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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 12,917 | $483.4K | 0.02% | −2,727−17.4% | Reduced |
| TCP Asset Management, LLC | 13,280 | $497.0K | 0.06% | +13,280 | New |
| Public Employees Retirement Association of Colorado | 13,751 | $515.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13,728 | $532.9K | 0.03% | −1,629−10.6% | Reduced |
| Assetmark, Inc | 14,259 | $533.6K | 0.00% | +3,670+34.7% | Added |
| Independent Advisor Alliance | 14,322 | $535.9K | 0.01% | −441−3.0% | Reduced |
| Dynamic Financial Group | 14,393 | $538.6K | 0.44% | −7,831−35.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,475 | $541.7K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,815 | $554.4K | 0.00% | −18,780−55.9% | Reduced |
| Captrust Financial Advisors | 15,005 | $561.5K | 0.00% | +15,005 | New |
| Rothschild Investment LLC | 15,125 | $566.0K | 0.03% | +84+0.6% | Added |
| Sage Capital Management, LLC | 15,190 | $568.4K | 0.27% | +49+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 15,267 | $571.3K | 0.00% | +5,152+50.9% | Added |
| Sequoia Financial Advisors, LLC | 15,512 | $580.5K | 0.00% | −1,581−9.2% | Reduced |
| Pensionfund DSM Netherlands | 16,000 | $599.0K | 0.35% | +16,000 | New |
| Geneos Wealth Management Inc. | 16,067 | $601.2K | 0.01% | −299−1.8% | Reduced |
| TD Asset Management Inc | 16,200 | $606.2K | 0.00% | +5,100+45.9% | Added |
| Silver Oak Securities, Inc | 16,257 | $608.3K | 0.04% | −280−1.7% | Reduced |
| Blair William & Co | 16,403 | $613.8K | 0.00% | +5,392+49.0% | Added |
| CIBC Bancorp USA Inc. | 16,636 | $619.5K | 0.00% | +16,636 | New |
| Dynamic Technology Lab Private Ltd | 16,682 | $624.2K | 0.10% | +16,682 | New |
| Campbell & CO Investment Adviser LLC | 16,773 | $627.6K | 0.04% | +16,773 | New |
| Cambria Investment Management, L.P. | 16,887 | $631.9K | 0.04% | +16,887 | New |
| Lakeridge Wealth Management LLC | 17,186 | $643.1K | 0.28% | +140+0.8% | Added |
| Ducere Wealth Management LLC | 17,560 | $657.1K | 0.26% | −4,092−18.9% | Reduced |
| Envestnet Asset Management Inc | 17,953 | $671.8K | 0.00% | +5,210+40.9% | Added |
| Ameriflex Group, Inc. | 17,957 | $672.0K | 0.34% | −1,215−6.3% | Reduced |
| Maryland State Retirement & Pension System | 18,321 | $685.6K | 0.01% | −231−1.2% | Reduced |
| Erste Asset Management GmbH | 19,100 | $714.1K | 0.01% | +19,100 | New |
| Cresset Asset Management, LLC | 19,263 | $722.9K | 0.00% | −3,565−15.6% | Reduced |
| ProShare Advisors LLC | 19,654 | $735.5K | 0.00% | −4,867−19.8% | Reduced |
| Vaughan David Investments LLC | 19,882 | $744.0K | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 20,019 | $749.1K | 0.00% | +733+3.8% | Added |
| Pictet Asset Management Holding SA | 20,179 | $755.1K | 0.00% | +107+0.5% | Added |
| IFM Investors Pty Ltd | 20,501 | $767.1K | 0.01% | +145+0.7% | Added |
| Los Angeles Capital Management LLC | 20,684 | $774.0K | 0.00% | +1,124+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,001 | $785.9K | 0.02% | +21,001 | New |
| M Holdings Securities, Inc. | 20,474 | $787.0K | 0.05% | −3,520−14.7% | Reduced |
| Entropy Technologies, LP | 21,043 | $787.4K | 0.04% | −17,252−45.1% | Reduced |
| RMR Wealth Builders | 21,118 | $790.2K | 0.06% | −151−0.7% | Reduced |
| STRS Ohio | 22,000 | $823.2K | 0.00% | −300−1.3% | Reduced |
| Perbak Capital Partners LLP | 22,835 | $854.5K | 0.21% | +22,835 | New |
| Certior Financial Group, LLC | 23,873 | $893.3K | 0.57% | −1,638−6.4% | Reduced |
| Brookstone Capital Management | 23,910 | $894.7K | 0.01% | −9,088−27.5% | Reduced |
| Advisor OS, LLC | 24,085 | $901.3K | 0.07% | +24,085 | New |
| Vestcor Inc | 24,769 | $927.0K | 0.03% | +24,769 | New |
| Schonfeld Strategic Advisors LLC | 25,307 | $947.0K | 0.01% | +25,307 | New |
| Blankinship & Foster, LLC | 25,558 | $956.4K | 0.21% | 00.0% | Unchanged |
| Headlands Technologies LLC | 25,574 | $957.0K | 0.11% | −5,599−18.0% | Reduced |
| Inceptionr LLC | 25,576 | $957.1K | 0.23% | −10,865−29.8% | Reduced |
| Janney Montgomery Scott LLC | 26,063 | $975.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 26,200 | $980.4K | 0.01% | +500+1.9% | Added |
| New Age Alpha Advisors, LLC | 26,468 | $990.4K | 0.05% | +1,273+5.1% | Added |
| CWM, LLC | 26,631 | $996.5K | 0.00% | −2,457−8.4% | Reduced |
| Mars Jewett Financial Group, Inc. | 27,221 | $1.02M | 0.32% | +398+1.5% | Added |
| Foresight Group Ltd Liability Partnership | 27,446 | $1.03M | 0.18% | −5,861−17.6% | Reduced |
| KLP Kapitalforvaltning AS | 27,700 | $1.04M | 0.00% | +800+3.0% | Added |
| Intech Investment Management LLC | 28,001 | $1.05M | 0.01% | −21,140−43.0% | Reduced |
| Oregon Public Employees Retirement Fund | 28,756 | $1.08M | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28,770 | $1.08M | 0.02% | +11,010+62.0% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.08M | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 29,202 | $1.09M | 0.00% | +894+3.2% | Added |
| PFG Investments, LLC | 29,377 | $1.10M | 0.05% | −420−1.4% | Reduced |
| Barclays PLC | 29,386 | $1.10M | 0.00% | −192,177−86.7% | Reduced |
| SummitTX Capital, L.P. | 29,490 | $1.10M | 0.04% | +29,490 | New |
| Provident Investment Management, Inc. | 29,895 | $1.12M | 0.11% | +7,425+33.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | $1.14M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 30,673 | $1.15M | 0.00% | +5,619+22.4% | Added |
| Horizon Investments, LLC | 32,547 | $1.21M | 0.01% | +11,839+57.2% | Added |
| Metis Global Partners, LLC | 32,960 | $1.23M | 0.03% | +3,202+10.8% | Added |
| Mutual Advisors, LLC | 33,057 | $1.24M | 0.03% | −2,315−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 33,220 | $1.24M | 0.00% | +28,044+541.8% | Added |
| Koshinski Asset Management, Inc. | 33,383 | $1.25M | 0.08% | −1,773−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.26M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 33,967 | $1.27M | 0.00% | −764−2.2% | Reduced |
| Yousif Capital Management, LLC | 34,215 | $1.28M | 0.02% | −229−0.7% | Reduced |
| Fifth Third Bancorp | 34,216 | $1.28M | 0.00% | +33,521+4,823.2% | Added |
| First Foundation Advisors | 34,493 | $1.29M | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 34,504 | $1.29M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,554 | $1.29M | 0.01% | −440−1.3% | Reduced |
| Handelsbanken Fonder AB | 34,800 | $1.30M | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 35,466 | $1.33M | 0.01% | +269+0.8% | Added |
| Van Eck Associates Corp | 35,705 | $1.34M | 0.00% | +1,946+5.8% | Added |
| Quantbot Technologies LP | 35,760 | $1.34M | 0.05% | +35,760 | New |
| Amalgamated Bank | 36,181 | $1.35M | 0.01% | −335−0.9% | Reduced |
| Allstate Corp | 36,472 | $1.36M | 0.01% | +36,472 | New |
| Cooper Financial Group | 36,616 | $1.37M | 0.14% | 00.0% | Unchanged |
| Accel Wealth Management | 36,742 | $1.37M | 0.36% | −248−0.7% | Reduced |
| Diversify Wealth Management, LLC | 34,583 | $1.38M | 0.02% | +1,490+4.5% | Added |
| BNP Paribas Arbitrage, SA | 37,174 | $1.39M | 0.00% | +1,969+5.6% | Added |
| New York State Teachers Retirement System | 38,184 | $1.43M | 0.00% | −3,972−9.4% | Reduced |
| Odyssean, LLC | 38,372 | $1.44M | 0.52% | +17,564+84.4% | Added |
| Calton & Associates, Inc. | 38,400 | $1.44M | 0.21% | −5,737−13.0% | Reduced |
| Victory Capital Management Inc | 39,099 | $1.46M | 0.00% | +1,273+3.4% | Added |
| Franklin Resources Inc | 39,797 | $1.49M | 0.00% | +6,828+20.7% | Added |
| Bridgeway Capital Management, LLC | 40,000 | $1.50M | 0.03% | +40,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 40,195 | $1.50M | 0.01% | −1,086−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 40,784 | $1.53M | 0.06% | −986−2.4% | Reduced |
| New York State Common Retirement Fund | 40,915 | $1.53M | 0.00% | −24,228−37.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 41,363 | $1.55M | 0.00% | −120,307−74.4% | Reduced |