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 |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 6,638 | $23.3 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 6,656 | $23.3 萬 | 0.01% | −2,785−29.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 6,327 | $22.2 萬 | 0.04% | −57−0.9% | 減碼 |
| World Equity Group, Inc. | 6,293 | $22.0 萬 | 0.06% | +357+6.0% | 加碼 |
| Canton Hathaway, LLC | 6,274 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Plan A Wealth LLC | 6,254 | $21.9 萬 | 0.12% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $21.9 萬 | 0.06% | 00.0% | 不變 |
| CI Private Wealth, LLC | 6,194 | $21.7 萬 | 0.00% | −75−1.2% | 減碼 |
| Barlow Wealth Partners, Inc. | 6,086 | $21.3 萬 | 0.03% | +53+0.9% | 加碼 |
| Koss-Olinger Consulting, LLC | 6,087 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 6,053 | $21.3 萬 | 0.08% | +6,053 | 新進 |
| Private Advisor Group, LLC | 6,047 | $21.2 萬 | 0.00% | +6,047 | 新進 |
| Norinchukin Bank, The | 5,977 | $20.9 萬 | 0.00% | +192+3.3% | 加碼 |
| Advisory Resource Group | 5,914 | $20.7 萬 | 0.04% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 5,995 | $20.7 萬 | 0.03% | −20−0.3% | 減碼 |
| GenTrust, LLC | 5,833 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 5,757 | $20.2 萬 | 0.00% | +5,757 | 新進 |
| Secure Asset Management, LLC | 5,745 | $20.1 萬 | 0.04% | +5,745 | 新進 |
| Profund Advisors LLC | 5,739 | $20.1 萬 | 0.01% | +99+1.8% | 加碼 |
| Park Avenue Securities LLC | 5,748 | $20.1 萬 | 0.00% | −19−0.3% | 減碼 |
| LexAurum Advisors, LLC | 5,728 | $20.1 萬 | 0.03% | −1,166−16.9% | 減碼 |
| Diversify Advisory Services, LLC | 5,931 | $20.0 萬 | 0.01% | +5,931 | 新進 |
| Ameriflex Group, Inc. | 5,687 | $19.9 萬 | 0.10% | −13,358−70.1% | 減碼 |
| M&G Plc | 5,631 | $19.7 萬 | 0.00% | +564+11.1% | 加碼 |
| US Bancorp | 5,285 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,124 | $17.9 萬 | 0.01% | +5,124 | 新進 |
| GAMMA Investing LLC | 4,713 | $16.5 萬 | 0.01% | +1,611+51.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,661 | $16.3 萬 | 0.00% | +1,666+55.6% | 加碼 |
| Eukles Asset Management | 4,174 | $14.6 萬 | 0.06% | 00.0% | 不變 |
| FIL Ltd | 4,102 | $14.4 萬 | 0.00% | +4,102 | 新進 |
| Pinnacle Financial Partners Inc | 3,687 | $12.9 萬 | 0.00% | −5,580−60.2% | 減碼 |
| Larson Financial Group LLC | 3,605 | $12.6 萬 | 0.01% | +115+3.3% | 加碼 |
| KBC Group NV | 3,606 | $12.6 萬 | 0.00% | −2,023−35.9% | 減碼 |
| MCF Advisors LLC | 3,478 | $12.2 萬 | 0.01% | −298−7.9% | 減碼 |
| Employees Retirement System of Texas | 3,458 | $12.1 萬 | 0.00% | −57,712−94.3% | 減碼 |
| TSFG, LLC | 3,458 | $12.1 萬 | 0.02% | +30+0.9% | 加碼 |
| Advantage Trust Co | 3,386 | $11.9 萬 | 0.06% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,357 | $11.8 萬 | 0.00% | +3,357 | 新進 |
| State of Wyoming | 3,136 | $11.0 萬 | 0.01% | +3,136 | 新進 |
| Ronald Blue Trust, Inc. | 3,049 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, Inc. | 3,015 | $10.6 萬 | 0.01% | +3,015 | 新進 |
| MAI Capital Management | 3,000 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 3,000 | $10.5 萬 | 0.04% | 00.0% | 不變 |
| Sterling Capital Management LLC | 2,862 | $10.0 萬 | 0.00% | +1,036+56.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,804 | $9.82 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 2,605 | $9.13 萬 | 0.01% | −745−22.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,604 | $9.12 萬 | 0.00% | +865+49.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 2,597 | $9.10 萬 | 0.00% | −715−21.6% | 減碼 |
| Global Retirement Partners, LLC | 2,574 | $9.02 萬 | 0.00% | +2,574 | 新進 |
| Syntax Research, Inc. | 2,527 | $8.85 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co | 2,500 | $8.76 萬 | 0.00% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 2,215 | $7.76 萬 | 0.00% | −107−4.6% | 減碼 |
| Cape Investment Advisory, Inc. | 2,210 | $7.74 萬 | 0.03% | 00.0% | 不變 |
| Covestor Ltd | 2,106 | $7.40 萬 | 0.04% | +1,837+682.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,500 | $5.25 萬 | 0.00% | −315−17.4% | 減碼 |
| Kiker Wealth Management, LLC | 1,400 | $4.90 萬 | 0.03% | −700−33.3% | 減碼 |
| Massmutual Trust Co FSB | 1,360 | $4.76 萬 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,333 | $4.68 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 1,249 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 1,213 | $4.25 萬 | 0.00% | +10+0.8% | 加碼 |
| POM Investment Strategies, LLC | 1,156 | $4.05 萬 | 0.03% | +1,156 | 新進 |
| HHM Wealth Advisors, LLC | 1,100 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 1,000 | $3.50 萬 | 0.01% | 00.0% | 不變 |
| Transce3nd, LLC | 989 | $3.46 萬 | 0.01% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 975 | $3.37 萬 | 0.01% | +9+0.9% | 加碼 |
| CoreCap Advisors, LLC | 896 | $3.14 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 833 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 794 | $2.78 萬 | 0.00% | +794 | 新進 |
| Loomis Sayles & Co L P | 772 | $2.70 萬 | 0.00% | +156+25.3% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 716 | $2.51 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 624 | $2.19 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 605 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Curio Wealth, LLC | 591 | $2.07 萬 | 0.01% | +590+59,000.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 591 | $2.07 萬 | 0.00% | +591 | 新進 |
| Parallel Advisors, LLC | 570 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 565 | $1.98 萬 | 0.01% | +5+0.9% | 加碼 |
| Fifth Third Bancorp | 557 | $1.95 萬 | 0.00% | −175−23.9% | 減碼 |
| Umb Bank N A | 543 | $1.90 萬 | 0.00% | +98+22.0% | 加碼 |
| 1620 Investment Advisors, Inc. | 510 | $1.79 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 457 | $1.60 萬 | 0.00% | +3+0.7% | 加碼 |
| Principal Securities, Inc. | 449 | $1.57 萬 | 0.00% | +149+49.7% | 加碼 |
| Creative Financial Designs Inc | 430 | $1.51 萬 | 0.00% | +4+0.9% | 加碼 |
| Farmers & Merchants Investments Inc | 427 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 407 | $1.37 萬 | 0.00% | +407 | 新進 |
| Ci Investments Inc. | 337 | $1.20 萬 | 0.00% | −128−27.5% | 減碼 |
| Simplex Trading, LLC | 345 | $1.20 萬 | 0.00% | −108−23.8% | 減碼 |
| Danske Bank A/S | 300 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 300 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Financial Gravity Companies, Inc. | 300 | $1.05 萬 | 0.00% | +300 | 新進 |
| Versant Capital Management, Inc | 279 | $9,773 | 0.00% | −197−41.4% | 減碼 |
| Hantz Financial Services, Inc. | 216 | $8,000 | 0.00% | +209+2,985.7% | 加碼 |
| Valued Wealth Advisors LLC | 222 | $7,791 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 219 | $7,672 | 0.00% | +175+397.7% | 加碼 |
| North Capital, Inc. | 217 | $7,602 | 0.01% | 00.0% | 不變 |
| Skopos Labs, Inc. | 217 | $7,602 | 0.00% | +190+703.7% | 加碼 |
| Abound Wealth Management | 210 | $7,344 | 0.00% | 00.0% | 不變 |
| Accent Capital Management, LLC | 204 | $7,167 | 0.00% | +204 | 新進 |
| NewSquare Capital LLC | 188 | $6,586 | 0.00% | +188 | 新進 |
| Alerus Financial NA | 166 | $5,815 | 0.00% | +166 | 新進 |
| Clearstead Advisors, LLC | 158 | $5,535 | 0.00% | +158 | 新進 |