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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 84,230 | $3.51M | 0.00% | +3,605+4.5% | Added |
| Quantbot Technologies LP | 81,516 | $3.39M | 0.13% | +45,756+128.0% | Added |
| Mercer Global Advisors Inc | 80,746 | $3.36M | 0.00% | +36,027+80.6% | Added |
| Harbor Capital Advisors, Inc. | 79,697 | $3.32M | 0.23% | +1,057+1.3% | Added |
| Caxton Associates LLP | 79,001 | $3.29M | 0.06% | +35,189+80.3% | Added |
| MetLife Investment Management | 78,595 | $3.27M | 0.01% | +5,859+8.1% | Added |
| Man Group plc | 76,772 | $3.20M | 0.01% | +76,772 | New |
| Allianz Asset Management GmbH | 75,322 | $3.13M | 0.00% | −22,138−22.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,003 | $3.12M | 0.00% | −5,459−6.8% | Reduced |
| Independent Financial Group, LLC | 73,327 | $3.05M | 0.06% | −4,383−5.6% | Reduced |
| Ameritas Advisory Services, LLC | 73,001 | $3.04M | 0.06% | +32,217+79.0% | Added |
| Odyssean, LLC | 70,815 | $2.95M | 0.48% | +32,443+84.5% | Added |
| Arkadios Wealth Advisors | 70,035 | $2.91M | 0.04% | −4,168−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 66,130 | $2.75M | 0.00% | +5,424+8.9% | Added |
| Money Concepts Capital Corp | 64,689 | $2.69M | 0.12% | −3,711−5.4% | Reduced |
| Cerity Partners LLC | 64,569 | $2.69M | 0.00% | +1,913+3.1% | Added |
| Illinois Municipal Retirement Fund | 63,710 | $2.65M | 0.03% | −1,406−2.2% | Reduced |
| Vert Asset Management LLC | 63,606 | $2.65M | 0.72% | +2,404+3.9% | Added |
| Centaurus Financial, Inc. | 61,379 | $2.56M | 0.10% | −2,048−3.2% | Reduced |
| Exchange Traded Concepts, LLC | 61,082 | $2.54M | 0.01% | +1,116+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 60,657 | $2.54M | 0.00% | +7,569+14.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 59,285 | $2.47M | 0.00% | +170.0% | Added |
| GWM Advisors LLC | 57,691 | $2.40M | 0.01% | +55+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 55,426 | $2.34M | 0.01% | −305−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 55,751 | $2.32M | 0.01% | +55,751 | New |
| Louisiana State Employees Retirement System | 55,200 | $2.30M | 0.03% | −600−1.1% | Reduced |
| Royal Bank of Canada | 54,921 | $2.29M | 0.00% | +8,805+19.1% | Added |
| Polaris Capital Management, LLC | 52,600 | $2.19M | 0.21% | −900−1.7% | Reduced |
| Vanguard Global Advisers, LLC | 51,707 | $2.15M | 0.00% | +1,579+3.1% | Added |
| Bridgeway Capital Management, LLC | 50,000 | $2.08M | 0.04% | +10,000+25.0% | Added |
| State of Tennessee, Treasury Department | 48,315 | $2.01M | 0.01% | −1,770−3.5% | Reduced |
| Daiwa Securities Group Inc. | 48,186 | $2.01M | 0.00% | −1,707−3.4% | Reduced |
| Victory Capital Management Inc | 45,338 | $1.89M | 0.00% | +6,239+16.0% | Added |
| New York State Common Retirement Fund | 45,315 | $1.89M | 0.00% | +4,400+10.8% | Added |
| Stratos Wealth Partners, LTD. | 45,006 | $1.87M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,789 | $1.86M | 0.00% | +280+0.6% | Added |
| Barclays PLC | 44,248 | $1.84M | 0.00% | +14,862+50.6% | Added |
| Horizon Investments, LLC | 43,905 | $1.82M | 0.02% | +11,358+34.9% | Added |
| AE Wealth Management LLC | 42,773 | $1.78M | 0.01% | −2,706−5.9% | Reduced |
| Capital Performance Advisors LLP | 42,705 | $1.78M | 0.11% | −467−1.1% | Reduced |
| Integrated Advisors Network LLC | 42,688 | $1.78M | 0.08% | −1,335−3.0% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.74M | 0.38% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 40,540 | $1.69M | 0.01% | +345+0.9% | Added |
| State of New Jersey Common Pension Fund D | 39,991 | $1.66M | 0.01% | −18,636−31.8% | Reduced |
| Squarepoint Ops LLC | 39,585 | $1.65M | 0.00% | −14,229−26.4% | Reduced |
| Handelsbanken Fonder AB | 38,200 | $1.59M | 0.00% | +3,400+9.8% | Added |
| Franklin Resources Inc | 38,037 | $1.58M | 0.00% | −1,760−4.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 37,972 | $1.58M | 0.01% | +3,468+10.1% | Added |
| Allstate Corp | 36,719 | $1.53M | 0.02% | +247+0.7% | Added |
| Cooper Financial Group | 36,635 | $1.52M | 0.13% | +19+0.1% | Added |
| Voya Investment Management LLC | 36,279 | $1.51M | 0.00% | +2,312+6.8% | Added |
| Point72 Asset Management, L.P. | 36,228 | $1.51M | 0.00% | −18,989−34.4% | Reduced |
| Van Eck Associates Corp | 35,787 | $1.49M | 0.00% | +82+0.2% | Added |
| Natixis Advisors, L.P. | 35,678 | $1.48M | 0.00% | +5,005+16.3% | Added |
| B&I Capital AG | 35,068 | $1.46M | 3.22% | −242,863−87.4% | Reduced |
| Polymer Capital Management (US) LLC | 34,990 | $1.46M | 0.22% | +34,990 | New |
| Warren Averett Asset Management, LLC | 34,807 | $1.45M | 0.01% | −659−1.9% | Reduced |
| Arizona State Retirement System | 34,758 | $1.45M | 0.01% | +204+0.6% | Added |
| First Foundation Advisors | 34,493 | $1.44M | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 34,167 | $1.42M | 0.03% | +1,110+3.4% | Added |
| Yousif Capital Management, LLC | 34,116 | $1.42M | 0.02% | −99−0.3% | Reduced |
| Amalgamated Bank | 33,920 | $1.41M | 0.01% | −2,261−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.40M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 33,612 | $1.40M | 0.00% | −14,948−30.8% | Reduced |
| The PNC Financial Services Group, Inc. | 33,401 | $1.39M | 0.00% | +181+0.5% | Added |
| Koshinski Asset Management, Inc. | 33,309 | $1.39M | 0.07% | −74−0.2% | Reduced |
| Metis Global Partners, LLC | 32,860 | $1.37M | 0.03% | −100−0.3% | Reduced |
| Fifth Third Bancorp | 31,316 | $1.30M | 0.00% | −2,900−8.5% | Reduced |
| KLP Kapitalforvaltning AS | 30,700 | $1.28M | 0.00% | +3,000+10.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | $1.27M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 30,300 | $1.26M | 0.00% | −7,884−20.6% | Reduced |
| Colony Group, LLC | 29,983 | $1.25M | 0.00% | +781+2.7% | Added |
| PFG Investments, LLC | 29,426 | $1.22M | 0.05% | +49+0.2% | Added |
| Oregon Public Employees Retirement Fund | 28,656 | $1.19M | 0.01% | −100−0.3% | Reduced |
| Los Angeles Capital Management LLC | 28,104 | $1.17M | 0.00% | +7,420+35.9% | Added |
| Harbour Investments, Inc. | 27,954 | $1.16M | 0.02% | −816−2.8% | Reduced |
| Mars Jewett Financial Group, Inc. | 27,419 | $1.14M | 0.23% | +198+0.7% | Added |
| Intech Investment Management LLC | 26,833 | $1.12M | 0.01% | −1,168−4.2% | Reduced |
| New Age Alpha Advisors, LLC | 26,336 | $1.10M | 0.05% | −132−0.5% | Reduced |
| Janney Montgomery Scott LLC | 26,134 | $1.09M | 0.00% | +71+0.3% | Added |
| Blankinship & Foster, LLC | 25,558 | $1.06M | 0.21% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 25,500 | $1.06M | 0.55% | +9,500+59.4% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.05M | 0.00% | 00.0% | Unchanged |
| 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 |
| STRS Ohio | 25,200 | $1.05M | 0.00% | +3,200+14.5% | Added |
| Accel Wealth Management | 24,786 | $1.03M | 0.23% | −11,956−32.5% | Reduced |
| Vestcor Inc | 24,769 | $1.03M | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,399 | $1.02M | 0.05% | +7,626+45.5% | Added |
| Advisor OS, LLC | 24,085 | $1.00M | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 23,073 | $960.3K | 0.01% | −837−3.5% | Reduced |
| TD Asset Management Inc | 22,800 | $948.9K | 0.00% | +6,600+40.7% | Added |
| Foresight Group Ltd Liability Partnership | 22,347 | $941.9K | 0.17% | −5,099−18.6% | Reduced |
| Erste Asset Management GmbH | 22,100 | $933.3K | 0.01% | +3,000+15.7% | Added |
| Sequoia Financial Advisors, LLC | 21,728 | $904.3K | 0.00% | +6,216+40.1% | Added |
| Certior Financial Group, LLC | 21,700 | $903.2K | 0.49% | −2,173−9.1% | Reduced |
| Provident Investment Management, Inc. | 21,095 | $878.0K | 0.09% | −8,800−29.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,001 | $874.1K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 20,973 | $872.9K | 0.04% | +4,086+24.2% | Added |
| M Holdings Securities, Inc. | 20,475 | $862.0K | 0.12% | +10.0% | Added |