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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 57,951 | $207.9 萬 | 0.01% | −6,990−10.8% | 減碼 |
| GWM Advisors LLC | 55,624 | $199.5 萬 | 0.02% | −1,486−2.6% | 減碼 |
| Yousif Capital Management, LLC | 55,327 | $198.5 萬 | 0.02% | −4,176−7.0% | 減碼 |
| Wells Fargo & Company | 53,423 | $191.6 萬 | 0.00% | +9,830+22.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 53,047 | $190.3 萬 | 0.03% | −1,739−3.2% | 減碼 |
| Brookstone Capital Management | 51,914 | $186.2 萬 | 0.03% | −2,465−4.5% | 減碼 |
| Atom Investors LP | 51,794 | $185.8 萬 | 0.23% | +16,173+45.4% | 加碼 |
| Creative Planning | 51,056 | $183.1 萬 | 0.00% | −4,111−7.5% | 減碼 |
| Comerica Bank | 50,860 | $182.4 萬 | 0.01% | −4,152−7.5% | 減碼 |
| FJ Capital Management LLC | 48,696 | $174.7 萬 | 0.18% | +10,254+26.7% | 加碼 |
| Brinker Capital Investments, LLC | 48,013 | $172.2 萬 | 0.02% | +8,641+21.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 48,013 | $172.2 萬 | 0.02% | +8,641+21.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 47,781 | $171.4 萬 | 0.01% | +47,781 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,620 | $170.8 萬 | 0.01% | +543+1.2% | 加碼 |
| New York State Common Retirement Fund | 47,500 | $170.4 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,326 | $169.8 萬 | 0.01% | −1,150−2.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 54,134 | $168.5 萬 | 0.00% | −2,728−4.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 46,497 | $166.8 萬 | 0.22% | +46,497 | 新進 |
| Ensign Peak Advisors, Inc | 43,332 | $155.4 萬 | 0.00% | +2,032+4.9% | 加碼 |
| Voya Investment Management LLC | 42,026 | $150.7 萬 | 0.00% | −8,516−16.8% | 減碼 |
| Arkadios Wealth Advisors | 42,010 | $150.7 萬 | 0.12% | −8,550−16.9% | 減碼 |
| Outlook Wealth Advisors, LLC | 41,766 | $149.8 萬 | 0.46% | 00.0% | 不變 |
| Cooper Financial Group | 40,968 | $147.0 萬 | 0.24% | +2,430+6.3% | 加碼 |
| Calton & Associates, Inc. | 39,865 | $143.0 萬 | 0.70% | −8,425−17.4% | 減碼 |
| Nisa Investment Advisors, LLC | 39,661 | $142.7 萬 | 0.01% | +95+0.2% | 加碼 |
| Daiwa Securities Group Inc. | 39,557 | $141.9 萬 | 0.01% | +3,471+9.6% | 加碼 |
| Maryland State Retirement & Pension System | 43,970 | $141.2 萬 | 0.03% | +502+1.2% | 加碼 |
| Amalgamated Bank | 38,001 | $136.3 萬 | 0.01% | −7,739−16.9% | 減碼 |
| Russell Investments Group, Ltd. | 37,603 | $134.9 萬 | 0.00% | +12,493+49.8% | 加碼 |
| PFG Investments, LLC | 36,819 | $132.1 萬 | 0.08% | +29,508+403.6% | 加碼 |
| Well Done, LLC | 36,729 | $131.7 萬 | 0.26% | 00.0% | 不變 |
| Vident Advisory, LLC | 36,695 | $131.6 萬 | 0.03% | +1,526+4.3% | 加碼 |
| Cerity Partners LLC | 35,681 | $128.0 萬 | 0.00% | +171+0.5% | 加碼 |
| Spire Wealth Management | 35,510 | $127.4 萬 | 0.03% | −2,277−6.0% | 減碼 |
| Jane Street Group, LLC | 34,477 | $123.7 萬 | 0.00% | −35,067−50.4% | 減碼 |
| Resources Investment Advisors, LLC. | 34,026 | $122.1 萬 | 0.02% | −5,236−13.3% | 減碼 |
| SEI Investments Co | 33,519 | $120.2 萬 | 0.00% | +33,519 | 新進 |
| AE Wealth Management LLC | 33,403 | $119.8 萬 | 0.01% | −278,959−89.3% | 減碼 |
| Arizona State Retirement System | 32,869 | $117.9 萬 | 0.01% | +50+0.2% | 加碼 |
| Pictet Asset Management Holding SA | 32,829 | $117.8 萬 | 0.00% | +2,701+9.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 32,662 | $117.2 萬 | 0.02% | −2,300−6.6% | 減碼 |
| Natixis Advisors, L.P. | 31,519 | $113.1 萬 | 0.00% | +1,325+4.4% | 加碼 |
| Arete Wealth Advisors, LLC | 31,287 | $112.2 萬 | 0.10% | +1,143+3.8% | 加碼 |
| Accel Wealth Management | 31,142 | $111.7 萬 | 0.47% | +686+2.3% | 加碼 |
| Handelsbanken Fonder AB | 31,100 | $111.6 萬 | 0.00% | 00.0% | 不變 |
| New York State Teachers Retirement System | 31,000 | $111.2 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 30,648 | $109.9 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 29,192 | $104.7 萬 | 0.01% | +1,263+4.5% | 加碼 |
| Silver Oak Securities, Inc | 28,770 | $103.2 萬 | 0.16% | +414+1.5% | 加碼 |
| Cresset Asset Management, LLC | 28,540 | $102.7 萬 | 0.00% | −4,486−13.6% | 減碼 |
| InterOcean Capital Group, LLC | 28,322 | $101.6 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 28,259 | $101.4 萬 | 0.00% | −24−0.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 28,240 | $100.1 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 25,924 | $93.0 萬 | 0.00% | +12,888+98.9% | 加碼 |
| Financial Partners Group, Inc | 25,791 | $92.5 萬 | 0.15% | 00.0% | 不變 |
| HighTower Advisors, LLC | 25,445 | $91.1 萬 | 0.00% | +59+0.2% | 加碼 |
| Teacher Retirement System of Texas | 24,635 | $88.4 萬 | 0.01% | −12,432−33.5% | 減碼 |
| Warren Averett Asset Management, LLC | 24,455 | $87.7 萬 | 0.02% | +24,455 | 新進 |
| RMB Capital Management, LLC | 24,309 | $87.2 萬 | 0.02% | +24,309 | 新進 |
| ProShare Advisors LLC | 24,304 | $87.2 萬 | 0.00% | +2,109+9.5% | 加碼 |
| Raymond James & Associates | 24,062 | $86.3 萬 | 0.00% | −1,001−4.0% | 減碼 |
| Harbour Investments, Inc. | 23,931 | $85.8 萬 | 0.03% | +1,127+4.9% | 加碼 |
| Cornercap Investment Counsel Inc | 23,593 | $84.6 萬 | 0.13% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 23,525 | $84.4 萬 | 0.14% | +23,525 | 新進 |
| Lakeridge Wealth Management LLC | 23,480 | $84.2 萬 | 0.55% | −493−2.1% | 減碼 |
| Carmel Capital Partners, LLC | 22,499 | $80.7 萬 | 0.33% | 00.0% | 不變 |
| Bell Bank | 22,095 | $79.3 萬 | 0.07% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 22,063 | $79.1 萬 | 0.03% | +90.0% | 加碼 |
| Sigma Planning Corp | 21,903 | $78.6 萬 | 0.02% | +21,903 | 新進 |
| Quantbot Technologies LP | 21,804 | $78.2 萬 | 0.04% | +11,902+120.2% | 加碼 |
| STRS Ohio | 21,500 | $77.1 萬 | 0.00% | −2,600−10.8% | 減碼 |
| Fairway Wealth LLC | 21,432 | $76.9 萬 | 0.52% | −6,420−23.1% | 減碼 |
| Sound Income Strategies, LLC | 21,288 | $76.4 萬 | 0.06% | −11,917−35.9% | 減碼 |
| Kovack Advisors, Inc. | 21,235 | $76.2 萬 | 0.09% | −2,299−9.8% | 減碼 |
| EWG Elevate Inc. | 21,001 | $75.3 萬 | 0.29% | 00.0% | 不變 |
| EPG Wealth Management LLC | 20,814 | $74.7 萬 | 0.18% | −858−4.0% | 減碼 |
| Catalina Capital Group, LLC | 20,684 | $74.2 萬 | 0.32% | −22−0.1% | 減碼 |
| Beacon Capital Management, LLC | 20,057 | $71.9 萬 | 0.15% | −2,675−11.8% | 減碼 |
| Vaughan David Investments LLC | 19,882 | $71.3 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $70.8 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 19,816 | $69.5 萬 | 0.12% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 19,128 | $69.2 萬 | 0.31% | +19,128 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 19,238 | $69.0 萬 | 0.21% | +5,279+37.8% | 加碼 |
| Apeiron RIA LLC | 18,934 | $67.9 萬 | 0.20% | −1,552−7.6% | 減碼 |
| Van Cleef Asset Management,Inc | 18,849 | $67.6 萬 | 0.09% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 18,296 | $65.6 萬 | 0.11% | −30−0.2% | 減碼 |
| Renaissance Technologies LLC | 18,102 | $64.9 萬 | 0.00% | +18,102 | 新進 |
| Sage Capital Management, LLC | 17,261 | $61.9 萬 | 0.34% | −2,165−11.1% | 減碼 |
| Van Eck Associates Corp | 17,260 | $61.9 萬 | 0.00% | +723+4.4% | 加碼 |
| National Asset Management, Inc. | 18,081 | $60.8 萬 | 0.02% | +699+4.0% | 加碼 |
| Coppell Advisory Solutions Corp. | 16,915 | $60.7 萬 | 0.11% | +16,915 | 新進 |
| Beacon Pointe Advisors, LLC | 16,374 | $58.7 萬 | 0.01% | +2,918+21.7% | 加碼 |
| Geneos Wealth Management Inc. | 16,220 | $58.2 萬 | 0.03% | −64,791−80.0% | 減碼 |
| Nissay Asset Management Corp | 15,789 | $56.6 萬 | 0.00% | +443+2.9% | 加碼 |
| Acorn Financial Advisory Services Inc | 15,437 | $55.4 萬 | 0.10% | 00.0% | 不變 |
| Castleview Partners, LLC | 15,151 | $54.3 萬 | 0.30% | +8+0.1% | 加碼 |
| Capital Asset Advisory Services LLC | 15,588 | $53.3 萬 | 0.03% | +305+2.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,232 | $51.1 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 14,228 | $51.0 萬 | 0.01% | −1,055−6.9% | 減碼 |
| Bank of Montreal | 14,108 | $50.7 萬 | 0.00% | +648+4.8% | 加碼 |