | 1,791,648 | $67.0M | 0.00% | +741,466+70.6% | Added |
| Engineers Gate Manager LP | 1,754,637 | $65.7M | 0.82% | −427,274−19.6% | Reduced |
| Goldman Sachs Group Inc | 1,703,172 | $63.7M | 0.01% | +962,998+130.1% | Added |
| Northern Trust Corp | 1,490,487 | $55.8M | 0.01% | −34,647−2.3% | Reduced |
| Nuveen, LLC | 992,853 | $37.2M | 0.01% | −15,273−1.5% | Reduced |
| Nomura Asset Management International Inc. | 979,325 | $36.6M | 0.06% | −137,169−12.3% | Reduced |
| American Century Companies Inc | 959,858 | $35.9M | 0.02% | +754,147+366.6% | Added |
| Ameriprise Financial Inc | 947,321 | $35.5M | 0.01% | +204,720+27.6% | Added |
| Morgan Stanley | 946,127 | $35.4M | 0.00% | −198,987−17.4% | Reduced |
| Bank of New York Mellon Corp | 942,612 | $35.3M | 0.01% | −22,885−2.4% | Reduced |
| Hudson Bay Capital Management LP | 910,029 | $34.1M | 0.20% | +628,957+223.8% | Added |
| Vanguard Fiduciary Trust Co | 825,627 | $30.9M | 0.01% | +825,627 | New |
| Legal & General Group Plc | 811,708 | $30.4M | 0.01% | −66,813−7.6% | Reduced |
| Balyasny Asset Management LLC | 704,622 | $26.4M | 0.05% | −826,150−54.0% | Reduced |
| Cetera Investment Advisers | 657,017 | $24.6M | 0.03% | −95,513−12.7% | Reduced |
| Janus Henderson Group PLC | 615,054 | $23.0M | 0.01% | −34,168−5.3% | Reduced |
| Principal Financial Group Inc | 612,129 | $22.9M | 0.01% | +12,155+2.0% | Added |
| Bank of America Corp | 553,777 | $20.7M | 0.00% | −74,622−11.9% | Reduced |
| Kennedy Capital Management, Inc. | 496,709 | $18.6M | 0.39% | +147,126+42.1% | Added |
| Public Sector Pension Investment Board | 489,959 | $18.3M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 484,910 | $18.1M | 0.00% | −85,926−15.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 483,308 | $18.1M | 0.01% | +123,601+34.4% | Added |
| Invesco Ltd. | 462,515 | $17.3M | 0.00% | +6,717+1.5% | Added |
| Adage Capital Partners GP, L.L.C. | 450,000 | $16.8M | 0.03% | −331,518−42.4% | Reduced |
| Renaissance Technologies LLC | 393,002 | $14.7M | 0.02% | −6,075−1.5% | Reduced |
| Sophron Capital Management L.P. | 383,746 | $14.4M | 4.23% | +12,260+3.3% | Added |
| Deutsche Bank AG | 369,437 | $13.8M | 0.00% | +10,027+2.8% | Added |
| Rhumbline Advisers | 358,965 | $13.4M | 0.01% | +7,839+2.2% | Added |
| LPL Financial LLC | 345,513 | $12.9M | 0.00% | −10,943−3.1% | Reduced |
| Qube Research & Technologies Ltd | 320,353 | $12.0M | 0.02% | −194,223−37.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 311,341 | $11.7M | 0.03% | −23,114−6.9% | Reduced |
| Algert Global LLC | 292,900 | $11.0M | 0.16% | +44,380+17.9% | Added |
| B&I Capital AG | 277,931 | $10.4M | 3.54% | 00.0% | Unchanged |
| California Public Employees Retirement System | 261,183 | $9.77M | 0.01% | +10,017+4.0% | Added |
| HSBC Holdings PLC | 257,698 | $9.65M | 0.01% | +8,713+3.5% | Added |
| Swiss National Bank | 248,900 | $9.31M | 0.01% | +1,200+0.5% | Added |
| Verition Fund Management LLC | 235,269 | $8.80M | 0.09% | −277,807−54.1% | Reduced |
| Nordea Investment Management AB | 231,706 | $8.64M | 0.01% | +131,098+130.3% | Added |
| Asset Management One Co.,Ltd. | 227,386 | $8.51M | 0.03% | −44,800−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 206,601 | $7.73M | 0.01% | −21,906−9.6% | Reduced |
| Nomura Asset Management Co Ltd | 193,690 | $7.25M | 0.02% | +3,160+1.7% | Added |
| AQR Capital Management LLC | 191,218 | $7.16M | 0.00% | +42,680+28.7% | Added |
| Bessemer Group Inc | 188,495 | $7.05M | 0.01% | +50,940+37.0% | Added |
| Mariner, LLC | 188,057 | $7.04M | 0.01% | +4,738+2.6% | Added |
| State of Wisconsin Investment Board | 183,348 | $6.86M | 0.02% | −9,477−4.9% | Reduced |
| Alliancebernstein L.P. | 183,124 | $6.51M | 0.00% | +11,239+6.5% | Added |
| SEI Investments Co | 167,443 | $6.27M | 0.01% | +14,999+9.8% | Added |
| Citigroup Inc | 165,409 | $6.19M | 0.00% | +4,271+2.7% | Added |
| J.W. Cole Advisors, Inc. | 161,339 | $6.04M | 0.20% | −11,826−6.8% | Reduced |
| California State Teachers Retirement System | 148,020 | $5.54M | 0.01% | +28,041+23.4% | Added |
| Public Employees Retirement System of Ohio | 145,307 | $5.44M | 0.02% | −28,243−16.3% | Reduced |
| Raymond James Financial Inc | 137,165 | $5.13M | 0.00% | +32,481+31.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,808 | $5.12M | 0.00% | −2,773−2.0% | Reduced |
| McAdam, LLC | 136,433 | $5.11M | 0.23% | −539−0.4% | Reduced |
| State of Alaska, Department of Revenue | 132,022 | $4.94M | 0.05% | −1,584−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 130,153 | $4.87M | 0.05% | +76,001+140.3% | Added |
| Prudential Financial Inc | 129,720 | $4.85M | 0.01% | +11,895+10.1% | Added |
| Commonwealth Equity Services, LLC | 129,278 | $4.84M | 0.01% | −30,624−19.2% | Reduced |
| Price T Rowe Associates Inc | 128,896 | $4.82M | 0.00% | +20,278+18.7% | Added |
| Lord, Abbett & Co. LLC | 120,868 | $4.52M | 0.01% | −2,357−1.9% | Reduced |
| Standard Life Aberdeen plc | 120,762 | $4.52M | 0.01% | −1,388−1.1% | Reduced |
| First Trust Advisors LP | 119,885 | $4.49M | 0.00% | +81,293+210.6% | Added |
| Millennium Management LLC | 116,939 | $4.38M | 0.00% | −304,583−72.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 115,221 | $4.31M | 0.01% | +115,221 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,663 | $4.29M | 0.01% | +26,838+30.6% | Added |
| Vanguard Asset Management, Ltd | 112,872 | $4.22M | 0.00% | +112,872 | New |
| Citadel Advisors LLC | 111,493 | $4.17M | 0.00% | +111,493 | New |
| D. E. Shaw & Co., Inc. | 109,441 | $4.10M | 0.00% | +109,441 | New |
| Quantinno Capital Management LP | 104,283 | $3.90M | 0.01% | +79,315+317.7% | Added |
| Thrivent Financial for Lutherans | 103,191 | $3.86M | 0.01% | −2,126−2.0% | Reduced |
| Mutual of America Capital Management LLC | 102,794 | $3.85M | 0.04% | −202−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,012 | $3.78M | 0.00% | +2,438+2.5% | Added |
| Modern Wealth Management, LLC | 100,324 | $3.74M | 0.06% | −4,883−4.6% | Reduced |
| Allianz Asset Management GmbH | 97,460 | $3.65M | 0.00% | −24,770−20.3% | Reduced |
| Amundi | 93,525 | $3.50M | 0.00% | +10,010+12.0% | Added |
| Prime Capital Investment Advisors, LLC | 91,580 | $3.43M | 0.04% | −10,653−10.4% | Reduced |
| Kestra Advisory Services, LLC | 90,594 | $3.39M | 0.01% | +30,645+51.1% | Added |
| Macquarie Group Ltd | 89,857 | $3.36M | 0.02% | +116+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 89,539 | $3.35M | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,944 | $3.29M | 0.02% | +15,794+21.9% | Added |
| Creative Planning | 86,225 | $3.23M | 0.00% | +17,780+26.0% | Added |
| Virginia Retirement Systems Et Al | 83,438 | $3.12M | 0.02% | +30,000+56.1% | Added |
| Martingale Asset Management L P | 82,268 | $3.08M | 0.08% | +26,818+48.4% | Added |
| CI Private Wealth, LLC | 80,625 | $3.02M | 0.00% | +80,625 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,462 | $3.01M | 0.01% | +16,600+26.0% | Added |
| Russell Investments Group, Ltd. | 78,818 | $2.95M | 0.00% | +30,484+63.1% | Added |
| Harbor Capital Advisors, Inc. | 78,640 | $2.94M | 0.24% | −5,131−6.1% | Reduced |
| Independent Financial Group, LLC | 77,710 | $2.91M | 0.07% | −1,342−1.7% | Reduced |
| Arkadios Wealth Advisors | 74,203 | $2.78M | 0.05% | +4,432+6.4% | Added |