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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $37 | 0.00% | −1,030−99.9% | Reduced |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $112 | 0.00% | +2+200.0% | Added |
| GHP Investment Advisors, Inc. | 4 | $150 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 6 | $252 | 0.00% | −1−14.3% | Reduced |
| Financial Consulate, Inc | 14 | $524 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $563 | 0.00% | −1−6.3% | Reduced |
| Bell Investment Advisors, Inc | 17 | $637 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 19 | $711 | 0.00% | +8+72.7% | Added |
| Ronald Blue Trust, Inc. | 26 | $973 | 0.00% | −3,037−99.2% | Reduced |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $1.09K | 0.00% | +14+93.3% | Added |
| Cornerstone Financial Management LLC | 49 | $1.83K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 49 | $1.83K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 54 | $2.02K | 0.00% | +6+12.5% | Added |
| Merkkuri Wealth Advisors LLC | 60 | $2.23K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 61 | $2.28K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $2.66K | 0.00% | −356−83.4% | Reduced |
| SRS Capital Advisors, Inc. | 79 | $2.96K | 0.00% | −175−68.9% | Reduced |
| Brown Brothers Harriman & Co | 89 | $3.33K | 0.00% | +10+12.7% | Added |
| VSM Wealth Advisory, LLC | 109 | $4.08K | 0.00% | +1+0.9% | Added |
| C M Bidwell & Associates Ltd | 113 | $4.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $4.53K | 0.00% | +121 | New |
| AdvisorNet Financial, Inc | 147 | $5.50K | 0.00% | −458−75.7% | Reduced |
| Valued Wealth Advisors LLC | 148 | $5.55K | 0.00% | −72−32.7% | Reduced |
| Alerus Financial NA | 166 | $6.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 189 | $7.09K | 0.00% | −148−43.9% | Reduced |
| Accent Capital Management, LLC | 204 | $7.66K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 233 | $8.72K | 0.00% | +233 | New |
| First Horizon Corp | 248 | $9.28K | 0.00% | −213−46.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 261 | $9.52K | 0.00% | −792−75.2% | Reduced |
| Fortis Group Advisors, LLC | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 320 | $12.0K | 0.00% | +188+142.4% | Added |
| CX Institutional | 336 | $13.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 370 | $13.8K | 0.00% | +18+5.1% | Added |
| Bare Financial Services, Inc | 386 | $14.4K | 0.00% | +88+29.5% | Added |
| 1620 Investment Advisors, Inc. | 410 | $15.3K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 430 | $16.1K | 0.00% | +83+23.9% | Added |
| Strategic Wealth Partners, Ltd. | 591 | $22.1K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $22.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $23.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $23.6K | 0.00% | −57−8.3% | Reduced |
| Clearstead Advisors, LLC | 636 | $23.8K | 0.00% | +472+287.8% | Added |
| True Wealth Design, LLC | 636 | $23.8K | 0.01% | +5+0.8% | Added |
| Capital Advisor Network LLC | 683 | $25.6K | 0.04% | +683 | New |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.8K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 734 | $27.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 739 | $27.5K | 0.00% | −5,294−87.8% | Reduced |
| Parallel Advisors, LLC | 777 | $29.1K | 0.00% | +55+7.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 868 | $32.5K | 0.01% | +868 | New |
| Advisory Services Network, LLC | 869 | $32.5K | 0.00% | +869 | New |
| Umb Bank N A | 895 | $33.5K | 0.00% | +107+13.6% | Added |
| Beacon Capital Management, Inc. | 933 | $34.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 967 | $36.2K | 0.01% | +632+188.7% | Added |
| Salomon & Ludwin, LLC | 989 | $37.1K | 0.00% | +38+4.0% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,001 | $38.3K | 0.01% | +8+0.8% | Added |
| CoreCap Advisors, LLC | 1,061 | $39.7K | 0.00% | +165+18.4% | Added |
| Smartleaf Asset Management LLC | 1,129 | $42.2K | 0.00% | −11−1.0% | Reduced |
| Silicon Valley Capital Partners | 1,247 | $46.7K | 0.00% | +11+0.9% | Added |
| Smithfield Trust Co | 1,249 | $47.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,300 | $48.6K | 0.00% | −300−18.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,333 | $50.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,346 | $50.4K | 0.00% | −657−32.8% | Reduced |
| Global Assets Advisory, LLC | 1,382 | $51.7K | 0.02% | +1,382 | New |
| Prosperity Bancshares Inc | 1,396 | $52.2K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,478 | $55.3K | 0.00% | −500−25.3% | Reduced |
| Archer Investment Corp | 1,537 | $57.5K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 1,740 | $65.1K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,889 | $70.7K | 0.04% | −368−16.3% | Reduced |
| GF Fund Management Co. Ltd. | 1,900 | $71.1K | 0.00% | −181−8.7% | Reduced |
| International Assets Investment Management, LLC | 1,962 | $73.1K | 0.01% | −200−9.3% | Reduced |
| Covestor Ltd | 2,012 | $75.0K | 0.05% | −1,409−41.2% | Reduced |
| Jones Financial Companies LLLP | 2,167 | $79.8K | 0.00% | +224+11.5% | Added |
| Anchor Investment Management, LLC | 2,139 | $80.0K | 0.01% | +2,139 | New |
| Cassaday & Co Wealth Management LLC | 2,151 | $80.5K | 0.00% | +2,151 | New |
| Quent Capital, LLC | 2,165 | $81.0K | 0.01% | +2,165 | New |
| Hantz Financial Services, Inc. | 2,427 | $91.0K | 0.00% | +349+16.8% | Added |
| Whittier Trust Co | 2,500 | $93.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,514 | $94.1K | 0.02% | +7+0.3% | Added |
| Syntax Research, Inc. | 2,527 | $94.6K | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,580 | $96.5K | 0.00% | +1,892+275.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,591 | $97.0K | 0.00% | −1,081−29.4% | Reduced |
| Strive Financial Group ,LLC | 2,812 | $105.0K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,815 | $105.3K | 0.00% | +460+19.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,872 | $107.5K | 0.01% | +406+16.5% | Added |
| RWM Asset Management, LLC | 2,940 | $110.0K | 0.01% | +2,940 | New |
| Triumph Capital Management | 3,000 | $112.3K | 0.02% | −137−4.4% | Reduced |
| Rossby Financial, LCC | 3,063 | $114.1K | 0.02% | +47+1.6% | Added |
| Larson Financial Group LLC | 3,226 | $120.7K | 0.00% | −22−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,242 | $121.3K | 0.00% | +1,130+53.5% | Added |
| FIL Ltd | 3,305 | $123.7K | 0.00% | +518+18.6% | Added |
| Advantage Trust Co | 3,386 | $126.7K | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,458 | $129.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3,553 | $133.0K | 0.02% | +31+0.9% | Added |
| Sterling Capital Management LLC | 3,594 | $134.5K | 0.00% | −2,529−41.3% | Reduced |
| KBC Group NV | 3,606 | $135.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,672 | $136.8K | 0.01% | −1,110−23.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,860 | $144.4K | 0.00% | +995+34.7% | Added |