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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 38,037 | $1.58M | 0.00% | −1,760−4.4% | Reduced |
| Handelsbanken Fonder AB | 38,200 | $1.59M | 0.00% | +3,400+9.8% | Added |
| Squarepoint Ops LLC | 39,585 | $1.65M | 0.00% | −14,229−26.4% | Reduced |
| State of New Jersey Common Pension Fund D | 39,991 | $1.66M | 0.01% | −18,636−31.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,540 | $1.69M | 0.01% | +345+0.9% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.74M | 0.38% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 42,688 | $1.78M | 0.08% | −1,335−3.0% | Reduced |
| Capital Performance Advisors LLP | 42,705 | $1.78M | 0.11% | −467−1.1% | Reduced |
| AE Wealth Management LLC | 42,773 | $1.78M | 0.01% | −2,706−5.9% | Reduced |
| Horizon Investments, LLC | 43,905 | $1.82M | 0.02% | +11,358+34.9% | Added |
| Barclays PLC | 44,248 | $1.84M | 0.00% | +14,862+50.6% | Added |
| HighTower Advisors, LLC | 44,789 | $1.86M | 0.00% | +280+0.6% | Added |
| Stratos Wealth Partners, LTD. | 45,006 | $1.87M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 45,315 | $1.89M | 0.00% | +4,400+10.8% | Added |
| Victory Capital Management Inc | 45,338 | $1.89M | 0.00% | +6,239+16.0% | Added |
| Daiwa Securities Group Inc. | 48,186 | $2.01M | 0.00% | −1,707−3.4% | Reduced |
| State of Tennessee, Treasury Department | 48,315 | $2.01M | 0.01% | −1,770−3.5% | Reduced |
| Bridgeway Capital Management, LLC | 50,000 | $2.08M | 0.04% | +10,000+25.0% | Added |
| Vanguard Global Advisers, LLC | 51,707 | $2.15M | 0.00% | +1,579+3.1% | Added |
| Polaris Capital Management, LLC | 52,600 | $2.19M | 0.21% | −900−1.7% | Reduced |
| Royal Bank of Canada | 54,921 | $2.29M | 0.00% | +8,805+19.1% | Added |
| Louisiana State Employees Retirement System | 55,200 | $2.30M | 0.03% | −600−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 55,751 | $2.32M | 0.01% | +55,751 | New |
| Resona Asset Management Co.,Ltd. | 55,426 | $2.34M | 0.01% | −305−0.5% | Reduced |
| GWM Advisors LLC | 57,691 | $2.40M | 0.01% | +55+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 59,285 | $2.47M | 0.00% | +170.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 60,657 | $2.54M | 0.00% | +7,569+14.3% | Added |
| Exchange Traded Concepts, LLC | 61,082 | $2.54M | 0.01% | +1,116+1.9% | Added |
| Centaurus Financial, Inc. | 61,379 | $2.56M | 0.10% | −2,048−3.2% | Reduced |
| Vert Asset Management LLC | 63,606 | $2.65M | 0.72% | +2,404+3.9% | Added |
| Illinois Municipal Retirement Fund | 63,710 | $2.65M | 0.03% | −1,406−2.2% | Reduced |
| Cerity Partners LLC | 64,569 | $2.69M | 0.00% | +1,913+3.1% | Added |
| Money Concepts Capital Corp | 64,689 | $2.69M | 0.12% | −3,711−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 66,130 | $2.75M | 0.00% | +5,424+8.9% | Added |
| Arkadios Wealth Advisors | 70,035 | $2.91M | 0.04% | −4,168−5.6% | Reduced |
| Odyssean, LLC | 70,815 | $2.95M | 0.48% | +32,443+84.5% | Added |
| Ameritas Advisory Services, LLC | 73,001 | $3.04M | 0.06% | +32,217+79.0% | Added |
| Independent Financial Group, LLC | 73,327 | $3.05M | 0.06% | −4,383−5.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,003 | $3.12M | 0.00% | −5,459−6.8% | Reduced |
| Allianz Asset Management GmbH | 75,322 | $3.13M | 0.00% | −22,138−22.7% | Reduced |
| Man Group plc | 76,772 | $3.20M | 0.01% | +76,772 | New |
| MetLife Investment Management | 78,595 | $3.27M | 0.01% | +5,859+8.1% | Added |
| Caxton Associates LLP | 79,001 | $3.29M | 0.06% | +35,189+80.3% | Added |
| Harbor Capital Advisors, Inc. | 79,697 | $3.32M | 0.23% | +1,057+1.3% | Added |
| Mercer Global Advisors Inc | 80,746 | $3.36M | 0.00% | +36,027+80.6% | Added |
| Quantbot Technologies LP | 81,516 | $3.39M | 0.13% | +45,756+128.0% | Added |
| CI Private Wealth, LLC | 84,230 | $3.51M | 0.00% | +3,605+4.5% | Added |
| Lazard Asset Management LLC | 85,259 | $3.55M | 0.01% | +43,463+104.0% | Added |
| Martingale Asset Management L P | 87,770 | $3.65M | 0.09% | +5,502+6.7% | Added |
| Kestra Advisory Services, LLC | 89,136 | $3.71M | 0.01% | −1,458−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,539 | $3.73M | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 89,536 | $3.73M | 0.04% | −2,044−2.2% | Reduced |
| Virginia Retirement Systems Et Al | 90,538 | $3.77M | 0.02% | +7,100+8.5% | Added |
| Amundi | 93,789 | $3.90M | 0.00% | +264+0.3% | Added |
| Creative Planning | 96,281 | $4.01M | 0.00% | +10,056+11.7% | Added |
| Modern Wealth Management, LLC | 96,847 | $4.03M | 0.05% | −3,477−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 97,465 | $4.06M | 0.00% | +60,291+162.2% | Added |
| Macquarie Group Ltd | 98,466 | $4.10M | 0.02% | +8,609+9.6% | Added |
| Mutual of America Capital Management LLC | 98,566 | $4.10M | 0.04% | −4,228−4.1% | Reduced |
| Thrivent Financial for Lutherans | 103,863 | $4.32M | 0.01% | +672+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 107,380 | $4.47M | 0.01% | +107,380 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 107,551 | $4.48M | 0.00% | +6,539+6.5% | Added |
| Verition Fund Management LLC | 110,900 | $4.62M | 0.03% | −124,369−52.9% | Reduced |
| Raymond James Financial Inc | 111,417 | $4.64M | 0.00% | −25,748−18.8% | Reduced |
| State of Alaska, Department of Revenue | 111,565 | $4.64M | 0.05% | −20,457−15.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 115,660 | $4.81M | 0.01% | +439+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,223 | $4.84M | 0.01% | +1,560+1.4% | Added |
| Vanguard Asset Management, Ltd | 120,681 | $5.02M | 0.00% | +7,809+6.9% | Added |
| Wells Fargo & Company | 122,448 | $5.10M | 0.00% | +64,612+111.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,636 | $5.15M | 0.02% | +35,692+40.6% | Added |
| Commonwealth Equity Services, LLC | 128,460 | $5.35M | 0.01% | −818−0.6% | Reduced |
| SEI Investments Co | 129,052 | $5.37M | 0.00% | −38,391−22.9% | Reduced |
| Standard Life Aberdeen plc | 130,558 | $5.43M | 0.01% | +9,796+8.1% | Added |
| Russell Investments Group, Ltd. | 130,942 | $5.45M | 0.00% | +52,124+66.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 133,939 | $5.57M | 0.00% | −2,869−2.1% | Reduced |
| McAdam, LLC | 135,857 | $5.65M | 0.22% | −576−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 142,192 | $5.92M | 0.09% | +97,302+216.8% | Added |
| California State Teachers Retirement System | 143,858 | $5.99M | 0.01% | −4,162−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 144,937 | $6.03M | 0.02% | −370−0.3% | Reduced |
| First Trust Advisors LP | 148,311 | $6.17M | 0.00% | +28,426+23.7% | Added |
| Quantinno Capital Management LP | 149,276 | $6.21M | 0.01% | +44,993+43.1% | Added |
| Price T Rowe Associates Inc | 151,540 | $6.31M | 0.00% | +22,644+17.6% | Added |
| Tudor Investment Corp Et Al | 151,562 | $6.31M | 0.03% | +151,562 | New |
| J.W. Cole Advisors, Inc. | 159,122 | $6.62M | 0.11% | −2,217−1.4% | Reduced |
| Alliancebernstein L.P. | 179,014 | $6.70M | 0.00% | −4,110−2.2% | Reduced |
| State of Wisconsin Investment Board | 170,653 | $7.10M | 0.01% | −12,695−6.9% | Reduced |
| Citigroup Inc | 178,100 | $7.41M | 0.00% | +12,691+7.7% | Added |
| Federated Hermes, Inc. | 181,848 | $7.57M | 0.01% | +181,848 | New |
| Adage Capital Partners GP, L.L.C. | 185,000 | $7.70M | 0.01% | −265,000−58.9% | Reduced |
| Mariner, LLC | 187,417 | $7.80M | 0.01% | −640−0.3% | Reduced |
| Bessemer Group Inc | 188,495 | $7.84M | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 204,770 | $8.52M | 0.02% | +11,080+5.7% | Added |
| Prudential Financial Inc | 231,255 | $9.62M | 0.01% | +101,535+78.3% | Added |
| Millennium Management LLC | 231,934 | $9.65M | 0.01% | +114,995+98.3% | Added |
| AQR Capital Management LLC | 237,191 | $9.87M | 0.00% | +45,973+24.0% | Added |
| Asset Management One Co.,Ltd. | 247,418 | $10.3M | 0.03% | +20,032+8.8% | Added |
| Sophron Capital Management L.P. | 251,859 | $10.5M | 3.25% | −131,887−34.4% | Reduced |
| Swiss National Bank | 252,800 | $10.5M | 0.01% | +3,900+1.6% | Added |
| HSBC Holdings PLC | 263,965 | $11.0M | 0.01% | +6,267+2.4% | Added |
| Advisor Group Holdings, Inc. | 265,798 | $11.1M | 0.01% | +59,197+28.7% | Added |