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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, 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.

Institutional holdersQ1 2026: 442 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 heldQ1 2026: $4.06B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2025.

Institutions holding PECO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bayforest Capital Ltd3,959$148.1K0.17%+3,959New
Eukles Asset Management4,174$156.2K0.07%00.0%Unchanged
US Bancorp4,282$160.2K0.00%−185−4.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,703$176.0K0.00%+1,196+34.1%Added
GAMMA Investing LLC4,953$185.3K0.01%+1,736+54.0%Added
Beacon Pointe Advisors, LLC5,351$200.2K0.00%−909−14.5%Reduced
JustInvest LLC5,390$201.7K0.00%+5,390New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,428$203.1K0.01%+5,428New
Larry Mathis Financial Planning, LLC5,544$207.5K0.19%+5,544New
Norinchukin Bank, The5,574$208.6K0.00%−183−3.2%Reduced
Integrity Alliance, LLC.5,617$210.2K0.01%+5,617New
Clark Capital Management Group, Inc.5,675$212.4K0.00%00.0%Unchanged
Belpointe Asset Management LLC5,704$213.4K0.01%−200−3.4%Reduced
EPG Wealth Management LLC5,727$214.3K0.06%+5,727New
Foundations Investment Advisors, LLC5,776$216.1K0.00%−781−11.9%Reduced
GenTrust, LLC5,833$218.9K0.01%00.0%Unchanged
Advisory Resource Group5,914$221.3K0.04%00.0%Unchanged
Profund Advisors LLC6,018$225.2K0.01%−3,723−38.2%Reduced
MCF Advisors LLC6,009$225.5K0.01%+2,531+72.8%Added
MAI Capital Management6,090$227.9K0.00%+3,072+101.8%Added
Evergreen Capital Management LLC6,122$229.8K0.00%−104−1.7%Reduced
Three Bridge Wealth Advisors, LLC6,237$234.0K0.06%+6+0.1%Added
Medallion Wealth Advisors, LLC6,268$234.5K0.08%−1,109−15.0%Reduced
Canton Hathaway, LLC6,274$234.8K0.05%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,295$235.6K0.04%+4+0.1%Added
RFG Advisory, LLC6,299$235.7K0.00%+61+1.0%Added
Tower Bridge Advisors6,350$237.6K0.02%+6,350New
Plan A Wealth LLC6,388$239.0K0.11%+56+0.9%Added
Empowered Funds, LLC6,446$241.2K0.00%+6,446New
RMB Capital Management, LLC6,428$241.2K0.00%−1,073−14.3%Reduced
Southern Financial Group, LLC6,450$241.3K0.07%+61+1.0%Added
Savant Capital, LLC6,636$248.3K0.00%+806+13.8%Added
JMN Financial LLC6,625$248.5K0.24%−3,376−33.8%Reduced
Global Wealth Management Investment Advisory, Inc.6,653$249.0K0.04%00.0%Unchanged
Monograph Wealth Advisors, LLC6,638$249.1K0.02%00.0%Unchanged
Crossmark Global Holdings, Inc.6,820$255.2K0.00%00.0%Unchanged
IHT Wealth Management, LLC6,858$256.6K0.01%+54+0.8%Added
Procyon Private Wealth Partners, LLC7,015$262.5K0.01%−484−6.5%Reduced
Kure Advisory, LLC7,030$263.1K0.14%+9+0.1%Added
Laird Norton Trust Company, LLC7,098$266.4K0.01%+33+0.5%Added
Swiss Life Asset Management Ltd7,174$268.5K0.00%+1,341+23.0%Added
XTX Topco Ltd7,337$274.6K0.00%+7,337New
Neuberger Berman Group LLC7,374$275.9K0.00%+332+4.7%Added
CIBC Asset Management Inc7,438$278.3K0.00%−138−1.8%Reduced
Integrated Wealthcare, LLC7,457$279.0K0.23%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp7,492$280.4K0.15%+7,492New
Castleview Partners, LLC7,507$280.9K0.14%−402−5.1%Reduced
Ignite Planners, LLC7,538$282.1K0.04%−333−4.2%Reduced
Rehmann Capital Advisory Group7,540$282.1K0.01%00.0%Unchanged
EntryPoint Capital, LLC7,549$282.5K0.08%00.0%Unchanged
Nisa Investment Advisors, LLC7,544$283.7K0.00%−5,659−42.9%Reduced
Sanctuary Advisors, LLC7,588$283.9K0.00%+34+0.5%Added
Change Path, LLC7,667$286.9K0.01%00.0%Unchanged
Jump Financial, LLC7,730$289.3K0.00%+7,730New
NBC Securities, Inc.7,768$290.7K0.02%00.0%Unchanged
BlueChip Wealth Advisors LLC7,937$297.0K0.13%00.0%Unchanged
Allworth Financial LP7,951$297.5K0.00%+105+1.3%Added
Easterly Investment Partners LLC7,964$298.0K0.02%+7,964New
Pensionfund Sabic8,000$299.0K0.36%+8,000New
Ocean Capital Management, LLC8,074$302.1K0.06%00.0%Unchanged
DRW Securities, LLC8,183$306.2K0.02%+8,183New
Peak Asset Management, LLC8,214$307.4K0.05%00.0%Unchanged
Pittenger & Anderson Inc8,372$313.3K0.01%00.0%Unchanged
MML Investors Services, LLC8,511$318.5K0.00%−2,319−21.4%Reduced
First Heartland Consultants, Inc.8,756$327.6K0.03%+13+0.1%Added
DGS Capital Management, LLC9,117$341.2K0.06%−1,103−10.8%Reduced
Acorn Financial Advisory Services Inc9,269$346.8K0.05%−62−0.7%Reduced
Beacon Capital Management, LLC9,278$347.2K0.06%−381−3.9%Reduced
Raleigh Capital Management Inc.9,290$347.6K0.12%+81+0.9%Added
Resources Investment Advisors, LLC.9,300$348.0K0.00%−73−0.8%Reduced
Merit Financial Group, LLC9,377$350.9K0.00%+2,255+31.7%Added
Brighton Jones LLC9,443$353.3K0.01%+9,443New
Tower Research Capital LLC (TRC)9,486$355.0K0.01%+7,413+357.6%Added
Aspen Grove Capital, LLC9,477$355.7K0.07%+83+0.9%Added
Ellevest, Inc.9,577$358.4K0.05%−57−0.6%Reduced
Fox Run Management, L.L.C.9,588$358.5K0.06%−10,234−51.6%Reduced
A&I Financial Services, LLC9,688$362.5K0.17%−433−4.3%Reduced
Wealthcare Advisory Partners LLC9,700$363.0K0.01%+27+0.3%Added
Sigma Planning Corp9,772$365.7K0.01%−932−8.7%Reduced
Hibernia Wealth Partners, LLC9,868$369.2K0.11%+68+0.7%Added
Kovack Advisors, Inc.10,060$374.8K0.02%−1,414−12.3%Reduced
HRT Financial LP10,157$380.0K0.00%+10,157New
Capital Asset Advisory Services LLC9,684$380.9K0.01%00.0%Unchanged
Journey Strategic Wealth LLC10,268$384.2K0.01%−1,082−9.5%Reduced
Sun Life Financial INC10,630$398.0K0.02%+10,630New
Stonebridge Financial Group, LLC10,731$401.6K0.03%00.0%Unchanged
Vivaldi Capital Management, LLC10,835$405.4K0.06%00.0%Unchanged
Integrated Wealth Concepts LLC10,924$408.8K0.00%+10,924New
Hendershot Investments Inc.11,021$412.4K0.06%00.0%Unchanged
EP Wealth Advisors, LLC11,177$418.2K0.00%+24+0.2%Added
Apeiron RIA LLC11,266$421.6K0.10%−206−1.8%Reduced
Fieldview Capital Management, LLC11,534$431.6K0.13%+11,534New
Catalina Capital Group, LLC11,759$440.0K0.27%−132−1.1%Reduced
Gsa Capital Partners LLP11,827$443.0K0.03%+11,827New
Xponance, Inc.11,935$446.6K0.00%+1,935+19.4%Added
M&T Bank Corp12,266$459.4K0.00%−174−1.4%Reduced
Bank of Montreal12,541$469.3K0.00%+1,115+9.8%Added
Ensign Peak Advisors, Inc12,647$473.3K0.00%+4,930+63.9%Added
Vident Advisory, LLC12,694$475.0K0.00%−43−0.3%Reduced
Ameritas Investment Partners, Inc.12,752$477.2K0.01%00.0%Unchanged