Phillips Edison & Company, Inc.
PECO- 交易所
- Nasdaq
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001476204
近 90 天，Phillips Edison & Company, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 447 家機構在 13F 申報持有，市值合計 $47.8 億；沒有大師持有。
2022 年第 2 季 13F 持有人
Phillips Edison & Company, Inc. 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 343
- 較 2022 年第 1 季 +49 家
- 持有股數
- 8,223 萬
- 較 2022 年第 1 季 +1,335 萬 (+19.4%)
- 總市值
- $27.5 億
- 較 2022 年第 1 季 +$3.80 億 (+16.0%)
- 新進機構
- 86
- 另有 92 家加碼
- 清倉機構
- 37
- 另有 115 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PECO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 447 | $47.8 億 |
| 2026 年第 1 季 | 442 | $40.6 億 |
| 2025 年第 4 季 | 419 | $38.7 億 |
| 2025 年第 3 季 | 403 | $35.8 億 |
| 2025 年第 2 季 | 421 | $37.9 億 |
| 2025 年第 1 季 | 404 | $38.3 億 |
| 2024 年第 4 季 | 403 | $38.5 億 |
| 2024 年第 3 季 | 402 | $37.7 億 |
| 2024 年第 2 季 | 374 | $31.8 億 |
| 2024 年第 1 季 | 363 | $35.4 億 |
| 2023 年第 4 季 | 381 | $36.1 億 |
| 2023 年第 3 季 | 360 | $33.1 億 |
| 2023 年第 2 季 | 365 | $33.8 億 |
| 2023 年第 1 季 | 347 | $27.3 億 |
| 2022 年第 4 季 | 344 | $26.8 億 |
| 2022 年第 3 季 | 331 | $23.4 億 |
| 2022 年第 2 季 | 343 | $27.5 億 |
| 2022 年第 1 季 | 301 | $23.7 億 |
| 2021 年第 4 季 | 95 | $7.36 億 |
| 2021 年第 3 季 | 80 | $6.41 億 |
| 2021 年第 2 季 | 5 | $578.5 萬 |
| 2021 年第 1 季 | 6 | $2,644 萬 |
2022 年第 2 季持有機構
每家機構持有 Phillips Edison & Company, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 8,411 | $28.1 萬 | 0.01% | +491+6.2% | 加碼 |
| Rehmann Capital Advisory Group | 8,500 | $28.4 萬 | 0.03% | −5,578−39.6% | 減碼 |
| Franklin Resources Inc | 8,600 | $28.7 萬 | 0.00% | +8,600 | 新進 |
| Canton Hathaway, LLC | 8,744 | $29.2 萬 | 0.10% | −591−6.3% | 減碼 |
| Avantax Advisory Services, Inc. | 8,736 | $29.2 萬 | 0.00% | −413−4.5% | 減碼 |
| Blair William & Co | 9,132 | $30.5 萬 | 0.00% | −376−4.0% | 減碼 |
| Ronald Blue Trust, Inc. | 8,913 | $30.7 萬 | 0.00% | +8,913 | 新進 |
| Pinnacle Financial Partners Inc | 9,267 | $31.0 萬 | 0.01% | +9,267 | 新進 |
| Advisory Services Network, LLC | 9,324 | $31.2 萬 | 0.01% | +1,154+14.1% | 加碼 |
| Independent Advisor Alliance | 9,678 | $32.3 萬 | 0.02% | +9,678 | 新進 |
| Wells Fargo & Company | 9,695 | $32.4 萬 | 0.00% | −27,247−73.8% | 減碼 |
| Axxcess Wealth Management, LLC | 9,697 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 9,696 | $32.4 萬 | 0.00% | +9,696 | 新進 |
| Plotkin Financial Advisors, LLC | 9,750 | $32.6 萬 | 0.31% | −17,067−63.6% | 減碼 |
| Two Sigma Advisers, LP | 10,100 | $33.7 萬 | 0.00% | −9,800−49.2% | 減碼 |
| Mackenzie Financial Corp | 10,156 | $33.9 萬 | 0.00% | +2,289+29.1% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 10,195 | $34.1 萬 | 0.11% | +2,592+34.1% | 加碼 |
| Foundry Partners, LLC | 10,360 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| Van Eck Associates Corp | 10,372 | $34.7 萬 | 0.00% | +10,372 | 新進 |
| Stableford Capital II LLC | 10,529 | $34.9 萬 | 0.16% | +10,529 | 新進 |
| Larson Financial Group LLC | 10,478 | $35.0 萬 | 0.06% | +6,726+179.3% | 加碼 |
| Handelsbanken Fonder AB | 10,500 | $35.1 萬 | 0.00% | +10,500 | 新進 |
| Ameritas Investment Partners, Inc. | 10,587 | $35.3 萬 | 0.02% | −274−2.5% | 減碼 |
| Ameriprise Financial Inc | 10,594 | $35.4 萬 | 0.00% | −73,872−87.5% | 減碼 |
| Personal Capital Advisors Corp | 10,602 | $35.4 萬 | 0.00% | −1,567−12.9% | 減碼 |
| Ellevest, Inc. | 10,890 | $36.4 萬 | 0.03% | +344+3.3% | 加碼 |
| Nissay Asset Management Corp | 10,953 | $36.6 萬 | 0.00% | +363+3.4% | 加碼 |
| Russell Investments Group, Ltd. | 10,987 | $36.6 萬 | 0.00% | +10,987 | 新進 |
| Evercore Wealth Management, LLC | 11,000 | $36.8 萬 | 0.01% | +11,000 | 新進 |
| Royal Fund Management, LLC | 11,051 | $36.9 萬 | 0.06% | −824−6.9% | 減碼 |
| German American Bancorp, Inc. | 11,118 | $37.1 萬 | 0.06% | 00.0% | 不變 |
| Alpha Omega Group, Inc. | 11,269 | $37.6 萬 | 0.44% | −2,796−19.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 11,326 | $37.8 萬 | 0.08% | +11,326 | 新進 |
| Blackston Financial Advisory Group, LLC | 11,079 | $37.8 萬 | 0.25% | +11,079 | 新進 |
| Bank of the West | 11,442 | $38.2 萬 | 0.05% | +11,442 | 新進 |
| Raleigh Capital Management Inc. | 11,677 | $39.0 萬 | 0.22% | −5,463−31.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 11,730 | $39.2 萬 | 0.05% | +4,540+63.1% | 加碼 |
| Foresight Wealth Management, LLC | 11,802 | $39.4 萬 | 0.14% | −1,428−10.8% | 減碼 |
| Ignite Planners, LLC | 11,578 | $39.5 萬 | 0.32% | −1,438−11.0% | 減碼 |
| Proequities, Inc. | 11,874 | $39.8 萬 | 0.03% | −1,906−13.8% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 11,975 | $40.0 萬 | 0.23% | −6,129−33.9% | 減碼 |
| Metropolitan Life Insurance Co | 12,244 | $40.9 萬 | 0.02% | −1,598−11.5% | 減碼 |
| LexAurum Advisors, LLC | 12,341 | $41.2 萬 | 0.15% | +3,373+37.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,470 | $41.7 萬 | 0.00% | −2,909−18.9% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 12,635 | $42.2 萬 | 0.05% | +12,635 | 新進 |
| ProShare Advisors LLC | 12,848 | $43.0 萬 | 0.00% | −8,550−40.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,145 | $43.9 萬 | 0.01% | 00.0% | 不變 |
| GenTrust, LLC | 13,166 | $44.1 萬 | 0.04% | +13,166 | 新進 |
| D. E. Shaw & Co., Inc. | 13,249 | $44.3 萬 | 0.00% | −329,328−96.1% | 減碼 |
| First Republic Investment Management, Inc. | 13,355 | $44.6 萬 | 0.00% | −2,867−17.7% | 減碼 |
| BancorpSouth Bank | 13,395 | $44.8 萬 | 0.06% | +13,395 | 新進 |
| Fifth Third Bancorp | 13,957 | $46.6 萬 | 0.00% | +20.0% | 加碼 |
| FLC Capital Advisors | 13,968 | $46.7 萬 | 0.16% | −1,462−9.5% | 減碼 |
| Smart Money Group LLC | 14,063 | $47.0 萬 | 0.33% | +2,780+24.6% | 加碼 |
| Accurate Wealth Management, LLC | 13,836 | $47.1 萬 | 0.26% | −151−1.1% | 減碼 |
| Laurel Wealth Advisors, Inc. | 14,369 | $48.0 萬 | 0.05% | −1,893−11.6% | 減碼 |
| StrategIQ Financial Group, LLC | 14,669 | $49.0 萬 | 0.06% | +5,871+66.7% | 加碼 |
| Avantax Planning Partners, Inc. | 14,854 | $49.6 萬 | 0.02% | +14,854 | 新進 |
| Public Employees Retirement Association of Colorado | 15,134 | $50.6 萬 | 0.00% | +15,134 | 新進 |
| Change Path, LLC | 15,172 | $50.7 萬 | 0.03% | +1,338+9.7% | 加碼 |
| TownSquare Capital, LLC | 15,254 | $51.0 萬 | 0.01% | +1,021+7.2% | 加碼 |
| Regal Investment Advisors LLC | 16,053 | $53.6 萬 | 0.06% | +555+3.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 16,067 | $53.7 萬 | 0.01% | −18,935−54.1% | 減碼 |
| HSBC Holdings PLC | 16,071 | $53.7 萬 | 0.00% | +16,071 | 新進 |
| Arete Wealth Advisors, LLC | 16,267 | $54.3 萬 | 0.06% | −2,422−13.0% | 減碼 |
| Norges Bank | 16,579 | $55.4 萬 | 0.00% | 00.0% | 不變 |
| Marcum Wealth, LLC | 16,666 | $55.7 萬 | 0.08% | +16,666 | 新進 |
| Wolff Wiese Magana LLC | 17,067 | $57.0 萬 | 0.42% | −1,462−7.9% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 16,257 | $57.1 萬 | 0.41% | +16,257 | 新進 |
| MCF Advisors LLC | 17,117 | $57.3 萬 | 0.06% | −25,429−59.8% | 減碼 |
| Mission Wealth Management, LP | 17,153 | $57.3 萬 | 0.03% | 00.0% | 不變 |
| Continuum Advisory, LLC | 17,158 | $57.3 萬 | 0.10% | +511+3.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 17,376 | $58.1 萬 | 0.14% | 00.0% | 不變 |
| Hendershot Investments Inc. | 17,655 | $59.0 萬 | 0.10% | 00.0% | 不變 |
| Principal Financial Group Inc | 17,742 | $59.3 萬 | 0.00% | +7,239+68.9% | 加碼 |
| Amalgamated Bank | 18,111 | $60.5 萬 | 0.01% | +3,614+24.9% | 加碼 |
| Teacher Retirement System of Texas | 18,188 | $60.8 萬 | 0.00% | +18,188 | 新進 |
| Advisor Resource Council | 18,269 | $61.0 萬 | 0.06% | +18,269 | 新進 |
| Dimensional Fund Advisors LP | 18,362 | $61.3 萬 | 0.00% | −581−3.1% | 減碼 |
| Truist Financial Corp | 19,032 | $63.5 萬 | 0.00% | +265+1.4% | 加碼 |
| Vaughan David Investments LLC | 19,882 | $66.4 萬 | 0.02% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 20,047 | $67.0 萬 | 0.63% | +2,170+12.1% | 加碼 |
| Barclays PLC | 20,443 | $68.3 萬 | 0.00% | −76−0.4% | 減碼 |
| Citadel Advisors LLC | 20,486 | $68.4 萬 | 0.00% | +20,486 | 新進 |
| DuPont Capital Management Corp | 21,020 | $70.2 萬 | 0.03% | +11,053+110.9% | 加碼 |
| IHT Wealth Management, LLC | 21,313 | $71.2 萬 | 0.06% | +21,313 | 新進 |
| Johnson Midwest Financial, LLC | 22,003 | $73.5 萬 | 0.99% | +22,003 | 新進 |
| HighTower Advisors, LLC | 22,392 | $74.9 萬 | 0.00% | +1,091+5.1% | 加碼 |
| Sigma Planning Corp | 22,602 | $75.5 萬 | 0.03% | −836−3.6% | 減碼 |
| Covington Capital Management | 22,770 | $76.1 萬 | 0.03% | −4,697−17.1% | 減碼 |
| Calton & Associates, Inc. | 22,866 | $76.3 萬 | 0.42% | +1,225+5.7% | 加碼 |
| Soltis Investment Advisors LLC | 24,207 | $80.9 萬 | 0.12% | −8,839−26.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 24,640 | $82.3 萬 | 0.01% | −58,007−70.2% | 減碼 |
| Standard Life Aberdeen plc | 25,255 | $84.4 萬 | 0.00% | +25,255 | 新進 |
| EWG Elevate Inc. | 25,300 | $84.5 萬 | 0.41% | −571−2.2% | 減碼 |
| Capital Analysts, LLC | 27,111 | $90.6 萬 | 0.06% | +5,101+23.2% | 加碼 |
| Kovack Advisors, Inc. | 27,406 | $91.6 萬 | 0.12% | −1,875−6.4% | 減碼 |
| Squarepoint Ops LLC | 27,492 | $91.9 萬 | 0.01% | +27,492 | 新進 |
| State of Wisconsin Investment Board | 28,221 | $94.3 萬 | 0.00% | +28,221 | 新進 |