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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 41,425 | $1.55M | 0.00% | −164,750−79.9% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.56M | 0.38% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 41,796 | $1.56M | 0.00% | +789+1.9% | Added |
| Capital Performance Advisors LLP | 43,172 | $1.62M | 0.11% | +420+1.0% | Added |
| Caxton Associates LLP | 43,812 | $1.64M | 0.04% | −16,007−26.8% | Reduced |
| Integrated Advisors Network LLC | 44,023 | $1.65M | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 44,047 | $1.65M | 0.00% | +35,435+411.5% | Added |
| HighTower Advisors, LLC | 44,509 | $1.67M | 0.00% | +12,437+38.8% | Added |
| Mercer Global Advisors Inc | 44,719 | $1.67M | 0.00% | −34,545−43.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 44,890 | $1.68M | 0.02% | +3,676+8.9% | Added |
| Stratos Wealth Partners, LTD. | 45,006 | $1.68M | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 45,479 | $1.70M | 0.01% | −6,863−13.1% | Reduced |
| TCW Group Inc | 45,863 | $1.72M | 0.01% | −18,992−29.3% | Reduced |
| Royal Bank of Canada | 46,116 | $1.73M | 0.00% | −6,761−12.8% | Reduced |
| Holocene Advisors, LP | 47,542 | $1.78M | 0.00% | −32,292−40.4% | Reduced |
| Teacher Retirement System of Texas | 48,560 | $1.82M | 0.01% | +28,000+136.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,641 | $1.82M | 0.03% | +48,641 | New |
| Susquehanna International Group, LLP | 49,471 | $1.85M | 0.00% | +39,383+390.4% | Added |
| Daiwa Securities Group Inc. | 49,893 | $1.87M | 0.01% | +1,874+3.9% | Added |
| State of Tennessee, Treasury Department | 50,085 | $1.87M | 0.01% | +528+1.1% | Added |
| Vanguard Global Advisers, LLC | 50,128 | $1.88M | 0.00% | +50,128 | New |
| Wealth Enhancement Advisory Services, LLC | 53,088 | $1.99M | 0.00% | −59,038−52.7% | Reduced |
| Polaris Capital Management, LLC | 53,500 | $2.00M | 0.16% | −6,100−10.2% | Reduced |
| Squarepoint Ops LLC | 53,814 | $2.01M | 0.00% | +53,814 | New |
| Point72 Asset Management, L.P. | 55,217 | $2.07M | 0.00% | +55,217 | New |
| Resona Asset Management Co.,Ltd. | 55,731 | $2.08M | 0.01% | +2,469+4.6% | Added |
| Louisiana State Employees Retirement System | 55,800 | $2.09M | 0.04% | −1,800−3.1% | Reduced |
| Alyeska Investment Group, L.P. | 57,297 | $2.14M | 0.01% | −488,104−89.5% | Reduced |
| GWM Advisors LLC | 57,636 | $2.16M | 0.01% | +1,791+3.2% | Added |
| Wells Fargo & Company | 57,836 | $2.16M | 0.00% | −92,650−61.6% | Reduced |
| State of New Jersey Common Pension Fund D | 58,627 | $2.19M | 0.01% | −3,370−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 59,268 | $2.22M | 0.00% | +583+1.0% | Added |
| Exchange Traded Concepts, LLC | 59,966 | $2.24M | 0.02% | +57,082+1,979.3% | Added |
| Manufacturers Life Insurance Company, The | 60,706 | $2.27M | 0.00% | −46−0.1% | Reduced |
| Vert Asset Management LLC | 61,202 | $2.29M | 0.73% | 00.0% | Unchanged |
| Cerity Partners LLC | 62,656 | $2.34M | 0.00% | −62,556−50.0% | Reduced |
| Voloridge Investment Management, LLC | 63,375 | $2.37M | 0.01% | +63,375 | New |
| Centaurus Financial, Inc. | 63,427 | $2.37M | 0.11% | −46,288−42.2% | Reduced |
| Illinois Municipal Retirement Fund | 65,116 | $2.44M | 0.03% | −4,309−6.2% | Reduced |
| Money Concepts Capital Corp | 68,400 | $2.56M | 0.14% | −3,705−5.1% | Reduced |
| MetLife Investment Management | 72,736 | $2.72M | 0.01% | −1,156−1.6% | Reduced |
| Jane Street Group, LLC | 72,943 | $2.73M | 0.00% | +60,484+485.5% | Added |
| Arkadios Wealth Advisors | 74,203 | $2.78M | 0.05% | +4,432+6.4% | Added |
| Independent Financial Group, LLC | 77,710 | $2.91M | 0.07% | −1,342−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 78,640 | $2.94M | 0.24% | −5,131−6.1% | Reduced |
| Russell Investments Group, Ltd. | 78,818 | $2.95M | 0.00% | +30,484+63.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,462 | $3.01M | 0.01% | +16,600+26.0% | Added |
| CI Private Wealth, LLC | 80,625 | $3.02M | 0.00% | +80,625 | New |
| Martingale Asset Management L P | 82,268 | $3.08M | 0.08% | +26,818+48.4% | Added |
| Virginia Retirement Systems Et Al | 83,438 | $3.12M | 0.02% | +30,000+56.1% | Added |
| Creative Planning | 86,225 | $3.23M | 0.00% | +17,780+26.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,944 | $3.29M | 0.02% | +15,794+21.9% | Added |
| Teachers Retirement System of the State of Kentucky | 89,539 | $3.35M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 89,857 | $3.36M | 0.02% | +116+0.1% | Added |
| Kestra Advisory Services, LLC | 90,594 | $3.39M | 0.01% | +30,645+51.1% | Added |
| Prime Capital Investment Advisors, LLC | 91,580 | $3.43M | 0.04% | −10,653−10.4% | Reduced |
| Amundi | 93,525 | $3.50M | 0.00% | +10,010+12.0% | Added |
| Allianz Asset Management GmbH | 97,460 | $3.65M | 0.00% | −24,770−20.3% | Reduced |
| Modern Wealth Management, LLC | 100,324 | $3.74M | 0.06% | −4,883−4.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,012 | $3.78M | 0.00% | +2,438+2.5% | Added |
| Mutual of America Capital Management LLC | 102,794 | $3.85M | 0.04% | −202−0.2% | Reduced |
| Thrivent Financial for Lutherans | 103,191 | $3.86M | 0.01% | −2,126−2.0% | Reduced |
| Quantinno Capital Management LP | 104,283 | $3.90M | 0.01% | +79,315+317.7% | Added |
| D. E. Shaw & Co., Inc. | 109,441 | $4.10M | 0.00% | +109,441 | New |
| Citadel Advisors LLC | 111,493 | $4.17M | 0.00% | +111,493 | New |
| Vanguard Asset Management, Ltd | 112,872 | $4.22M | 0.00% | +112,872 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,663 | $4.29M | 0.01% | +26,838+30.6% | Added |
| Vanguard Investments Australia, Ltd. | 115,221 | $4.31M | 0.01% | +115,221 | New |
| Millennium Management LLC | 116,939 | $4.38M | 0.00% | −304,583−72.3% | Reduced |
| First Trust Advisors LP | 119,885 | $4.49M | 0.00% | +81,293+210.6% | Added |
| Standard Life Aberdeen plc | 120,762 | $4.52M | 0.01% | −1,388−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 120,868 | $4.52M | 0.01% | −2,357−1.9% | Reduced |
| Price T Rowe Associates Inc | 128,896 | $4.82M | 0.00% | +20,278+18.7% | Added |
| Commonwealth Equity Services, LLC | 129,278 | $4.84M | 0.01% | −30,624−19.2% | Reduced |
| Prudential Financial Inc | 129,720 | $4.85M | 0.01% | +11,895+10.1% | Added |
| ExodusPoint Capital Management, LP | 130,153 | $4.87M | 0.05% | +76,001+140.3% | Added |
| State of Alaska, Department of Revenue | 132,022 | $4.94M | 0.05% | −1,584−1.2% | Reduced |
| McAdam, LLC | 136,433 | $5.11M | 0.23% | −539−0.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,808 | $5.12M | 0.00% | −2,773−2.0% | Reduced |
| Raymond James Financial Inc | 137,165 | $5.13M | 0.00% | +32,481+31.0% | Added |
| Public Employees Retirement System of Ohio | 145,307 | $5.44M | 0.02% | −28,243−16.3% | Reduced |
| California State Teachers Retirement System | 148,020 | $5.54M | 0.01% | +28,041+23.4% | Added |
| J.W. Cole Advisors, Inc. | 161,339 | $6.04M | 0.20% | −11,826−6.8% | Reduced |
| Citigroup Inc | 165,409 | $6.19M | 0.00% | +4,271+2.7% | Added |
| SEI Investments Co | 167,443 | $6.27M | 0.01% | +14,999+9.8% | Added |
| Alliancebernstein L.P. | 183,124 | $6.51M | 0.00% | +11,239+6.5% | Added |
| State of Wisconsin Investment Board | 183,348 | $6.86M | 0.02% | −9,477−4.9% | Reduced |
| Mariner, LLC | 188,057 | $7.04M | 0.01% | +4,738+2.6% | Added |
| Bessemer Group Inc | 188,495 | $7.05M | 0.01% | +50,940+37.0% | Added |
| AQR Capital Management LLC | 191,218 | $7.16M | 0.00% | +42,680+28.7% | Added |
| Nomura Asset Management Co Ltd | 193,690 | $7.25M | 0.02% | +3,160+1.7% | Added |
| Advisor Group Holdings, Inc. | 206,601 | $7.73M | 0.01% | −21,906−9.6% | Reduced |
| Asset Management One Co.,Ltd. | 227,386 | $8.51M | 0.03% | −44,800−16.5% | Reduced |
| Nordea Investment Management AB | 231,706 | $8.64M | 0.01% | +131,098+130.3% | Added |
| Verition Fund Management LLC | 235,269 | $8.80M | 0.09% | −277,807−54.1% | Reduced |
| Swiss National Bank | 248,900 | $9.31M | 0.01% | +1,200+0.5% | Added |
| HSBC Holdings PLC | 257,698 | $9.65M | 0.01% | +8,713+3.5% | Added |
| California Public Employees Retirement System | 261,183 | $9.77M | 0.01% | +10,017+4.0% | Added |
| B&I Capital AG | 277,931 | $10.4M | 3.54% | 00.0% | Unchanged |
| Algert Global LLC | 292,900 | $11.0M | 0.16% | +44,380+17.9% | Added |