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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 274,388 | $11.4M | 0.01% | +13,205+5.1% | Added |
| Engineers Gate Manager LP | 297,382 | $12.4M | 0.16% | −1,457,255−83.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 302,576 | $12.6M | 0.03% | −8,765−2.8% | Reduced |
| Rhumbline Advisers | 331,637 | $13.8M | 0.01% | −27,328−7.6% | Reduced |
| Nordea Investment Management AB | 342,026 | $14.4M | 0.01% | +110,320+47.6% | Added |
| Algert Global LLC | 369,750 | $15.4M | 0.18% | +76,850+26.2% | Added |
| LPL Financial LLC | 371,940 | $15.5M | 0.00% | +26,427+7.6% | Added |
| Deutsche Bank AG | 383,820 | $16.0M | 0.00% | +14,383+3.9% | Added |
| Mackenzie Financial Corp | 404,204 | $16.8M | 0.02% | +360,157+817.7% | Added |
| Public Sector Pension Investment Board | 432,856 | $18.0M | 0.05% | −57,103−11.7% | Reduced |
| Invesco Ltd. | 456,216 | $19.0M | 0.00% | −6,299−1.4% | Reduced |
| Kennedy Capital Management, Inc. | 481,848 | $20.1M | 0.36% | −14,861−3.0% | Reduced |
| UBS Group AG | 509,030 | $21.2M | 0.00% | +24,120+5.0% | Added |
| American Century Companies Inc | 560,089 | $23.3M | 0.01% | −399,769−41.6% | Reduced |
| Balyasny Asset Management LLC | 563,639 | $23.5M | 0.04% | −140,983−20.0% | Reduced |
| Hudson Bay Capital Management LP | 598,996 | $24.9M | 0.12% | −311,033−34.2% | Reduced |
| Principal Financial Group Inc | 609,014 | $25.3M | 0.01% | −3,115−0.5% | Reduced |
| Jupiter Topco LLC | 615,054 | $25.6M | 0.01% | +615,054 | New |
| Nomura Asset Management International Inc. | 635,548 | $26.5M | 0.04% | −343,777−35.1% | Reduced |
| Cetera Investment Advisers | 641,969 | $26.7M | 0.02% | −15,048−2.3% | Reduced |
| Renaissance Technologies LLC | 681,402 | $28.4M | 0.04% | +288,400+73.4% | Added |
| Legal & General Group Plc | 750,049 | $31.2M | 0.01% | −61,659−7.6% | Reduced |
| Jupiter Asset Management Ltd | 770,034 | $32.0M | 0.16% | +770,034 | New |
| Nuveen, LLC | 805,923 | $33.5M | 0.01% | −186,930−18.8% | Reduced |
| UBS Asset Management Americas Inc | 836,830 | $34.8M | 0.01% | +834,250+32,335.3% | Added |
| Vanguard Fiduciary Trust Co | 840,299 | $35.0M | 0.01% | +14,672+1.8% | Added |
| Morgan Stanley | 901,192 | $37.5M | 0.00% | −44,935−4.7% | Reduced |
| Ameriprise Financial Inc | 946,006 | $39.4M | 0.01% | −1,315−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 969,995 | $40.4M | 0.10% | +912,698+1,592.9% | Added |
| Arrowstreet Capital, Limited Partnership | 994,906 | $41.4M | 0.02% | +511,598+105.9% | Added |
| Bank of New York Mellon Corp | 998,094 | $41.5M | 0.01% | +55,482+5.9% | Added |
| Bank of America Corp | 1,123,351 | $46.8M | 0.00% | +569,574+102.9% | Added |
| Norges Bank | 1,652,337 | $68.8M | 0.01% | +1,652,337 | New |
| Dimensional Fund Advisors LP | 1,917,053 | $79.8M | 0.01% | +17,839+0.9% | Added |
| JPMorgan Chase & Co | 1,928,640 | $81.7M | 0.00% | +136,992+7.6% | Added |
| Duff & Phelps Investment Management Co | 2,006,105 | $83.5M | 0.79% | +204,589+11.4% | Added |
| Northern Trust Corp | 2,346,911 | $97.7M | 0.01% | +856,424+57.5% | Added |
| Charles Schwab Investment Management Inc | 2,468,884 | $102.8M | 0.01% | +105,405+4.5% | Added |
| Goldman Sachs Group Inc | 2,939,127 | $122.3M | 0.01% | +1,235,955+72.6% | Added |
| Canada Pension Plan Investment Board | 3,351,653 | $139.5M | 0.08% | +54,980+1.7% | Added |
| Geode Capital Management, LLC | 3,767,699 | $156.8M | 0.01% | +222,607+6.3% | Added |
| Wellington Management Group LLP | 4,011,362 | $167.0M | 0.03% | −1,200,733−23.0% | Reduced |
| FMR LLC | 4,220,531 | $175.7M | 0.01% | +87,939+2.1% | Added |
| Vanguard Capital Management LLC | 5,728,291 | $238.4M | 0.01% | +32,997+0.6% | Added |
| State Street Corp | 7,290,689 | $304.2M | 0.01% | +161,064+2.3% | Added |
| Vanguard Portfolio Management LLC | 14,398,478 | $599.3M | 0.03% | +511,118+3.7% | Added |
| BlackRock, Inc. | 23,307,528 | $970.1M | 0.01% | +1,256,516+5.7% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −320,353−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −130,153−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −120,868−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −111,493−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −72,943−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −48,641−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −47,542−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −41,363−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −29,490−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −25,574−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,307−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −22,835−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −21,043−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,827−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −10,835−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,157−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −9,868−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| BlueChip Wealth Advisors LLC | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,730−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −7,492−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,446−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,090−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |