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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 20,601 | $857.4K | 0.01% | +100+0.5% | Added |
| Pictet Asset Management Holding SA | 20,227 | $841.8K | 0.00% | +48+0.2% | Added |
| TCW Group Inc | 19,914 | $828.8K | 0.01% | −25,949−56.6% | Reduced |
| Nissay Asset Management Corp | 19,881 | $827.4K | 0.00% | −138−0.7% | Reduced |
| Vaughan David Investments LLC | 19,882 | $827.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 19,378 | $808.6K | 0.05% | −1,740−8.2% | Reduced |
| Cresset Asset Management, LLC | 19,236 | $802.7K | 0.00% | −27−0.1% | Reduced |
| Envestnet Asset Management Inc | 18,992 | $790.5K | 0.00% | +1,039+5.8% | Added |
| CIBC Bancorp USA Inc. | 18,515 | $770.6K | 0.00% | +1,879+11.3% | Added |
| Maryland State Retirement & Pension System | 18,417 | $766.5K | 0.01% | +96+0.5% | Added |
| ProShare Advisors LLC | 18,332 | $763.0K | 0.00% | −1,322−6.7% | Reduced |
| Calton & Associates, Inc. | 17,995 | $748.9K | 0.11% | −20,405−53.1% | Reduced |
| Ameriflex Group, Inc. | 17,657 | $734.9K | 0.30% | −300−1.7% | Reduced |
| Bank of Montreal | 17,509 | $728.7K | 0.00% | +4,968+39.6% | Added |
| Lakeridge Wealth Management LLC | 17,318 | $720.8K | 0.26% | +132+0.8% | Added |
| Geneos Wealth Management Inc. | 17,263 | $718.5K | 0.01% | +1,196+7.4% | Added |
| Captrust Financial Advisors | 15,992 | $665.6K | 0.00% | +987+6.6% | Added |
| Massar Capital Management, LP | 15,939 | $663.4K | 0.23% | +15,939 | New |
| Dynamic Technology Lab Private Ltd | 15,570 | $648.0K | 0.14% | −1,112−6.7% | Reduced |
| Silver Oak Securities, Inc | 15,431 | $642.2K | 0.04% | −826−5.1% | Reduced |
| Ducere Wealth Management LLC | 15,404 | $641.1K | 0.19% | −2,156−12.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,356 | $639.1K | 0.00% | +89+0.6% | Added |
| Sage Capital Management, LLC | 15,237 | $634.2K | 0.25% | +47+0.3% | Added |
| UniSuper Management Pty Ltd | 15,200 | $632.6K | 0.00% | −11,000−42.0% | Reduced |
| Rothschild Investment LLC | 15,137 | $630.0K | 0.02% | +12+0.1% | Added |
| Dynamic Financial Group | 14,393 | $599.0K | 0.45% | 00.0% | Unchanged |
| Independent Advisor Alliance | 14,271 | $594.0K | 0.01% | −51−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,179 | $590.1K | 0.02% | +1,427+11.2% | Added |
| Assetmark, Inc | 13,970 | $581.4K | 0.00% | −289−2.0% | Reduced |
| Inceptionr LLC | 13,891 | $578.1K | 0.14% | −11,685−45.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,751 | $572.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13,728 | $571.4K | 0.04% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 13,655 | $568.3K | 0.00% | −820−5.7% | Reduced |
| Susquehanna International Group, LLP | 13,361 | $556.1K | 0.00% | −36,110−73.0% | Reduced |
| TCP Asset Management, LLC | 13,306 | $553.8K | 0.06% | +26+0.2% | Added |
| Xponance, Inc. | 12,769 | $531.4K | 0.00% | +834+7.0% | Added |
| Fox Run Management, L.L.C. | 12,738 | $530.2K | 0.09% | +3,150+32.9% | Added |
| Resources Investment Advisors, LLC. | 12,683 | $527.9K | 0.00% | +3,383+36.4% | Added |
| Vident Advisory, LLC | 12,675 | $527.5K | 0.00% | −19−0.1% | Reduced |
| Pensionfund Sabic | 12,500 | $520.0K | 0.56% | +4,500+56.3% | Added |
| Savant Capital, LLC | 12,956 | $514.5K | 0.00% | +6,320+95.2% | Added |
| Jackson Creek Investment Advisors LLC | 11,942 | $507.0K | 0.17% | +11,942 | New |
| D. E. Shaw & Co., Inc. | 12,049 | $501.5K | 0.00% | −97,392−89.0% | Reduced |
| Voloridge Investment Management, LLC | 12,024 | $500.4K | 0.00% | −51,351−81.0% | Reduced |
| RFG Advisory, LLC | 11,922 | $496.2K | 0.01% | +5,623+89.3% | Added |
| M&T Bank Corp | 11,849 | $493.5K | 0.00% | −417−3.4% | Reduced |
| Two Sigma Investments, LP | 11,689 | $486.5K | 0.00% | +11,689 | New |
| EP Wealth Advisors, LLC | 11,515 | $479.3K | 0.00% | +338+3.0% | Added |
| MML Investors Services, LLC | 11,469 | $477.3K | 0.00% | +2,958+34.8% | Added |
| Integrated Wealth Concepts LLC | 11,205 | $466.3K | 0.00% | +281+2.6% | Added |
| Hendershot Investments Inc. | 11,021 | $458.7K | 0.06% | 00.0% | Unchanged |
| Sun Life Financial INC | 10,630 | $442.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 10,614 | $441.8K | 0.03% | −117−1.1% | Reduced |
| Apeiron RIA LLC | 10,605 | $441.4K | 0.11% | −661−5.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,380 | $432.0K | 0.01% | +10,380 | New |
| Ensign Peak Advisors, Inc | 10,367 | $431.5K | 0.00% | −2,280−18.0% | Reduced |
| Elo Mutual Pension Insurance Co | 10,229 | $425.7K | 0.01% | +10,229 | New |
| Brighton Jones LLC | 10,192 | $424.2K | 0.01% | +749+7.9% | Added |
| Spire Wealth Management | 9,971 | $415.0K | 0.01% | −2,946−22.8% | Reduced |
| Sigma Planning Corp | 9,772 | $406.7K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,761 | $405.7K | 0.02% | −299−3.0% | Reduced |
| A&I Financial Services, LLC | 9,688 | $403.2K | 0.18% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 9,684 | $403.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,684 | $403.0K | 0.01% | +9,684 | New |
| JMN Financial LLC | 9,646 | $402.5K | 0.31% | +3,021+45.6% | Added |
| Ellevest, Inc. | 9,613 | $400.1K | 0.05% | +36+0.4% | Added |
| Aspen Grove Capital, LLC | 9,556 | $398.8K | 0.06% | +79+0.8% | Added |
| Merit Financial Group, LLC | 9,542 | $397.1K | 0.00% | +165+1.8% | Added |
| Blair William & Co | 9,444 | $393.1K | 0.00% | −6,959−42.4% | Reduced |
| Raleigh Capital Management Inc. | 9,368 | $389.9K | 0.12% | +78+0.8% | Added |
| Sanctuary Advisors, LLC | 9,327 | $388.2K | 0.00% | +1,739+22.9% | Added |
| Tower Research Capital LLC (TRC) | 9,244 | $384.7K | 0.01% | −242−2.6% | Reduced |
| SG Americas Securities, LLC | 9,238 | $384.0K | 0.00% | −32,187−77.7% | Reduced |
| Acorn Financial Advisory Services Inc | 8,827 | $367.4K | 0.05% | −442−4.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,798 | $366.2K | 0.05% | +2,503+39.8% | Added |
| First Heartland Consultants, Inc. | 8,768 | $364.9K | 0.02% | +12+0.1% | Added |
| Pittenger & Anderson Inc | 8,372 | $348.4K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,232 | $342.6K | 0.00% | +858+11.6% | Added |
| Peak Asset Management, LLC | 8,214 | $341.9K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,160 | $339.6K | 0.00% | +8,160 | New |
| Ocean Capital Management, LLC | 8,074 | $336.0K | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,919 | $329.6K | 0.00% | +745+10.4% | Added |
| Allworth Financial LP | 7,782 | $323.9K | 0.00% | −169−2.1% | Reduced |
| NBC Securities, Inc. | 7,768 | $323.3K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,734 | $322.7K | 0.00% | +1,306+20.3% | Added |
| Fieldview Capital Management, LLC | 7,698 | $320.4K | 0.09% | −3,836−33.3% | Reduced |
| Change Path, LLC | 7,667 | $319.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,635 | $318.5K | 0.00% | +91+1.2% | Added |
| Beacon Capital Management, LLC | 7,590 | $315.9K | 0.05% | −1,688−18.2% | Reduced |
| EntryPoint Capital, LLC | 7,549 | $314.2K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,540 | $313.8K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 7,538 | $313.7K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7,507 | $312.4K | 0.14% | 00.0% | Unchanged |
| Integrated Wealthcare, LLC | 7,457 | $310.4K | 0.23% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,438 | $309.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,293 | $303.5K | 0.00% | +7,293 | New |
| Bright Futures Wealth Management, LLC. | 7,195 | $299.5K | 0.19% | +7,195 | New |
| Laird Norton Trust Company, LLC | 7,073 | $295.1K | 0.01% | −25−0.4% | Reduced |
| Kure Advisory, LLC | 7,040 | $293.0K | 0.14% | +10+0.1% | Added |
| IHT Wealth Management, LLC | 6,889 | $286.7K | 0.01% | +31+0.5% | Added |