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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 11,689 | $486.5K | 0.00% | +11,689 | New |
| M&T Bank Corp | 11,849 | $493.5K | 0.00% | −417−3.4% | Reduced |
| RFG Advisory, LLC | 11,922 | $496.2K | 0.01% | +5,623+89.3% | Added |
| Voloridge Investment Management, LLC | 12,024 | $500.4K | 0.00% | −51,351−81.0% | Reduced |
| D. E. Shaw & Co., Inc. | 12,049 | $501.5K | 0.00% | −97,392−89.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,942 | $507.0K | 0.17% | +11,942 | New |
| Savant Capital, LLC | 12,956 | $514.5K | 0.00% | +6,320+95.2% | Added |
| Pensionfund Sabic | 12,500 | $520.0K | 0.56% | +4,500+56.3% | Added |
| Vident Advisory, LLC | 12,675 | $527.5K | 0.00% | −19−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 12,683 | $527.9K | 0.00% | +3,383+36.4% | Added |
| Fox Run Management, L.L.C. | 12,738 | $530.2K | 0.09% | +3,150+32.9% | Added |
| Xponance, Inc. | 12,769 | $531.4K | 0.00% | +834+7.0% | Added |
| TCP Asset Management, LLC | 13,306 | $553.8K | 0.06% | +26+0.2% | Added |
| Susquehanna International Group, LLP | 13,361 | $556.1K | 0.00% | −36,110−73.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,655 | $568.3K | 0.00% | −820−5.7% | Reduced |
| Fiduciary Alliance LLC | 13,728 | $571.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,751 | $572.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 13,891 | $578.1K | 0.14% | −11,685−45.7% | Reduced |
| Assetmark, Inc | 13,970 | $581.4K | 0.00% | −289−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,179 | $590.1K | 0.02% | +1,427+11.2% | Added |
| Independent Advisor Alliance | 14,271 | $594.0K | 0.01% | −51−0.4% | Reduced |
| Dynamic Financial Group | 14,393 | $599.0K | 0.45% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15,137 | $630.0K | 0.02% | +12+0.1% | Added |
| UniSuper Management Pty Ltd | 15,200 | $632.6K | 0.00% | −11,000−42.0% | Reduced |
| Sage Capital Management, LLC | 15,237 | $634.2K | 0.25% | +47+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 15,356 | $639.1K | 0.00% | +89+0.6% | Added |
| Ducere Wealth Management LLC | 15,404 | $641.1K | 0.19% | −2,156−12.3% | Reduced |
| Silver Oak Securities, Inc | 15,431 | $642.2K | 0.04% | −826−5.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,570 | $648.0K | 0.14% | −1,112−6.7% | Reduced |
| Massar Capital Management, LP | 15,939 | $663.4K | 0.23% | +15,939 | New |
| Captrust Financial Advisors | 15,992 | $665.6K | 0.00% | +987+6.6% | Added |
| Geneos Wealth Management Inc. | 17,263 | $718.5K | 0.01% | +1,196+7.4% | Added |
| Lakeridge Wealth Management LLC | 17,318 | $720.8K | 0.26% | +132+0.8% | Added |
| Bank of Montreal | 17,509 | $728.7K | 0.00% | +4,968+39.6% | Added |
| Ameriflex Group, Inc. | 17,657 | $734.9K | 0.30% | −300−1.7% | Reduced |
| Calton & Associates, Inc. | 17,995 | $748.9K | 0.11% | −20,405−53.1% | Reduced |
| ProShare Advisors LLC | 18,332 | $763.0K | 0.00% | −1,322−6.7% | Reduced |
| Maryland State Retirement & Pension System | 18,417 | $766.5K | 0.01% | +96+0.5% | Added |
| CIBC Bancorp USA Inc. | 18,515 | $770.6K | 0.00% | +1,879+11.3% | Added |
| Envestnet Asset Management Inc | 18,992 | $790.5K | 0.00% | +1,039+5.8% | Added |
| Cresset Asset Management, LLC | 19,236 | $802.7K | 0.00% | −27−0.1% | Reduced |
| RMR Wealth Builders | 19,378 | $808.6K | 0.05% | −1,740−8.2% | Reduced |
| Vaughan David Investments LLC | 19,882 | $827.0K | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 19,881 | $827.4K | 0.00% | −138−0.7% | Reduced |
| TCW Group Inc | 19,914 | $828.8K | 0.01% | −25,949−56.6% | Reduced |
| Pictet Asset Management Holding SA | 20,227 | $841.8K | 0.00% | +48+0.2% | Added |
| IFM Investors Pty Ltd | 20,601 | $857.4K | 0.01% | +100+0.5% | Added |
| M Holdings Securities, Inc. | 20,475 | $862.0K | 0.12% | +10.0% | Added |
| Cambria Investment Management, L.P. | 20,973 | $872.9K | 0.04% | +4,086+24.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,001 | $874.1K | 0.02% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 21,095 | $878.0K | 0.09% | −8,800−29.4% | Reduced |
| Certior Financial Group, LLC | 21,700 | $903.2K | 0.49% | −2,173−9.1% | Reduced |
| Sequoia Financial Advisors, LLC | 21,728 | $904.3K | 0.00% | +6,216+40.1% | Added |
| Erste Asset Management GmbH | 22,100 | $933.3K | 0.01% | +3,000+15.7% | Added |
| Foresight Group Ltd Liability Partnership | 22,347 | $941.9K | 0.17% | −5,099−18.6% | Reduced |
| TD Asset Management Inc | 22,800 | $948.9K | 0.00% | +6,600+40.7% | Added |
| Brookstone Capital Management | 23,073 | $960.3K | 0.01% | −837−3.5% | Reduced |
| Advisor OS, LLC | 24,085 | $1.00M | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,399 | $1.02M | 0.05% | +7,626+45.5% | Added |
| Vestcor Inc | 24,769 | $1.03M | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 24,786 | $1.03M | 0.23% | −11,956−32.5% | Reduced |
| STRS Ohio | 25,200 | $1.05M | 0.00% | +3,200+14.5% | Added |
| Diversify Wealth Management, LLC | 24,371 | $1.05M | 0.02% | −10,212−29.5% | Reduced |
| Diversify Advisory Services, LLC | 24,371 | $1.05M | 0.02% | +24,371 | New |
| DekaBank Deutsche Girozentrale | 28,240 | $1.05M | 0.00% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 25,500 | $1.06M | 0.55% | +9,500+59.4% | Added |
| Blankinship & Foster, LLC | 25,558 | $1.06M | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 26,134 | $1.09M | 0.00% | +71+0.3% | Added |
| New Age Alpha Advisors, LLC | 26,336 | $1.10M | 0.05% | −132−0.5% | Reduced |
| Intech Investment Management LLC | 26,833 | $1.12M | 0.01% | −1,168−4.2% | Reduced |
| Mars Jewett Financial Group, Inc. | 27,419 | $1.14M | 0.23% | +198+0.7% | Added |
| Harbour Investments, Inc. | 27,954 | $1.16M | 0.02% | −816−2.8% | Reduced |
| Los Angeles Capital Management LLC | 28,104 | $1.17M | 0.00% | +7,420+35.9% | Added |
| Oregon Public Employees Retirement Fund | 28,656 | $1.19M | 0.01% | −100−0.3% | Reduced |
| PFG Investments, LLC | 29,426 | $1.22M | 0.05% | +49+0.2% | Added |
| Colony Group, LLC | 29,983 | $1.25M | 0.00% | +781+2.7% | Added |
| New York State Teachers Retirement System | 30,300 | $1.26M | 0.00% | −7,884−20.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | $1.27M | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 30,700 | $1.28M | 0.00% | +3,000+10.8% | Added |
| Fifth Third Bancorp | 31,316 | $1.30M | 0.00% | −2,900−8.5% | Reduced |
| Metis Global Partners, LLC | 32,860 | $1.37M | 0.03% | −100−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 33,309 | $1.39M | 0.07% | −74−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 33,401 | $1.39M | 0.00% | +181+0.5% | Added |
| Teacher Retirement System of Texas | 33,612 | $1.40M | 0.00% | −14,948−30.8% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.40M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 33,920 | $1.41M | 0.01% | −2,261−6.2% | Reduced |
| Yousif Capital Management, LLC | 34,116 | $1.42M | 0.02% | −99−0.3% | Reduced |
| Mutual Advisors, LLC | 34,167 | $1.42M | 0.03% | +1,110+3.4% | Added |
| First Foundation Advisors | 34,493 | $1.44M | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,758 | $1.45M | 0.01% | +204+0.6% | Added |
| Warren Averett Asset Management, LLC | 34,807 | $1.45M | 0.01% | −659−1.9% | Reduced |
| Polymer Capital Management (US) LLC | 34,990 | $1.46M | 0.22% | +34,990 | New |
| B&I Capital AG | 35,068 | $1.46M | 3.22% | −242,863−87.4% | Reduced |
| Natixis Advisors, L.P. | 35,678 | $1.48M | 0.00% | +5,005+16.3% | Added |
| Van Eck Associates Corp | 35,787 | $1.49M | 0.00% | +82+0.2% | Added |
| Point72 Asset Management, L.P. | 36,228 | $1.51M | 0.00% | −18,989−34.4% | Reduced |
| Voya Investment Management LLC | 36,279 | $1.51M | 0.00% | +2,312+6.8% | Added |
| Cooper Financial Group | 36,635 | $1.52M | 0.13% | +19+0.1% | Added |
| Allstate Corp | 36,719 | $1.53M | 0.02% | +247+0.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,972 | $1.58M | 0.01% | +3,468+10.1% | Added |