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, Q2 2026
Institutional positions in Phillips Edison & Company, Inc. as of Jun 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
- Institutional holders
- 447
- +10 vs. Q1 2026
- Shares held
- 114.8M
- +7.02M (+6.5%) vs. Q1 2026
- Total value
- $4.78B
- +$745.3M (+18.5%) vs. Q1 2026
- New holders
- 50
- 174 more added
- Sold out
- 40
- 134 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 3 | $125 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $167 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $281 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $499 | 0.00% | +12 | New |
| Financial Consulate, Inc | 14 | $583 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $626 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $708 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 19 | $791 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 20 | $845 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 21 | $877 | 0.00% | +21 | New |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $1.12K | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 29 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 46 | $1.92K | 0.00% | −8−14.8% | Reduced |
| Cornerstone Financial Management LLC | 49 | $2.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $2.04K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 51 | $2.11K | 0.00% | +51 | New |
| UMA Financial Services, Inc. | 69 | $2.87K | 0.00% | +8+13.1% | Added |
| Sittner & Nelson, LLC | 70 | $2.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $2.96K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 78 | $3.25K | 0.00% | +78 | New |
| Noble Wealth Management PBC | 88 | $3.66K | 0.00% | +88 | New |
| Brown Brothers Harriman & Co | 89 | $3.70K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 110 | $4.57K | 0.00% | +1+0.9% | Added |
| C M Bidwell & Associates Ltd | 113 | $4.70K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17,048 | $4.98K | 0.00% | +17,048 | New |
| Versant Capital Management, Inc | 121 | $5.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 141 | $5.87K | 0.00% | −48−25.4% | Reduced |
| AdvisorNet Financial, Inc | 147 | $6.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 148 | $6.17K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 166 | $6.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $7.00K | 0.00% | −1,845−91.7% | Reduced |
| Huntington National Bank | 265 | $11.0K | 0.00% | +264+26,400.0% | Added |
| Accent Capital Management, LLC | 266 | $11.1K | 0.00% | +62+30.4% | Added |
| Meeder Asset Management Inc | 277 | $11.5K | 0.00% | +277 | New |
| Fortis Group Advisors, LLC | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 310 | $12.9K | 0.01% | −100−24.4% | Reduced |
| Essential Partners LLC | 328 | $13.7K | 0.01% | −42−11.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 433 | $18.0K | 0.00% | +3+0.7% | Added |
| SJS Investment Consulting Inc. | 462 | $19.2K | 0.00% | +462 | New |
| Mirae Asset Global Investments Co., Ltd. | 518 | $21.6K | 0.00% | −2,073−80.0% | Reduced |
| Bare Financial Services, Inc | 545 | $22.7K | 0.01% | +159+41.2% | Added |
| IFP Advisors, Inc | 554 | $23.1K | 0.00% | −76−12.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 591 | $24.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 641 | $26.7K | 0.01% | +5+0.8% | Added |
| Capital Advisor Network LLC | 683 | $28.4K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $29.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 724 | $30.0K | 0.00% | +388+115.5% | Added |
| Loomis Sayles & Co L P | 734 | $30.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 737 | $30.7K | 0.00% | +101+15.9% | Added |
| Optiver Holding B.V. | 739 | $30.8K | 0.00% | +739 | New |
| Parallel Advisors, LLC | 777 | $32.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 824 | $34.3K | 0.00% | +85+11.5% | Added |
| Kemnay Advisory Services Inc. | 902 | $37.5K | 0.00% | −65−6.7% | Reduced |
| Beacon Capital Management, Inc. | 933 | $38.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 961 | $40.0K | 0.00% | +66+7.4% | Added |
| Salomon & Ludwin, LLC | 989 | $41.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,010 | $42.0K | 0.01% | +9+0.9% | Added |
| IFG Advisory, LLC | 1,010 | $42.0K | 0.00% | +1,010 | New |
| Smartleaf Asset Management LLC | 1,129 | $47.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,199 | $49.9K | 0.00% | +879+274.7% | Added |
| Smithfield Trust Co | 1,249 | $52.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,257 | $52.3K | 0.00% | +10+0.8% | Added |
| Buck Wealth Strategies, LLC | 1,262 | $52.5K | 0.01% | +1,262 | New |
| Danske Bank A/S | 1,300 | $54.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $55.6K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,396 | $58.1K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,478 | $61.5K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,529 | $63.6K | 0.01% | +1,529 | New |
| Archer Investment Corp | 1,537 | $64.0K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,704 | $70.9K | 0.00% | −196−10.3% | Reduced |
| Wilkerson Advisory Group LLC | 1,740 | $72.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,802 | $75.0K | 0.00% | −1,440−44.4% | Reduced |
| International Assets Investment Management, LLC | 1,962 | $81.5K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,083 | $86.7K | 0.00% | −68−3.2% | Reduced |
| Anchor Investment Management, LLC | 2,139 | $89.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,165 | $90.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,237 | $93.1K | 0.03% | −4,031−64.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,265 | $94.3K | 0.00% | +2,265 | New |
| Signature Equity Partners, LLC | 2,295 | $95.5K | 0.04% | +406+21.5% | Added |
| Whittier Trust Co | 2,500 | $104.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,513 | $104.6K | 0.00% | −302−10.7% | Reduced |
| Syntax Research, Inc. | 2,527 | $105.2K | 0.08% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,535 | $105.5K | 0.02% | +21+0.8% | Added |
| Nykredit A/S | 2,581 | $107.4K | 0.00% | +2,581 | New |
| Sterling Capital Management LLC | 2,595 | $108.0K | 0.00% | −999−27.8% | Reduced |
| Strive Financial Group ,LLC | 2,812 | $117.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,815 | $117.2K | 0.00% | +2,815 | New |
| FIL Ltd | 2,911 | $121.2K | 0.00% | −394−11.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,955 | $123.0K | 0.01% | +83+2.9% | Added |
| Triumph Capital Management | 3,000 | $124.9K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,072 | $127.9K | 0.02% | +9+0.3% | Added |
| Larson Financial Group LLC | 3,232 | $134.5K | 0.00% | +6+0.2% | Added |
| Hantz Financial Services, Inc. | 3,299 | $137.0K | 0.00% | +872+35.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,372 | $140.3K | 0.00% | −488−12.6% | Reduced |
| Advantage Trust Co | 3,386 | $140.9K | 0.05% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,458 | $144.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,530 | $146.9K | 0.01% | +3,530 | New |