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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 16,306 | $61.1 萬 | 0.16% | −2,606−13.8% | 減碼 |
| Sage Capital Management, LLC | 16,895 | $63.3 萬 | 0.32% | +58+0.3% | 加碼 |
| Sigma Planning Corp | 17,101 | $64.1 萬 | 0.02% | −1,181−6.5% | 減碼 |
| BlueChip Wealth Advisors LLC | 17,490 | $65.5 萬 | 0.36% | −952−5.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,535 | $65.7 萬 | 0.04% | +17,535 | 新進 |
| Coppell Advisory Solutions LLC | 17,825 | $66.3 萬 | 0.09% | −196−1.1% | 減碼 |
| Silver Oak Securities, Inc | 18,037 | $67.1 萬 | 0.06% | −542−2.9% | 減碼 |
| Fiduciary Alliance LLC | 17,955 | $67.3 萬 | 0.07% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 17,960 | $67.3 萬 | 0.01% | −1,441−7.4% | 減碼 |
| Nissay Asset Management Corp | 18,456 | $69.5 萬 | 0.00% | +653+3.7% | 加碼 |
| IHT Wealth Management, LLC | 18,759 | $70.3 萬 | 0.02% | −3,324−15.1% | 減碼 |
| Ameriflex Group, Inc. | 19,799 | $71.9 萬 | 0.33% | +19,799 | 新進 |
| Westwood Holdings Group Inc. | 19,500 | $73.0 萬 | 0.01% | 00.0% | 不變 |
| Vaughan David Investments LLC | 19,882 | $74.5 萬 | 0.02% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 20,120 | $75.4 萬 | 0.31% | +4,260+26.9% | 加碼 |
| Exchange Traded Concepts, LLC | 20,185 | $75.6 萬 | 0.02% | +510+2.6% | 加碼 |
| Atom Investors LP | 20,289 | $76.0 萬 | 0.09% | +1,229+6.4% | 加碼 |
| Caisse des Depots Et Consignations | 20,314 | $76.1 萬 | 0.04% | +20,314 | 新進 |
| Bell Bank | 20,495 | $76.8 萬 | 0.06% | 00.0% | 不變 |
| Twinbeech Capital LP | 20,597 | $77.2 萬 | 0.01% | −25,371−55.2% | 減碼 |
| EWG Elevate Inc. | 21,001 | $78.7 萬 | 0.24% | 00.0% | 不變 |
| CWM, LLC | 21,306 | $79.8 萬 | 0.00% | +6,016+39.3% | 加碼 |
| Harbour Investments, Inc. | 21,677 | $81.2 萬 | 0.02% | −923−4.1% | 減碼 |
| Vident Advisory, LLC | 21,757 | $81.5 萬 | 0.01% | −13,427−38.2% | 減碼 |
| Lakeridge Wealth Management LLC | 22,113 | $82.8 萬 | 0.43% | +167+0.8% | 加碼 |
| Carmel Capital Partners, LLC | 22,310 | $83.6 萬 | 0.34% | −189−0.8% | 減碼 |
| RMB Capital Management, LLC | 22,446 | $84.1 萬 | 0.02% | −412−1.8% | 減碼 |
| State of Wisconsin Investment Board | 22,457 | $84.1 萬 | 0.00% | −1,089−4.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 22,652 | $84.9 萬 | 0.01% | +22,652 | 新進 |
| Dark Forest Capital Management LP | 22,666 | $84.9 萬 | 0.13% | +22,666 | 新進 |
| Warren Averett Asset Management, LLC | 22,715 | $85.1 萬 | 0.01% | −706−3.0% | 減碼 |
| Arete Wealth Advisors, LLC | 22,928 | $85.8 萬 | 0.06% | −5,464−19.2% | 減碼 |
| TCW Group Inc | 22,996 | $86.1 萬 | 0.01% | +22,996 | 新進 |
| Van Eck Associates Corp | 23,257 | $87.1 萬 | 0.00% | +2,155+10.2% | 加碼 |
| Cresset Asset Management, LLC | 23,392 | $87.9 萬 | 0.00% | −441−1.9% | 減碼 |
| Dynamic Financial Group | 23,647 | $88.6 萬 | 0.90% | +23,647 | 新進 |
| Financial Partners Group, Inc | 24,544 | $91.9 萬 | 0.13% | −1,247−4.8% | 減碼 |
| Squarepoint Ops LLC | 24,621 | $92.2 萬 | 0.00% | +14+0.1% | 加碼 |
| Lazard Asset Management LLC | 24,896 | $93.2 萬 | 0.00% | +7,740+45.1% | 加碼 |
| Russell Investments Group, Ltd. | 25,013 | $93.7 萬 | 0.00% | −165−0.7% | 減碼 |
| Los Angeles Capital Management LLC | 25,803 | $96.7 萬 | 0.00% | +1,369+5.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,954 | $97.2 萬 | 0.01% | +3,354+14.8% | 加碼 |
| KLP Kapitalforvaltning AS | 25,900 | $97.2 萬 | 0.00% | +25,900 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 26,152 | $98.0 萬 | 0.01% | +26,152 | 新進 |
| PFG Investments, LLC | 27,311 | $102.3 萬 | 0.06% | −1,670−5.8% | 減碼 |
| Cerity Partners LLC | 27,416 | $102.7 萬 | 0.00% | −2,808−9.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 28,240 | $104.9 萬 | 0.00% | 00.0% | 不變 |
| FJ Capital Management LLC | 28,189 | $105.6 萬 | 0.12% | −296−1.0% | 減碼 |
| IFM Investors Pty Ltd | 28,268 | $105.9 萬 | 0.01% | −57−0.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 28,856 | $108.1 萬 | 0.02% | 00.0% | 不變 |
| Colony Group, LLC | 29,301 | $109.8 萬 | 0.00% | −9,899−25.3% | 減碼 |
| Entropy Technologies, LP | 29,954 | $112.2 萬 | 0.12% | +11,083+58.7% | 加碼 |
| New York State Teachers Retirement System | 30,100 | $112.8 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 30,988 | $116.1 萬 | 0.30% | +447+1.5% | 加碼 |
| Brinker Capital Investments, LLC | 31,222 | $117.0 萬 | 0.01% | −3,413−9.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 31,222 | $117.0 萬 | 0.01% | −3,413−9.9% | 減碼 |
| Victory Capital Management Inc | 32,000 | $119.9 萬 | 0.00% | −1,209−3.6% | 減碼 |
| Teacher Retirement System of Texas | 32,443 | $121.5 萬 | 0.00% | +4,320+15.4% | 加碼 |
| Jane Street Group, LLC | 32,675 | $122.4 萬 | 0.00% | −140,037−81.1% | 減碼 |
| HighTower Advisors, LLC | 33,009 | $123.7 萬 | 0.00% | +1,598+5.1% | 加碼 |
| Accel Wealth Management | 33,055 | $123.8 萬 | 0.47% | −878−2.6% | 減碼 |
| Nisa Investment Advisors, LLC | 33,215 | $124.8 萬 | 0.00% | −1,252−3.6% | 減碼 |
| Calton & Associates, Inc. | 33,580 | $125.8 萬 | 0.56% | −3,653−9.8% | 減碼 |
| Certior Financial Group, LLC | 33,859 | $126.8 萬 | 1.13% | +33,859 | 新進 |
| State Board of Administration of Florida Retirement System | 34,105 | $127.8 萬 | 0.00% | +415+1.2% | 加碼 |
| UniSuper Management Pty Ltd | 34,500 | $129.2 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 34,942 | $130.9 萬 | 0.04% | +70+0.2% | 加碼 |
| Foresight Group Ltd Liability Partnership | 35,529 | $132.2 萬 | 1.27% | +35,529 | 新進 |
| Arizona State Retirement System | 35,534 | $133.1 萬 | 0.01% | +290+0.8% | 加碼 |
| Amalgamated Bank | 35,930 | $134.6 萬 | 0.01% | −53−0.1% | 減碼 |
| ProShare Advisors LLC | 37,001 | $138.6 萬 | 0.00% | +11,390+44.5% | 加碼 |
| New York State Common Retirement Fund | 38,015 | $142.4 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 38,153 | $142.9 萬 | 0.00% | −63,435−62.4% | 減碼 |
| Pictet Asset Management Holding SA | 38,671 | $144.9 萬 | 0.00% | +934+2.5% | 加碼 |
| Daiwa Securities Group Inc. | 40,689 | $152.4 萬 | 0.01% | −146−0.4% | 減碼 |
| American Century Companies Inc | 41,137 | $154.1 萬 | 0.00% | +1,352+3.4% | 加碼 |
| Maryland State Retirement & Pension System | 41,287 | $154.7 萬 | 0.03% | −80−0.2% | 減碼 |
| Brookstone Capital Management | 41,691 | $156.2 萬 | 0.02% | −4,325−9.4% | 減碼 |
| Cooper Financial Group | 41,759 | $156.4 萬 | 0.19% | +20.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 41,766 | $156.5 萬 | 0.45% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 42,100 | $157.7 萬 | 0.01% | +1,400+3.4% | 加碼 |
| Comerica Bank | 42,335 | $158.6 萬 | 0.01% | −821−1.9% | 減碼 |
| AE Wealth Management LLC | 43,687 | $163.7 萬 | 0.01% | +5,019+13.0% | 加碼 |
| Intech Investment Management LLC | 43,947 | $164.6 萬 | 0.02% | +20,681+88.9% | 加碼 |
| My Legacy Advisors, LLC | 47,688 | $169.1 萬 | 0.66% | −5,776−10.8% | 減碼 |
| Yousif Capital Management, LLC | 46,759 | $175.2 萬 | 0.02% | −869−1.8% | 減碼 |
| Ensign Peak Advisors, Inc | 47,374 | $177.5 萬 | 0.00% | −130.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 48,989 | $184.5 萬 | 0.01% | +1,126+2.4% | 加碼 |
| RMR Wealth Builders | 49,593 | $185.8 萬 | 0.19% | −11,660−19.0% | 減碼 |
| Mutual Advisors, LLC | 51,891 | $186.4 萬 | 0.05% | +618+1.2% | 加碼 |
| Holocene Advisors, LP | 50,469 | $189.1 萬 | 0.01% | −34,359−40.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 52,130 | $195.3 萬 | 0.03% | −80−0.2% | 減碼 |
| Arkadios Wealth Advisors | 52,157 | $195.4 萬 | 0.11% | +17,192+49.2% | 加碼 |
| Integrated Advisors Network LLC | 52,182 | $195.5 萬 | 0.09% | −2,856−5.2% | 減碼 |
| State of Tennessee, Treasury Department | 53,067 | $198.8 萬 | 0.01% | −1,926−3.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 53,482 | $200.3 萬 | 0.01% | −1,293−2.4% | 減碼 |
| Natixis Advisors, L.P. | 54,647 | $204.7 萬 | 0.00% | +10,865+24.8% | 加碼 |
| Voloridge Investment Management, LLC | 55,613 | $208.3 萬 | 0.01% | +12,777+29.8% | 加碼 |
| GWM Advisors LLC | 56,721 | $212.5 萬 | 0.01% | −1,710−2.9% | 減碼 |
| Susquehanna International Group, LLP | 57,033 | $213.6 萬 | 0.00% | +9,360+19.6% | 加碼 |