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 4 季 13F 持有人
Phillips Edison & Company, Inc. 在 2024/12/31 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
- 403
- 較 2024 年第 3 季 +7 家
- 持有股數
- 1.03 億
- 較 2024 年第 3 季 +292.5 萬 (+2.9%)
- 總市值
- $38.5 億
- 較 2024 年第 3 季 +$8,576 萬 (+2.3%)
- 新進機構
- 50
- 另有 143 家加碼
- 清倉機構
- 43
- 另有 127 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 5,910 | $22.1 萬 | 0.01% | −7,790−56.9% | 減碼 |
| Brevan Howard Capital Management LP | 5,909 | $22.1 萬 | 0.01% | +5,909 | 新進 |
| Advisory Resource Group | 5,914 | $22.2 萬 | 0.05% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 6,023 | $22.6 萬 | 0.05% | −4,017−40.0% | 減碼 |
| GW Henssler & Associates Ltd | 6,008 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,145 | $22.7 萬 | 0.01% | −544−8.1% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $23.4 萬 | 0.08% | 00.0% | 不變 |
| Plan A Wealth LLC | 6,254 | $23.4 萬 | 0.21% | +6,254 | 新進 |
| Canton Hathaway, LLC | 6,274 | $23.5 萬 | 0.06% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,334 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| 111 Capital | 6,426 | $24.1 萬 | 0.05% | +6,426 | 新進 |
| Bremer Bank National Association | 6,451 | $24.2 萬 | 0.05% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,452 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| 4WEALTH Advisors, Inc. | 6,500 | $24.3 萬 | 0.25% | +6,500 | 新進 |
| Monograph Wealth Advisors, LLC | 6,638 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 6,725 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Advisory Alpha, LLC | 6,851 | $25.7 萬 | 0.01% | −421−5.8% | 減碼 |
| Profund Advisors LLC | 6,886 | $25.8 萬 | 0.01% | +518+8.1% | 加碼 |
| LexAurum Advisors, LLC | 6,894 | $25.8 萬 | 0.05% | +636+10.2% | 加碼 |
| Evergreen Capital Management LLC | 6,933 | $26.0 萬 | 0.01% | +1,513+27.9% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 6,988 | $26.2 萬 | 0.10% | +6,855+5,154.1% | 加碼 |
| Accurate Wealth Management, LLC | 7,429 | $26.4 萬 | 0.05% | −105−1.4% | 減碼 |
| Sanctuary Advisors, LLC | 7,268 | $26.7 萬 | 0.00% | −30.0% | 減碼 |
| RFG Advisory, LLC | 7,141 | $26.8 萬 | 0.01% | +100+1.4% | 加碼 |
| Plotkin Financial Advisors, LLC | 7,304 | $27.4 萬 | 0.16% | 00.0% | 不變 |
| Advisory Services Network, LLC | 7,363 | $27.6 萬 | 0.01% | −583−7.3% | 減碼 |
| CI Private Wealth, LLC | 7,401 | $27.7 萬 | 0.00% | −27−0.4% | 減碼 |
| Quest Partners LLC | 7,509 | $28.1 萬 | 0.04% | −47,843−86.4% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,590 | $28.4 萬 | 0.09% | +7,590 | 新進 |
| Rehmann Capital Advisory Group | 7,595 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 7,754 | $29.0 萬 | 0.00% | −255−3.2% | 減碼 |
| Cornercap Investment Counsel Inc | 7,907 | $29.6 萬 | 0.10% | −4,110−34.2% | 減碼 |
| Peak Asset Management, LLC | 8,214 | $30.8 萬 | 0.06% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,239 | $30.9 萬 | 0.03% | +42+0.5% | 加碼 |
| US Bancorp | 8,284 | $31.0 萬 | 0.00% | +1,616+24.2% | 加碼 |
| TownSquare Capital, LLC | 8,307 | $31.1 萬 | 0.00% | +2,298+38.2% | 加碼 |
| Mackenzie Financial Corp | 8,365 | $31.3 萬 | 0.00% | −7−0.1% | 減碼 |
| Pittenger & Anderson Inc | 8,372 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Castleview Partners, LLC | 8,704 | $32.2 萬 | 0.17% | −384−4.2% | 減碼 |
| EP Wealth Advisors, LLC | 8,607 | $32.2 萬 | 0.00% | +8,607 | 新進 |
| Midwest Financial Group LLC | 8,658 | $32.4 萬 | 0.19% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 8,734 | $32.7 萬 | 0.03% | −1,929−18.1% | 減碼 |
| CIBC Asset Management Inc | 8,772 | $32.9 萬 | 0.00% | +1,005+12.9% | 加碼 |
| Xponance, Inc. | 8,809 | $33.0 萬 | 0.00% | +770+9.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,852 | $33.2 萬 | 0.09% | +30.0% | 加碼 |
| Raleigh Capital Management Inc. | 8,889 | $33.3 萬 | 0.13% | −729−7.6% | 減碼 |
| Savant Capital, LLC | 8,984 | $33.7 萬 | 0.00% | +68+0.8% | 加碼 |
| MML Investors Services, LLC | 9,002 | $33.7 萬 | 0.00% | +64+0.7% | 加碼 |
| Aspen Grove Capital, LLC | 9,251 | $34.7 萬 | 0.07% | 00.0% | 不變 |
| Ellevest, Inc. | 9,296 | $34.8 萬 | 0.02% | +33+0.4% | 加碼 |
| Ignite Planners, LLC | 9,315 | $34.9 萬 | 0.08% | −2,171−18.9% | 減碼 |
| Pinnacle Financial Partners Inc | 9,267 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Beck Capital Management, LLC | 9,579 | $35.9 萬 | 0.10% | −1,188−11.0% | 減碼 |
| Alpha Omega Group, Inc. | 9,681 | $36.3 萬 | 0.43% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 9,977 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 10,012 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| Proequities, Inc. | 10,558 | $37.9 萬 | 0.02% | −316−2.9% | 減碼 |
| Henshaw Capital LLC | 10,239 | $38.4 萬 | 0.02% | 00.0% | 不變 |
| AQR Capital Management LLC | 10,246 | $38.4 萬 | 0.00% | +2,632+34.6% | 加碼 |
| Independent Advisor Alliance | 10,367 | $38.8 萬 | 0.01% | +64+0.6% | 加碼 |
| Headlands Technologies LLC | 10,573 | $39.6 萬 | 0.04% | +10,573 | 新進 |
| Stonebridge Financial Group, LLC | 10,731 | $40.2 萬 | 0.04% | +10,731 | 新進 |
| Vivaldi Capital Management, LLC | 10,790 | $40.2 萬 | 0.06% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 10,850 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 10,876 | $40.7 萬 | 0.02% | +10,876 | 新進 |
| Wealthcare Advisory Partners LLC | 10,901 | $40.8 萬 | 0.01% | +4,228+63.4% | 加碼 |
| A&I Financial Services, LLC | 10,986 | $41.2 萬 | 0.40% | +10,986 | 新進 |
| Kovack Advisors, Inc. | 11,447 | $42.9 萬 | 0.04% | −170−1.5% | 減碼 |
| BancorpSouth Bank | 11,489 | $43.0 萬 | 0.03% | 00.0% | 不變 |
| Hardy Reed LLC | 11,489 | $43.0 萬 | 0.04% | 00.0% | 不變 |
| CIBC World Markets Corp | 11,491 | $43.0 萬 | 0.00% | +11,491 | 新進 |
| Sound Income Strategies, LLC | 11,633 | $43.6 萬 | 0.03% | −716−5.8% | 減碼 |
| World Equity Group, Inc. | 11,872 | $44.5 萬 | 0.10% | +5,936+100.0% | 加碼 |
| Fairway Wealth LLC | 12,173 | $45.6 萬 | 0.21% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 12,547 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 12,619 | $47.3 萬 | 0.00% | +1,736+16.0% | 加碼 |
| Catalina Capital Group, LLC | 12,745 | $47.7 萬 | 0.16% | +173+1.4% | 加碼 |
| Fox Run Management, L.L.C. | 12,874 | $48.2 萬 | 0.09% | +12,874 | 新進 |
| Journey Strategic Wealth LLC | 12,966 | $48.6 萬 | 0.02% | −4,000−23.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 13,019 | $48.8 萬 | 0.00% | +13,019 | 新進 |
| Smart Money Group LLC | 13,092 | $49.0 萬 | 0.17% | +69+0.5% | 加碼 |
| Apeiron RIA LLC | 13,180 | $49.4 萬 | 0.14% | −1,666−11.2% | 減碼 |
| Axxcess Wealth Management, LLC | 13,189 | $49.4 萬 | 0.01% | −206−1.5% | 減碼 |
| Capital Asset Advisory Services LLC | 13,189 | $49.4 萬 | 0.02% | −206−1.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 13,751 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Hendershot Investments Inc. | 13,888 | $52.0 萬 | 0.07% | −8−0.1% | 減碼 |
| Marcum Wealth, LLC | 14,043 | $52.6 萬 | 0.05% | +17+0.1% | 加碼 |
| Metis Global Partners, LLC | 14,047 | $52.6 萬 | 0.02% | +1,434+11.4% | 加碼 |
| Well Done, LLC | 14,009 | $52.8 萬 | 0.10% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 14,306 | $53.6 萬 | 0.02% | −872−5.7% | 減碼 |
| Beacon Capital Management, LLC | 14,453 | $54.1 萬 | 0.07% | −862−5.6% | 減碼 |
| Acorn Financial Advisory Services Inc | 14,464 | $54.2 萬 | 0.09% | +13+0.1% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 14,471 | $54.2 萬 | 0.20% | 00.0% | 不變 |
| Transce3nd, LLC | 14,635 | $55.3 萬 | 0.19% | +14,635 | 新進 |
| Ameritas Investment Partners, Inc. | 14,856 | $55.7 萬 | 0.02% | +624+4.4% | 加碼 |
| Rothschild Investment LLC | 15,005 | $56.2 萬 | 0.04% | +35+0.2% | 加碼 |
| Perpetual Ltd | 15,460 | $57.9 萬 | 0.01% | +4,380+39.5% | 加碼 |
| Van Cleef Asset Management,Inc | 15,700 | $58.8 萬 | 0.06% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 15,766 | $59.1 萬 | 0.00% | +15,766 | 新進 |
| M Holdings Securities, Inc. | 16,260 | $60.9 萬 | 0.10% | −1,000−5.8% | 減碼 |