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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 7,337 | $274.6K | 0.00% | +7,337 | New |
| Swiss Life Asset Management Ltd | 7,174 | $268.5K | 0.00% | +1,341+23.0% | Added |
| Laird Norton Trust Company, LLC | 7,098 | $266.4K | 0.01% | +33+0.5% | Added |
| Kure Advisory, LLC | 7,030 | $263.1K | 0.14% | +9+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 7,015 | $262.5K | 0.01% | −484−6.5% | Reduced |
| IHT Wealth Management, LLC | 6,858 | $256.6K | 0.01% | +54+0.8% | Added |
| Crossmark Global Holdings, Inc. | 6,820 | $255.2K | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,638 | $249.1K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 6,653 | $249.0K | 0.04% | 00.0% | Unchanged |
| JMN Financial LLC | 6,625 | $248.5K | 0.24% | −3,376−33.8% | Reduced |
| Savant Capital, LLC | 6,636 | $248.3K | 0.00% | +806+13.8% | Added |
| Southern Financial Group, LLC | 6,450 | $241.3K | 0.07% | +61+1.0% | Added |
| RMB Capital Management, LLC | 6,428 | $241.2K | 0.00% | −1,073−14.3% | Reduced |
| Empowered Funds, LLC | 6,446 | $241.2K | 0.00% | +6,446 | New |
| Plan A Wealth LLC | 6,388 | $239.0K | 0.11% | +56+0.9% | Added |
| Tower Bridge Advisors | 6,350 | $237.6K | 0.02% | +6,350 | New |
| RFG Advisory, LLC | 6,299 | $235.7K | 0.00% | +61+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 6,295 | $235.6K | 0.04% | +4+0.1% | Added |
| Canton Hathaway, LLC | 6,274 | $234.8K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6,268 | $234.5K | 0.08% | −1,109−15.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,237 | $234.0K | 0.06% | +6+0.1% | Added |
| Evergreen Capital Management LLC | 6,122 | $229.8K | 0.00% | −104−1.7% | Reduced |
| MAI Capital Management | 6,090 | $227.9K | 0.00% | +3,072+101.8% | Added |
| MCF Advisors LLC | 6,009 | $225.5K | 0.01% | +2,531+72.8% | Added |
| Profund Advisors LLC | 6,018 | $225.2K | 0.01% | −3,723−38.2% | Reduced |
| Advisory Resource Group | 5,914 | $221.3K | 0.04% | 00.0% | Unchanged |
| GenTrust, LLC | 5,833 | $218.9K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,776 | $216.1K | 0.00% | −781−11.9% | Reduced |
| EPG Wealth Management LLC | 5,727 | $214.3K | 0.06% | +5,727 | New |
| Belpointe Asset Management LLC | 5,704 | $213.4K | 0.01% | −200−3.4% | Reduced |
| Clark Capital Management Group, Inc. | 5,675 | $212.4K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,617 | $210.2K | 0.01% | +5,617 | New |
| Norinchukin Bank, The | 5,574 | $208.6K | 0.00% | −183−3.2% | Reduced |
| Larry Mathis Financial Planning, LLC | 5,544 | $207.5K | 0.19% | +5,544 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,428 | $203.1K | 0.01% | +5,428 | New |
| JustInvest LLC | 5,390 | $201.7K | 0.00% | +5,390 | New |
| Beacon Pointe Advisors, LLC | 5,351 | $200.2K | 0.00% | −909−14.5% | Reduced |
| GAMMA Investing LLC | 4,953 | $185.3K | 0.01% | +1,736+54.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,703 | $176.0K | 0.00% | +1,196+34.1% | Added |
| US Bancorp | 4,282 | $160.2K | 0.00% | −185−4.1% | Reduced |
| Eukles Asset Management | 4,174 | $156.2K | 0.07% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,959 | $148.1K | 0.17% | +3,959 | New |
| Northwestern Mutual Wealth Management Co | 3,860 | $144.4K | 0.00% | +995+34.7% | Added |
| Sound Income Strategies, LLC | 3,672 | $136.8K | 0.01% | −1,110−23.2% | Reduced |
| KBC Group NV | 3,606 | $135.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,594 | $134.5K | 0.00% | −2,529−41.3% | Reduced |
| TSFG, LLC | 3,553 | $133.0K | 0.02% | +31+0.9% | Added |
| Employees Retirement System of Texas | 3,458 | $129.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 3,386 | $126.7K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 3,305 | $123.7K | 0.00% | +518+18.6% | Added |
| EverSource Wealth Advisors, LLC | 3,242 | $121.3K | 0.00% | +1,130+53.5% | Added |
| Larson Financial Group LLC | 3,226 | $120.7K | 0.00% | −22−0.7% | Reduced |
| Rossby Financial, LCC | 3,063 | $114.1K | 0.02% | +47+1.6% | Added |
| Triumph Capital Management | 3,000 | $112.3K | 0.02% | −137−4.4% | Reduced |
| RWM Asset Management, LLC | 2,940 | $110.0K | 0.01% | +2,940 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,872 | $107.5K | 0.01% | +406+16.5% | Added |
| Rockefeller Capital Management L.P. | 2,815 | $105.3K | 0.00% | +460+19.5% | Added |
| Strive Financial Group ,LLC | 2,812 | $105.0K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,591 | $97.0K | 0.00% | −1,081−29.4% | Reduced |
| UBS Asset Management Americas Inc | 2,580 | $96.5K | 0.00% | +1,892+275.0% | Added |
| Syntax Research, Inc. | 2,527 | $94.6K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,514 | $94.1K | 0.02% | +7+0.3% | Added |
| Whittier Trust Co | 2,500 | $93.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,427 | $91.0K | 0.00% | +349+16.8% | Added |
| Quent Capital, LLC | 2,165 | $81.0K | 0.01% | +2,165 | New |
| Cassaday & Co Wealth Management LLC | 2,151 | $80.5K | 0.00% | +2,151 | New |
| Anchor Investment Management, LLC | 2,139 | $80.0K | 0.01% | +2,139 | New |
| Jones Financial Companies LLLP | 2,167 | $79.8K | 0.00% | +224+11.5% | Added |
| Covestor Ltd | 2,012 | $75.0K | 0.05% | −1,409−41.2% | Reduced |
| International Assets Investment Management, LLC | 1,962 | $73.1K | 0.01% | −200−9.3% | Reduced |
| GF Fund Management Co. Ltd. | 1,900 | $71.1K | 0.00% | −181−8.7% | Reduced |
| Signature Equity Partners, LLC | 1,889 | $70.7K | 0.04% | −368−16.3% | Reduced |
| Wilkerson Advisory Group LLC | 1,740 | $65.1K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,537 | $57.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,478 | $55.3K | 0.00% | −500−25.3% | Reduced |
| Prosperity Bancshares Inc | 1,396 | $52.2K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,382 | $51.7K | 0.02% | +1,382 | New |
| Quadrant Capital Group LLC | 1,346 | $50.4K | 0.00% | −657−32.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,333 | $50.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,300 | $48.6K | 0.00% | −300−18.8% | Reduced |
| Smithfield Trust Co | 1,249 | $47.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,247 | $46.7K | 0.00% | +11+0.9% | Added |
| Smartleaf Asset Management LLC | 1,129 | $42.2K | 0.00% | −11−1.0% | Reduced |
| CoreCap Advisors, LLC | 1,061 | $39.7K | 0.00% | +165+18.4% | Added |
| Kozak & Associates, Inc. | 1,001 | $38.3K | 0.01% | +8+0.8% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 989 | $37.1K | 0.00% | +38+4.0% | Added |
| Kemnay Advisory Services Inc. | 967 | $36.2K | 0.01% | +632+188.7% | Added |
| Beacon Capital Management, Inc. | 933 | $34.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 895 | $33.5K | 0.00% | +107+13.6% | Added |
| Advisory Services Network, LLC | 869 | $32.5K | 0.00% | +869 | New |
| Twin Peaks Wealth Advisors, LLC | 868 | $32.5K | 0.01% | +868 | New |
| Parallel Advisors, LLC | 777 | $29.1K | 0.00% | +55+7.6% | Added |
| Farther Finance Advisors, LLC | 739 | $27.5K | 0.00% | −5,294−87.8% | Reduced |
| Loomis Sayles & Co L P | 734 | $27.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 683 | $25.6K | 0.04% | +683 | New |
| True Wealth Design, LLC | 636 | $23.8K | 0.01% | +5+0.8% | Added |
| Clearstead Advisors, LLC | 636 | $23.8K | 0.00% | +472+287.8% | Added |
| IFP Advisors, Inc | 630 | $23.6K | 0.00% | −57−8.3% | Reduced |