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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 14,031 | $50.3 萬 | 0.07% | −28−0.2% | 減碼 |
| AQR Capital Management LLC | 13,813 | $49.5 萬 | 0.00% | +546+4.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 13,751 | $49.3 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 13,700 | $49.1 萬 | 0.03% | 00.0% | 不變 |
| Advisory Resource Group | 13,516 | $48.5 萬 | 0.11% | −11,740−46.5% | 減碼 |
| SG Americas Securities, LLC | 13,234 | $47.5 萬 | 0.00% | +13,234 | 新進 |
| Entropy Technologies, LP | 13,182 | $47.3 萬 | 0.05% | −1,090−7.6% | 減碼 |
| Ignite Planners, LLC | 13,064 | $45.8 萬 | 0.13% | −1,054−7.5% | 減碼 |
| Smart Money Group LLC | 14,008 | $45.8 萬 | 0.18% | +154+1.1% | 加碼 |
| Independent Advisor Alliance | 12,649 | $45.4 萬 | 0.02% | −1,116−8.1% | 減碼 |
| Colony Group, LLC | 12,599 | $45.2 萬 | 0.00% | −164,515−92.9% | 減碼 |
| Marcum Wealth, LLC | 12,544 | $45.0 萬 | 0.05% | −2,798−18.2% | 減碼 |
| Beaird Harris Wealth Management, LLC | 12,478 | $44.8 萬 | 0.04% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 12,231 | $43.9 萬 | 0.02% | +12,231 | 新進 |
| FORA Capital, LLC | 11,711 | $42.0 萬 | 0.03% | −8,161−41.1% | 減碼 |
| First Financial Bankshares Inc | 11,500 | $41.3 萬 | 0.01% | −2,017−14.9% | 減碼 |
| BancorpSouth Bank | 11,489 | $41.2 萬 | 0.03% | −1,906−14.2% | 減碼 |
| BlueChip Wealth Advisors LLC | 11,102 | $39.8 萬 | 0.26% | 00.0% | 不變 |
| Proequities, Inc. | 10,874 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 11,900 | $38.8 萬 | 0.00% | −21,790−64.7% | 減碼 |
| M&T Bank Corp | 10,704 | $38.4 萬 | 0.00% | −47−0.4% | 減碼 |
| Financial Advocates Investment Management | 10,550 | $37.8 萬 | 0.02% | +1,361+14.8% | 加碼 |
| Advisory Alpha, LLC | 10,345 | $37.1 萬 | 0.02% | +54+0.5% | 加碼 |
| Henshaw Capital LLC | 10,239 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 10,230 | $36.7 萬 | 0.02% | −243−2.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,949 | $35.7 萬 | 0.04% | −1,811−15.4% | 減碼 |
| Vivaldi Capital Management, LLC | 10,790 | $35.5 萬 | 0.10% | −128−1.2% | 減碼 |
| First Heartland Consultants, Inc. | 9,843 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| Alpha Omega Group, Inc. | 9,681 | $34.7 萬 | 0.49% | 00.0% | 不變 |
| Omers Administration Corp | 9,600 | $34.4 萬 | 0.00% | +9,600 | 新進 |
| Raleigh Capital Management Inc. | 9,454 | $33.9 萬 | 0.15% | −2,323−19.7% | 減碼 |
| Aspen Grove Capital, LLC | 9,276 | $33.3 萬 | 0.09% | +9,276 | 新進 |
| Pinnacle Financial Partners Inc | 9,267 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 9,237 | $33.1 萬 | 0.02% | +116+1.3% | 加碼 |
| Lido Advisors, LLC | 9,091 | $32.7 萬 | 0.00% | +763+9.2% | 加碼 |
| Farther Finance Advisors, LLC | 9,167 | $32.1 萬 | 0.02% | +9,129+24,023.7% | 加碼 |
| Savant Capital, LLC | 8,766 | $31.4 萬 | 0.00% | +8+0.1% | 加碼 |
| Midwest Financial Group LLC | 8,733 | $31.3 萬 | 0.21% | −1,000−10.3% | 減碼 |
| Voloridge Investment Management, LLC | 8,698 | $31.2 萬 | 0.00% | −75,191−89.6% | 減碼 |
| NBC Securities, Inc. | 8,667 | $31.1 萬 | 0.03% | −1,003−10.4% | 減碼 |
| Verition Fund Management LLC | 8,555 | $30.7 萬 | 0.00% | +8,555 | 新進 |
| Kure Advisory, LLC | 8,553 | $30.7 萬 | 0.26% | −70−0.8% | 減碼 |
| AlphaMark Advisors, LLC | 8,501 | $30.5 萬 | 0.11% | +8,347+5,420.1% | 加碼 |
| Metis Global Partners, LLC | 8,495 | $30.5 萬 | 0.01% | +8,495 | 新進 |
| CI Private Wealth, LLC | 8,482 | $30.4 萬 | 0.00% | −517−5.7% | 減碼 |
| Pittenger & Anderson Inc | 8,372 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 8,430 | $29.6 萬 | 0.02% | +8,430 | 新進 |
| CIBC Asset Management Inc | 8,238 | $29.5 萬 | 0.00% | −275−3.2% | 減碼 |
| Peak Asset Management, LLC | 8,214 | $29.5 萬 | 0.06% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 7,979 | $28.6 萬 | 0.07% | +20+0.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 7,780 | $27.9 萬 | 0.12% | +1,625+26.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,597 | $27.3 萬 | 0.02% | −2,180−22.3% | 減碼 |
| Rehmann Capital Advisory Group | 7,594 | $27.2 萬 | 0.02% | +10.0% | 加碼 |
| Mackenzie Financial Corp | 7,552 | $27.1 萬 | 0.00% | −4−0.1% | 減碼 |
| RFG Advisory, LLC | 7,341 | $26.3 萬 | 0.01% | +7,341 | 新進 |
| Change Path, LLC | 7,326 | $26.3 萬 | 0.01% | +13+0.2% | 加碼 |
| Xponance, Inc. | 7,324 | $26.3 萬 | 0.00% | +161+2.2% | 加碼 |
| Plotkin Financial Advisors, LLC | 7,304 | $26.2 萬 | 0.17% | −139−1.9% | 減碼 |
| Blair William & Co | 7,205 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,108 | $25.5 萬 | 0.00% | −1,451−17.0% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 7,534 | $24.9 萬 | 0.07% | 00.0% | 不變 |
| TownSquare Capital, LLC | 6,894 | $24.7 萬 | 0.00% | −10,168−59.6% | 減碼 |
| World Equity Group, Inc. | 6,842 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Profund Advisors LLC | 6,774 | $24.3 萬 | 0.01% | −842−11.1% | 減碼 |
| MML Investors Services, LLC | 6,741 | $24.2 萬 | 0.00% | +46+0.7% | 加碼 |
| US Bancorp | 6,737 | $24.2 萬 | 0.00% | −1,325−16.4% | 減碼 |
| Belpointe Asset Management LLC | 6,689 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 6,638 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 7,204 | $23.7 萬 | 0.03% | +78+1.1% | 加碼 |
| Brown Advisory Inc | 6,564 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,466 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Bremer Bank National Association | 6,451 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 6,424 | $23.0 萬 | 0.01% | +7+0.1% | 加碼 |
| Allen Capital Group, LLC | 6,334 | $22.7 萬 | 0.03% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 6,285 | $22.5 萬 | 0.08% | +12+0.2% | 加碼 |
| Canton Hathaway, LLC | 6,274 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $22.4 萬 | 0.09% | 00.0% | 不變 |
| Secure Asset Management, LLC | 6,238 | $22.4 萬 | 0.05% | +6,238 | 新進 |
| Susquehanna Fundamental Investments, LLC | 6,100 | $21.9 萬 | 0.01% | +6,100 | 新進 |
| German American Bancorp, Inc. | 6,027 | $21.6 萬 | 0.03% | −2,025−25.1% | 減碼 |
| GW Henssler & Associates Ltd | 6,008 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 5,987 | $21.5 萬 | 0.00% | −36,452−85.9% | 減碼 |
| Advisory Services Network, LLC | 5,946 | $21.3 萬 | 0.00% | −742−11.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,921 | $21.2 萬 | 0.00% | −2,453−29.3% | 減碼 |
| GenTrust, LLC | 5,833 | $21.0 萬 | 0.01% | −7,333−55.7% | 減碼 |
| Ratio Wealth Group | 5,847 | $21.0 萬 | 0.04% | 00.0% | 不變 |
| Norinchukin Bank, The | 5,794 | $20.8 萬 | 0.01% | +44+0.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,709 | $20.5 萬 | 0.04% | 00.0% | 不變 |
| Buckingham Strategic Partners | 5,619 | $20.2 萬 | 0.01% | +5,619 | 新進 |
| United Capital Financial Advisers, LLC | 5,598 | $20.1 萬 | 0.00% | −30−0.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,317 | $19.1 萬 | 0.00% | +292+5.8% | 加碼 |
| RE Dickinson Investment Advisors, LLC | 5,079 | $18.2 萬 | 0.11% | 00.0% | 不變 |
| Continuum Advisory, LLC | 5,067 | $16.8 萬 | 0.03% | −4,516−47.1% | 減碼 |
| MCF Advisors LLC | 4,394 | $15.8 萬 | 0.01% | −1,998−31.3% | 減碼 |
| Larson Financial Group LLC | 4,285 | $15.4 萬 | 0.01% | +20+0.5% | 加碼 |
| ICA Group Wealth Management, LLC | 4,026 | $14.4 萬 | 0.03% | −1,162−22.4% | 減碼 |
| Advantage Trust Co | 3,386 | $12.1 萬 | 0.09% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 3,333 | $12.0 萬 | 0.10% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 3,148 | $11.3 萬 | 0.08% | 00.0% | 不變 |