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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 30,648 | $100.0 萬 | 0.00% | −500−1.6% | 減碼 |
| Cerity Partners LLC | 31,919 | $104.1 萬 | 0.00% | +2,042+6.8% | 加碼 |
| Coppell Advisory Solutions LLC | 33,243 | $105.5 萬 | 0.36% | +2,683+8.8% | 加碼 |
| Coppell Advisory Solutions Corp. | 33,243 | $105.5 萬 | 0.36% | +2,683+8.8% | 加碼 |
| InterOcean Capital Group, LLC | 32,405 | $105.7 萬 | 0.04% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 32,407 | $105.7 萬 | 0.03% | −2,942−8.3% | 減碼 |
| Wells Fargo & Company | 32,904 | $107.3 萬 | 0.00% | +28,609+666.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $107.8 萬 | 0.06% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 33,270 | $108.5 萬 | 0.00% | −1,980−5.6% | 減碼 |
| Arizona State Retirement System | 33,930 | $110.7 萬 | 0.01% | +1,000+3.0% | 加碼 |
| Pictet Asset Management SA | 33,931 | $110.7 萬 | 0.00% | −14,694−30.2% | 減碼 |
| LDR Capital Management LLC | 34,597 | $112.9 萬 | 0.74% | −46,334−57.3% | 減碼 |
| Daiwa Securities Group Inc. | 35,781 | $116.7 萬 | 0.01% | +4,276+13.6% | 加碼 |
| Spire Wealth Management | 36,555 | $119.2 萬 | 0.05% | +910+2.6% | 加碼 |
| Twinbeech Capital LP | 36,836 | $120.2 萬 | 0.02% | +36,836 | 新進 |
| Curi Capital | 37,994 | $123.9 萬 | 0.18% | −3,559−8.6% | 減碼 |
| Ensign Peak Advisors, Inc | 40,650 | $132.6 萬 | 0.00% | +5,150+14.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,957 | $133.6 萬 | 0.01% | +1,214+3.1% | 加碼 |
| Employees Retirement System of Texas | 41,000 | $133.7 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 41,092 | $134.0 萬 | 0.07% | +1,631+4.1% | 加碼 |
| Accel Wealth Management | 41,624 | $135.8 萬 | 0.56% | +1,593+4.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 42,050 | $137.2 萬 | 0.61% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 44,017 | $143.6 萬 | 0.01% | +5,625+14.7% | 加碼 |
| Voya Investment Management LLC | 44,437 | $145.0 萬 | 0.00% | +67+0.2% | 加碼 |
| Victory Capital Management Inc | 44,497 | $145.1 萬 | 0.00% | −468−1.0% | 減碼 |
| Kalos Management, Inc. | 45,197 | $147.4 萬 | 2.96% | −743−1.6% | 減碼 |
| GWM Advisors LLC | 45,213 | $147.5 萬 | 0.02% | −5,363−10.6% | 減碼 |
| Cooper Financial Group | 45,648 | $148.9 萬 | 0.40% | −381−0.8% | 減碼 |
| Citadel Advisors LLC | 45,836 | $149.5 萬 | 0.00% | −284,522−86.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 46,395 | $151.3 萬 | 0.21% | +2,729+6.2% | 加碼 |
| Price T Rowe Associates Inc | 46,387 | $151.4 萬 | 0.00% | +2,760+6.3% | 加碼 |
| Mutual Advisors, LLC | 46,482 | $151.6 萬 | 0.06% | +68+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 46,712 | $152.4 萬 | 0.00% | +259+0.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 47,048 | $153.5 萬 | 0.00% | +47,048 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 48,956 | $159.7 萬 | 0.00% | −4,886−9.1% | 減碼 |
| Resources Investment Advisors, LLC. | 49,565 | $161.7 萬 | 0.04% | −2,582−5.0% | 減碼 |
| Brookstone Capital Management | 52,570 | $165.9 萬 | 0.03% | −8,383−13.8% | 減碼 |
| Teacher Retirement System of Texas | 51,048 | $166.5 萬 | 0.01% | +25,964+103.5% | 加碼 |
| Bell Bank | 51,841 | $169.1 萬 | 0.18% | −1,979−3.7% | 減碼 |
| Creative Planning | 52,062 | $169.8 萬 | 0.00% | +131+0.3% | 加碼 |
| Evercore Wealth Management, LLC | 52,156 | $170.1 萬 | 0.03% | −5,000−8.7% | 減碼 |
| Calton & Associates, Inc. | 53,695 | $175.2 萬 | 0.81% | −5,256−8.9% | 減碼 |
| Well Done, LLC | 54,459 | $177.6 萬 | 0.38% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 55,439 | $180.8 萬 | 0.00% | +1,241+2.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 55,796 | $182.0 萬 | 0.05% | +160.0% | 加碼 |
| American International Group, Inc. | 56,553 | $184.5 萬 | 0.01% | +1,125+2.0% | 加碼 |
| State of Alaska, Department of Revenue | 60,674 | $197.8 萬 | 0.02% | +1,738+2.9% | 加碼 |
| New York State Common Retirement Fund | 61,809 | $201.6 萬 | 0.00% | −24,796−28.6% | 減碼 |
| Cresset Asset Management, LLC | 61,748 | $202.1 萬 | 0.04% | −75,045−54.9% | 減碼 |
| Centersquare Investment Management LLC | 62,000 | $202.2 萬 | 0.02% | −957,292−93.9% | 減碼 |
| MetLife Investment Management | 62,464 | $203.8 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 62,515 | $203.9 萬 | 0.01% | +12,953+26.1% | 加碼 |
| Citigroup Inc | 63,557 | $207.3 萬 | 0.00% | +9,607+17.8% | 加碼 |
| SG Americas Securities, LLC | 63,581 | $207.4 萬 | 0.03% | +42,675+204.1% | 加碼 |
| Barber Financial Group, Inc. | 63,782 | $208.1 萬 | 0.37% | −2,682−4.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 64,129 | $209.2 萬 | 0.02% | −11,949−15.7% | 減碼 |
| Geneos Wealth Management Inc. | 64,342 | $209.9 萬 | 0.13% | +26,730+71.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,925 | $215.0 萬 | 0.01% | +6,170+10.3% | 加碼 |
| CWM, LLC | 65,936 | $215.1 萬 | 0.01% | −11,976−15.4% | 減碼 |
| Advisory Resource Group | 66,220 | $216.0 萬 | 0.61% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 67,449 | $220.5 萬 | 0.03% | −180−0.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 68,986 | $225.0 萬 | 0.03% | +14,523+26.7% | 加碼 |
| Brinker Capital Investments, LLC | 68,986 | $225.0 萬 | 0.03% | +68,986 | 新進 |
| Royal Bank of Canada | 69,643 | $227.2 萬 | 0.00% | −5,805−7.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 69,727 | $227.4 萬 | 0.01% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 72,275 | $235.8 萬 | 0.14% | −3,972−5.2% | 減碼 |
| Harbour Investments, Inc. | 73,367 | $239.3 萬 | 0.13% | −4,014−5.2% | 減碼 |
| California Public Employees Retirement System | 73,842 | $240.9 萬 | 0.00% | +73,842 | 新進 |
| HSBC Holdings PLC | 76,119 | $247.3 萬 | 0.00% | +25,522+50.4% | 加碼 |
| Bank of America Corp | 76,629 | $250.0 萬 | 0.00% | +9,008+13.3% | 加碼 |
| My Legacy Advisors, LLC | 80,584 | $256.9 萬 | 1.10% | 00.0% | 不變 |
| Putnam Investments LLC | 79,308 | $258.7 萬 | 0.00% | −53,635−40.3% | 減碼 |
| Greenland Capital Management LP | 79,490 | $259.3 萬 | 0.31% | +49,779+167.5% | 加碼 |
| National Asset Management, Inc. | 81,247 | $265.8 萬 | 0.07% | −19,640−19.5% | 減碼 |
| Money Concepts Capital Corp | 83,587 | $274.4 萬 | 0.15% | −29,525−26.1% | 減碼 |
| STRS Ohio | 84,695 | $276.2 萬 | 0.01% | −58,595−40.9% | 減碼 |
| Beck Capital Management, LLC | 86,341 | $281.6 萬 | 1.20% | −4,155−4.6% | 減碼 |
| Barclays PLC | 90,168 | $294.1 萬 | 0.00% | +33,926+60.3% | 加碼 |
| Centaurus Financial, Inc. | 91,381 | $298.1 萬 | 0.24% | −1,657−1.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 92,105 | $300.4 萬 | 0.21% | −19,095−17.2% | 減碼 |
| O'Dell Group, LLC | 92,247 | $300.9 萬 | 0.97% | −4,964−5.1% | 減碼 |
| Arkadios Wealth Advisors | 92,468 | $301.6 萬 | 0.36% | +3,108+3.5% | 加碼 |
| UBS Group AG | 94,018 | $306.7 萬 | 0.00% | +44,159+88.6% | 加碼 |
| Amundi | 98,609 | $314.7 萬 | 0.00% | −10,265−9.4% | 減碼 |
| Kestra Advisory Services, LLC | 112,528 | $367.1 萬 | 0.04% | −3,534−3.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 115,612 | $377.1 萬 | 0.16% | −157,968−57.7% | 減碼 |
| Susquehanna International Group, LLP | 115,747 | $377.6 萬 | 0.01% | +14,264+14.1% | 加碼 |
| Nomura Asset Management Co Ltd | 122,600 | $399.9 萬 | 0.02% | +3,540+3.0% | 加碼 |
| Koshinski Asset Management, Inc. | 124,736 | $406.9 萬 | 0.40% | −2,958−2.3% | 減碼 |
| Envestnet Asset Management Inc | 130,626 | $426.1 萬 | 0.00% | −15,743−10.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 132,918 | $433.6 萬 | 0.00% | +2,372+1.8% | 加碼 |
| RMR Wealth Builders | 135,821 | $444.3 萬 | 0.84% | −4,732−3.4% | 減碼 |
| SEI Investments Co | 136,360 | $444.8 萬 | 0.01% | +136,360 | 新進 |
| FirstPurpose Wealth LLC | 137,234 | $447.7 萬 | 2.21% | −14,253−9.4% | 減碼 |
| California State Teachers Retirement System | 146,468 | $477.8 萬 | 0.01% | −1,848−1.2% | 減碼 |
| Westwood Holdings Group Inc. | 156,000 | $508.9 萬 | 0.05% | +76,000+95.0% | 加碼 |
| Ameritas Advisory Services, LLC | 161,434 | $516.8 萬 | 0.26% | −83,335−34.0% | 減碼 |
| Voloridge Investment Management, LLC | 171,653 | $559.9 萬 | 0.03% | +45,303+35.9% | 加碼 |
| First Trust Advisors LP | 173,282 | $565.2 萬 | 0.01% | −182,347−51.3% | 減碼 |
| Goldman Sachs Group Inc | 173,343 | $565.4 萬 | 0.00% | +30,956+21.7% | 加碼 |