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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, Q3 2026

Institutional positions in Phillips Edison & Company, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
−1 vs. Q2 2026
Shares held
11.7K
+190 (+1.6%) vs. Q2 2026
Total value
$438.2K
−$42.2K (−8.8%) vs. Q2 2026
New holders
0
1 more added
Sold out
1
0 more reduced

443 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2026.

Institutions holding PECO in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Provident Investment Management, Inc.––––Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC––––Not filed
Cambria Investment Management, L.P.––––Not filed
M Holdings Securities, Inc.––––Not filed
IFM Investors Pty Ltd––––Not filed
Pictet Asset Management Holding SA––––Not filed
TCW Group Inc––––Not filed
Nissay Asset Management Corp––––Not filed
Vaughan David Investments LLC––––Not filed
RMR Wealth Builders––––Not filed
Cresset Asset Management, LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Maryland State Retirement & Pension System––––Not filed
ProShare Advisors LLC––––Not filed
Calton & Associates, Inc.––––Not filed
Ameriflex Group, Inc.––––Not filed
Bank of Montreal––––Not filed
Lakeridge Wealth Management LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Captrust Financial Advisors––––Not filed
Massar Capital Management, LP––––Not filed
Dynamic Technology Lab Private Ltd––––Not filed
Silver Oak Securities, Inc––––Not filed
Ducere Wealth Management LLC––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Sage Capital Management, LLC––––Not filed
UniSuper Management Pty Ltd––––Not filed
Rothschild Investment LLC––––Not filed
Dynamic Financial Group––––Not filed
Independent Advisor Alliance––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Assetmark, Inc––––Not filed
Inceptionr LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Fiduciary Alliance LLC––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
Susquehanna International Group, LLP––––Not filed
TCP Asset Management, LLC––––Not filed
Xponance, Inc.––––Not filed
Fox Run Management, L.L.C.––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Vident Advisory, LLC––––Not filed
Pensionfund Sabic––––Not filed
Savant Capital, LLC––––Not filed
Jackson Creek Investment Advisors LLC––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Voloridge Investment Management, LLC––––Not filed
RFG Advisory, LLC––––Not filed
M&T Bank Corp––––Not filed
Two Sigma Investments, LP––––Not filed
EP Wealth Advisors, LLC––––Not filed
MML Investors Services, LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Hendershot Investments Inc.––––Not filed
Sun Life Financial INC––––Not filed
Apeiron RIA LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Elo Mutual Pension Insurance Co––––Not filed
Brighton Jones LLC––––Not filed
Spire Wealth Management––––Not filed
Sigma Planning Corp––––Not filed
Kovack Advisors, Inc.––––Not filed
A&I Financial Services, LLC––––Not filed
Capital Asset Advisory Services LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
JMN Financial LLC––––Not filed
Ellevest, Inc.––––Not filed
Aspen Grove Capital, LLC––––Not filed
Merit Financial Group, LLC––––Not filed
Blair William & Co––––Not filed
Raleigh Capital Management Inc.––––Not filed
Sanctuary Advisors, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
SG Americas Securities, LLC––––Not filed
Acorn Financial Advisory Services Inc––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
First Heartland Consultants, Inc.––––Not filed
Pittenger & Anderson Inc––––Not filed
Neuberger Berman Group LLC––––Not filed
Peak Asset Management, LLC––––Not filed
Marshall Wace, LLP––––Not filed
Ocean Capital Management, LLC––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Allworth Financial LP––––Not filed
NBC Securities, Inc.––––Not filed
RMB Capital Management, LLC––––Not filed
Fieldview Capital Management, LLC––––Not filed
Change Path, LLC––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Beacon Capital Management, LLC––––Not filed
EntryPoint Capital, LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Ignite Planners, LLC––––Not filed
Castleview Partners, LLC––––Not filed
Integrated Wealthcare, LLC––––Not filed
CIBC Asset Management Inc––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Bright Futures Wealth Management, LLC.––––Not filed