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。
2024 年第 1 季 13F 持有人
Phillips Edison & Company, Inc. 在 2024/3/31 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
- 363
- 較 2023 年第 4 季 −15 家
- 持有股數
- 9,873 萬
- 較 2023 年第 4 季 −8.91 萬 (−0.1%)
- 總市值
- $35.4 億
- 較 2023 年第 4 季 −$6,444 萬 (−1.8%)
- 新進機構
- 31
- 另有 120 家加碼
- 清倉機構
- 46
- 另有 130 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 6,894 | $24.7 萬 | 0.00% | −10,168−59.6% | 減碼 |
| Accurate Wealth Management, LLC | 7,534 | $24.9 萬 | 0.07% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,108 | $25.5 萬 | 0.00% | −1,451−17.0% | 減碼 |
| Blair William & Co | 7,205 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 7,304 | $26.2 萬 | 0.17% | −139−1.9% | 減碼 |
| Xponance, Inc. | 7,324 | $26.3 萬 | 0.00% | +161+2.2% | 加碼 |
| Change Path, LLC | 7,326 | $26.3 萬 | 0.01% | +13+0.2% | 加碼 |
| RFG Advisory, LLC | 7,341 | $26.3 萬 | 0.01% | +7,341 | 新進 |
| Mackenzie Financial Corp | 7,552 | $27.1 萬 | 0.00% | −4−0.1% | 減碼 |
| Rehmann Capital Advisory Group | 7,594 | $27.2 萬 | 0.02% | +10.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,597 | $27.3 萬 | 0.02% | −2,180−22.3% | 減碼 |
| Newbridge Financial Services Group, Inc. | 7,780 | $27.9 萬 | 0.12% | +1,625+26.4% | 加碼 |
| LexAurum Advisors, LLC | 7,979 | $28.6 萬 | 0.07% | +20+0.3% | 加碼 |
| Peak Asset Management, LLC | 8,214 | $29.5 萬 | 0.06% | 00.0% | 不變 |
| CIBC Asset Management Inc | 8,238 | $29.5 萬 | 0.00% | −275−3.2% | 減碼 |
| Diversify Advisory Services, LLC | 8,430 | $29.6 萬 | 0.02% | +8,430 | 新進 |
| Pittenger & Anderson Inc | 8,372 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 8,482 | $30.4 萬 | 0.00% | −517−5.7% | 減碼 |
| Metis Global Partners, LLC | 8,495 | $30.5 萬 | 0.01% | +8,495 | 新進 |
| AlphaMark Advisors, LLC | 8,501 | $30.5 萬 | 0.11% | +8,347+5,420.1% | 加碼 |
| Kure Advisory, LLC | 8,553 | $30.7 萬 | 0.26% | −70−0.8% | 減碼 |
| Verition Fund Management LLC | 8,555 | $30.7 萬 | 0.00% | +8,555 | 新進 |
| NBC Securities, Inc. | 8,667 | $31.1 萬 | 0.03% | −1,003−10.4% | 減碼 |
| Voloridge Investment Management, LLC | 8,698 | $31.2 萬 | 0.00% | −75,191−89.6% | 減碼 |
| Midwest Financial Group LLC | 8,733 | $31.3 萬 | 0.21% | −1,000−10.3% | 減碼 |
| Savant Capital, LLC | 8,766 | $31.4 萬 | 0.00% | +8+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 9,167 | $32.1 萬 | 0.02% | +9,129+24,023.7% | 加碼 |
| Lido Advisors, LLC | 9,091 | $32.7 萬 | 0.00% | +763+9.2% | 加碼 |
| Ellevest, Inc. | 9,237 | $33.1 萬 | 0.02% | +116+1.3% | 加碼 |
| Pinnacle Financial Partners Inc | 9,267 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 9,276 | $33.3 萬 | 0.09% | +9,276 | 新進 |
| Raleigh Capital Management Inc. | 9,454 | $33.9 萬 | 0.15% | −2,323−19.7% | 減碼 |
| Omers Administration Corp | 9,600 | $34.4 萬 | 0.00% | +9,600 | 新進 |
| Alpha Omega Group, Inc. | 9,681 | $34.7 萬 | 0.49% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 9,843 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 10,790 | $35.5 萬 | 0.10% | −128−1.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,949 | $35.7 萬 | 0.04% | −1,811−15.4% | 減碼 |
| Metropolitan Life Insurance Co | 10,230 | $36.7 萬 | 0.02% | −243−2.3% | 減碼 |
| Henshaw Capital LLC | 10,239 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Advisory Alpha, LLC | 10,345 | $37.1 萬 | 0.02% | +54+0.5% | 加碼 |
| Financial Advocates Investment Management | 10,550 | $37.8 萬 | 0.02% | +1,361+14.8% | 加碼 |
| M&T Bank Corp | 10,704 | $38.4 萬 | 0.00% | −47−0.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 11,900 | $38.8 萬 | 0.00% | −21,790−64.7% | 減碼 |
| Proequities, Inc. | 10,874 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| BlueChip Wealth Advisors LLC | 11,102 | $39.8 萬 | 0.26% | 00.0% | 不變 |
| BancorpSouth Bank | 11,489 | $41.2 萬 | 0.03% | −1,906−14.2% | 減碼 |
| First Financial Bankshares Inc | 11,500 | $41.3 萬 | 0.01% | −2,017−14.9% | 減碼 |
| FORA Capital, LLC | 11,711 | $42.0 萬 | 0.03% | −8,161−41.1% | 減碼 |
| Journey Strategic Wealth LLC | 12,231 | $43.9 萬 | 0.02% | +12,231 | 新進 |
| Beaird Harris Wealth Management, LLC | 12,478 | $44.8 萬 | 0.04% | 00.0% | 不變 |
| Marcum Wealth, LLC | 12,544 | $45.0 萬 | 0.05% | −2,798−18.2% | 減碼 |
| Colony Group, LLC | 12,599 | $45.2 萬 | 0.00% | −164,515−92.9% | 減碼 |
| Independent Advisor Alliance | 12,649 | $45.4 萬 | 0.02% | −1,116−8.1% | 減碼 |
| Smart Money Group LLC | 14,008 | $45.8 萬 | 0.18% | +154+1.1% | 加碼 |
| Ignite Planners, LLC | 13,064 | $45.8 萬 | 0.13% | −1,054−7.5% | 減碼 |
| Entropy Technologies, LP | 13,182 | $47.3 萬 | 0.05% | −1,090−7.6% | 減碼 |
| SG Americas Securities, LLC | 13,234 | $47.5 萬 | 0.00% | +13,234 | 新進 |
| Advisory Resource Group | 13,516 | $48.5 萬 | 0.11% | −11,740−46.5% | 減碼 |
| Everence Capital Management Inc | 13,700 | $49.1 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,751 | $49.3 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 13,813 | $49.5 萬 | 0.00% | +546+4.1% | 加碼 |
| Hendershot Investments Inc. | 14,031 | $50.3 萬 | 0.07% | −28−0.2% | 減碼 |
| Bank of Montreal | 14,108 | $50.7 萬 | 0.00% | +648+4.8% | 加碼 |
| Axxcess Wealth Management, LLC | 14,228 | $51.0 萬 | 0.01% | −1,055−6.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,232 | $51.1 萬 | 0.02% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 15,588 | $53.3 萬 | 0.03% | +305+2.0% | 加碼 |
| Castleview Partners, LLC | 15,151 | $54.3 萬 | 0.30% | +8+0.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 15,437 | $55.4 萬 | 0.10% | 00.0% | 不變 |
| Nissay Asset Management Corp | 15,789 | $56.6 萬 | 0.00% | +443+2.9% | 加碼 |
| Geneos Wealth Management Inc. | 16,220 | $58.2 萬 | 0.03% | −64,791−80.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 16,374 | $58.7 萬 | 0.01% | +2,918+21.7% | 加碼 |
| Coppell Advisory Solutions Corp. | 16,915 | $60.7 萬 | 0.11% | +16,915 | 新進 |
| National Asset Management, Inc. | 18,081 | $60.8 萬 | 0.02% | +699+4.0% | 加碼 |
| Van Eck Associates Corp | 17,260 | $61.9 萬 | 0.00% | +723+4.4% | 加碼 |
| Sage Capital Management, LLC | 17,261 | $61.9 萬 | 0.34% | −2,165−11.1% | 減碼 |
| Renaissance Technologies LLC | 18,102 | $64.9 萬 | 0.00% | +18,102 | 新進 |
| M Holdings Securities, Inc. | 18,296 | $65.6 萬 | 0.11% | −30−0.2% | 減碼 |
| Van Cleef Asset Management,Inc | 18,849 | $67.6 萬 | 0.09% | 00.0% | 不變 |
| Apeiron RIA LLC | 18,934 | $67.9 萬 | 0.20% | −1,552−7.6% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 19,238 | $69.0 萬 | 0.21% | +5,279+37.8% | 加碼 |
| Revisor Wealth Management LLC | 19,128 | $69.2 萬 | 0.31% | +19,128 | 新進 |
| Fiduciary Alliance LLC | 19,816 | $69.5 萬 | 0.12% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $70.8 萬 | 0.01% | 00.0% | 不變 |
| Vaughan David Investments LLC | 19,882 | $71.3 萬 | 0.02% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 20,057 | $71.9 萬 | 0.15% | −2,675−11.8% | 減碼 |
| Catalina Capital Group, LLC | 20,684 | $74.2 萬 | 0.32% | −22−0.1% | 減碼 |
| EPG Wealth Management LLC | 20,814 | $74.7 萬 | 0.18% | −858−4.0% | 減碼 |
| EWG Elevate Inc. | 21,001 | $75.3 萬 | 0.29% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 21,235 | $76.2 萬 | 0.09% | −2,299−9.8% | 減碼 |
| Sound Income Strategies, LLC | 21,288 | $76.4 萬 | 0.06% | −11,917−35.9% | 減碼 |
| Fairway Wealth LLC | 21,432 | $76.9 萬 | 0.52% | −6,420−23.1% | 減碼 |
| STRS Ohio | 21,500 | $77.1 萬 | 0.00% | −2,600−10.8% | 減碼 |
| Quantbot Technologies LP | 21,804 | $78.2 萬 | 0.04% | +11,902+120.2% | 加碼 |
| Sigma Planning Corp | 21,903 | $78.6 萬 | 0.02% | +21,903 | 新進 |
| IHT Wealth Management, LLC | 22,063 | $79.1 萬 | 0.03% | +90.0% | 加碼 |
| Bell Bank | 22,095 | $79.3 萬 | 0.07% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 22,499 | $80.7 萬 | 0.33% | 00.0% | 不變 |
| Lakeridge Wealth Management LLC | 23,480 | $84.2 萬 | 0.55% | −493−2.1% | 減碼 |
| Dark Forest Capital Management LP | 23,525 | $84.4 萬 | 0.14% | +23,525 | 新進 |