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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.

Institutional holdersQ2 2026: 447 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ2 2026: $4.78B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisor Network LLC683$28.4K0.04%00.0%Unchanged
True Wealth Design, LLC641$26.7K0.01%+5+0.8%Added
Strategic Wealth Partners, Ltd.591$24.6K0.00%00.0%Unchanged
IFP Advisors, Inc554$23.1K0.00%−76−12.1%Reduced
Bare Financial Services, Inc545$22.7K0.01%+159+41.2%Added
Mirae Asset Global Investments Co., Ltd.518$21.6K0.00%−2,073−80.0%Reduced
SJS Investment Consulting Inc.462$19.2K0.00%+462New
Keating Financial Advisory Services, Inc.433$18.0K0.00%+3+0.7%Added
Essential Partners LLC328$13.7K0.01%−42−11.4%Reduced
1620 Investment Advisors, Inc.310$12.9K0.01%−100−24.4%Reduced
Fortis Group Advisors, LLC300$12.5K0.00%00.0%Unchanged
Meeder Asset Management Inc277$11.5K0.00%+277New
Accent Capital Management, LLC266$11.1K0.00%+62+30.4%Added
Huntington National Bank265$11.0K0.00%+264+26,400.0%Added
Covestor Ltd167$7.00K0.00%−1,845−91.7%Reduced
Alerus Financial NA166$6.91K0.00%00.0%Unchanged
Valued Wealth Advisors LLC148$6.17K0.00%00.0%Unchanged
AdvisorNet Financial, Inc147$6.12K0.00%00.0%Unchanged
Creative Financial Designs Inc141$5.87K0.00%−48−25.4%Reduced
Versant Capital Management, Inc121$5.04K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC17,048$4.98K0.00%+17,048New
C M Bidwell & Associates Ltd113$4.70K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC110$4.57K0.00%+1+0.9%Added
Brown Brothers Harriman & Co89$3.70K0.00%00.0%Unchanged
Noble Wealth Management PBC88$3.66K0.00%+88New
Group One Trading, L.P.78$3.25K0.00%+78New
Farmers & Merchants Investments Inc71$2.96K0.00%00.0%Unchanged
Sittner & Nelson, LLC70$2.91K0.00%00.0%Unchanged
UMA Financial Services, Inc.69$2.87K0.00%+8+13.1%Added
Silver Grove Financial Group, Inc.51$2.11K0.00%+51New
Parkside Financial Bank & Trust49$2.04K0.00%00.0%Unchanged
Cornerstone Financial Management LLC49$2.04K0.00%00.0%Unchanged
Kilter Group LLC46$1.92K0.00%−8−14.8%Reduced
Rialto Wealth Management, LLC29$1.21K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC27$1.12K0.00%+27New
Avion Wealth30$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC21$8770.00%+21New
Fulcrum Asset Management LLP20$8450.00%+20New
Gilpin Wealth Management, LLC19$7910.00%00.0%Unchanged
Bell Investment Advisors, Inc17$7080.00%00.0%Unchanged
Ankerstar Wealth, LLC15$6260.00%00.0%Unchanged
Financial Consulate, Inc14$5830.00%00.0%Unchanged
Davis Capital Management12$4990.00%+12New
Dunhill Financial, LLC6$2810.00%00.0%Unchanged
GHP Investment Advisors, Inc.4$1670.00%00.0%Unchanged
Hughes Financial Services, LLC3$1250.00%00.0%Unchanged
Evolution Advisers, Inc.6$00.00%+6New
Qube Research & Technologies Ltd0$00.00%−320,353−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−130,153−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−120,868−100.0%Sold out
Citadel Advisors LLC0$00.00%−111,493−100.0%Sold out
Jane Street Group, LLC0$00.00%−72,943−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−48,641−100.0%Sold out
Holocene Advisors, LP0$00.00%−47,542−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−41,363−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−29,490−100.0%Sold out
Headlands Technologies LLC0$00.00%−25,574−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−25,307−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−22,835−100.0%Sold out
Entropy Technologies, LP0$00.00%−21,043−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,827−100.0%Sold out
Vivaldi Capital Management, LLC0$00.00%−10,835−100.0%Sold out
HRT Financial LP0$00.00%−10,157−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−9,868−100.0%Sold out
DRW Securities, LLC0$00.00%−8,183−100.0%Sold out
BlueChip Wealth Advisors LLC0$00.00%−7,937−100.0%Sold out
Jump Financial, LLC0$00.00%−7,730−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−7,492−100.0%Sold out
XTX Topco Ltd0$00.00%−7,337−100.0%Sold out
Empowered Funds, LLC0$00.00%−6,446−100.0%Sold out
MAI Capital Management0$00.00%−6,090−100.0%Sold out
EPG Wealth Management LLC0$00.00%−5,727−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−3,672−100.0%Sold out
RWM Asset Management, LLC0$00.00%−2,940−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−1,382−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,346−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,061−100.0%Sold out
Advisory Services Network, LLC0$00.00%−869−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−868−100.0%Sold out
Ancora Advisors, LLC0$00.00%−624−100.0%Sold out
Curio Wealth, LLC0$00.00%−591−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−261−100.0%Sold out
First Horizon Corp0$00.00%−248−100.0%Sold out
Root Financial Partners, LLC0$00.00%−233−100.0%Sold out
Merkkuri Wealth Advisors LLC0$00.00%−60−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−26−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−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