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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 311,341 | $11.7M | 0.03% | −23,114−6.9% | Reduced |
| Qube Research & Technologies Ltd | 320,353 | $12.0M | 0.02% | −194,223−37.7% | Reduced |
| LPL Financial LLC | 345,513 | $12.9M | 0.00% | −10,943−3.1% | Reduced |
| Rhumbline Advisers | 358,965 | $13.4M | 0.01% | +7,839+2.2% | Added |
| Deutsche Bank AG | 369,437 | $13.8M | 0.00% | +10,027+2.8% | Added |
| Sophron Capital Management L.P. | 383,746 | $14.4M | 4.23% | +12,260+3.3% | Added |
| Renaissance Technologies LLC | 393,002 | $14.7M | 0.02% | −6,075−1.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 450,000 | $16.8M | 0.03% | −331,518−42.4% | Reduced |
| Invesco Ltd. | 462,515 | $17.3M | 0.00% | +6,717+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 483,308 | $18.1M | 0.01% | +123,601+34.4% | Added |
| UBS Group AG | 484,910 | $18.1M | 0.00% | −85,926−15.1% | Reduced |
| Public Sector Pension Investment Board | 489,959 | $18.3M | 0.06% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 496,709 | $18.6M | 0.39% | +147,126+42.1% | Added |
| Bank of America Corp | 553,777 | $20.7M | 0.00% | −74,622−11.9% | Reduced |
| Principal Financial Group Inc | 612,129 | $22.9M | 0.01% | +12,155+2.0% | Added |
| Janus Henderson Group PLC | 615,054 | $23.0M | 0.01% | −34,168−5.3% | Reduced |
| Cetera Investment Advisers | 657,017 | $24.6M | 0.03% | −95,513−12.7% | Reduced |
| Balyasny Asset Management LLC | 704,622 | $26.4M | 0.05% | −826,150−54.0% | Reduced |
| Legal & General Group Plc | 811,708 | $30.4M | 0.01% | −66,813−7.6% | Reduced |
| Vanguard Fiduciary Trust Co | 825,627 | $30.9M | 0.01% | +825,627 | New |
| Hudson Bay Capital Management LP | 910,029 | $34.1M | 0.20% | +628,957+223.8% | Added |
| Bank of New York Mellon Corp | 942,612 | $35.3M | 0.01% | −22,885−2.4% | Reduced |
| Morgan Stanley | 946,127 | $35.4M | 0.00% | −198,987−17.4% | Reduced |
| Ameriprise Financial Inc | 947,321 | $35.5M | 0.01% | +204,720+27.6% | Added |
| American Century Companies Inc | 959,858 | $35.9M | 0.02% | +754,147+366.6% | Added |
| Nomura Asset Management International Inc. | 979,325 | $36.6M | 0.06% | −137,169−12.3% | Reduced |
| Nuveen, LLC | 992,853 | $37.2M | 0.01% | −15,273−1.5% | Reduced |
| Northern Trust Corp | 1,490,487 | $55.8M | 0.01% | −34,647−2.3% | Reduced |
| Goldman Sachs Group Inc | 1,703,172 | $63.7M | 0.01% | +962,998+130.1% | Added |
| Engineers Gate Manager LP | 1,754,637 | $65.7M | 0.82% | −427,274−19.6% | Reduced |
| JPMorgan Chase & Co | 1,791,648 | $67.0M | 0.00% | +741,466+70.6% | Added |
| Duff & Phelps Investment Management Co | 1,801,516 | $67.4M | 0.70% | +13,090+0.7% | Added |
| Dimensional Fund Advisors LP | 1,899,214 | $71.1M | 0.01% | +74,274+4.1% | Added |
| Charles Schwab Investment Management Inc | 2,363,479 | $88.4M | 0.01% | +40,635+1.7% | Added |
| Canada Pension Plan Investment Board | 3,296,673 | $123.4M | 0.08% | +2,285,173+225.9% | Added |
| Geode Capital Management, LLC | 3,545,092 | $132.7M | 0.01% | +102,870+3.0% | Added |
| FMR LLC | 4,132,592 | $154.6M | 0.01% | −39,810−1.0% | Reduced |
| Wellington Management Group LLP | 5,212,095 | $195.0M | 0.04% | −1,095,939−17.4% | Reduced |
| Vanguard Capital Management LLC | 5,695,294 | $213.1M | 0.01% | +5,695,294 | New |
| State Street Corp | 7,129,625 | $267.6M | 0.01% | −81,766−1.1% | Reduced |
| Vanguard Portfolio Management LLC | 13,887,360 | $519.7M | 0.03% | +13,887,360 | New |
| BlackRock, Inc. | 22,051,012 | $825.1M | 0.01% | +117,013+0.5% | Added |
| Jain Global LLC | 0 | $0 | 0.00% | −394,947−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −142,945−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −122,966−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −121,778−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −102,500−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −73,747−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,684−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −21,516−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −20,524−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −16,454−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −12,599−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −10,595−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −9,684−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −9,345−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −8,604−100.0% | Sold out |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −7,173−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −6,249−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −6,042−100.0% | Sold out |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −5,975−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −4,716−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |