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。
2025 年第 1 季 13F 持有人
Phillips Edison & Company, Inc. 在 2025/3/31 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
- 404
- 較 2024 年第 4 季 +10 家
- 持有股數
- 1.05 億
- 較 2024 年第 4 季 +327.8 萬 (+3.2%)
- 總市值
- $38.3 億
- 較 2024 年第 4 季 +$2,021 萬 (+0.5%)
- 新進機構
- 45
- 另有 135 家加碼
- 清倉機構
- 35
- 另有 141 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 7 | $0 | 0.00% | +7 | 新進 |
| Creekmur Asset Management LLC | 1 | $30 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 1 | $35 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 8 | $294 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 17 | $621 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 20 | $730 | 0.00% | +20 | 新進 |
| Huntington National Bank | 23 | $839 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 27 | $986 | 0.00% | +27 | 新進 |
| Farther Finance Advisors, LLC | 35 | $1,290 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 41 | $1,496 | 0.00% | −266−86.6% | 減碼 |
| Bare Financial Services, Inc | 44 | $1,606 | 0.00% | +44 | 新進 |
| Lindbrook Capital, LLC | 60 | $2,189 | 0.00% | +13+27.7% | 加碼 |
| Parkside Financial Bank & Trust | 60 | $2,191 | 0.00% | +53+757.1% | 加碼 |
| Sittner & Nelson, LLC | 70 | $2,554 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 76 | $2,732 | 0.00% | −116−60.4% | 減碼 |
| VSM Wealth Advisory, LLC | 105 | $3,837 | 0.00% | +1+1.0% | 加碼 |
| Signaturefd, LLC | 109 | $3,977 | 0.00% | +73+202.8% | 加碼 |
| C M Bidwell & Associates Ltd | 124 | $4,525 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 124 | $4,525 | 0.00% | +124 | 新進 |
| Optiver Holding B.V. | 162 | $5,911 | 0.00% | +162 | 新進 |
| Abound Wealth Management | 210 | $7,650 | 0.00% | 00.0% | 不變 |
| North Capital, Inc. | 217 | $7,918 | 0.01% | +217 | 新進 |
| Valued Wealth Advisors LLC | 222 | $8,115 | 0.00% | −76−25.5% | 減碼 |
| Covestor Ltd | 269 | $1.00 萬 | 0.01% | +1+0.4% | 加碼 |
| Danske Bank A/S | 300 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 300 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 300 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 308 | $1.12 萬 | 0.00% | +308 | 新進 |
| SRS Capital Advisors, Inc. | 315 | $1.15 萬 | 0.00% | +306+3,400.0% | 加碼 |
| Bessemer Group Inc | 366 | $1.30 萬 | 0.00% | −18−4.7% | 減碼 |
| Creative Financial Designs Inc | 426 | $1.56 萬 | 0.00% | +3+0.7% | 加碼 |
| Farmers & Merchants Investments Inc | 427 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 453 | $1.60 萬 | 0.00% | +453 | 新進 |
| Umb Bank N A | 445 | $1.62 萬 | 0.00% | +120+36.9% | 加碼 |
| Ci Investments Inc. | 465 | $1.70 萬 | 0.00% | +19+4.3% | 加碼 |
| Versant Capital Management, Inc | 476 | $1.74 萬 | 0.00% | +379+390.7% | 加碼 |
| 1620 Investment Advisors, Inc. | 510 | $1.86 萬 | 0.01% | −100−16.4% | 減碼 |
| IFP Advisors, Inc | 454 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 560 | $2.04 萬 | 0.01% | +5+0.9% | 加碼 |
| Parallel Advisors, LLC | 570 | $2.08 萬 | 0.00% | +551+2,900.0% | 加碼 |
| Loomis Sayles & Co L P | 616 | $2.20 萬 | 0.00% | +32+5.5% | 加碼 |
| AdvisorNet Financial, Inc | 605 | $2.21 萬 | 0.00% | −402−39.9% | 減碼 |
| Curio Wealth, LLC | 1 | $2.21 萬 | 0.01% | −590−99.8% | 減碼 |
| Ancora Advisors, LLC | 624 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 716 | $2.61 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 732 | $2.67 萬 | 0.00% | +321+78.1% | 加碼 |
| V-Square Quantitative Management LLC | 749 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 833 | $3.00 萬 | 0.00% | +833 | 新進 |
| CoreCap Advisors, LLC | 896 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 966 | $3.43 萬 | 0.01% | +8+0.8% | 加碼 |
| Hexagon Capital Partners LLC | 967 | $3.53 萬 | 0.01% | 00.0% | 不變 |
| Transce3nd, LLC | 989 | $3.61 萬 | 0.02% | −13,646−93.2% | 減碼 |
| Tradewinds Capital Management, LLC | 1,000 | $3.65 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,100 | $4.01 萬 | 0.01% | −362−24.8% | 減碼 |
| Archer Investment Corp | 1,114 | $4.07 萬 | 0.01% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 1,203 | $4.33 萬 | 0.01% | +10+0.8% | 加碼 |
| Quadrant Capital Group LLC | 1,220 | $4.45 萬 | 0.00% | −320−20.8% | 減碼 |
| Smithfield Trust Co | 1,249 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,333 | $4.88 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,360 | $4.96 萬 | 0.00% | +602+79.4% | 加碼 |
| PFG Private Wealth Management, LLC | 1,631 | $5.95 萬 | 0.03% | 00.0% | 不變 |
| Quarry LP | 1,717 | $6.27 萬 | 0.02% | +1,709+21,362.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,739 | $6.35 萬 | 0.00% | +110+6.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,815 | $6.62 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,826 | $6.66 萬 | 0.00% | −1,561−46.1% | 減碼 |
| Kiker Wealth Management, LLC | 2,100 | $7.66 萬 | 0.05% | +2,100 | 新進 |
| Cape Investment Advisory, Inc. | 2,210 | $8.06 萬 | 0.03% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 2,322 | $8.47 萬 | 0.00% | +96+4.3% | 加碼 |
| FSC Wealth Advisors, LLC | 2,493 | $9.10 萬 | 0.06% | +2,493 | 新進 |
| Aster Capital Management (DIFC) Ltd | 2,446 | $9.10 萬 | 0.02% | −4,542−65.0% | 減碼 |
| Whittier Trust Co | 2,500 | $9.12 萬 | 0.00% | 00.0% | 不變 |
| Syntax Research, Inc. | 2,527 | $9.22 萬 | 0.06% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,804 | $10.2 萬 | 0.00% | −15−0.5% | 減碼 |
| Rossby Financial, LCC | 3,000 | $10.5 萬 | 0.05% | +3,000 | 新進 |
| The PNC Financial Services Group, Inc. | 2,995 | $10.9 萬 | 0.00% | +515+20.8% | 加碼 |
| MAI Capital Management | 3,000 | $10.9 萬 | 0.00% | −2,500−45.5% | 減碼 |
| Ronald Blue Trust, Inc. | 3,049 | $11.1 萬 | 0.00% | +26+0.9% | 加碼 |
| GAMMA Investing LLC | 3,102 | $11.3 萬 | 0.01% | −8−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,312 | $11.9 萬 | 0.00% | −107−3.1% | 減碼 |
| Headlands Technologies LLC | 3,350 | $12.2 萬 | 0.01% | −7,223−68.3% | 減碼 |
| Advantage Trust Co | 3,386 | $12.4 萬 | 0.07% | 00.0% | 不變 |
| TSFG, LLC | 3,428 | $12.5 萬 | 0.03% | +28+0.8% | 加碼 |
| Larson Financial Group LLC | 3,490 | $12.7 萬 | 0.01% | −924−20.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,530 | $12.9 萬 | 0.00% | +2,611+284.1% | 加碼 |
| MCF Advisors LLC | 3,776 | $13.8 萬 | 0.01% | −1,424−27.4% | 減碼 |
| Coldstream Capital Management Inc | 3,935 | $14.4 萬 | 0.00% | −2,517−39.0% | 減碼 |
| Eukles Asset Management | 4,174 | $15.2 萬 | 0.07% | 00.0% | 不變 |
| M&G Plc | 5,067 | $18.2 萬 | 0.00% | +5,067 | 新進 |
| Continuum Advisory, LLC | 5,067 | $18.5 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 5,285 | $19.3 萬 | 0.00% | −2,999−36.2% | 減碼 |
| KBC Group NV | 5,629 | $20.5 萬 | 0.00% | +1,205+27.2% | 加碼 |
| Profund Advisors LLC | 5,640 | $20.6 萬 | 0.01% | −1,246−18.1% | 減碼 |
| Clark Capital Management Group, Inc. | 5,675 | $20.7 萬 | 0.00% | −5,175−47.7% | 減碼 |
| Voloridge Investment Management, LLC | 5,687 | $20.8 萬 | 0.00% | −49,926−89.8% | 減碼 |
| Park Avenue Securities LLC | 5,767 | $21.0 萬 | 0.00% | +5,767 | 新進 |
| Accurate Wealth Management, LLC | 6,015 | $21.1 萬 | 0.04% | −1,414−19.0% | 減碼 |
| Norinchukin Bank, The | 5,785 | $21.1 萬 | 0.00% | +372+6.9% | 加碼 |
| Barlow Wealth Partners, Inc. | 6,033 | $21.2 萬 | 0.03% | +51+0.9% | 加碼 |
| GenTrust, LLC | 5,833 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 5,863 | $21.4 萬 | 0.00% | +5,863 | 新進 |