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 2 季 13F 持有人
Phillips Edison & Company, Inc. 在 2024/6/30 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
- 374
- 較 2024 年第 1 季 +17 家
- 持有股數
- 9,716 萬
- 較 2024 年第 1 季 −125.2 萬 (−1.3%)
- 總市值
- $31.8 億
- 較 2024 年第 1 季 −$3.50 億 (−9.9%)
- 新進機構
- 48
- 另有 113 家加碼
- 清倉機構
- 31
- 另有 141 家減碼
另有 6 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 16,429 | $53.7 萬 | 0.02% | +4,198+34.3% | 加碼 |
| First Trust Advisors LP | 16,360 | $53.5 萬 | 0.00% | −109,565−87.0% | 減碼 |
| Sound Income Strategies, LLC | 15,908 | $52.0 萬 | 0.03% | −5,380−25.3% | 減碼 |
| Van Cleef Asset Management,Inc | 15,700 | $51.4 萬 | 0.06% | −3,149−16.7% | 減碼 |
| Acorn Financial Advisory Services Inc | 15,437 | $50.5 萬 | 0.09% | 00.0% | 不變 |
| Aigen Investment Management, LP | 14,746 | $48.2 萬 | 0.09% | +14,746 | 新進 |
| Kovack Advisors, Inc. | 14,522 | $47.5 萬 | 0.05% | −6,713−31.6% | 減碼 |
| Marcum Wealth, LLC | 14,346 | $46.9 萬 | 0.05% | +1,802+14.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,232 | $46.6 萬 | 0.02% | 00.0% | 不變 |
| Smart Money Group LLC | 13,082 | $45.9 萬 | 0.16% | −926−6.6% | 減碼 |
| Hendershot Investments Inc. | 13,896 | $45.5 萬 | 0.07% | −135−1.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 13,751 | $45.0 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 13,700 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 13,395 | $43.8 萬 | 0.01% | −833−5.9% | 減碼 |
| Ignite Planners, LLC | 13,301 | $43.4 萬 | 0.11% | +237+1.8% | 加碼 |
| Capital Asset Advisory Services LLC | 13,395 | $43.0 萬 | 0.02% | −2,193−14.1% | 減碼 |
| BancorpSouth Bank | 12,803 | $41.9 萬 | 0.03% | +1,314+11.4% | 加碼 |
| Independent Advisor Alliance | 12,649 | $41.4 萬 | 0.01% | 00.0% | 不變 |
| Bank of Montreal | 12,594 | $41.3 萬 | 0.00% | −1,514−10.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 12,547 | $41.0 萬 | 0.00% | −3,827−23.4% | 減碼 |
| Catalina Capital Group, LLC | 12,493 | $40.9 萬 | 0.16% | −8,191−39.6% | 減碼 |
| Beaird Harris Wealth Management, LLC | 12,478 | $40.8 萬 | 0.04% | 00.0% | 不變 |
| Algert Global LLC | 12,309 | $40.3 萬 | 0.01% | +12,309 | 新進 |
| Fairway Wealth LLC | 12,173 | $39.8 萬 | 0.23% | −9,259−43.2% | 減碼 |
| Omers Administration Corp | 11,800 | $38.6 萬 | 0.00% | +2,200+22.9% | 加碼 |
| TownSquare Capital, LLC | 11,614 | $38.0 萬 | 0.01% | +4,720+68.5% | 加碼 |
| Hardy Reed LLC | 11,489 | $37.6 萬 | 0.04% | +11,489 | 新進 |
| Advisory Resource Group | 10,967 | $35.9 萬 | 0.08% | −2,549−18.9% | 減碼 |
| Proequities, Inc. | 10,874 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 10,850 | $35.5 萬 | 0.00% | +10,850 | 新進 |
| Vivaldi Capital Management, LLC | 10,790 | $35.3 萬 | 0.10% | 00.0% | 不變 |
| Castleview Partners, LLC | 10,588 | $34.6 萬 | 0.20% | −4,563−30.1% | 減碼 |
| M&T Bank Corp | 10,576 | $34.6 萬 | 0.00% | −128−1.2% | 減碼 |
| Henshaw Capital LLC | 10,239 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,267 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 9,720 | $31.8 萬 | 0.01% | +1,225+14.4% | 加碼 |
| Alpha Omega Group, Inc. | 9,681 | $31.7 萬 | 0.40% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 9,627 | $31.5 萬 | 0.22% | −9,501−49.7% | 減碼 |
| Raleigh Capital Management Inc. | 9,537 | $31.2 萬 | 0.13% | +83+0.9% | 加碼 |
| First Heartland Consultants, Inc. | 9,493 | $31.1 萬 | 0.03% | −350−3.6% | 減碼 |
| Savant Capital, LLC | 9,413 | $30.8 萬 | 0.00% | +647+7.4% | 加碼 |
| Aspen Grove Capital, LLC | 9,251 | $30.4 萬 | 0.07% | −25−0.3% | 減碼 |
| Ellevest, Inc. | 9,226 | $30.2 萬 | 0.02% | −11−0.1% | 減碼 |
| MML Investors Services, LLC | 8,871 | $29.0 萬 | 0.00% | +2,130+31.6% | 加碼 |
| Midwest Financial Group LLC | 8,733 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 8,709 | $28.5 萬 | 0.03% | +8,709 | 新進 |
| NBC Securities, Inc. | 8,667 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| Kure Advisory, LLC | 8,553 | $28.0 萬 | 0.23% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,551 | $28.0 萬 | 0.03% | −1,398−14.1% | 減碼 |
| AQR Capital Management LLC | 8,474 | $27.7 萬 | 0.00% | −5,339−38.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 8,400 | $27.5 萬 | 0.00% | +8,400 | 新進 |
| Pittenger & Anderson Inc | 8,372 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Peak Asset Management, LLC | 8,214 | $26.9 萬 | 0.05% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 8,000 | $26.2 萬 | 0.06% | +21+0.3% | 加碼 |
| MSH Capital Advisors LLC | 7,964 | $26.0 萬 | 0.09% | +1,679+26.7% | 加碼 |
| Lazard Asset Management LLC | 7,976 | $26.0 萬 | 0.00% | +4,902+159.5% | 加碼 |
| Advisory Services Network, LLC | 7,946 | $26.0 萬 | 0.01% | +2,000+33.6% | 加碼 |
| Verition Fund Management LLC | 7,827 | $25.6 萬 | 0.00% | −728−8.5% | 減碼 |
| CIBC Asset Management Inc | 7,827 | $25.6 萬 | 0.00% | −411−5.0% | 減碼 |
| Xponance, Inc. | 7,789 | $25.5 萬 | 0.00% | +465+6.3% | 加碼 |
| Accurate Wealth Management, LLC | 7,534 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Lido Advisors, LLC | 7,574 | $24.8 萬 | 0.00% | −1,517−16.7% | 減碼 |
| Rehmann Capital Advisory Group | 7,594 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Mackenzie Financial Corp | 7,570 | $24.8 萬 | 0.00% | +18+0.2% | 加碼 |
| Barlow Wealth Partners, Inc. | 7,270 | $24.7 萬 | 0.03% | +66+0.9% | 加碼 |
| Private Advisor Group, LLC | 7,522 | $24.6 萬 | 0.00% | +7,522 | 新進 |
| Voloridge Investment Management, LLC | 7,495 | $24.5 萬 | 0.00% | −1,203−13.8% | 減碼 |
| Advisory Alpha, LLC | 7,448 | $24.4 萬 | 0.01% | −2,897−28.0% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,304 | $23.9 萬 | 0.15% | 00.0% | 不變 |
| Blair William & Co | 7,205 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,123 | $23.3 萬 | 0.00% | +15+0.2% | 加碼 |
| Sanctuary Advisors, LLC | 7,089 | $23.1 萬 | 0.00% | +7,089 | 新進 |
| Newbridge Financial Services Group, Inc. | 7,054 | $23.1 萬 | 0.09% | −726−9.3% | 減碼 |
| RFG Advisory, LLC | 7,041 | $23.0 萬 | 0.01% | −300−4.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $22.9 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 6,762 | $22.1 萬 | 0.00% | +25+0.4% | 加碼 |
| Kimelman & Baird, LLC | 6,725 | $22.0 萬 | 0.02% | +6,725 | 新進 |
| Belpointe Asset Management LLC | 6,689 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 6,673 | $21.8 萬 | 0.01% | +6,673 | 新進 |
| Monograph Wealth Advisors, LLC | 6,638 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| CI Private Wealth, LLC | 6,588 | $21.5 萬 | 0.00% | −1,894−22.3% | 減碼 |
| Coldstream Capital Management Inc | 6,452 | $21.1 萬 | 0.01% | −14−0.2% | 減碼 |
| Bremer Bank National Association | 6,451 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,334 | $20.7 萬 | 0.03% | 00.0% | 不變 |
| Canton Hathaway, LLC | 6,274 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $20.4 萬 | 0.08% | 00.0% | 不變 |
| Secure Asset Management, LLC | 6,238 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 6,194 | $20.3 萬 | 0.01% | −580−8.6% | 減碼 |
| Retirement Financial Solutions, LLC | 6,127 | $20.0 萬 | 0.09% | +6,127 | 新進 |
| RE Dickinson Investment Advisors, LLC | 5,079 | $16.6 萬 | 0.10% | 00.0% | 不變 |
| Continuum Advisory, LLC | 5,067 | $16.6 萬 | 0.02% | 00.0% | 不變 |
| FIL Ltd | 4,432 | $14.5 萬 | 0.00% | +4,432 | 新進 |
| MCF Advisors LLC | 4,394 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,341 | $14.2 萬 | 0.06% | +4,341 | 新進 |
| SG Americas Securities, LLC | 4,309 | $14.1 萬 | 0.00% | −8,925−67.4% | 減碼 |
| Larson Financial Group LLC | 4,300 | $14.1 萬 | 0.01% | +15+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,017 | $13.1 萬 | 0.00% | −1,300−24.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,521 | $11.5 萬 | 0.00% | −50,613−93.5% | 減碼 |
| EntryPoint Capital, LLC | 3,469 | $11.3 萬 | 0.05% | +3,469 | 新進 |
| Advantage Trust Co | 3,386 | $11.1 萬 | 0.08% | 00.0% | 不變 |