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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 14,224 | $47.7 萬 | 0.00% | +1,077+8.2% | 加碼 |
| Ignite Planners, LLC | 14,118 | $47.2 萬 | 0.14% | +2,921+26.1% | 加碼 |
| TownSquare Capital, LLC | 13,977 | $46.9 萬 | 0.01% | +530+3.9% | 加碼 |
| Van Eck Associates Corp | 13,818 | $46.3 萬 | 0.00% | +573+4.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,741 | $46.1 萬 | 0.02% | +1,981+16.8% | 加碼 |
| Smart Money Group LLC | 13,737 | $46.1 萬 | 0.22% | +111+0.8% | 加碼 |
| Everence Capital Management Inc | 13,700 | $45.9 萬 | 0.04% | +13,700 | 新進 |
| Continuum Advisory, LLC | 13,654 | $45.8 萬 | 0.07% | −2,878−17.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 13,525 | $45.4 萬 | 0.01% | +13,525 | 新進 |
| State of Wisconsin Investment Board | 13,409 | $45.0 萬 | 0.00% | +4,138+44.6% | 加碼 |
| BancorpSouth Bank | 13,395 | $44.9 萬 | 0.04% | 00.0% | 不變 |
| GenTrust, LLC | 13,166 | $44.3 萬 | 0.03% | 00.0% | 不變 |
| Demars Financial Group, LLC | 12,993 | $43.6 萬 | 0.25% | +357+2.8% | 加碼 |
| Beaird Harris Wealth Management, LLC | 12,478 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Advisory Alpha, LLC | 12,477 | $41.8 萬 | 0.02% | −615−4.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 12,443 | $41.7 萬 | 0.06% | −4,259−25.5% | 減碼 |
| Proequities, Inc. | 12,232 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 12,000 | $40.2 萬 | 0.01% | −38,156−76.1% | 減碼 |
| Stifel Financial Corp | 11,929 | $40.0 萬 | 0.00% | +11,929 | 新進 |
| United Capital Financial Advisers, LLC | 11,908 | $39.9 萬 | 0.00% | +4,976+71.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 11,868 | $39.8 萬 | 0.16% | −3,340−22.0% | 減碼 |
| Raleigh Capital Management Inc. | 11,698 | $39.2 萬 | 0.20% | −297−2.5% | 減碼 |
| Glassman Wealth Services | 11,326 | $38.0 萬 | 0.06% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 10,790 | $36.2 萬 | 0.12% | 00.0% | 不變 |
| Stableford Capital II LLC | 10,529 | $36.2 萬 | 0.17% | 00.0% | 不變 |
| M&T Bank Corp | 10,700 | $35.9 萬 | 0.00% | −303−2.8% | 減碼 |
| Independent Advisor Alliance | 10,482 | $35.2 萬 | 0.02% | −109−1.0% | 減碼 |
| Clark Capital Management Group, Inc. | 10,456 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 10,417 | $34.9 萬 | 0.02% | +373+3.7% | 加碼 |
| Henshaw Capital LLC | 10,239 | $34.3 萬 | 0.02% | +3,865+60.6% | 加碼 |
| Midwest Financial Group LLC | 9,858 | $33.1 萬 | 0.28% | −400−3.9% | 減碼 |
| Soltis Investment Advisors LLC | 9,859 | $33.1 萬 | 0.04% | −867−8.1% | 減碼 |
| Bank of Montreal | 9,397 | $33.0 萬 | 0.00% | −11,238−54.5% | 減碼 |
| First Heartland Consultants, Inc. | 9,835 | $33.0 萬 | 0.04% | +1,413+16.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 9,777 | $32.8 萬 | 0.03% | +17+0.2% | 加碼 |
| Alpha Omega Group, Inc. | 9,681 | $32.5 萬 | 0.62% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 9,344 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,267 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 9,102 | $30.5 萬 | 0.01% | +2,738+43.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,086 | $30.5 萬 | 0.09% | +2,072+29.5% | 加碼 |
| Ellevest, Inc. | 9,070 | $30.4 萬 | 0.02% | +48+0.5% | 加碼 |
| MCF Advisors LLC | 9,035 | $30.3 萬 | 0.03% | 00.0% | 不變 |
| Change Path, LLC | 8,975 | $30.1 萬 | 0.02% | −3,039−25.3% | 減碼 |
| Savant Capital, LLC | 8,750 | $29.3 萬 | 0.00% | −3,326−27.5% | 減碼 |
| CIBC Asset Management Inc | 8,663 | $29.1 萬 | 0.00% | −345−3.8% | 減碼 |
| NBC Securities, Inc. | 8,667 | $29.0 萬 | 0.03% | +8,667 | 新進 |
| Kure Advisory, LLC | 8,607 | $28.9 萬 | 0.16% | +8,607 | 新進 |
| Truadvice, LLC | 8,575 | $28.8 萬 | 0.11% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 8,584 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,557 | $28.7 萬 | 0.01% | +44+0.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,373 | $28.1 萬 | 0.00% | −801−8.7% | 減碼 |
| Pittenger & Anderson Inc | 8,372 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Quantamental Technologies LLC | 8,349 | $28.0 萬 | 0.26% | +2,364+39.5% | 加碼 |
| Triumph Capital Management | 8,289 | $27.9 萬 | 0.13% | −500−5.7% | 減碼 |
| US Bancorp | 8,266 | $27.7 萬 | 0.00% | +25+0.3% | 加碼 |
| Peak Asset Management, LLC | 8,214 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 8,138 | $27.3 萬 | 0.08% | +695+9.3% | 加碼 |
| CI Private Wealth, LLC | 8,090 | $27.1 萬 | 0.00% | +8,090 | 新進 |
| German American Bancorp, Inc. | 8,052 | $27.0 萬 | 0.04% | −566−6.6% | 減碼 |
| Atomi Financial Group, Inc. | 7,868 | $26.4 萬 | 0.09% | −2,164−21.6% | 減碼 |
| Accurate Wealth Management, LLC | 7,534 | $26.4 萬 | 0.08% | 00.0% | 不變 |
| Vestcor Inc | 7,665 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 7,593 | $25.5 萬 | 0.02% | +49+0.6% | 加碼 |
| Coldstream Capital Management Inc | 7,570 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 7,569 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,558 | $25.3 萬 | 0.00% | −1,683−18.2% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,443 | $25.0 萬 | 0.22% | 00.0% | 不變 |
| Mackenzie Financial Corp | 7,555 | $24.5 萬 | 0.00% | −23−0.3% | 減碼 |
| Fisher Asset Management, LLC | 7,161 | $24.0 萬 | 0.00% | −2,176−23.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,156 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Magnetar Financial LLC | 7,111 | $23.9 萬 | 0.01% | +7,111 | 新進 |
| Baker Tilly Wealth Management, LLC | 7,051 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| PFG Investments, LLC | 7,035 | $23.6 萬 | 0.04% | −7,845−52.7% | 減碼 |
| Xponance, Inc. | 7,000 | $23.5 萬 | 0.00% | +41+0.6% | 加碼 |
| World Equity Group, Inc. | 6,842 | $22.9 萬 | 0.05% | −656−8.7% | 減碼 |
| Laird Norton Trust Company, LLC | 6,800 | $22.9 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,781 | $22.7 萬 | 0.00% | −1,215−15.2% | 減碼 |
| Monograph Wealth Advisors, LLC | 6,638 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 6,643 | $22.3 萬 | 0.01% | −539−7.5% | 減碼 |
| FLC Capital Advisors | 6,580 | $22.1 萬 | 0.07% | 00.0% | 不變 |
| Brown Advisory Inc | 6,564 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 6,478 | $21.7 萬 | 0.11% | −699−9.7% | 減碼 |
| Bremer Bank National Association | 6,451 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 6,410 | $21.5 萬 | 0.01% | +6,410 | 新進 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $21.0 萬 | 0.09% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,334 | $20.9 萬 | 0.04% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 6,213 | $20.8 萬 | 0.04% | +213+3.6% | 加碼 |
| First Republic Investment Management, Inc. | 6,115 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 6,008 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 5,878 | $19.7 萬 | 0.00% | −249−4.1% | 減碼 |
| Sound Income Strategies, LLC | 5,805 | $19.5 萬 | 0.02% | +1,000+20.8% | 加碼 |
| Gradient Investments LLC | 5,189 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 5,179 | $17.4 萬 | 0.12% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,306 | $14.4 萬 | 0.01% | +4+0.1% | 加碼 |
| HHM Wealth Advisors, LLC | 3,655 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 3,128 | $10.4 萬 | 0.00% | +411+15.1% | 加碼 |
| Kapitalo Investimentos Ltda | 3,073 | $10.3 萬 | 0.01% | +3,073 | 新進 |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $10.3 萬 | 0.11% | 00.0% | 不變 |
| Beacon Capital Management, Inc. | 3,015 | $10.1 萬 | 0.00% | 00.0% | 不變 |