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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
Perbak Capital Partners LLP22,835$854.5K0.21%+22,835New
STRS Ohio22,000$823.2K0.00%−300−1.3%Reduced
RMR Wealth Builders21,118$790.2K0.06%−151−0.7%Reduced
Entropy Technologies, LP21,043$787.4K0.04%−17,252−45.1%Reduced
M Holdings Securities, Inc.20,474$787.0K0.05%−3,520−14.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC21,001$785.9K0.02%+21,001New
Los Angeles Capital Management LLC20,684$774.0K0.00%+1,124+5.7%Added
IFM Investors Pty Ltd20,501$767.1K0.01%+145+0.7%Added
Pictet Asset Management Holding SA20,179$755.1K0.00%+107+0.5%Added
Nissay Asset Management Corp20,019$749.1K0.00%+733+3.8%Added
Vaughan David Investments LLC19,882$744.0K0.02%00.0%Unchanged
ProShare Advisors LLC19,654$735.5K0.00%−4,867−19.8%Reduced
Cresset Asset Management, LLC19,263$722.9K0.00%−3,565−15.6%Reduced
Erste Asset Management GmbH19,100$714.1K0.01%+19,100New
Maryland State Retirement & Pension System18,321$685.6K0.01%−231−1.2%Reduced
Ameriflex Group, Inc.17,957$672.0K0.34%−1,215−6.3%Reduced
Envestnet Asset Management Inc17,953$671.8K0.00%+5,210+40.9%Added
Ducere Wealth Management LLC17,560$657.1K0.26%−4,092−18.9%Reduced
Lakeridge Wealth Management LLC17,186$643.1K0.28%+140+0.8%Added
Cambria Investment Management, L.P.16,887$631.9K0.04%+16,887New
Campbell & CO Investment Adviser LLC16,773$627.6K0.04%+16,773New
Dynamic Technology Lab Private Ltd16,682$624.2K0.10%+16,682New
CIBC Bancorp USA Inc.16,636$619.5K0.00%+16,636New
Blair William & Co16,403$613.8K0.00%+5,392+49.0%Added
Silver Oak Securities, Inc16,257$608.3K0.04%−280−1.7%Reduced
TD Asset Management Inc16,200$606.2K0.00%+5,100+45.9%Added
Geneos Wealth Management Inc.16,067$601.2K0.01%−299−1.8%Reduced
Pensionfund DSM Netherlands16,000$599.0K0.35%+16,000New
Sequoia Financial Advisors, LLC15,512$580.5K0.00%−1,581−9.2%Reduced
Federation des caisses Desjardins du Quebec15,267$571.3K0.00%+5,152+50.9%Added
Sage Capital Management, LLC15,190$568.4K0.27%+49+0.3%Added
Rothschild Investment LLC15,125$566.0K0.03%+84+0.6%Added
Captrust Financial Advisors15,005$561.5K0.00%+15,005New
Brinker Capital Investments, LLC14,815$554.4K0.00%−18,780−55.9%Reduced
Jacobs Levy Equity Management, Inc14,475$541.7K0.00%00.0%Unchanged
Dynamic Financial Group14,393$538.6K0.44%−7,831−35.2%Reduced
Independent Advisor Alliance14,322$535.9K0.01%−441−3.0%Reduced
Assetmark, Inc14,259$533.6K0.00%+3,670+34.7%Added
Fiduciary Alliance LLC13,728$532.9K0.03%−1,629−10.6%Reduced
Public Employees Retirement Association of Colorado13,751$515.0K0.00%00.0%Unchanged
TCP Asset Management, LLC13,280$497.0K0.06%+13,280New
Spire Wealth Management12,917$483.4K0.02%−2,727−17.4%Reduced
Ameritas Investment Partners, Inc.12,752$477.2K0.01%00.0%Unchanged
Vident Advisory, LLC12,694$475.0K0.00%−43−0.3%Reduced
Ensign Peak Advisors, Inc12,647$473.3K0.00%+4,930+63.9%Added
Bank of Montreal12,541$469.3K0.00%+1,115+9.8%Added
M&T Bank Corp12,266$459.4K0.00%−174−1.4%Reduced
Xponance, Inc.11,935$446.6K0.00%+1,935+19.4%Added
Gsa Capital Partners LLP11,827$443.0K0.03%+11,827New
Catalina Capital Group, LLC11,759$440.0K0.27%−132−1.1%Reduced
Fieldview Capital Management, LLC11,534$431.6K0.13%+11,534New
Apeiron RIA LLC11,266$421.6K0.10%−206−1.8%Reduced
EP Wealth Advisors, LLC11,177$418.2K0.00%+24+0.2%Added
Hendershot Investments Inc.11,021$412.4K0.06%00.0%Unchanged
Integrated Wealth Concepts LLC10,924$408.8K0.00%+10,924New
Vivaldi Capital Management, LLC10,835$405.4K0.06%00.0%Unchanged
Stonebridge Financial Group, LLC10,731$401.6K0.03%00.0%Unchanged
Sun Life Financial INC10,630$398.0K0.02%+10,630New
Journey Strategic Wealth LLC10,268$384.2K0.01%−1,082−9.5%Reduced
Capital Asset Advisory Services LLC9,684$380.9K0.01%00.0%Unchanged
HRT Financial LP10,157$380.0K0.00%+10,157New
Kovack Advisors, Inc.10,060$374.8K0.02%−1,414−12.3%Reduced
Hibernia Wealth Partners, LLC9,868$369.2K0.11%+68+0.7%Added
Sigma Planning Corp9,772$365.7K0.01%−932−8.7%Reduced
Wealthcare Advisory Partners LLC9,700$363.0K0.01%+27+0.3%Added
A&I Financial Services, LLC9,688$362.5K0.17%−433−4.3%Reduced
Fox Run Management, L.L.C.9,588$358.5K0.06%−10,234−51.6%Reduced
Ellevest, Inc.9,577$358.4K0.05%−57−0.6%Reduced
Aspen Grove Capital, LLC9,477$355.7K0.07%+83+0.9%Added
Tower Research Capital LLC (TRC)9,486$355.0K0.01%+7,413+357.6%Added
Brighton Jones LLC9,443$353.3K0.01%+9,443New
Merit Financial Group, LLC9,377$350.9K0.00%+2,255+31.7%Added
Resources Investment Advisors, LLC.9,300$348.0K0.00%−73−0.8%Reduced
Raleigh Capital Management Inc.9,290$347.6K0.12%+81+0.9%Added
Beacon Capital Management, LLC9,278$347.2K0.06%−381−3.9%Reduced
Acorn Financial Advisory Services Inc9,269$346.8K0.05%−62−0.7%Reduced
DGS Capital Management, LLC9,117$341.2K0.06%−1,103−10.8%Reduced
First Heartland Consultants, Inc.8,756$327.6K0.03%+13+0.1%Added
MML Investors Services, LLC8,511$318.5K0.00%−2,319−21.4%Reduced
Pittenger & Anderson Inc8,372$313.3K0.01%00.0%Unchanged
Peak Asset Management, LLC8,214$307.4K0.05%00.0%Unchanged
DRW Securities, LLC8,183$306.2K0.02%+8,183New
Ocean Capital Management, LLC8,074$302.1K0.06%00.0%Unchanged
Pensionfund Sabic8,000$299.0K0.36%+8,000New
Easterly Investment Partners LLC7,964$298.0K0.02%+7,964New
Allworth Financial LP7,951$297.5K0.00%+105+1.3%Added
BlueChip Wealth Advisors LLC7,937$297.0K0.13%00.0%Unchanged
NBC Securities, Inc.7,768$290.7K0.02%00.0%Unchanged
Jump Financial, LLC7,730$289.3K0.00%+7,730New
Change Path, LLC7,667$286.9K0.01%00.0%Unchanged
Sanctuary Advisors, LLC7,588$283.9K0.00%+34+0.5%Added
Nisa Investment Advisors, LLC7,544$283.7K0.00%−5,659−42.9%Reduced
EntryPoint Capital, LLC7,549$282.5K0.08%00.0%Unchanged
Rehmann Capital Advisory Group7,540$282.1K0.01%00.0%Unchanged
Ignite Planners, LLC7,538$282.1K0.04%−333−4.2%Reduced
Castleview Partners, LLC7,507$280.9K0.14%−402−5.1%Reduced
Lombard Odier Asset Management (USA) Corp7,492$280.4K0.15%+7,492New
Integrated Wealthcare, LLC7,457$279.0K0.23%00.0%Unchanged
CIBC Asset Management Inc7,438$278.3K0.00%−138−1.8%Reduced
Neuberger Berman Group LLC7,374$275.9K0.00%+332+4.7%Added