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 2 季 13F 持有人
Phillips Edison & Company, Inc. 在 2023/6/30 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
- 365
- 較 2023 年第 1 季 +22 家
- 持有股數
- 9,908 萬
- 較 2023 年第 1 季 +1,550 萬 (+18.5%)
- 總市值
- $33.8 億
- 較 2023 年第 1 季 +$6.50 億 (+23.8%)
- 新進機構
- 51
- 另有 107 家加碼
- 清倉機構
- 29
- 另有 126 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Smart Money Group LLC | 13,626 | $46.4 萬 | 0.22% | −172−1.2% | 減碼 |
| TownSquare Capital, LLC | 13,447 | $45.8 萬 | 0.01% | −11,012−45.0% | 減碼 |
| BancorpSouth Bank | 13,395 | $45.7 萬 | 0.04% | 00.0% | 不變 |
| Engineers Gate Manager LP | 13,351 | $45.5 萬 | 0.02% | +6,887+106.5% | 加碼 |
| Van Eck Associates Corp | 13,245 | $45.1 萬 | 0.00% | +432+3.4% | 加碼 |
| GenTrust, LLC | 13,166 | $45.0 萬 | 0.03% | 00.0% | 不變 |
| Nissay Asset Management Corp | 13,147 | $44.8 萬 | 0.00% | +652+5.2% | 加碼 |
| Advisory Alpha, LLC | 13,092 | $44.6 萬 | 0.02% | +13,092 | 新進 |
| Demars Financial Group, LLC | 12,636 | $43.1 萬 | 0.24% | −334−2.6% | 減碼 |
| Beaird Harris Wealth Management, LLC | 12,478 | $42.5 萬 | 0.05% | 00.0% | 不變 |
| Proequities, Inc. | 12,232 | $41.8 萬 | 0.03% | 00.0% | 不變 |
| Savant Capital, LLC | 12,076 | $41.2 萬 | 0.01% | +3,890+47.5% | 加碼 |
| Change Path, LLC | 12,014 | $40.9 萬 | 0.02% | +437+3.8% | 加碼 |
| Raleigh Capital Management Inc. | 11,995 | $40.9 萬 | 0.20% | +85+0.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,760 | $40.1 萬 | 0.02% | +563+5.0% | 加碼 |
| Glassman Wealth Services | 11,326 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $38.5 萬 | 0.00% | 00.0% | 不變 |
| Stableford Capital II LLC | 10,529 | $38.1 萬 | 0.17% | +10,529 | 新進 |
| M&T Bank Corp | 11,003 | $37.5 萬 | 0.00% | +959+9.5% | 加碼 |
| Ignite Planners, LLC | 11,197 | $37.1 萬 | 0.14% | −166−1.5% | 減碼 |
| DuPont Capital Management Corp | 10,800 | $36.8 萬 | 0.02% | −4,982−31.6% | 減碼 |
| Vivaldi Capital Management, LLC | 10,790 | $36.8 萬 | 0.11% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 10,726 | $36.6 萬 | 0.04% | −10,408−49.2% | 減碼 |
| Independent Advisor Alliance | 10,591 | $36.1 萬 | 0.02% | +1,113+11.7% | 加碼 |
| Clark Capital Management Group, Inc. | 10,456 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Midwest Financial Group LLC | 10,258 | $35.0 萬 | 0.30% | −287−2.7% | 減碼 |
| Metropolitan Life Insurance Co | 10,044 | $34.2 萬 | 0.02% | +103+1.0% | 加碼 |
| Atomi Financial Group, Inc. | 10,032 | $34.2 萬 | 0.16% | +10,032 | 新進 |
| Verition Fund Management LLC | 9,800 | $33.4 萬 | 0.01% | +9,800 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 9,760 | $33.3 萬 | 0.03% | −971−9.0% | 減碼 |
| Alpha Omega Group, Inc. | 9,681 | $33.0 萬 | 0.61% | −2,720−21.9% | 減碼 |
| Slagle Financial, LLC | 9,553 | $32.6 萬 | 0.20% | +9,553 | 新進 |
| Empower Advisory Group, LLC | 9,344 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 9,337 | $31.8 萬 | 0.00% | +2,176+30.4% | 加碼 |
| Carmel Capital Partners, LLC | 9,295 | $31.7 萬 | 0.16% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 9,271 | $31.6 萬 | 0.00% | −5,482−37.2% | 減碼 |
| Pinnacle Financial Partners Inc | 9,267 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 9,241 | $31.5 萬 | 0.00% | −1,360−12.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,174 | $31.3 萬 | 0.00% | +5,643+159.8% | 加碼 |
| Truadvice, LLC | 8,575 | $31.0 萬 | 0.11% | 00.0% | 不變 |
| MCF Advisors LLC | 9,035 | $30.8 萬 | 0.03% | 00.0% | 不變 |
| Ellevest, Inc. | 9,022 | $30.7 萬 | 0.02% | +145+1.6% | 加碼 |
| CIBC Asset Management Inc | 9,008 | $30.7 萬 | 0.00% | +9,008 | 新進 |
| Triumph Capital Management | 8,789 | $30.0 萬 | 0.14% | +8,789 | 新進 |
| German American Bancorp, Inc. | 8,618 | $29.4 萬 | 0.04% | +8,618 | 新進 |
| Cable Hill Partners, LLC | 8,584 | $29.3 萬 | 0.04% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,654 | $29.3 萬 | 0.15% | −1,876−17.8% | 減碼 |
| KBC Group NV | 8,579 | $29.2 萬 | 0.00% | +8,579 | 新進 |
| Integrated Wealth Concepts LLC | 8,513 | $29.0 萬 | 0.00% | −1,733−16.9% | 減碼 |
| First Heartland Consultants, Inc. | 8,422 | $28.7 萬 | 0.04% | −16−0.2% | 減碼 |
| Pittenger & Anderson Inc | 8,372 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 8,241 | $28.1 萬 | 0.00% | −341−4.0% | 減碼 |
| Peak Asset Management, LLC | 8,214 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 8,080 | $27.5 萬 | 0.02% | −1,147−12.4% | 減碼 |
| MML Investors Services, LLC | 7,996 | $27.3 萬 | 0.00% | +62+0.8% | 加碼 |
| StoneX Group Inc. | 7,947 | $27.1 萬 | 0.03% | +1,143+16.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,780 | $26.5 萬 | 0.05% | −2,597−25.0% | 減碼 |
| Vestcor Inc | 7,665 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 7,578 | $25.9 萬 | 0.00% | +16+0.2% | 加碼 |
| Coldstream Capital Management Inc | 7,570 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 7,569 | $25.8 萬 | 0.00% | +105+1.4% | 加碼 |
| Rehmann Capital Advisory Group | 7,544 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Retirement Financial Solutions, LLC | 7,513 | $25.6 萬 | 0.18% | −4,379−36.8% | 減碼 |
| World Equity Group, Inc. | 7,498 | $25.6 萬 | 0.08% | +7,498 | 新進 |
| LexAurum Advisors, LLC | 7,443 | $25.4 萬 | 0.08% | −4,835−39.4% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,443 | $25.4 萬 | 0.21% | −200−2.6% | 減碼 |
| Accurate Wealth Management, LLC | 7,534 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| Citadel Advisors LLC | 7,388 | $25.2 萬 | 0.00% | −38,448−83.9% | 減碼 |
| Profund Advisors LLC | 7,182 | $24.5 萬 | 0.01% | +7,182 | 新進 |
| Newbridge Financial Services Group, Inc. | 7,177 | $24.5 萬 | 0.12% | +5,160+255.8% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,156 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 7,051 | $24.0 萬 | 0.03% | −1,637−18.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $23.9 萬 | 0.07% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 6,976 | $23.8 萬 | 0.03% | −699−9.1% | 減碼 |
| Xponance, Inc. | 6,959 | $23.7 萬 | 0.00% | −354−4.8% | 減碼 |
| United Capital Financial Advisers, LLC | 6,932 | $23.6 萬 | 0.00% | −6,140−47.0% | 減碼 |
| Laird Norton Trust Company, LLC | 6,800 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 6,800 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 6,638 | $22.7 萬 | 0.05% | 00.0% | 不變 |
| FLC Capital Advisors | 6,580 | $22.4 萬 | 0.07% | −1,411−17.7% | 減碼 |
| Brown Advisory Inc | 6,564 | $22.4 萬 | 0.00% | +6,564 | 新進 |
| We Are One Seven, LLC | 6,479 | $22.1 萬 | 0.02% | +40+0.6% | 加碼 |
| Bremer Bank National Association | 6,451 | $22.0 萬 | 0.04% | +6,451 | 新進 |
| Henshaw Capital LLC | 6,374 | $21.7 萬 | 0.01% | +6,374 | 新進 |
| Advisory Services Network, LLC | 6,364 | $21.7 萬 | 0.01% | +1,807+39.7% | 加碼 |
| Allen Capital Group, LLC | 6,334 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $21.3 萬 | 0.09% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 6,127 | $20.9 萬 | 0.00% | −424−6.5% | 減碼 |
| First Republic Investment Management, Inc. | 6,115 | $20.8 萬 | 0.00% | −765−11.1% | 減碼 |
| Clarus Wealth Advisors | 6,254 | $20.7 萬 | 0.13% | +6,254 | 新進 |
| GW Henssler & Associates Ltd | 6,008 | $20.5 萬 | 0.01% | +6,008 | 新進 |
| B.O.S.S. Retirement Advisors, LLC | 6,000 | $20.4 萬 | 0.04% | −1,820−23.3% | 減碼 |
| Quantamental Technologies LLC | 5,985 | $20.4 萬 | 0.09% | +5,985 | 新進 |
| Captrust Financial Advisors | 5,897 | $20.1 萬 | 0.00% | +5,897 | 新進 |
| WealthPLAN Partners, LLC | 5,695 | $19.4 萬 | 0.03% | −355−5.9% | 減碼 |
| ICA Group Wealth Management, LLC | 5,331 | $18.2 萬 | 0.05% | −13,658−71.9% | 減碼 |
| RE Dickinson Investment Advisors, LLC | 5,179 | $17.7 萬 | 0.06% | +50+1.0% | 加碼 |
| Gradient Investments LLC | 5,189 | $17.7 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 5,117 | $17.4 萬 | 0.02% | +5,117 | 新進 |
| Sound Income Strategies, LLC | 4,805 | $16.4 萬 | 0.02% | −1,498−23.8% | 減碼 |