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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 72,943 | $2.73M | 0.00% | +60,484+485.5% | Added |
| MetLife Investment Management | 72,736 | $2.72M | 0.01% | −1,156−1.6% | Reduced |
| Money Concepts Capital Corp | 68,400 | $2.56M | 0.14% | −3,705−5.1% | Reduced |
| Illinois Municipal Retirement Fund | 65,116 | $2.44M | 0.03% | −4,309−6.2% | Reduced |
| Centaurus Financial, Inc. | 63,427 | $2.37M | 0.11% | −46,288−42.2% | Reduced |
| Voloridge Investment Management, LLC | 63,375 | $2.37M | 0.01% | +63,375 | New |
| Cerity Partners LLC | 62,656 | $2.34M | 0.00% | −62,556−50.0% | Reduced |
| Vert Asset Management LLC | 61,202 | $2.29M | 0.73% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 60,706 | $2.27M | 0.00% | −46−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 59,966 | $2.24M | 0.02% | +57,082+1,979.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 59,268 | $2.22M | 0.00% | +583+1.0% | Added |
| State of New Jersey Common Pension Fund D | 58,627 | $2.19M | 0.01% | −3,370−5.4% | Reduced |
| Wells Fargo & Company | 57,836 | $2.16M | 0.00% | −92,650−61.6% | Reduced |
| GWM Advisors LLC | 57,636 | $2.16M | 0.01% | +1,791+3.2% | Added |
| Alyeska Investment Group, L.P. | 57,297 | $2.14M | 0.01% | −488,104−89.5% | Reduced |
| Louisiana State Employees Retirement System | 55,800 | $2.09M | 0.04% | −1,800−3.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 55,731 | $2.08M | 0.01% | +2,469+4.6% | Added |
| Point72 Asset Management, L.P. | 55,217 | $2.07M | 0.00% | +55,217 | New |
| Squarepoint Ops LLC | 53,814 | $2.01M | 0.00% | +53,814 | New |
| Polaris Capital Management, LLC | 53,500 | $2.00M | 0.16% | −6,100−10.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 53,088 | $1.99M | 0.00% | −59,038−52.7% | Reduced |
| Vanguard Global Advisers, LLC | 50,128 | $1.88M | 0.00% | +50,128 | New |
| State of Tennessee, Treasury Department | 50,085 | $1.87M | 0.01% | +528+1.1% | Added |
| Daiwa Securities Group Inc. | 49,893 | $1.87M | 0.01% | +1,874+3.9% | Added |
| Susquehanna International Group, LLP | 49,471 | $1.85M | 0.00% | +39,383+390.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,641 | $1.82M | 0.03% | +48,641 | New |
| Teacher Retirement System of Texas | 48,560 | $1.82M | 0.01% | +28,000+136.2% | Added |
| Holocene Advisors, LP | 47,542 | $1.78M | 0.00% | −32,292−40.4% | Reduced |
| Royal Bank of Canada | 46,116 | $1.73M | 0.00% | −6,761−12.8% | Reduced |
| TCW Group Inc | 45,863 | $1.72M | 0.01% | −18,992−29.3% | Reduced |
| AE Wealth Management LLC | 45,479 | $1.70M | 0.01% | −6,863−13.1% | Reduced |
| Stratos Wealth Partners, LTD. | 45,006 | $1.68M | 0.02% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 44,890 | $1.68M | 0.02% | +3,676+8.9% | Added |
| Mercer Global Advisors Inc | 44,719 | $1.67M | 0.00% | −34,545−43.6% | Reduced |
| HighTower Advisors, LLC | 44,509 | $1.67M | 0.00% | +12,437+38.8% | Added |
| Mackenzie Financial Corp | 44,047 | $1.65M | 0.00% | +35,435+411.5% | Added |
| Integrated Advisors Network LLC | 44,023 | $1.65M | 0.09% | 00.0% | Unchanged |
| Caxton Associates LLP | 43,812 | $1.64M | 0.04% | −16,007−26.8% | Reduced |
| Capital Performance Advisors LLP | 43,172 | $1.62M | 0.11% | +420+1.0% | Added |
| Lazard Asset Management LLC | 41,796 | $1.56M | 0.00% | +789+1.9% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.56M | 0.38% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 41,425 | $1.55M | 0.00% | −164,750−79.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 41,363 | $1.55M | 0.00% | −120,307−74.4% | Reduced |
| New York State Common Retirement Fund | 40,915 | $1.53M | 0.00% | −24,228−37.2% | Reduced |
| Ameritas Advisory Services, LLC | 40,784 | $1.53M | 0.06% | −986−2.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,195 | $1.50M | 0.01% | −1,086−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 40,000 | $1.50M | 0.03% | +40,000 | New |
| Franklin Resources Inc | 39,797 | $1.49M | 0.00% | +6,828+20.7% | Added |
| Victory Capital Management Inc | 39,099 | $1.46M | 0.00% | +1,273+3.4% | Added |
| Calton & Associates, Inc. | 38,400 | $1.44M | 0.21% | −5,737−13.0% | Reduced |
| Odyssean, LLC | 38,372 | $1.44M | 0.52% | +17,564+84.4% | Added |
| New York State Teachers Retirement System | 38,184 | $1.43M | 0.00% | −3,972−9.4% | Reduced |
| BNP Paribas Arbitrage, SA | 37,174 | $1.39M | 0.00% | +1,969+5.6% | Added |
| Diversify Wealth Management, LLC | 34,583 | $1.38M | 0.02% | +1,490+4.5% | Added |
| Accel Wealth Management | 36,742 | $1.37M | 0.36% | −248−0.7% | Reduced |
| Cooper Financial Group | 36,616 | $1.37M | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 36,472 | $1.36M | 0.01% | +36,472 | New |
| Amalgamated Bank | 36,181 | $1.35M | 0.01% | −335−0.9% | Reduced |
| Quantbot Technologies LP | 35,760 | $1.34M | 0.05% | +35,760 | New |
| Van Eck Associates Corp | 35,705 | $1.34M | 0.00% | +1,946+5.8% | Added |
| Warren Averett Asset Management, LLC | 35,466 | $1.33M | 0.01% | +269+0.8% | Added |
| Handelsbanken Fonder AB | 34,800 | $1.30M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,554 | $1.29M | 0.01% | −440−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,504 | $1.29M | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 34,493 | $1.29M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 34,216 | $1.28M | 0.00% | +33,521+4,823.2% | Added |
| Yousif Capital Management, LLC | 34,215 | $1.28M | 0.02% | −229−0.7% | Reduced |
| Voya Investment Management LLC | 33,967 | $1.27M | 0.00% | −764−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.26M | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 33,383 | $1.25M | 0.08% | −1,773−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 33,220 | $1.24M | 0.00% | +28,044+541.8% | Added |
| Mutual Advisors, LLC | 33,057 | $1.24M | 0.03% | −2,315−6.5% | Reduced |
| Metis Global Partners, LLC | 32,960 | $1.23M | 0.03% | +3,202+10.8% | Added |
| Horizon Investments, LLC | 32,547 | $1.21M | 0.01% | +11,839+57.2% | Added |
| Natixis Advisors, L.P. | 30,673 | $1.15M | 0.00% | +5,619+22.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | $1.14M | 0.01% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 29,895 | $1.12M | 0.11% | +7,425+33.0% | Added |
| SummitTX Capital, L.P. | 29,490 | $1.10M | 0.04% | +29,490 | New |
| Barclays PLC | 29,386 | $1.10M | 0.00% | −192,177−86.7% | Reduced |
| PFG Investments, LLC | 29,377 | $1.10M | 0.05% | −420−1.4% | Reduced |
| Colony Group, LLC | 29,202 | $1.09M | 0.00% | +894+3.2% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.08M | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28,770 | $1.08M | 0.02% | +11,010+62.0% | Added |
| Oregon Public Employees Retirement Fund | 28,756 | $1.08M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 28,001 | $1.05M | 0.01% | −21,140−43.0% | Reduced |
| KLP Kapitalforvaltning AS | 27,700 | $1.04M | 0.00% | +800+3.0% | Added |
| Foresight Group Ltd Liability Partnership | 27,446 | $1.03M | 0.18% | −5,861−17.6% | Reduced |
| Mars Jewett Financial Group, Inc. | 27,221 | $1.02M | 0.32% | +398+1.5% | Added |
| CWM, LLC | 26,631 | $996.5K | 0.00% | −2,457−8.4% | Reduced |
| New Age Alpha Advisors, LLC | 26,468 | $990.4K | 0.05% | +1,273+5.1% | Added |
| UniSuper Management Pty Ltd | 26,200 | $980.4K | 0.01% | +500+1.9% | Added |
| Janney Montgomery Scott LLC | 26,063 | $975.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 25,576 | $957.1K | 0.23% | −10,865−29.8% | Reduced |
| Headlands Technologies LLC | 25,574 | $957.0K | 0.11% | −5,599−18.0% | Reduced |
| Blankinship & Foster, LLC | 25,558 | $956.4K | 0.21% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 25,307 | $947.0K | 0.01% | +25,307 | New |
| Vestcor Inc | 24,769 | $927.0K | 0.03% | +24,769 | New |
| Advisor OS, LLC | 24,085 | $901.3K | 0.07% | +24,085 | New |
| Brookstone Capital Management | 23,910 | $894.7K | 0.01% | −9,088−27.5% | Reduced |
| Certior Financial Group, LLC | 23,873 | $893.3K | 0.57% | −1,638−6.4% | Reduced |