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.

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.

Institutional holdersQ2 2026: 447 institutions
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 heldQ2 2026: $4.78B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2026.

Institutions holding PECO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bayforest Capital Ltd3,580$149.0K0.14%−379−9.6%Reduced
TSFG, LLC3,583$149.0K0.02%+30+0.8%Added
KBC Group NV3,606$150.0K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,076$169.6K0.00%−627−13.3%Reduced
Eukles Asset Management4,174$173.7K0.07%00.0%Unchanged
US Bancorp4,326$180.0K0.00%+44+1.0%Added
MSH Capital Advisors LLC4,853$202.0K0.04%+4,853New
Ausdal Financial Partners, Inc.4,876$202.9K0.01%+4,876New
Foundations Investment Advisors, LLC4,935$205.4K0.00%−841−14.6%Reduced
SageGuard Financial Group, LLC4,940$205.6K0.03%+4,940New
Daymark Wealth Partners, LLC4,994$207.8K0.01%+4,994New
LaSalle St. Investment Advisors, LLC5,014$208.7K0.03%+5,014New
Continuum Advisory, LLC5,067$210.9K0.02%+5,067New
Jones Financial Companies LLLP5,034$213.1K0.00%+2,867+132.3%Added
Integrity Alliance, LLC.5,141$214.0K0.01%−476−8.5%Reduced
GAMMA Investing LLC5,245$218.3K0.01%+292+5.9%Added
LexAurum Advisors, LLC5,287$220.0K0.03%+5,287New
Beacon Pointe Advisors, LLC5,386$224.2K0.00%+35+0.7%Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,428$225.9K0.01%00.0%Unchanged
Norinchukin Bank, The5,447$226.7K0.00%−127−2.3%Reduced
Larry Mathis Financial Planning, LLC5,561$231.4K0.18%+17+0.3%Added
111 Capital5,567$231.7K0.04%+5,567New
JustInvest LLC5,633$234.4K0.00%+243+4.5%Added
Clark Capital Management Group, Inc.5,675$236.2K0.00%00.0%Unchanged
DnB Asset Management AS5,682$236.5K0.00%+5,682New
Belpointe Asset Management LLC5,704$237.4K0.01%00.0%Unchanged
GenTrust, LLC5,833$243.4K0.01%00.0%Unchanged
MCF Advisors LLC5,843$243.8K0.01%−166−2.8%Reduced
Vise Technologies, Inc.5,872$244.4K0.00%+5,872New
Advisory Resource Group5,914$246.1K0.04%00.0%Unchanged
Brinker Capital Investments, LLC5,952$247.7K0.00%−8,863−59.8%Reduced
Evergreen Capital Management LLC5,980$249.5K0.00%−142−2.3%Reduced
Cornerstone Investment Partners, LLC6,041$251.4K0.01%+6,041New
SRS Capital Advisors, Inc.6,045$251.6K0.00%+5,966+7,551.9%Added
Easterly Investment Partners LLC6,213$258.6K0.01%−1,751−22.0%Reduced
Three Bridge Wealth Advisors, LLC6,242$260.5K0.07%+5+0.1%Added
Canton Hathaway, LLC6,274$261.1K0.05%00.0%Unchanged
Tower Bridge Advisors6,350$264.3K0.02%00.0%Unchanged
Plan A Wealth LLC6,442$268.1K0.11%+54+0.8%Added
Southern Financial Group, LLC6,499$270.5K0.07%+49+0.8%Added
Procyon Private Wealth Partners, LLC6,553$272.7K0.01%−462−6.6%Reduced
Profund Advisors LLC6,639$276.3K0.01%+621+10.3%Added
Global Wealth Management Investment Advisory, Inc.6,653$276.9K0.04%00.0%Unchanged
Monograph Wealth Advisors, LLC6,638$277.0K0.02%00.0%Unchanged
Wealthcare Advisory Partners LLC6,656$277.0K0.01%−3,044−31.4%Reduced
Crossmark Global Holdings, Inc.6,820$283.8K0.00%00.0%Unchanged
Acadian Asset Management LLC6,864$285.0K0.00%+6,864New
IHT Wealth Management, LLC6,889$286.7K0.01%+31+0.5%Added
Kure Advisory, LLC7,040$293.0K0.14%+10+0.1%Added
Laird Norton Trust Company, LLC7,073$295.1K0.01%−25−0.4%Reduced
Bright Futures Wealth Management, LLC.7,195$299.5K0.19%+7,195New
Connor, Clark & Lunn Investment Management Ltd.7,293$303.5K0.00%+7,293New
CIBC Asset Management Inc7,438$309.6K0.00%00.0%Unchanged
Integrated Wealthcare, LLC7,457$310.4K0.23%00.0%Unchanged
Castleview Partners, LLC7,507$312.4K0.14%00.0%Unchanged
Ignite Planners, LLC7,538$313.7K0.04%00.0%Unchanged
Rehmann Capital Advisory Group7,540$313.8K0.01%00.0%Unchanged
EntryPoint Capital, LLC7,549$314.2K0.08%00.0%Unchanged
Beacon Capital Management, LLC7,590$315.9K0.05%−1,688−18.2%Reduced
Nisa Investment Advisors, LLC7,635$318.5K0.00%+91+1.2%Added
Change Path, LLC7,667$319.1K0.01%00.0%Unchanged
Fieldview Capital Management, LLC7,698$320.4K0.09%−3,836−33.3%Reduced
RMB Capital Management, LLC7,734$322.7K0.00%+1,306+20.3%Added
NBC Securities, Inc.7,768$323.3K0.02%00.0%Unchanged
Allworth Financial LP7,782$323.9K0.00%−169−2.1%Reduced
Swiss Life Asset Management Ltd7,919$329.6K0.00%+745+10.4%Added
Ocean Capital Management, LLC8,074$336.0K0.06%00.0%Unchanged
Marshall Wace, LLP8,160$339.6K0.00%+8,160New
Peak Asset Management, LLC8,214$341.9K0.05%00.0%Unchanged
Neuberger Berman Group LLC8,232$342.6K0.00%+858+11.6%Added
Pittenger & Anderson Inc8,372$348.4K0.01%00.0%Unchanged
First Heartland Consultants, Inc.8,768$364.9K0.02%+12+0.1%Added
Newbridge Financial Services Group, Inc.8,798$366.2K0.05%+2,503+39.8%Added
Acorn Financial Advisory Services Inc8,827$367.4K0.05%−442−4.8%Reduced
SG Americas Securities, LLC9,238$384.0K0.00%−32,187−77.7%Reduced
Tower Research Capital LLC (TRC)9,244$384.7K0.01%−242−2.6%Reduced
Sanctuary Advisors, LLC9,327$388.2K0.00%+1,739+22.9%Added
Raleigh Capital Management Inc.9,368$389.9K0.12%+78+0.8%Added
Blair William & Co9,444$393.1K0.00%−6,959−42.4%Reduced
Merit Financial Group, LLC9,542$397.1K0.00%+165+1.8%Added
Aspen Grove Capital, LLC9,556$398.8K0.06%+79+0.8%Added
Ellevest, Inc.9,613$400.1K0.05%+36+0.4%Added
JMN Financial LLC9,646$402.5K0.31%+3,021+45.6%Added
Capital Asset Advisory Services LLC9,684$403.0K0.01%00.0%Unchanged
Axxcess Wealth Management, LLC9,684$403.0K0.01%+9,684New
A&I Financial Services, LLC9,688$403.2K0.18%00.0%Unchanged
Kovack Advisors, Inc.9,761$405.7K0.02%−299−3.0%Reduced
Sigma Planning Corp9,772$406.7K0.01%00.0%Unchanged
Spire Wealth Management9,971$415.0K0.01%−2,946−22.8%Reduced
Brighton Jones LLC10,192$424.2K0.01%+749+7.9%Added
Elo Mutual Pension Insurance Co10,229$425.7K0.01%+10,229New
Ensign Peak Advisors, Inc10,367$431.5K0.00%−2,280−18.0%Reduced
Susquehanna Fundamental Investments, LLC10,380$432.0K0.01%+10,380New
Apeiron RIA LLC10,605$441.4K0.11%−661−5.9%Reduced
Stonebridge Financial Group, LLC10,614$441.8K0.03%−117−1.1%Reduced
Sun Life Financial INC10,630$442.0K0.02%00.0%Unchanged
Hendershot Investments Inc.11,021$458.7K0.06%00.0%Unchanged
Integrated Wealth Concepts LLC11,205$466.3K0.00%+281+2.6%Added
MML Investors Services, LLC11,469$477.3K0.00%+2,958+34.8%Added
EP Wealth Advisors, LLC11,515$479.3K0.00%+338+3.0%Added