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 3 季 13F 持有人
Phillips Edison & Company, Inc. 在 2024/9/30 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
- 402
- 較 2024 年第 2 季 +32 家
- 持有股數
- 9,992 萬
- 較 2024 年第 2 季 +2,420 萬 (+32.0%)
- 總市值
- $37.7 億
- 較 2024 年第 2 季 +$12.9 億 (+52.0%)
- 新進機構
- 58
- 另有 114 家加碼
- 清倉機構
- 26
- 另有 145 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Columbus Macro, LLC | 5,975 | $22.5 萬 | 0.08% | +5,975 | 新進 |
| GW Henssler & Associates Ltd | 6,008 | $22.7 萬 | 0.01% | +6,008 | 新進 |
| TownSquare Capital, LLC | 6,009 | $22.7 萬 | 0.00% | −5,605−48.3% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $23.6 萬 | 0.09% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 6,258 | $23.6 萬 | 0.05% | −1,742−21.8% | 減碼 |
| Canton Hathaway, LLC | 6,274 | $23.7 萬 | 0.06% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,334 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| Profund Advisors LLC | 6,368 | $24.0 萬 | 0.01% | +174+2.8% | 加碼 |
| Blair William & Co | 6,379 | $24.1 萬 | 0.00% | −826−11.5% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,403 | $24.1 萬 | 0.05% | +6,403 | 新進 |
| Point72 (DIFC) Ltd | 6,449 | $24.3 萬 | 0.02% | −2,260−26.0% | 減碼 |
| Bremer Bank National Association | 6,451 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,452 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 6,627 | $25.0 萬 | 0.14% | +3,158+91.0% | 加碼 |
| Monograph Wealth Advisors, LLC | 6,638 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 6,668 | $25.1 萬 | 0.00% | −94−1.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 6,673 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,689 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 6,725 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Capula Management Ltd | 6,730 | $25.4 萬 | 0.00% | +6,730 | 新進 |
| Advisory Services Network, LLC | 7,946 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Caxton Associates LP | 7,018 | $26.5 萬 | 0.01% | −12,530−64.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 7,329 | $26.5 萬 | 0.03% | +59+0.8% | 加碼 |
| RFG Advisory, LLC | 7,041 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Advisory Alpha, LLC | 7,272 | $27.4 萬 | 0.01% | −176−2.4% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,304 | $27.5 萬 | 0.16% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 7,534 | $27.9 萬 | 0.06% | 00.0% | 不變 |
| CI Private Wealth, LLC | 7,428 | $28.0 萬 | 0.00% | +840+12.8% | 加碼 |
| Sanctuary Advisors, LLC | 7,271 | $28.6 萬 | 0.00% | +182+2.6% | 加碼 |
| Rehmann Capital Advisory Group | 7,595 | $28.6 萬 | 0.02% | +10.0% | 加碼 |
| AQR Capital Management LLC | 7,614 | $28.7 萬 | 0.00% | −860−10.1% | 減碼 |
| MSH Capital Advisors LLC | 7,670 | $28.9 萬 | 0.09% | −294−3.7% | 減碼 |
| CIBC Asset Management Inc | 7,767 | $29.3 萬 | 0.00% | −60−0.8% | 減碼 |
| Private Advisor Group, LLC | 8,009 | $30.2 萬 | 0.00% | +487+6.5% | 加碼 |
| Xponance, Inc. | 8,039 | $30.3 萬 | 0.00% | +250+3.2% | 加碼 |
| Foundations Investment Advisors, LLC | 8,151 | $30.7 萬 | 0.01% | +8,151 | 新進 |
| Ausdal Financial Partners, Inc. | 8,197 | $30.9 萬 | 0.03% | −354−4.1% | 減碼 |
| Peak Asset Management, LLC | 8,214 | $31.0 萬 | 0.06% | 00.0% | 不變 |
| Mackenzie Financial Corp | 8,372 | $31.6 萬 | 0.00% | +802+10.6% | 加碼 |
| Pittenger & Anderson Inc | 8,372 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Centiva Capital, LP | 8,442 | $31.8 萬 | 0.01% | +8,442 | 新進 |
| Kure Advisory, LLC | 8,559 | $32.3 萬 | 0.29% | +6+0.1% | 加碼 |
| Midwest Financial Group LLC | 8,658 | $32.6 萬 | 0.19% | −75−0.9% | 減碼 |
| NBC Securities, Inc. | 8,667 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 8,849 | $33.4 萬 | 0.12% | +1,795+25.4% | 加碼 |
| Savant Capital, LLC | 8,916 | $33.6 萬 | 0.00% | −497−5.3% | 減碼 |
| MML Investors Services, LLC | 8,938 | $33.7 萬 | 0.00% | +67+0.8% | 加碼 |
| Castleview Partners, LLC | 9,088 | $34.3 萬 | 0.20% | −1,500−14.2% | 減碼 |
| Ellevest, Inc. | 9,263 | $34.9 萬 | 0.02% | +37+0.4% | 加碼 |
| Pinnacle Financial Partners Inc | 9,267 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 9,251 | $35.0 萬 | 0.08% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 9,618 | $36.3 萬 | 0.14% | +81+0.8% | 加碼 |
| Alpha Omega Group, Inc. | 9,681 | $36.5 萬 | 0.50% | 00.0% | 不變 |
| Synovus Financial Corp | 9,960 | $37.6 萬 | 0.00% | +9,960 | 新進 |
| CIBC Private Wealth Group, LLC | 9,977 | $37.6 萬 | 0.00% | +9,477+1,895.4% | 加碼 |
| Brass Tax Wealth Management, Inc | 10,012 | $37.8 萬 | 0.08% | +10,012 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 10,040 | $37.9 萬 | 0.08% | +3,026+43.1% | 加碼 |
| Henshaw Capital LLC | 10,239 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| Independent Advisor Alliance | 10,303 | $38.9 萬 | 0.01% | −2,346−18.5% | 減碼 |
| PEAK6 Investments LLC | 10,557 | $39.8 萬 | 0.02% | +10,557 | 新進 |
| First Heartland Consultants, Inc. | 10,663 | $40.2 萬 | 0.04% | +1,170+12.3% | 加碼 |
| Beck Capital Management, LLC | 10,767 | $40.6 萬 | 0.11% | +10,767 | 新進 |
| Vivaldi Capital Management, LLC | 10,790 | $40.7 萬 | 0.12% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 10,850 | $40.9 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 10,883 | $41.0 萬 | 0.00% | +307+2.9% | 加碼 |
| Proequities, Inc. | 10,874 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Perpetual Ltd | 11,080 | $41.8 萬 | 0.00% | +11,080 | 新進 |
| Hardy Reed LLC | 11,489 | $43.3 萬 | 0.04% | 00.0% | 不變 |
| Ignite Planners, LLC | 11,486 | $43.3 萬 | 0.10% | −1,815−13.6% | 減碼 |
| BancorpSouth Bank | 11,489 | $43.3 萬 | 0.03% | −1,314−10.3% | 減碼 |
| Bayesian Capital Management, LP | 11,600 | $43.7 萬 | 0.05% | +11,600 | 新進 |
| Kovack Advisors, Inc. | 11,617 | $43.8 萬 | 0.05% | −2,905−20.0% | 減碼 |
| Engineers Gate Manager LP | 11,929 | $45.0 萬 | 0.01% | +11,929 | 新進 |
| Cornercap Investment Counsel Inc | 12,017 | $45.3 萬 | 0.13% | −11,227−48.3% | 減碼 |
| Fairway Wealth LLC | 12,173 | $45.9 萬 | 0.23% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 12,349 | $46.6 萬 | 0.03% | −3,559−22.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,409 | $46.8 萬 | 0.00% | +12,409 | 新進 |
| Beacon Pointe Advisors, LLC | 12,547 | $47.3 萬 | 0.01% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 12,572 | $47.4 萬 | 0.16% | +79+0.6% | 加碼 |
| Metis Global Partners, LLC | 12,613 | $47.6 萬 | 0.01% | +2,893+29.8% | 加碼 |
| Capital Asset Advisory Services LLC | 13,395 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 12,978 | $48.9 萬 | 0.04% | +12,978 | 新進 |
| Smart Money Group LLC | 13,023 | $49.2 萬 | 0.18% | −59−0.5% | 減碼 |
| Axxcess Wealth Management, LLC | 13,395 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Everence Capital Management Inc | 13,700 | $51.7 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,751 | $51.9 萬 | 0.00% | 00.0% | 不變 |
| Hendershot Investments Inc. | 13,896 | $52.4 萬 | 0.07% | 00.0% | 不變 |
| Well Done, LLC | 14,009 | $52.8 萬 | 0.10% | −22,720−61.9% | 減碼 |
| Marcum Wealth, LLC | 14,026 | $52.9 萬 | 0.05% | −320−2.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,232 | $53.7 萬 | 0.02% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 14,451 | $54.5 萬 | 0.10% | −986−6.4% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 14,471 | $54.6 萬 | 0.20% | +14,471 | 新進 |
| FORA Capital, LLC | 14,529 | $54.8 萬 | 0.06% | +14,529 | 新進 |
| Apeiron RIA LLC | 14,846 | $56.0 萬 | 0.16% | −3,661−19.8% | 減碼 |
| Rothschild Investment LLC | 14,970 | $56.5 萬 | 0.04% | +14,945+59,780.0% | 加碼 |
| Geneos Wealth Management Inc. | 15,178 | $57.2 萬 | 0.02% | −1,261−7.7% | 減碼 |
| CWM, LLC | 15,290 | $57.7 萬 | 0.00% | −1,871−10.9% | 減碼 |
| Beacon Capital Management, LLC | 15,315 | $57.8 萬 | 0.08% | −3,045−16.6% | 減碼 |
| Point72 Asset Management, L.P. | 15,600 | $58.8 萬 | 0.00% | +15,600 | 新進 |
| Van Cleef Asset Management,Inc | 15,700 | $59.2 萬 | 0.07% | 00.0% | 不變 |