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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
Laird Norton Trust Company, LLC––––Not filed
Kure Advisory, LLC––––Not filed
IHT Wealth Management, LLC––––Not filed
Acadian Asset Management LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Monograph Wealth Advisors, LLC––––Not filed
Global Wealth Management Investment Advisory, Inc.––––Not filed
Profund Advisors LLC––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Southern Financial Group, LLC––––Not filed
Plan A Wealth LLC––––Not filed
Tower Bridge Advisors––––Not filed
Canton Hathaway, LLC––––Not filed
Three Bridge Wealth Advisors, LLC––––Not filed
Easterly Investment Partners LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Cornerstone Investment Partners, LLC––––Not filed
Evergreen Capital Management LLC––––Not filed
Brinker Capital Investments, LLC––––Not filed
Advisory Resource Group––––Not filed
Vise Technologies, Inc.––––Not filed
MCF Advisors LLC––––Not filed
GenTrust, LLC––––Not filed
Belpointe Asset Management LLC––––Not filed
DnB Asset Management AS––––Not filed
Clark Capital Management Group, Inc.––––Not filed
JustInvest LLC––––Not filed
111 Capital––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
Norinchukin Bank, The––––Not filed
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
LexAurum Advisors, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Integrity Alliance, LLC.––––Not filed
Jones Financial Companies LLLP––––Not filed
Continuum Advisory, LLC––––Not filed
LaSalle St. Investment Advisors, LLC––––Not filed
Daymark Wealth Partners, LLC––––Not filed
SageGuard Financial Group, LLC––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
MSH Capital Advisors LLC––––Not filed
US Bancorp––––Not filed
Eukles Asset Management––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
KBC Group NV––––Not filed
TSFG, LLC––––Not filed
Bayforest Capital Ltd––––Not filed
State of Wyoming––––Not filed
Employees Retirement System of Texas––––Not filed
Advantage Trust Co––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Hantz Financial Services, Inc.––––Not filed
Larson Financial Group LLC––––Not filed
Rossby Financial, LCC––––Not filed
Triumph Capital Management––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
FIL Ltd––––Not filed
Global Retirement Partners, LLC––––Not filed
Strive Financial Group ,LLC––––Not filed
Sterling Capital Management LLC––––Not filed
Nykredit A/S––––Not filed
Highline Wealth Partners LLC––––Not filed
Syntax Research, Inc.––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Whittier Trust Co––––Not filed
Signature Equity Partners, LLC––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Quent Capital, LLC––––Not filed
Anchor Investment Management, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Wilkerson Advisory Group LLC––––Not filed
GF Fund Management Co. Ltd.––––Not filed
Archer Investment Corp––––Not filed
Twin Tree Management, LP––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Prosperity Bancshares Inc––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Danske Bank A/S––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Silicon Valley Capital Partners––––Not filed
Smithfield Trust Co––––Not filed
Signaturefd, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
IFG Advisory, LLC––––Not filed
Kozak & Associates, Inc.––––Not filed
Tradewinds Capital Management, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Umb Bank N A––––Not filed
Beacon Capital Management, Inc.––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Farther Finance Advisors, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Clearstead Advisors, LLC––––Not filed