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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 5,914 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| Everence Capital Management Inc | 5,910 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,936 | $21.7 萬 | 0.06% | −5,936−50.0% | 減碼 |
| Neuberger Berman Group LLC | 6,000 | $21.9 萬 | 0.00% | +6,000 | 新進 |
| Evergreen Capital Management LLC | 5,990 | $21.9 萬 | 0.01% | −943−13.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 6,087 | $22.2 萬 | 0.02% | +6,087 | 新進 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $22.8 萬 | 0.08% | 00.0% | 不變 |
| Plan A Wealth LLC | 6,254 | $22.8 萬 | 0.18% | 00.0% | 不變 |
| CI Private Wealth, LLC | 6,269 | $22.9 萬 | 0.00% | −1,132−15.3% | 減碼 |
| Canton Hathaway, LLC | 6,274 | $22.9 萬 | 0.05% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 6,290 | $23.0 萬 | 0.11% | +6,290 | 新進 |
| Allen Capital Group, LLC | 6,348 | $23.2 萬 | 0.03% | +14+0.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,384 | $23.3 萬 | 0.06% | −2,468−27.9% | 減碼 |
| Bremer Bank National Association | 6,451 | $23.5 萬 | 0.04% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 6,527 | $23.8 萬 | 0.02% | −11,008−62.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,638 | $24.2 萬 | 0.00% | +6,638 | 新進 |
| Monograph Wealth Advisors, LLC | 6,638 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| Advisory Alpha, LLC | 6,883 | $25.1 萬 | 0.01% | +32+0.5% | 加碼 |
| LexAurum Advisors, LLC | 6,894 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 6,945 | $25.3 萬 | 0.05% | +922+15.3% | 加碼 |
| RFG Advisory, LLC | 7,141 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 7,248 | $26.4 萬 | 0.00% | −20−0.3% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,304 | $26.7 萬 | 0.16% | 00.0% | 不變 |
| Advisory Services Network, LLC | 7,362 | $26.9 萬 | 0.01% | −10.0% | 減碼 |
| Medallion Wealth Advisors, LLC | 7,377 | $27.0 萬 | 0.12% | +1,487+25.2% | 加碼 |
| Rehmann Capital Advisory Group | 7,596 | $27.7 萬 | 0.02% | +10.0% | 加碼 |
| NBC Securities, Inc. | 7,768 | $28.3 萬 | 0.02% | +7,761+110,871.4% | 加碼 |
| Quantinno Capital Management LP | 7,770 | $28.4 萬 | 0.00% | +7,770 | 新進 |
| Castleview Partners, LLC | 7,939 | $29.0 萬 | 0.20% | −765−8.8% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 7,980 | $29.1 萬 | 0.13% | +7,980 | 新進 |
| United Services Automobile Association | 8,255 | $29.7 萬 | 0.01% | +8,255 | 新進 |
| Allworth Financial LP | 8,510 | $30.0 萬 | 0.00% | +6,889+425.0% | 加碼 |
| Peak Asset Management, LLC | 8,214 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Ignite Planners, LLC | 8,606 | $30.1 萬 | 0.06% | −709−7.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 8,363 | $30.5 萬 | 0.00% | −7,403−47.0% | 減碼 |
| Mackenzie Financial Corp | 8,366 | $30.5 萬 | 0.00% | +10.0% | 加碼 |
| Pittenger & Anderson Inc | 8,372 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 8,577 | $31.2 萬 | 0.07% | +987+13.0% | 加碼 |
| Kure Advisory, LLC | 8,576 | $31.3 萬 | 0.24% | +8,576 | 新進 |
| TownSquare Capital, LLC | 8,610 | $31.4 萬 | 0.00% | +303+3.6% | 加碼 |
| CIBC Asset Management Inc | 8,646 | $31.5 萬 | 0.00% | −126−1.4% | 減碼 |
| Beck Capital Management, LLC | 8,671 | $31.6 萬 | 0.09% | −908−9.5% | 減碼 |
| First Heartland Consultants, Inc. | 8,734 | $31.9 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,769 | $32.0 萬 | 0.01% | −9,990−53.3% | 減碼 |
| Raleigh Capital Management Inc. | 8,964 | $32.7 萬 | 0.15% | +75+0.8% | 加碼 |
| Waldron Private Wealth LLC | 8,970 | $32.8 萬 | 0.02% | +8,970 | 新進 |
| Savant Capital, LLC | 9,073 | $33.1 萬 | 0.00% | +89+1.0% | 加碼 |
| Integrated Wealth Concepts LLC | 9,119 | $33.3 萬 | 0.00% | +9,119 | 新進 |
| CIBC Private Wealth Group, LLC | 9,977 | $33.5 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 9,215 | $33.6 萬 | 0.00% | +213+2.4% | 加碼 |
| Xponance, Inc. | 9,276 | $33.8 萬 | 0.00% | +467+5.3% | 加碼 |
| Aspen Grove Capital, LLC | 9,251 | $33.9 萬 | 0.07% | 00.0% | 不變 |
| Ellevest, Inc. | 9,296 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 9,441 | $34.4 萬 | 0.02% | −2,192−18.8% | 減碼 |
| EP Wealth Advisors, LLC | 9,479 | $34.6 萬 | 0.00% | +872+10.1% | 加碼 |
| Pinnacle Financial Partners Inc | 9,267 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 9,842 | $35.9 萬 | 0.06% | +9,842 | 新進 |
| Beacon Pointe Advisors, LLC | 9,975 | $36.4 萬 | 0.00% | −2,572−20.5% | 減碼 |
| Brass Tax Wealth Management, Inc | 10,012 | $36.5 萬 | 0.08% | 00.0% | 不變 |
| Henshaw Capital LLC | 10,239 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 10,695 | $39.0 萬 | 0.01% | −6,406−37.5% | 減碼 |
| Stonebridge Financial Group, LLC | 10,731 | $39.2 萬 | 0.04% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 10,790 | $39.4 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 10,811 | $39.5 萬 | 0.01% | −90−0.8% | 減碼 |
| A&I Financial Services, LLC | 10,986 | $40.1 萬 | 0.27% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 11,004 | $40.2 萬 | 0.02% | +128+1.2% | 加碼 |
| Hendershot Investments Inc. | 11,021 | $40.2 萬 | 0.05% | −2,867−20.6% | 減碼 |
| AQR Capital Management LLC | 11,091 | $40.5 萬 | 0.00% | +845+8.2% | 加碼 |
| Kovack Advisors, Inc. | 11,447 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| Hardy Reed LLC | 11,489 | $41.9 萬 | 0.04% | 00.0% | 不變 |
| BancorpSouth Bank | 11,489 | $41.9 萬 | 0.03% | 00.0% | 不變 |
| Entropy Technologies, LP | 11,945 | $43.6 萬 | 0.04% | −18,009−60.1% | 減碼 |
| Independent Advisor Alliance | 11,973 | $43.7 萬 | 0.01% | +1,606+15.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 12,156 | $44.4 萬 | 0.00% | −863−6.6% | 減碼 |
| Catalina Capital Group, LLC | 12,178 | $44.4 萬 | 0.30% | −567−4.4% | 減碼 |
| Journey Strategic Wealth LLC | 12,566 | $45.9 萬 | 0.02% | −400−3.1% | 減碼 |
| M&T Bank Corp | 12,588 | $46.0 萬 | 0.00% | −31−0.2% | 減碼 |
| Apeiron RIA LLC | 12,893 | $47.0 萬 | 0.14% | −287−2.2% | 減碼 |
| Beacon Capital Management, LLC | 13,159 | $48.0 萬 | 0.06% | −1,294−9.0% | 減碼 |
| Axxcess Wealth Management, LLC | 13,189 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 13,189 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,751 | $50.2 萬 | 0.00% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 14,012 | $51.1 萬 | 0.09% | −452−3.1% | 減碼 |
| Marcum Wealth, LLC | 14,038 | $51.2 萬 | 0.04% | −50.0% | 減碼 |
| Well Done, LLC | 14,009 | $52.5 萬 | 0.10% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 14,432 | $52.7 萬 | 0.02% | −424−2.9% | 減碼 |
| Rothschild Investment LLC | 15,010 | $54.8 萬 | 0.04% | +50.0% | 加碼 |
| Perpetual Ltd | 15,460 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 15,552 | $56.7 萬 | 0.06% | +8,043+107.1% | 加碼 |
| Van Cleef Asset Management,Inc | 15,700 | $57.3 萬 | 0.06% | 00.0% | 不變 |
| Metis Global Partners, LLC | 15,859 | $57.9 萬 | 0.02% | +1,812+12.9% | 加碼 |
| Capital Fund Management S.A. | 15,965 | $58.3 萬 | 0.01% | +15,965 | 新進 |
| EPG Wealth Management LLC | 16,440 | $60.0 萬 | 0.17% | +134+0.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 16,765 | $61.2 萬 | 0.00% | −5,887−26.0% | 減碼 |
| Sage Capital Management, LLC | 16,956 | $61.9 萬 | 0.34% | +61+0.4% | 加碼 |
| BlueChip Wealth Advisors LLC | 17,490 | $63.8 萬 | 0.31% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 18,037 | $64.9 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 17,960 | $65.5 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 18,151 | $66.2 萬 | 0.01% | −3,606−16.6% | 減碼 |
| Russell Investments Group, Ltd. | 18,158 | $66.3 萬 | 0.00% | −6,855−27.4% | 減碼 |