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 3 季 13F 持有人
Phillips Edison & Company, Inc. 在 2023/9/30 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
- 360
- 較 2023 年第 2 季 −2 家
- 持有股數
- 9,879 萬
- 較 2023 年第 2 季 −25.7 萬 (−0.3%)
- 總市值
- $33.1 億
- 較 2023 年第 2 季 −$6,052 萬 (−1.8%)
- 新進機構
- 30
- 另有 105 家加碼
- 清倉機構
- 32
- 另有 140 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| German American Bancorp, Inc. | 8,052 | $27.0 萬 | 0.04% | −566−6.6% | 減碼 |
| CI Private Wealth, LLC | 8,090 | $27.1 萬 | 0.00% | +8,090 | 新進 |
| LexAurum Advisors, LLC | 8,138 | $27.3 萬 | 0.08% | +695+9.3% | 加碼 |
| Peak Asset Management, LLC | 8,214 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| US Bancorp | 8,266 | $27.7 萬 | 0.00% | +25+0.3% | 加碼 |
| Triumph Capital Management | 8,289 | $27.9 萬 | 0.13% | −500−5.7% | 減碼 |
| Quantamental Technologies LLC | 8,349 | $28.0 萬 | 0.26% | +2,364+39.5% | 加碼 |
| Pittenger & Anderson Inc | 8,372 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 8,373 | $28.1 萬 | 0.00% | −801−8.7% | 減碼 |
| Integrated Wealth Concepts LLC | 8,557 | $28.7 萬 | 0.01% | +44+0.5% | 加碼 |
| Cable Hill Partners, LLC | 8,584 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Truadvice, LLC | 8,575 | $28.8 萬 | 0.11% | 00.0% | 不變 |
| Kure Advisory, LLC | 8,607 | $28.9 萬 | 0.16% | +8,607 | 新進 |
| NBC Securities, Inc. | 8,667 | $29.0 萬 | 0.03% | +8,667 | 新進 |
| CIBC Asset Management Inc | 8,663 | $29.1 萬 | 0.00% | −345−3.8% | 減碼 |
| Savant Capital, LLC | 8,750 | $29.3 萬 | 0.00% | −3,326−27.5% | 減碼 |
| Change Path, LLC | 8,975 | $30.1 萬 | 0.02% | −3,039−25.3% | 減碼 |
| MCF Advisors LLC | 9,035 | $30.3 萬 | 0.03% | 00.0% | 不變 |
| Ellevest, Inc. | 9,070 | $30.4 萬 | 0.02% | +48+0.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,086 | $30.5 萬 | 0.09% | +2,072+29.5% | 加碼 |
| Advisory Services Network, LLC | 9,102 | $30.5 萬 | 0.01% | +2,738+43.0% | 加碼 |
| Pinnacle Financial Partners Inc | 9,267 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 9,344 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Alpha Omega Group, Inc. | 9,681 | $32.5 萬 | 0.62% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 9,777 | $32.8 萬 | 0.03% | +17+0.2% | 加碼 |
| First Heartland Consultants, Inc. | 9,835 | $33.0 萬 | 0.04% | +1,413+16.8% | 加碼 |
| Bank of Montreal | 9,397 | $33.0 萬 | 0.00% | −11,238−54.5% | 減碼 |
| Soltis Investment Advisors LLC | 9,859 | $33.1 萬 | 0.04% | −867−8.1% | 減碼 |
| Midwest Financial Group LLC | 9,858 | $33.1 萬 | 0.28% | −400−3.9% | 減碼 |
| Henshaw Capital LLC | 10,239 | $34.3 萬 | 0.02% | +3,865+60.6% | 加碼 |
| Metropolitan Life Insurance Co | 10,417 | $34.9 萬 | 0.02% | +373+3.7% | 加碼 |
| Clark Capital Management Group, Inc. | 10,456 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Independent Advisor Alliance | 10,482 | $35.2 萬 | 0.02% | −109−1.0% | 減碼 |
| M&T Bank Corp | 10,700 | $35.9 萬 | 0.00% | −303−2.8% | 減碼 |
| Stableford Capital II LLC | 10,529 | $36.2 萬 | 0.17% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 10,790 | $36.2 萬 | 0.12% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 11,326 | $38.0 萬 | 0.06% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 11,698 | $39.2 萬 | 0.20% | −297−2.5% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 11,868 | $39.8 萬 | 0.16% | −3,340−22.0% | 減碼 |
| United Capital Financial Advisers, LLC | 11,908 | $39.9 萬 | 0.00% | +4,976+71.8% | 加碼 |
| Stifel Financial Corp | 11,929 | $40.0 萬 | 0.00% | +11,929 | 新進 |
| Evercore Wealth Management, LLC | 12,000 | $40.2 萬 | 0.01% | −38,156−76.1% | 減碼 |
| Proequities, Inc. | 12,232 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 12,443 | $41.7 萬 | 0.06% | −4,259−25.5% | 減碼 |
| Advisory Alpha, LLC | 12,477 | $41.8 萬 | 0.02% | −615−4.7% | 減碼 |
| Beaird Harris Wealth Management, LLC | 12,478 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Demars Financial Group, LLC | 12,993 | $43.6 萬 | 0.25% | +357+2.8% | 加碼 |
| GenTrust, LLC | 13,166 | $44.3 萬 | 0.03% | 00.0% | 不變 |
| BancorpSouth Bank | 13,395 | $44.9 萬 | 0.04% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 13,409 | $45.0 萬 | 0.00% | +4,138+44.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 13,525 | $45.4 萬 | 0.01% | +13,525 | 新進 |
| Continuum Advisory, LLC | 13,654 | $45.8 萬 | 0.07% | −2,878−17.4% | 減碼 |
| Everence Capital Management Inc | 13,700 | $45.9 萬 | 0.04% | +13,700 | 新進 |
| Smart Money Group LLC | 13,737 | $46.1 萬 | 0.22% | +111+0.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,741 | $46.1 萬 | 0.02% | +1,981+16.8% | 加碼 |
| Van Eck Associates Corp | 13,818 | $46.3 萬 | 0.00% | +573+4.3% | 加碼 |
| TownSquare Capital, LLC | 13,977 | $46.9 萬 | 0.01% | +530+3.9% | 加碼 |
| Ignite Planners, LLC | 14,118 | $47.2 萬 | 0.14% | +2,921+26.1% | 加碼 |
| Nissay Asset Management Corp | 14,224 | $47.7 萬 | 0.00% | +1,077+8.2% | 加碼 |
| Graham Capital Management, L.P. | 14,665 | $49.2 萬 | 0.01% | +14,665 | 新進 |
| AQR Capital Management LLC | 14,803 | $49.6 萬 | 0.00% | +1,126+8.2% | 加碼 |
| Revisor Wealth Management LLC | 14,857 | $49.8 萬 | 0.42% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 14,942 | $50.1 萬 | 0.00% | −192−1.3% | 減碼 |
| Marcum Wealth, LLC | 15,342 | $51.5 萬 | 0.06% | −340−2.2% | 減碼 |
| Acorn Financial Advisory Services Inc | 15,437 | $51.8 萬 | 0.09% | 00.0% | 不變 |
| Hendershot Investments Inc. | 15,589 | $52.3 萬 | 0.09% | −58−0.4% | 減碼 |
| Virginia Retirement Systems Et Al | 15,700 | $52.7 萬 | 0.01% | −16,800−51.7% | 減碼 |
| Russell Investments Group, Ltd. | 16,053 | $53.8 萬 | 0.00% | +9+0.1% | 加碼 |
| Squarepoint Ops LLC | 16,113 | $54.0 萬 | 0.00% | −21,745−57.4% | 減碼 |
| Castleview Partners, LLC | 16,798 | $56.3 萬 | 0.52% | +1,788+11.9% | 加碼 |
| Calton & Associates, Inc. | 16,955 | $56.9 萬 | 0.83% | −35,200−67.5% | 減碼 |
| Pictet & Cie (Europe) SA | 16,955 | $56.9 萬 | 0.02% | +187+1.1% | 加碼 |
| ProShare Advisors LLC | 17,946 | $60.2 萬 | 0.00% | −473−2.6% | 減碼 |
| Quantbot Technologies LP | 18,120 | $60.8 萬 | 0.04% | +1,293+7.7% | 加碼 |
| National Asset Management, Inc. | 18,081 | $60.8 萬 | 0.02% | −20,581−53.2% | 減碼 |
| M Holdings Securities, Inc. | 18,329 | $61.5 萬 | 0.08% | +3,196+21.1% | 加碼 |
| Capital Asset Advisory Services LLC | 18,390 | $63.8 萬 | 0.04% | −4,631−20.1% | 減碼 |
| Johnson Midwest Financial, LLC | 19,668 | $66.0 萬 | 1.48% | −833−4.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $66.2 萬 | 0.01% | +2,379+13.7% | 加碼 |
| Fiduciary Alliance LLC | 19,816 | $66.5 萬 | 0.15% | 00.0% | 不變 |
| Vaughan David Investments LLC | 19,882 | $66.7 萬 | 0.02% | 00.0% | 不變 |
| EWG Elevate Inc. | 21,001 | $70.4 萬 | 0.32% | −4,260−16.9% | 減碼 |
| Apeiron RIA LLC | 21,214 | $71.2 萬 | 0.24% | −1,197−5.3% | 減碼 |
| Sigma Planning Corp | 21,467 | $72.0 萬 | 0.03% | +1,094+5.4% | 加碼 |
| Carmel Capital Partners, LLC | 21,572 | $72.4 萬 | 0.32% | +12,277+132.1% | 加碼 |
| StrategIQ Financial Group, LLC | 21,817 | $73.2 萬 | 0.08% | +1,953+9.8% | 加碼 |
| IHT Wealth Management, LLC | 22,044 | $73.9 萬 | 0.04% | −1,311−5.6% | 減碼 |
| Bell Bank | 22,095 | $74.1 萬 | 0.08% | −15,465−41.2% | 減碼 |
| Cornercap Investment Counsel Inc | 23,628 | $79.2 萬 | 0.14% | −301−1.3% | 減碼 |
| HighTower Advisors, LLC | 23,887 | $80.0 萬 | 0.00% | +1,491+6.7% | 加碼 |
| Harbour Investments, Inc. | 24,125 | $80.9 萬 | 0.04% | −43,156−64.1% | 減碼 |
| Kovack Advisors, Inc. | 24,374 | $81.7 萬 | 0.11% | −717−2.9% | 減碼 |
| EPG Wealth Management LLC | 24,427 | $81.9 萬 | 0.25% | +147+0.6% | 加碼 |
| STRS Ohio | 24,900 | $83.5 萬 | 0.00% | +400+1.6% | 加碼 |
| Standard Life Aberdeen plc | 25,093 | $84.2 萬 | 0.00% | +1,038+4.3% | 加碼 |
| Axxcess Wealth Management, LLC | 25,110 | $84.2 萬 | 0.03% | +17,030+210.8% | 加碼 |
| Beacon Capital Management, LLC | 25,751 | $87.8 萬 | 0.23% | 00.0% | 不變 |
| Financial Partners Group, Inc | 27,017 | $89.0 萬 | 0.18% | −2,025−7.0% | 減碼 |
| Raymond James & Associates | 26,637 | $89.3 萬 | 0.00% | 00.0% | 不變 |