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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 624 | $23.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 591 | $22.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 591 | $22.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 430 | $16.1K | 0.00% | +83+23.9% | Added |
| 1620 Investment Advisors, Inc. | 410 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 386 | $14.4K | 0.00% | +88+29.5% | Added |
| Essential Partners LLC | 370 | $13.8K | 0.00% | +18+5.1% | Added |
| CX Institutional | 336 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 320 | $12.0K | 0.00% | +188+142.4% | Added |
| Fortis Group Advisors, LLC | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 261 | $9.52K | 0.00% | −792−75.2% | Reduced |
| First Horizon Corp | 248 | $9.28K | 0.00% | −213−46.2% | Reduced |
| Root Financial Partners, LLC | 233 | $8.72K | 0.00% | +233 | New |
| Accent Capital Management, LLC | 204 | $7.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 189 | $7.09K | 0.00% | −148−43.9% | Reduced |
| Alerus Financial NA | 166 | $6.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 148 | $5.55K | 0.00% | −72−32.7% | Reduced |
| AdvisorNet Financial, Inc | 147 | $5.50K | 0.00% | −458−75.7% | Reduced |
| Versant Capital Management, Inc | 121 | $4.53K | 0.00% | +121 | New |
| C M Bidwell & Associates Ltd | 113 | $4.23K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 109 | $4.08K | 0.00% | +1+0.9% | Added |
| Brown Brothers Harriman & Co | 89 | $3.33K | 0.00% | +10+12.7% | Added |
| SRS Capital Advisors, Inc. | 79 | $2.96K | 0.00% | −175−68.9% | Reduced |
| Farmers & Merchants Investments Inc | 71 | $2.66K | 0.00% | −356−83.4% | Reduced |
| Sittner & Nelson, LLC | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 61 | $2.28K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 60 | $2.23K | 0.00% | +60 | New |
| Kilter Group LLC | 54 | $2.02K | 0.00% | +6+12.5% | Added |
| Parkside Financial Bank & Trust | 49 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 49 | $1.83K | 0.00% | +49 | New |
| Rialto Wealth Management, LLC | 29 | $1.09K | 0.00% | +14+93.3% | Added |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $973 | 0.00% | −3,037−99.2% | Reduced |
| Gilpin Wealth Management, LLC | 19 | $711 | 0.00% | +8+72.7% | Added |
| Bell Investment Advisors, Inc | 17 | $637 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $563 | 0.00% | −1−6.3% | Reduced |
| Financial Consulate, Inc | 14 | $524 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $252 | 0.00% | −1−14.3% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $150 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 3 | $112 | 0.00% | +2+200.0% | Added |
| Caitong International Asset Management Co., Ltd | 1 | $37 | 0.00% | −1,030−99.9% | Reduced |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| 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 |