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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 6,864 | $285.0K | 0.00% | +6,864 | New |
| Crossmark Global Holdings, Inc. | 6,820 | $283.8K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,656 | $277.0K | 0.01% | −3,044−31.4% | Reduced |
| Monograph Wealth Advisors, LLC | 6,638 | $277.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 6,653 | $276.9K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,639 | $276.3K | 0.01% | +621+10.3% | Added |
| Procyon Private Wealth Partners, LLC | 6,553 | $272.7K | 0.01% | −462−6.6% | Reduced |
| Southern Financial Group, LLC | 6,499 | $270.5K | 0.07% | +49+0.8% | Added |
| Plan A Wealth LLC | 6,442 | $268.1K | 0.11% | +54+0.8% | Added |
| Tower Bridge Advisors | 6,350 | $264.3K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,274 | $261.1K | 0.05% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,242 | $260.5K | 0.07% | +5+0.1% | Added |
| Easterly Investment Partners LLC | 6,213 | $258.6K | 0.01% | −1,751−22.0% | Reduced |
| SRS Capital Advisors, Inc. | 6,045 | $251.6K | 0.00% | +5,966+7,551.9% | Added |
| Cornerstone Investment Partners, LLC | 6,041 | $251.4K | 0.01% | +6,041 | New |
| Evergreen Capital Management LLC | 5,980 | $249.5K | 0.00% | −142−2.3% | Reduced |
| Brinker Capital Investments, LLC | 5,952 | $247.7K | 0.00% | −8,863−59.8% | Reduced |
| Advisory Resource Group | 5,914 | $246.1K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,872 | $244.4K | 0.00% | +5,872 | New |
| MCF Advisors LLC | 5,843 | $243.8K | 0.01% | −166−2.8% | Reduced |
| GenTrust, LLC | 5,833 | $243.4K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,704 | $237.4K | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 5,682 | $236.5K | 0.00% | +5,682 | New |
| Clark Capital Management Group, Inc. | 5,675 | $236.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 5,633 | $234.4K | 0.00% | +243+4.5% | Added |
| 111 Capital | 5,567 | $231.7K | 0.04% | +5,567 | New |
| Larry Mathis Financial Planning, LLC | 5,561 | $231.4K | 0.18% | +17+0.3% | Added |
| Norinchukin Bank, The | 5,447 | $226.7K | 0.00% | −127−2.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,428 | $225.9K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,386 | $224.2K | 0.00% | +35+0.7% | Added |
| LexAurum Advisors, LLC | 5,287 | $220.0K | 0.03% | +5,287 | New |
| GAMMA Investing LLC | 5,245 | $218.3K | 0.01% | +292+5.9% | Added |
| Integrity Alliance, LLC. | 5,141 | $214.0K | 0.01% | −476−8.5% | Reduced |
| Jones Financial Companies LLLP | 5,034 | $213.1K | 0.00% | +2,867+132.3% | Added |
| Continuum Advisory, LLC | 5,067 | $210.9K | 0.02% | +5,067 | New |
| LaSalle St. Investment Advisors, LLC | 5,014 | $208.7K | 0.03% | +5,014 | New |
| Daymark Wealth Partners, LLC | 4,994 | $207.8K | 0.01% | +4,994 | New |
| SageGuard Financial Group, LLC | 4,940 | $205.6K | 0.03% | +4,940 | New |
| Foundations Investment Advisors, LLC | 4,935 | $205.4K | 0.00% | −841−14.6% | Reduced |
| Ausdal Financial Partners, Inc. | 4,876 | $202.9K | 0.01% | +4,876 | New |
| MSH Capital Advisors LLC | 4,853 | $202.0K | 0.04% | +4,853 | New |
| US Bancorp | 4,326 | $180.0K | 0.00% | +44+1.0% | Added |
| Eukles Asset Management | 4,174 | $173.7K | 0.07% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,076 | $169.6K | 0.00% | −627−13.3% | Reduced |
| KBC Group NV | 3,606 | $150.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,580 | $149.0K | 0.14% | −379−9.6% | Reduced |
| TSFG, LLC | 3,583 | $149.0K | 0.02% | +30+0.8% | Added |
| State of Wyoming | 3,530 | $146.9K | 0.01% | +3,530 | New |
| Employees Retirement System of Texas | 3,458 | $144.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 3,386 | $140.9K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,372 | $140.3K | 0.00% | −488−12.6% | Reduced |
| Hantz Financial Services, Inc. | 3,299 | $137.0K | 0.00% | +872+35.9% | Added |
| Larson Financial Group LLC | 3,232 | $134.5K | 0.00% | +6+0.2% | Added |
| Rossby Financial, LCC | 3,072 | $127.9K | 0.02% | +9+0.3% | Added |
| Triumph Capital Management | 3,000 | $124.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,955 | $123.0K | 0.01% | +83+2.9% | Added |
| FIL Ltd | 2,911 | $121.2K | 0.00% | −394−11.9% | Reduced |
| Global Retirement Partners, LLC | 2,815 | $117.2K | 0.00% | +2,815 | New |
| Strive Financial Group ,LLC | 2,812 | $117.0K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,595 | $108.0K | 0.00% | −999−27.8% | Reduced |
| Nykredit A/S | 2,581 | $107.4K | 0.00% | +2,581 | New |
| Highline Wealth Partners LLC | 2,535 | $105.5K | 0.02% | +21+0.8% | Added |
| Syntax Research, Inc. | 2,527 | $105.2K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,513 | $104.6K | 0.00% | −302−10.7% | Reduced |
| Whittier Trust Co | 2,500 | $104.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,295 | $95.5K | 0.04% | +406+21.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,265 | $94.3K | 0.00% | +2,265 | New |
| Medallion Wealth Advisors, LLC | 2,237 | $93.1K | 0.03% | −4,031−64.3% | Reduced |
| Quent Capital, LLC | 2,165 | $90.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,139 | $89.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,083 | $86.7K | 0.00% | −68−3.2% | Reduced |
| International Assets Investment Management, LLC | 1,962 | $81.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,802 | $75.0K | 0.00% | −1,440−44.4% | Reduced |
| Wilkerson Advisory Group LLC | 1,740 | $72.4K | 0.02% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,704 | $70.9K | 0.00% | −196−10.3% | Reduced |
| Archer Investment Corp | 1,537 | $64.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,529 | $63.6K | 0.01% | +1,529 | New |
| Steward Partners Investment Advisory, LLC | 1,478 | $61.5K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,396 | $58.1K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $55.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,300 | $54.1K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1,262 | $52.5K | 0.01% | +1,262 | New |
| Silicon Valley Capital Partners | 1,257 | $52.3K | 0.00% | +10+0.8% | Added |
| Smithfield Trust Co | 1,249 | $52.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,199 | $49.9K | 0.00% | +879+274.7% | Added |
| Smartleaf Asset Management LLC | 1,129 | $47.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,010 | $42.0K | 0.00% | +1,010 | New |
| Kozak & Associates, Inc. | 1,010 | $42.0K | 0.01% | +9+0.9% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 989 | $41.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 961 | $40.0K | 0.00% | +66+7.4% | Added |
| Beacon Capital Management, Inc. | 933 | $38.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 902 | $37.5K | 0.00% | −65−6.7% | Reduced |
| Farther Finance Advisors, LLC | 824 | $34.3K | 0.00% | +85+11.5% | Added |
| Parallel Advisors, LLC | 777 | $32.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 739 | $30.8K | 0.00% | +739 | New |
| Clearstead Advisors, LLC | 737 | $30.7K | 0.00% | +101+15.9% | Added |
| Loomis Sayles & Co L P | 734 | $30.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 724 | $30.0K | 0.00% | +388+115.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $29.8K | 0.01% | 00.0% | Unchanged |