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 2 季 13F 持有人
Phillips Edison & Company, Inc. 在 2025/6/30 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
- 421
- 較 2025 年第 1 季 +22 家
- 持有股數
- 1.08 億
- 較 2025 年第 1 季 +301.2 萬 (+2.9%)
- 總市值
- $37.9 億
- 較 2025 年第 1 季 −$4,690 萬 (−1.2%)
- 新進機構
- 53
- 另有 160 家加碼
- 清倉機構
- 31
- 另有 132 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 5,728 | $20.1 萬 | 0.03% | −1,166−16.9% | 減碼 |
| Park Avenue Securities LLC | 5,748 | $20.1 萬 | 0.00% | −19−0.3% | 減碼 |
| Profund Advisors LLC | 5,739 | $20.1 萬 | 0.01% | +99+1.8% | 加碼 |
| Secure Asset Management, LLC | 5,745 | $20.1 萬 | 0.04% | +5,745 | 新進 |
| Old National Bancorp | 5,757 | $20.2 萬 | 0.00% | +5,757 | 新進 |
| GenTrust, LLC | 5,833 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 5,995 | $20.7 萬 | 0.03% | −20−0.3% | 減碼 |
| Advisory Resource Group | 5,914 | $20.7 萬 | 0.04% | 00.0% | 不變 |
| Norinchukin Bank, The | 5,977 | $20.9 萬 | 0.00% | +192+3.3% | 加碼 |
| Private Advisor Group, LLC | 6,047 | $21.2 萬 | 0.00% | +6,047 | 新進 |
| Global Assets Advisory, LLC | 6,053 | $21.3 萬 | 0.08% | +6,053 | 新進 |
| Koss-Olinger Consulting, LLC | 6,087 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 6,086 | $21.3 萬 | 0.03% | +53+0.9% | 加碼 |
| CI Private Wealth, LLC | 6,194 | $21.7 萬 | 0.00% | −75−1.2% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $21.9 萬 | 0.06% | 00.0% | 不變 |
| Plan A Wealth LLC | 6,254 | $21.9 萬 | 0.12% | 00.0% | 不變 |
| Canton Hathaway, LLC | 6,274 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| World Equity Group, Inc. | 6,293 | $22.0 萬 | 0.06% | +357+6.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,327 | $22.2 萬 | 0.04% | −57−0.9% | 減碼 |
| Sound Income Strategies, LLC | 6,656 | $23.3 萬 | 0.01% | −2,785−29.5% | 減碼 |
| Monograph Wealth Advisors, LLC | 6,638 | $23.3 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 6,775 | $23.7 萬 | 0.01% | −1,994−22.7% | 減碼 |
| StoneX Group Inc. | 6,786 | $23.8 萬 | 0.01% | +6,786 | 新進 |
| Crossmark Global Holdings, Inc. | 6,820 | $23.9 萬 | 0.00% | +182+2.7% | 加碼 |
| RFG Advisory, LLC | 6,884 | $24.1 萬 | 0.01% | −257−3.6% | 減碼 |
| Advisory Alpha, LLC | 6,915 | $24.2 萬 | 0.01% | +32+0.5% | 加碼 |
| Advisory Services Network, LLC | 7,362 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 7,104 | $24.9 萬 | 0.00% | +7,104 | 新進 |
| Merit Financial Group, LLC | 7,118 | $24.9 萬 | 0.00% | +1,255+21.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 7,150 | $25.0 萬 | 0.03% | +7,150 | 新進 |
| Plotkin Financial Advisors, LLC | 7,173 | $25.1 萬 | 0.14% | −131−1.8% | 減碼 |
| Sanctuary Advisors, LLC | 7,265 | $25.4 萬 | 0.00% | +17+0.2% | 加碼 |
| Medallion Wealth Advisors, LLC | 7,377 | $25.9 萬 | 0.10% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 7,540 | $26.4 萬 | 0.02% | −56−0.7% | 減碼 |
| Change Path, LLC | 7,667 | $26.9 萬 | 0.01% | +7,667 | 新進 |
| LaSalle St. Investment Advisors, LLC | 7,700 | $26.9 萬 | 0.07% | −877−10.2% | 減碼 |
| NBC Securities, Inc. | 7,768 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 7,772 | $27.2 萬 | 0.00% | +7,772 | 新進 |
| Neuberger Berman Group LLC | 7,907 | $27.7 萬 | 0.00% | +1,907+31.8% | 加碼 |
| Castleview Partners, LLC | 7,939 | $27.8 萬 | 0.18% | 00.0% | 不變 |
| Brighton Jones LLC | 7,958 | $27.9 萬 | 0.01% | +7,958 | 新進 |
| Integrated Wealth Concepts LLC | 8,088 | $28.3 萬 | 0.00% | −1,031−11.3% | 減碼 |
| Ignite Planners, LLC | 8,162 | $28.5 萬 | 0.05% | −444−5.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,145 | $28.5 萬 | 0.05% | +1,200+17.3% | 加碼 |
| Peak Asset Management, LLC | 8,214 | $28.8 萬 | 0.05% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 8,317 | $29.1 萬 | 0.00% | −48,246−85.3% | 減碼 |
| Pittenger & Anderson Inc | 8,372 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Kure Advisory, LLC | 8,585 | $30.1 萬 | 0.20% | +9+0.1% | 加碼 |
| Mackenzie Financial Corp | 8,618 | $30.2 萬 | 0.00% | +252+3.0% | 加碼 |
| CIBC Asset Management Inc | 8,646 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 8,734 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Vanderbilt University | 8,819 | $30.9 萬 | 0.06% | +8,819 | 新進 |
| Waldron Private Wealth LLC | 8,970 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Provident Investment Management, Inc. | 9,000 | $31.5 萬 | 0.03% | +9,000 | 新進 |
| Longboard Asset Management, LP | 9,055 | $31.7 萬 | 0.79% | +9,055 | 新進 |
| Raleigh Capital Management Inc. | 9,057 | $31.7 萬 | 0.13% | +93+1.0% | 加碼 |
| Aspen Grove Capital, LLC | 9,251 | $32.5 萬 | 0.06% | 00.0% | 不變 |
| Ellevest, Inc. | 9,308 | $32.6 萬 | 0.05% | +12+0.1% | 加碼 |
| Financial Partners Group, Inc | 9,355 | $32.8 萬 | 0.05% | −15,189−61.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 9,470 | $33.2 萬 | 0.08% | +7,024+287.2% | 加碼 |
| EntryPoint Capital, LLC | 9,486 | $33.2 萬 | 0.17% | +3,196+50.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 9,537 | $33.4 萬 | 0.00% | −438−4.4% | 減碼 |
| DRW Securities, LLC | 9,569 | $33.5 萬 | 0.02% | +9,569 | 新進 |
| Hibernia Wealth Partners, LLC | 9,662 | $33.8 萬 | 0.12% | +9,662 | 新進 |
| Xponance, Inc. | 9,813 | $34.4 萬 | 0.00% | +537+5.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 9,977 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 9,987 | $35.0 萬 | 0.00% | −7,973−44.4% | 減碼 |
| Brass Tax Wealth Management, Inc | 10,012 | $35.1 萬 | 0.07% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 10,280 | $35.2 萬 | 0.01% | −724−6.6% | 減碼 |
| Savant Capital, LLC | 10,103 | $35.4 萬 | 0.00% | +1,030+11.4% | 加碼 |
| Henshaw Capital LLC | 10,239 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 10,590 | $37.1 萬 | 0.01% | −105−1.0% | 減碼 |
| Stonebridge Financial Group, LLC | 10,731 | $37.6 萬 | 0.04% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 10,790 | $37.8 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 10,843 | $38.0 萬 | 0.01% | +32+0.3% | 加碼 |
| MML Investors Services, LLC | 10,948 | $38.3 萬 | 0.00% | +1,733+18.8% | 加碼 |
| Hendershot Investments Inc. | 11,021 | $38.6 萬 | 0.05% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,147 | $39.0 萬 | 0.04% | −300−2.6% | 減碼 |
| Axxcess Wealth Management, LLC | 11,147 | $39.0 萬 | 0.01% | −2,042−15.5% | 減碼 |
| Capital Asset Advisory Services LLC | 11,147 | $39.2 萬 | 0.02% | −2,042−15.5% | 減碼 |
| Acorn Financial Advisory Services Inc | 11,252 | $39.4 萬 | 0.06% | −2,760−19.7% | 減碼 |
| A&I Financial Services, LLC | 11,419 | $40.0 萬 | 0.23% | +433+3.9% | 加碼 |
| BancorpSouth Bank | 11,489 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Hardy Reed LLC | 11,489 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 11,491 | $40.3 萬 | 0.00% | −1,097−8.7% | 減碼 |
| Journey Strategic Wealth LLC | 11,628 | $40.7 萬 | 0.01% | −938−7.5% | 減碼 |
| Beacon Capital Management, LLC | 11,853 | $41.5 萬 | 0.06% | −1,306−9.9% | 減碼 |
| Catalina Capital Group, LLC | 11,891 | $41.7 萬 | 0.28% | −287−2.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,056 | $42.2 萬 | 0.01% | +5,529+84.7% | 加碼 |
| Apeiron RIA LLC | 12,186 | $42.7 萬 | 0.11% | −707−5.5% | 減碼 |
| Quantinno Capital Management LP | 12,248 | $42.9 萬 | 0.00% | +4,478+57.6% | 加碼 |
| BlueChip Wealth Advisors LLC | 12,298 | $43.1 萬 | 0.19% | −5,192−29.7% | 減碼 |
| EP Wealth Advisors, LLC | 12,444 | $43.6 萬 | 0.00% | +2,965+31.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 12,507 | $43.8 萬 | 0.00% | +4,144+49.6% | 加碼 |
| Independent Advisor Alliance | 13,280 | $46.5 萬 | 0.01% | +1,307+10.9% | 加碼 |
| LDR Capital Management LLC | 13,675 | $47.9 萬 | 0.62% | +13,675 | 新進 |
| Public Employees Retirement Association of Colorado | 13,751 | $48.2 萬 | 0.00% | 00.0% | 不變 |
| Blair William & Co | 13,879 | $48.6 萬 | 0.00% | +13,879 | 新進 |
| Tower Research Capital LLC (TRC) | 13,885 | $48.6 萬 | 0.01% | +10,355+293.3% | 加碼 |
| Well Done, LLC | 14,009 | $49.1 萬 | 0.09% | 00.0% | 不變 |