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。
2023 年第 1 季 13F 持有人
Phillips Edison & Company, Inc. 在 2023/3/31 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
- 347
- 較 2022 年第 4 季 +12 家
- 持有股數
- 8,369 萬
- 較 2022 年第 4 季 −36.1 萬 (−0.4%)
- 總市值
- $27.3 億
- 較 2022 年第 4 季 +$5,455 萬 (+2.0%)
- 新進機構
- 45
- 另有 98 家加碼
- 清倉機構
- 33
- 另有 128 家減碼
另有 9 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| US Bancorp | 8,582 | $28.0 萬 | 0.00% | +3,940+84.9% | 加碼 |
| Cable Hill Partners, LLC | 8,584 | $28.1 萬 | 0.05% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 8,688 | $28.3 萬 | 0.03% | +1,585+22.3% | 加碼 |
| Two Sigma Securities, LLC | 8,751 | $28.5 萬 | 0.02% | +8,751 | 新進 |
| Ellevest, Inc. | 8,877 | $29.0 萬 | 0.02% | +23+0.3% | 加碼 |
| Two Sigma Investments, LP | 9,000 | $29.4 萬 | 0.00% | +9,000 | 新進 |
| MCF Advisors LLC | 9,035 | $29.5 萬 | 0.03% | −2,527−21.9% | 減碼 |
| Axxcess Wealth Management, LLC | 9,227 | $30.1 萬 | 0.02% | −470−4.8% | 減碼 |
| Pinnacle Financial Partners Inc | 9,267 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 9,295 | $30.3 萬 | 0.18% | −1,445−13.5% | 減碼 |
| Empower Advisory Group, LLC | 9,344 | $30.4 萬 | 0.00% | +9,344 | 新進 |
| Independent Advisor Alliance | 9,478 | $30.9 萬 | 0.01% | +9,478 | 新進 |
| Quantbot Technologies LP | 9,499 | $31.0 萬 | 0.02% | −15,777−62.4% | 減碼 |
| Metropolitan Life Insurance Co | 9,941 | $32.4 萬 | 0.02% | −879−8.1% | 減碼 |
| M&T Bank Corp | 10,044 | $32.8 萬 | 0.00% | +11+0.1% | 加碼 |
| Regal Investment Advisors LLC | 10,156 | $33.1 萬 | 0.03% | −239−2.3% | 減碼 |
| Integrated Wealth Concepts LLC | 10,246 | $33.4 萬 | 0.01% | +10,246 | 新進 |
| Moloney Securities Asset Management, LLC | 10,377 | $33.8 萬 | 0.06% | +10,377 | 新進 |
| Clark Capital Management Group, Inc. | 10,456 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 10,530 | $34.3 萬 | 0.19% | 00.0% | 不變 |
| Midwest Financial Group LLC | 10,545 | $34.4 萬 | 0.32% | +10,545 | 新進 |
| Northwestern Mutual Wealth Management Co | 10,601 | $34.6 萬 | 0.00% | −3,888−26.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 10,731 | $35.0 萬 | 0.04% | +26+0.2% | 加碼 |
| Vivaldi Capital Management, LLC | 10,790 | $35.2 萬 | 0.11% | 00.0% | 不變 |
| Ignite Planners, LLC | 11,363 | $36.2 萬 | 0.15% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 11,197 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 11,217 | $36.6 萬 | 0.01% | −292−2.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 11,326 | $36.9 萬 | 0.06% | 00.0% | 不變 |
| Change Path, LLC | 11,577 | $37.8 萬 | 0.02% | −259−2.2% | 減碼 |
| Retirement Financial Solutions, LLC | 11,892 | $38.8 萬 | 0.31% | −1,601−11.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 11,900 | $38.8 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 11,910 | $38.9 萬 | 0.19% | +76+0.6% | 加碼 |
| Proequities, Inc. | 12,232 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 12,278 | $40.1 萬 | 0.13% | −63−0.5% | 減碼 |
| Fox Run Management, L.L.C. | 12,366 | $40.3 萬 | 0.13% | +12,366 | 新進 |
| Alpha Omega Group, Inc. | 12,401 | $40.5 萬 | 0.80% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 12,478 | $40.7 萬 | 0.07% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 12,489 | $40.7 萬 | 0.37% | +12,489 | 新進 |
| Nissay Asset Management Corp | 12,495 | $40.8 萬 | 0.00% | +128+1.0% | 加碼 |
| Van Eck Associates Corp | 12,813 | $41.8 萬 | 0.00% | +664+5.5% | 加碼 |
| Principal Financial Group Inc | 12,916 | $42.1 萬 | 0.00% | −1,160−8.2% | 減碼 |
| Demars Financial Group, LLC | 12,970 | $42.3 萬 | 0.23% | −120−0.9% | 減碼 |
| United Capital Financial Advisers, LLC | 13,072 | $42.6 萬 | 0.00% | −12,848−49.6% | 減碼 |
| GenTrust, LLC | 13,166 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Smart Money Group LLC | 13,798 | $43.5 萬 | 0.22% | −507−3.5% | 減碼 |
| BancorpSouth Bank | 13,395 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| ProShare Advisors LLC | 13,791 | $45.0 萬 | 0.00% | −1,287−8.5% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 14,173 | $46.2 萬 | 0.21% | +7,586+115.2% | 加碼 |
| State of Wisconsin Investment Board | 14,753 | $48.1 萬 | 0.00% | +207+1.4% | 加碼 |
| AQR Capital Management LLC | 14,817 | $48.3 萬 | 0.00% | −3,753−20.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 15,134 | $49.4 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 15,263 | $49.8 萬 | 0.10% | +15,263 | 新進 |
| Acorn Financial Advisory Services Inc | 15,437 | $50.4 萬 | 0.10% | 00.0% | 不變 |
| Squarepoint Ops LLC | 15,596 | $50.9 萬 | 0.00% | +15,596 | 新進 |
| Handelsbanken Fonder AB | 15,600 | $50.9 萬 | 0.00% | +5,100+48.6% | 加碼 |
| Hendershot Investments Inc. | 15,647 | $51.0 萬 | 0.09% | −2,008−11.4% | 減碼 |
| DuPont Capital Management Corp | 15,782 | $51.5 萬 | 0.02% | +173+1.1% | 加碼 |
| Marcum Wealth, LLC | 16,226 | $52.9 萬 | 0.07% | −440−2.6% | 減碼 |
| Continuum Advisory, LLC | 16,532 | $53.9 萬 | 0.09% | +63+0.4% | 加碼 |
| Amalgamated Bank | 16,610 | $54.2 萬 | 0.00% | −2,662−13.8% | 減碼 |
| Mission Wealth Management, LP | 17,153 | $56.0 萬 | 0.02% | 00.0% | 不變 |
| Ameriprise Financial Inc | 17,242 | $56.2 萬 | 0.00% | −20,957−54.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,364 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 18,685 | $61.0 萬 | 0.02% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 18,989 | $61.9 萬 | 0.15% | −5,102−21.2% | 減碼 |
| Perpetual Ltd | 19,090 | $62.3 萬 | 0.01% | +19,090 | 新進 |
| StrategIQ Financial Group, LLC | 19,161 | $62.5 萬 | 0.07% | +453+2.4% | 加碼 |
| Sigma Planning Corp | 19,713 | $64.3 萬 | 0.02% | −4,348−18.1% | 減碼 |
| Fiduciary Alliance LLC | 19,816 | $64.6 萬 | 0.16% | 00.0% | 不變 |
| Vaughan David Investments LLC | 19,882 | $64.9 萬 | 0.02% | 00.0% | 不變 |
| Castleview Partners, LLC | 20,386 | $66.5 萬 | 0.59% | −1,669−7.6% | 減碼 |
| Johnson Midwest Financial, LLC | 20,501 | $66.9 萬 | 0.96% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 21,134 | $68.9 萬 | 0.09% | −2,746−11.5% | 減碼 |
| IHT Wealth Management, LLC | 21,460 | $70.0 萬 | 0.04% | −535−2.4% | 減碼 |
| Apeiron RIA LLC | 22,008 | $71.2 萬 | 0.24% | −490−2.2% | 減碼 |
| Standard Life Aberdeen plc | 21,997 | $71.8 萬 | 0.00% | +1,095+5.2% | 加碼 |
| Natixis Advisors, L.P. | 22,546 | $73.5 萬 | 0.00% | +22,546 | 新進 |
| Balyasny Asset Management LLC | 22,738 | $74.2 萬 | 0.00% | +22,738 | 新進 |
| HighTower Advisors, LLC | 22,832 | $74.2 萬 | 0.00% | +1,789+8.5% | 加碼 |
| Cornercap Investment Counsel Inc | 23,560 | $76.9 萬 | 0.14% | +23,560 | 新進 |
| EPG Wealth Management LLC | 24,121 | $78.7 萬 | 0.25% | −1,644−6.4% | 減碼 |
| TownSquare Capital, LLC | 24,459 | $79.8 萬 | 0.02% | +3,046+14.2% | 加碼 |
| EWG Elevate Inc. | 25,261 | $82.4 萬 | 0.35% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 25,287 | $82.5 萬 | 0.01% | +25,287 | 新進 |
| Beacon Capital Management, LLC | 25,306 | $82.5 萬 | 0.24% | −3,538−12.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 25,370 | $82.8 萬 | 0.02% | −5,726−18.4% | 減碼 |
| FJ Capital Management LLC | 25,652 | $83.7 萬 | 0.10% | +11,648+83.2% | 加碼 |
| Kovack Advisors, Inc. | 26,456 | $86.3 萬 | 0.12% | −1,529−5.5% | 減碼 |
| Capital Asset Advisory Services LLC | 26,628 | $86.9 萬 | 0.06% | −4,866−15.5% | 減碼 |
| American Century Companies Inc | 27,010 | $88.1 萬 | 0.00% | +5,436+25.2% | 加碼 |
| M Holdings Securities, Inc. | 27,445 | $88.9 萬 | 0.09% | −17−0.1% | 減碼 |
| Bank of Montreal | 28,103 | $91.7 萬 | 0.00% | +28,103 | 新進 |
| DekaBank Deutsche Girozentrale | 29,398 | $92.6 萬 | 0.00% | +4,535+18.2% | 加碼 |
| Raymond James & Associates | 28,407 | $92.7 萬 | 0.00% | +179+0.6% | 加碼 |
| Advantage Alpha Capital Partners LP | 28,845 | $94.1 萬 | 0.20% | +28,845 | 新進 |
| Cipher Capital LP | 28,930 | $94.4 萬 | 0.17% | +28,930 | 新進 |
| Virginia Retirement Systems Et Al | 30,100 | $98.2 萬 | 0.01% | +9,500+46.1% | 加碼 |
| Jane Street Group, LLC | 30,339 | $99.0 萬 | 0.00% | +15,812+108.8% | 加碼 |
| Financial Partners Group, Inc | 30,564 | $99.7 萬 | 0.22% | 00.0% | 不變 |