Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Phillips Edison & Company, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of PECO: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4425447+10
Shares108.4M672.8K114.8M+7.02M (+6.5%)
Value$4.06B$25.2M$4.78B+$745.3M (+18.5%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Phillips Edison & Company, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PECO in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank1,652,337$68.8M0.01%
Jupiter Asset Management Ltd770,034$32.0M0.16%
Jupiter Topco LLC615,054$25.6M0.01%
Federated Hermes, Inc.181,848$7.57M0.01%
Tudor Investment Corp Et Al151,562$6.31M0.03%
Robeco Institutional Asset Management B.V.107,380$4.47M0.01%
Man Group plc76,772$3.20M0.01%
Mitsubishi UFJ Trust & Banking Corp55,751$2.32M0.01%
Polymer Capital Management (US) LLC34,990$1.46M0.22%
Diversify Advisory Services, LLC24,371$1.05M0.02%
Massar Capital Management, LP15,939$663.4K0.23%
Jackson Creek Investment Advisors LLC11,942$507.0K0.17%
Two Sigma Investments, LP11,689$486.5K0.00%
Susquehanna Fundamental Investments, LLC10,380$432.0K0.01%
Elo Mutual Pension Insurance Co10,229$425.7K0.01%
Axxcess Wealth Management, LLC9,684$403.0K0.01%
Marshall Wace, LLP8,160$339.6K0.00%
Connor, Clark & Lunn Investment Management Ltd.7,293$303.5K0.00%
Bright Futures Wealth Management, LLC.7,195$299.5K0.19%
Acadian Asset Management LLC6,864$285.0K0.00%
Cornerstone Investment Partners, LLC6,041$251.4K0.01%
Vise Technologies, Inc.5,872$244.4K0.00%
DnB Asset Management AS5,682$236.5K0.00%
111 Capital5,567$231.7K0.04%
LexAurum Advisors, LLC5,287$220.0K0.03%
Continuum Advisory, LLC5,067$210.9K0.02%
LaSalle St. Investment Advisors, LLC5,014$208.7K0.03%
Daymark Wealth Partners, LLC4,994$207.8K0.01%
SageGuard Financial Group, LLC4,940$205.6K0.03%
Ausdal Financial Partners, Inc.4,876$202.9K0.01%
MSH Capital Advisors LLC4,853$202.0K0.04%
State of Wyoming3,530$146.9K0.01%
Global Retirement Partners, LLC2,815$117.2K0.00%
Nykredit A/S2,581$107.4K0.00%
Tokio Marine Asset Management Co Ltd2,265$94.3K0.00%
Twin Tree Management, LP1,529$63.6K0.01%
Buck Wealth Strategies, LLC1,262$52.5K0.01%
IFG Advisory, LLC1,010$42.0K0.00%
Optiver Holding B.V.739$30.8K0.00%
SJS Investment Consulting Inc.462$19.2K0.00%
Meeder Asset Management Inc277$11.5K0.00%
Coppell Advisory Solutions LLC17,048$4.98K0.00%
Noble Wealth Management PBC88$3.66K0.00%
Group One Trading, L.P.78$3.25K0.00%
Silver Grove Financial Group, Inc.51$2.11K0.00%
Plante Moran Financial Advisors, LLC27$1.12K0.00%
JFS Wealth Advisors, LLC21$8770.00%
Fulcrum Asset Management LLP20$8450.00%
Davis Capital Management12$4990.00%
Evolution Advisers, Inc.6$00.00%

Sold out (40)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PECO in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Qube Research & Technologies Ltd320,353$12.0M
ExodusPoint Capital Management, LP130,153$4.87M
Lord, Abbett & Co. LLC120,868$4.52M
Citadel Advisors LLC111,493$4.17M
Jane Street Group, LLC72,943$2.73M
Y-Intercept (Hong Kong) Ltd48,641$1.82M
Holocene Advisors, LP47,542$1.78M
Healthcare of Ontario Pension Plan Trust Fund41,363$1.55M
SummitTX Capital, L.P.29,490$1.10M
Headlands Technologies LLC25,574$957.0K
Schonfeld Strategic Advisors LLC25,307$947.0K
Perbak Capital Partners LLP22,835$854.5K
Entropy Technologies, LP21,043$787.4K
Gsa Capital Partners LLP11,827$443.0K
Vivaldi Capital Management, LLC10,835$405.4K
HRT Financial LP10,157$380.0K
Hibernia Wealth Partners, LLC9,868$369.2K
DRW Securities, LLC8,183$306.2K
BlueChip Wealth Advisors LLC7,937$297.0K
Jump Financial, LLC7,730$289.3K
Lombard Odier Asset Management (USA) Corp7,492$280.4K
XTX Topco Ltd7,337$274.6K
Empowered Funds, LLC6,446$241.2K
MAI Capital Management6,090$227.9K
EPG Wealth Management LLC5,727$214.3K
Sound Income Strategies, LLC3,672$136.8K
RWM Asset Management, LLC2,940$110.0K
Global Assets Advisory, LLC1,382$51.7K
Quadrant Capital Group LLC1,346$50.4K
CoreCap Advisors, LLC1,061$39.7K
Advisory Services Network, LLC869$32.5K
Twin Peaks Wealth Advisors, LLC868$32.5K
Ancora Advisors, LLC624$23.4K
Curio Wealth, LLC591$22.1K
Aster Capital Management (DIFC) Ltd261$9.52K
First Horizon Corp248$9.28K
Root Financial Partners, LLC233$8.72K
Merkkuri Wealth Advisors LLC60$2.23K
Ronald Blue Trust, Inc.26$973
Caitong International Asset Management Co., Ltd1$37

Not filed for Q2 2026 yet (5)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC615,054$23.0M
CWM, LLC26,631$996.5K
Catalina Capital Group, LLC11,759$440.0K
Journey Strategic Wealth LLC10,268$384.2K
DGS Capital Management, LLC9,117$341.2K