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 4 季 13F 持有人
Phillips Edison & Company, Inc. 在 2023/12/31 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
- 381
- 較 2023 年第 3 季 +28 家
- 持有股數
- 9,887 萬
- 較 2023 年第 3 季 +33.0 萬 (+0.3%)
- 總市值
- $36.1 億
- 較 2023 年第 3 季 +$3.01 億 (+9.1%)
- 新進機構
- 57
- 另有 117 家加碼
- 清倉機構
- 29
- 另有 126 家減碼
另有 7 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 6,688 | $24.4 萬 | 0.01% | −2,414−26.5% | 減碼 |
| MML Investors Services, LLC | 6,695 | $24.4 萬 | 0.00% | −86−1.3% | 減碼 |
| Belpointe Asset Management LLC | 6,689 | $24.4 萬 | 0.02% | −27,440−80.4% | 減碼 |
| World Equity Group, Inc. | 6,842 | $25.0 萬 | 0.05% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 6,982 | $25.5 萬 | 0.05% | +3,909+127.2% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $25.6 萬 | 0.07% | −2,072−22.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,087 | $25.9 萬 | 0.04% | +36+0.5% | 加碼 |
| Barlow Wealth Partners, Inc. | 7,126 | $26.0 萬 | 0.04% | +7,126 | 新進 |
| Fisher Asset Management, LLC | 7,161 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 7,163 | $26.1 萬 | 0.00% | +163+2.3% | 加碼 |
| Blair William & Co | 7,205 | $26.3 萬 | 0.00% | −364−4.8% | 減碼 |
| Private Advisor Group, LLC | 7,242 | $26.4 萬 | 0.00% | +7,242 | 新進 |
| PFG Investments, LLC | 7,311 | $26.7 萬 | 0.05% | +276+3.9% | 加碼 |
| Change Path, LLC | 7,313 | $26.7 萬 | 0.02% | −1,662−18.5% | 減碼 |
| Accurate Wealth Management, LLC | 7,534 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 7,443 | $27.2 萬 | 0.21% | 00.0% | 不變 |
| Mackenzie Financial Corp | 7,556 | $27.6 萬 | 0.00% | +10.0% | 加碼 |
| Rehmann Capital Advisory Group | 7,593 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 7,616 | $27.8 萬 | 0.01% | +973+14.6% | 加碼 |
| Triumph Capital Management | 7,789 | $28.4 萬 | 0.12% | −500−6.0% | 減碼 |
| LexAurum Advisors, LLC | 7,959 | $29.0 萬 | 0.08% | −179−2.2% | 減碼 |
| German American Bancorp, Inc. | 8,052 | $29.4 萬 | 0.04% | 00.0% | 不變 |
| US Bancorp | 8,062 | $29.4 萬 | 0.00% | −204−2.5% | 減碼 |
| Peak Asset Management, LLC | 8,214 | $30.0 萬 | 0.07% | 00.0% | 不變 |
| Lido Advisors, LLC | 8,328 | $30.4 萬 | 0.00% | +8,328 | 新進 |
| Pittenger & Anderson Inc | 8,372 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 8,374 | $30.5 萬 | 0.00% | +816+10.8% | 加碼 |
| CIBC Asset Management Inc | 8,513 | $31.1 萬 | 0.00% | −150−1.7% | 減碼 |
| Integrated Wealth Concepts LLC | 8,559 | $31.2 萬 | 0.01% | +20.0% | 加碼 |
| Kure Advisory, LLC | 8,623 | $31.5 萬 | 0.16% | +16+0.2% | 加碼 |
| Savant Capital, LLC | 8,758 | $31.9 萬 | 0.00% | +8+0.1% | 加碼 |
| CI Private Wealth, LLC | 8,999 | $32.8 萬 | 0.00% | +909+11.2% | 加碼 |
| Ellevest, Inc. | 9,121 | $33.3 萬 | 0.02% | +51+0.6% | 加碼 |
| Financial Advocates Investment Management | 9,189 | $33.5 萬 | 0.02% | +9,189 | 新進 |
| Wolverine Asset Management LLC | 9,221 | $33.6 萬 | 0.01% | +9,221 | 新進 |
| Pinnacle Financial Partners Inc | 9,267 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 9,293 | $33.9 萬 | 0.05% | −2,033−17.9% | 減碼 |
| Empower Advisory Group, LLC | 9,344 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 9,583 | $35.0 萬 | 0.05% | −4,071−29.8% | 減碼 |
| NBC Securities, Inc. | 9,670 | $35.2 萬 | 0.04% | +1,003+11.6% | 加碼 |
| Alpha Omega Group, Inc. | 9,681 | $35.3 萬 | 0.62% | 00.0% | 不變 |
| Midwest Financial Group LLC | 9,733 | $35.5 萬 | 0.26% | −125−1.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 9,777 | $35.7 萬 | 0.03% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 9,800 | $35.8 萬 | 0.04% | +9,800 | 新進 |
| First Heartland Consultants, Inc. | 9,843 | $35.9 萬 | 0.04% | +8+0.1% | 加碼 |
| Quantbot Technologies LP | 9,902 | $36.1 萬 | 0.02% | −8,218−45.4% | 減碼 |
| Henshaw Capital LLC | 10,239 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Advisory Alpha, LLC | 10,291 | $37.5 萬 | 0.02% | −2,186−17.5% | 減碼 |
| Vivaldi Capital Management, LLC | 10,918 | $37.6 萬 | 0.11% | +128+1.2% | 加碼 |
| Scientech Research LLC | 10,326 | $37.7 萬 | 0.37% | +10,326 | 新進 |
| Clark Capital Management Group, Inc. | 10,456 | $38.1 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 10,473 | $38.2 萬 | 0.02% | +56+0.5% | 加碼 |
| M&T Bank Corp | 10,751 | $39.2 萬 | 0.00% | +51+0.5% | 加碼 |
| Proequities, Inc. | 10,874 | $39.8 萬 | 0.03% | −1,358−11.1% | 減碼 |
| BlueChip Wealth Advisors LLC | 11,102 | $40.5 萬 | 0.28% | +11,102 | 新進 |
| Ausdal Financial Partners, Inc. | 11,760 | $42.9 萬 | 0.05% | −683−5.5% | 減碼 |
| Raleigh Capital Management Inc. | 11,777 | $43.0 萬 | 0.20% | +79+0.7% | 加碼 |
| Millennium Management LLC | 12,121 | $44.2 萬 | 0.00% | +12,121 | 新進 |
| Beaird Harris Wealth Management, LLC | 12,478 | $45.5 萬 | 0.05% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 13,036 | $47.6 萬 | 0.00% | −373−2.8% | 減碼 |
| GenTrust, LLC | 13,166 | $48.2 萬 | 0.03% | 00.0% | 不變 |
| AQR Capital Management LLC | 13,267 | $48.4 萬 | 0.00% | −1,536−10.4% | 減碼 |
| BancorpSouth Bank | 13,395 | $48.9 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 13,456 | $49.1 萬 | 0.01% | −69−0.5% | 減碼 |
| First Financial Bankshares Inc | 13,517 | $49.3 萬 | 0.01% | +13,517 | 新進 |
| Demars Financial Group, LLC | 13,572 | $49.5 萬 | 0.26% | +579+4.5% | 加碼 |
| Bank of Montreal | 13,460 | $50.0 萬 | 0.00% | +4,063+43.2% | 加碼 |
| Everence Capital Management Inc | 13,700 | $50.0 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,751 | $50.2 萬 | 0.00% | −1,191−8.0% | 減碼 |
| Independent Advisor Alliance | 13,765 | $50.2 萬 | 0.02% | +3,283+31.3% | 加碼 |
| Smart Money Group LLC | 13,854 | $50.5 萬 | 0.22% | +117+0.9% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 13,959 | $50.9 萬 | 0.19% | +2,091+17.6% | 加碼 |
| Hendershot Investments Inc. | 14,059 | $51.3 萬 | 0.08% | −1,530−9.8% | 減碼 |
| Ignite Planners, LLC | 14,118 | $51.7 萬 | 0.15% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 14,232 | $51.9 萬 | 0.02% | +491+3.6% | 加碼 |
| Entropy Technologies, LP | 14,272 | $52.1 萬 | 0.10% | +14,272 | 新進 |
| Castleview Partners, LLC | 15,143 | $55.2 萬 | 0.39% | −1,655−9.9% | 減碼 |
| Engineers Gate Manager LP | 15,204 | $55.5 萬 | 0.02% | +15,204 | 新進 |
| Axxcess Wealth Management, LLC | 15,283 | $55.8 萬 | 0.02% | −9,827−39.1% | 減碼 |
| Capital Asset Advisory Services LLC | 15,283 | $55.8 萬 | 0.03% | −3,107−16.9% | 減碼 |
| Marcum Wealth, LLC | 15,342 | $56.0 萬 | 0.06% | 00.0% | 不變 |
| Nissay Asset Management Corp | 15,346 | $56.0 萬 | 0.00% | +1,122+7.9% | 加碼 |
| Acorn Financial Advisory Services Inc | 15,437 | $56.3 萬 | 0.10% | 00.0% | 不變 |
| Van Eck Associates Corp | 16,537 | $60.3 萬 | 0.00% | +2,719+19.7% | 加碼 |
| Two Sigma Securities, LLC | 16,683 | $60.9 萬 | 0.03% | +16,683 | 新進 |
| TownSquare Capital, LLC | 17,062 | $62.2 萬 | 0.01% | +3,085+22.1% | 加碼 |
| Pictet & Cie (Europe) SA | 17,281 | $63.0 萬 | 0.02% | +326+1.9% | 加碼 |
| National Asset Management, Inc. | 17,382 | $63.6 萬 | 0.02% | −699−3.9% | 減碼 |
| M Holdings Securities, Inc. | 18,326 | $66.9 萬 | 0.08% | −30.0% | 減碼 |
| Van Cleef Asset Management,Inc | 18,849 | $68.8 萬 | 0.10% | +18,849 | 新進 |
| Sage Capital Management, LLC | 19,426 | $70.9 萬 | 0.42% | +19,426 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $72.0 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 19,816 | $72.3 萬 | 0.14% | 00.0% | 不變 |
| FORA Capital, LLC | 19,872 | $72.5 萬 | 0.06% | +19,872 | 新進 |
| Vaughan David Investments LLC | 19,882 | $72.5 萬 | 0.02% | 00.0% | 不變 |
| EPG Wealth Management LLC | 21,672 | $74.7 萬 | 0.20% | −2,755−11.3% | 減碼 |
| Apeiron RIA LLC | 20,486 | $74.7 萬 | 0.23% | −728−3.4% | 減碼 |
| HGI Capital Management, LLC | 20,600 | $75.1 萬 | 0.85% | +20,600 | 新進 |
| Catalina Capital Group, LLC | 20,706 | $75.5 萬 | 0.58% | +20,706 | 新進 |
| Beacon Capital Management, LLC | 22,732 | $76.2 萬 | 0.21% | −3,019−11.7% | 減碼 |