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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 15,860 | $59.8 萬 | 0.24% | +15,860 | 新進 |
| Sage Capital Management, LLC | 16,837 | $63.5 萬 | 0.30% | +78+0.5% | 加碼 |
| Journey Strategic Wealth LLC | 16,966 | $64.0 萬 | 0.02% | +537+3.3% | 加碼 |
| Lazard Asset Management LLC | 17,156 | $64.6 萬 | 0.00% | +9,180+115.1% | 加碼 |
| M Holdings Securities, Inc. | 17,260 | $65.1 萬 | 0.16% | −7,967−31.6% | 減碼 |
| Nissay Asset Management Corp | 17,803 | $67.1 萬 | 0.00% | +873+5.2% | 加碼 |
| Coppell Advisory Solutions LLC | 18,021 | $67.1 萬 | 0.10% | −690−3.7% | 減碼 |
| Silver Oak Securities, Inc | 18,579 | $67.7 萬 | 0.07% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 17,955 | $67.7 萬 | 0.09% | 00.0% | 不變 |
| Sigma Planning Corp | 18,282 | $68.9 萬 | 0.02% | −1,993−9.8% | 減碼 |
| BlueChip Wealth Advisors LLC | 18,442 | $69.5 萬 | 0.36% | 00.0% | 不變 |
| Entropy Technologies, LP | 18,871 | $71.2 萬 | 0.07% | +18,871 | 新進 |
| EPG Wealth Management LLC | 18,912 | $71.3 萬 | 0.18% | +18,912 | 加碼 |
| Atom Investors LP | 19,060 | $71.9 萬 | 0.08% | −2,621−12.1% | 減碼 |
| Resources Investment Advisors, LLC. | 19,401 | $73.2 萬 | 0.01% | −1,916−9.0% | 減碼 |
| Westwood Holdings Group Inc. | 19,500 | $73.5 萬 | 0.00% | −120,000−86.0% | 減碼 |
| Exchange Traded Concepts, LLC | 19,675 | $74.2 萬 | 0.02% | +19,675 | 新進 |
| Vaughan David Investments LLC | 19,882 | $75.0 萬 | 0.02% | 00.0% | 不變 |
| Bell Bank | 20,495 | $77.3 萬 | 0.09% | 00.0% | 不變 |
| Van Eck Associates Corp | 21,102 | $78.1 萬 | 0.00% | +2,316+12.3% | 加碼 |
| EWG Elevate Inc. | 21,001 | $79.2 萬 | 0.32% | 00.0% | 不變 |
| Lakeridge Wealth Management LLC | 21,946 | $82.8 萬 | 0.45% | −1,727−7.3% | 減碼 |
| IHT Wealth Management, LLC | 22,083 | $83.3 萬 | 0.02% | +100.0% | 加碼 |
| Carmel Capital Partners, LLC | 22,499 | $84.8 萬 | 0.33% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,600 | $85.2 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 22,600 | $85.2 萬 | 0.03% | −295−1.3% | 減碼 |
| Verition Fund Management LLC | 22,802 | $86.0 萬 | 0.01% | +14,975+191.3% | 加碼 |
| RMB Capital Management, LLC | 22,858 | $86.2 萬 | 0.02% | −530−2.3% | 減碼 |
| Intech Investment Management LLC | 23,266 | $87.7 萬 | 0.01% | +23,266 | 新進 |
| Warren Averett Asset Management, LLC | 23,421 | $88.3 萬 | 0.02% | +166+0.7% | 加碼 |
| State of Wisconsin Investment Board | 23,546 | $88.8 萬 | 0.00% | +2,700+13.0% | 加碼 |
| Cresset Asset Management, LLC | 23,833 | $90.1 萬 | 0.00% | −752−3.1% | 減碼 |
| Los Angeles Capital Management LLC | 24,434 | $92.1 萬 | 0.00% | +24,434 | 新進 |
| Squarepoint Ops LLC | 24,607 | $92.8 萬 | 0.00% | +24,607 | 新進 |
| Russell Investments Group, Ltd. | 25,178 | $94.9 萬 | 0.00% | +603+2.5% | 加碼 |
| ProShare Advisors LLC | 25,611 | $96.6 萬 | 0.00% | +7,038+37.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 25,703 | $96.9 萬 | 0.00% | −1,999−7.2% | 減碼 |
| Financial Partners Group, Inc | 25,791 | $97.3 萬 | 0.14% | 00.0% | 不變 |
| UBS Oconnor LLC | 25,909 | $97.7 萬 | 0.02% | +25,909 | 新進 |
| Janney Montgomery Scott LLC | 27,449 | $103.5 萬 | 0.00% | −524−1.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 28,240 | $104.6 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 28,123 | $106.1 萬 | 0.01% | +657+2.4% | 加碼 |
| Arete Wealth Advisors, LLC | 28,392 | $106.4 萬 | 0.09% | +866+3.1% | 加碼 |
| IFM Investors Pty Ltd | 28,325 | $106.8 萬 | 0.01% | −90.0% | 減碼 |
| FJ Capital Management LLC | 28,485 | $107.4 萬 | 0.11% | −28,189−49.7% | 減碼 |
| SG Americas Securities, LLC | 28,593 | $107.8 萬 | 0.00% | +24,284+563.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 28,856 | $108.8 萬 | 0.02% | −866−2.9% | 減碼 |
| PFG Investments, LLC | 28,981 | $109.3 萬 | 0.07% | −5,354−15.6% | 減碼 |
| New York State Teachers Retirement System | 30,100 | $113.5 萬 | 0.00% | −900−2.9% | 減碼 |
| Cerity Partners LLC | 30,224 | $114.0 萬 | 0.00% | −2,310−7.1% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 30,541 | $115.2 萬 | 0.31% | +5,500+22.0% | 加碼 |
| HighTower Advisors, LLC | 31,411 | $119.1 萬 | 0.00% | +6,666+26.9% | 加碼 |
| Victory Capital Management Inc | 33,209 | $125.2 萬 | 0.00% | −1,473−4.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 33,690 | $127.0 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 33,933 | $128.0 萬 | 0.48% | −474−1.4% | 減碼 |
| UniSuper Management Pty Ltd | 34,500 | $130.1 萬 | 0.01% | −40,716−54.1% | 減碼 |
| Nisa Investment Advisors, LLC | 34,467 | $130.4 萬 | 0.01% | −6,970−16.8% | 減碼 |
| Brinker Capital Investments, LLC | 34,635 | $130.6 萬 | 0.01% | +3,902+12.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 34,635 | $130.6 萬 | 0.01% | +3,902+12.7% | 加碼 |
| Spire Wealth Management | 34,872 | $131.5 萬 | 0.04% | −722−2.0% | 減碼 |
| Arkadios Wealth Advisors | 34,965 | $131.9 萬 | 0.07% | −617−1.7% | 減碼 |
| Vident Advisory, LLC | 35,184 | $132.7 萬 | 0.03% | +1,932+5.8% | 加碼 |
| Arizona State Retirement System | 35,244 | $132.9 萬 | 0.01% | +1,020+3.0% | 加碼 |
| Amalgamated Bank | 35,983 | $135.7 萬 | 0.01% | −1,345−3.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 36,948 | $139.3 萬 | 0.00% | −52,345−58.6% | 減碼 |
| Calton & Associates, Inc. | 37,233 | $140.4 萬 | 0.54% | +641+1.8% | 加碼 |
| Pictet Asset Management Holding SA | 37,737 | $142.3 萬 | 0.00% | +1,280+3.5% | 加碼 |
| New York State Common Retirement Fund | 38,015 | $143.4 萬 | 0.00% | −13,600−26.3% | 減碼 |
| AE Wealth Management LLC | 38,668 | $145.8 萬 | 0.01% | −1,699−4.2% | 減碼 |
| Colony Group, LLC | 39,200 | $147.8 萬 | 0.00% | +2,235+6.0% | 加碼 |
| American Century Companies Inc | 39,785 | $150.0 萬 | 0.00% | −349,688−89.8% | 減碼 |
| Handelsbanken Fonder AB | 40,700 | $153.5 萬 | 0.01% | +9,600+30.9% | 加碼 |
| Daiwa Securities Group Inc. | 40,835 | $154.0 萬 | 0.01% | +2,640+6.9% | 加碼 |
| Maryland State Retirement & Pension System | 41,367 | $156.0 萬 | 0.03% | −1,309−3.1% | 減碼 |
| Cooper Financial Group | 41,757 | $157.5 萬 | 0.20% | +30.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 41,766 | $157.5 萬 | 0.45% | 00.0% | 不變 |
| Voya Investment Management LLC | 42,715 | $161.1 萬 | 0.00% | +1,977+4.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 42,813 | $161.4 萬 | 0.11% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 42,836 | $161.5 萬 | 0.01% | +35,341+471.5% | 加碼 |
| Comerica Bank | 43,156 | $162.7 萬 | 0.01% | −1,861−4.1% | 減碼 |
| Natixis Advisors, L.P. | 43,782 | $165.1 萬 | 0.00% | +24,963+132.6% | 加碼 |
| Twinbeech Capital LP | 45,968 | $173.3 萬 | 0.03% | +45,968 | 新進 |
| Brookstone Capital Management | 46,016 | $173.5 萬 | 0.03% | −2,983−6.1% | 減碼 |
| Kestra Advisory Services, LLC | 46,641 | $175.9 萬 | 0.01% | −27,711−37.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 47,863 | $178.6 萬 | 0.01% | −2,292−4.6% | 減碼 |
| Ensign Peak Advisors, Inc | 47,387 | $178.7 萬 | 0.00% | −3,960−7.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,501 | $179.1 萬 | 0.01% | −442−0.9% | 減碼 |
| Yousif Capital Management, LLC | 47,628 | $179.6 萬 | 0.02% | −1,600−3.3% | 減碼 |
| Susquehanna International Group, LLP | 47,673 | $179.8 萬 | 0.00% | +22,650+90.5% | 加碼 |
| Creative Planning | 48,929 | $184.5 萬 | 0.00% | −1,285−2.6% | 減碼 |
| Mutual Advisors, LLC | 51,273 | $189.8 萬 | 0.06% | −216−0.4% | 減碼 |
| Man Group plc | 50,729 | $191.3 萬 | 0.01% | +50,729 | 新進 |
| Cubist Systematic Strategies, LLC | 52,006 | $196.1 萬 | 0.03% | −30,390−36.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 52,210 | $196.9 萬 | 0.03% | +2,746+5.6% | 加碼 |
| My Legacy Advisors, LLC | 53,464 | $201.6 萬 | 0.80% | −9,557−15.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 54,775 | $206.6 萬 | 0.01% | −5,356−8.9% | 減碼 |
| State of Tennessee, Treasury Department | 54,993 | $207.4 萬 | 0.01% | −2,810−4.9% | 減碼 |
| Integrated Advisors Network LLC | 55,038 | $207.5 萬 | 0.10% | −4,088−6.9% | 減碼 |
| Quest Partners LLC | 55,352 | $208.7 萬 | 0.19% | −41,806−43.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,608 | $209.7 萬 | 0.01% | +885+1.6% | 加碼 |