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 3 季 13F 持有人
Phillips Edison & Company, Inc. 在 2025/9/30 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
- 403
- 較 2025 年第 2 季 −10 家
- 持有股數
- 1.04 億
- 較 2025 年第 2 季 −198.1 萬 (−1.9%)
- 總市值
- $35.8 億
- 較 2025 年第 2 季 −$1.42 億 (−3.8%)
- 新進機構
- 40
- 另有 129 家加碼
- 清倉機構
- 50
- 另有 155 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 5,995 | $20.2 萬 | 0.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,904 | $20.3 萬 | 0.01% | +5,904 | 新進 |
| Advisory Resource Group | 5,914 | $20.3 萬 | 0.04% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,936 | $20.4 萬 | 0.05% | −357−5.7% | 減碼 |
| Norinchukin Bank, The | 5,936 | $20.4 萬 | 0.00% | −41−0.7% | 減碼 |
| Columbus Macro, LLC | 5,975 | $20.5 萬 | 0.02% | +5,975 | 新進 |
| Beacon Pointe Advisors, LLC | 6,094 | $20.9 萬 | 0.00% | −3,443−36.1% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $21.5 萬 | 0.06% | 00.0% | 不變 |
| Canton Hathaway, LLC | 6,274 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 6,269 | $21.5 萬 | 0.00% | +222+3.7% | 加碼 |
| Plan A Wealth LLC | 6,272 | $21.5 萬 | 0.11% | +18+0.3% | 加碼 |
| Advisory Alpha, LLC | 6,416 | $21.6 萬 | 0.01% | −499−7.2% | 減碼 |
| CI Private Wealth, LLC | 6,308 | $21.7 萬 | 0.00% | +114+1.8% | 加碼 |
| Foundations Investment Advisors, LLC | 6,613 | $22.7 萬 | 0.00% | −1,159−14.9% | 減碼 |
| Monograph Wealth Advisors, LLC | 6,638 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 6,786 | $23.3 萬 | 0.01% | +11+0.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,787 | $23.3 萬 | 0.03% | +460+7.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 6,820 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| RFG Advisory, LLC | 6,861 | $23.6 萬 | 0.00% | −23−0.3% | 減碼 |
| Kure Advisory, LLC | 7,013 | $24.1 萬 | 0.15% | −1,572−18.3% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,040 | $24.1 萬 | 0.04% | −660−8.6% | 減碼 |
| Evergreen Capital Management LLC | 7,059 | $24.3 萬 | 0.01% | +7,059 | 新進 |
| Plotkin Financial Advisors, LLC | 7,173 | $24.6 萬 | 0.12% | 00.0% | 不變 |
| Sterling Capital Management LLC | 7,229 | $24.8 萬 | 0.00% | +4,367+152.6% | 加碼 |
| Sanctuary Advisors, LLC | 7,370 | $25.3 萬 | 0.00% | +105+1.4% | 加碼 |
| Medallion Wealth Advisors, LLC | 7,377 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 7,540 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 7,540 | $25.9 萬 | 0.00% | −34,269−82.0% | 減碼 |
| Waldron Private Wealth LLC | 7,525 | $25.9 萬 | 0.01% | −1,445−16.1% | 減碼 |
| Henshaw Capital LLC | 7,588 | $26.0 萬 | 0.01% | −2,651−25.9% | 減碼 |
| Change Path, LLC | 7,667 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 7,676 | $26.4 萬 | 0.00% | −147,181−95.0% | 減碼 |
| NBC Securities, Inc. | 7,768 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Castleview Partners, LLC | 7,909 | $27.2 萬 | 0.15% | −30−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 7,922 | $27.2 萬 | 0.00% | +818+11.5% | 加碼 |
| BlueChip Wealth Advisors LLC | 7,937 | $27.2 萬 | 0.12% | −4,361−35.5% | 減碼 |
| Natixis | 8,000 | $27.5 萬 | 0.00% | +8,000 | 新進 |
| Ocean Capital Management, LLC | 8,074 | $27.7 萬 | 0.06% | +8,074 | 新進 |
| Ignite Planners, LLC | 8,121 | $27.9 萬 | 0.05% | −41−0.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,145 | $28.0 萬 | 0.05% | 00.0% | 不變 |
| Peak Asset Management, LLC | 8,214 | $28.2 萬 | 0.05% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,217 | $28.2 萬 | 0.00% | +129+1.6% | 加碼 |
| Pittenger & Anderson Inc | 8,372 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 8,497 | $29.2 萬 | 0.00% | −149−1.7% | 減碼 |
| Mackenzie Financial Corp | 8,617 | $29.6 萬 | 0.00% | −10.0% | 減碼 |
| First Heartland Consultants, Inc. | 8,734 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 8,854 | $30.4 萬 | 0.01% | −19,350−68.6% | 減碼 |
| Longboard Asset Management, LP | 9,055 | $31.1 萬 | 0.50% | 00.0% | 不變 |
| RMB Capital Management, LLC | 9,048 | $31.1 萬 | 0.01% | −8,666−48.9% | 減碼 |
| Brighton Jones LLC | 9,103 | $31.3 萬 | 0.01% | +1,145+14.4% | 加碼 |
| Raleigh Capital Management Inc. | 9,122 | $31.3 萬 | 0.12% | +65+0.7% | 加碼 |
| TFB Advisors LLC | 9,345 | $31.5 萬 | 0.09% | +9,345 | 新進 |
| Savant Capital, LLC | 9,301 | $31.9 萬 | 0.00% | −802−7.9% | 減碼 |
| Aspen Grove Capital, LLC | 9,305 | $32.0 萬 | 0.05% | +54+0.6% | 加碼 |
| Resources Investment Advisors, LLC. | 9,373 | $32.2 萬 | 0.00% | −614−6.1% | 減碼 |
| Ellevest, Inc. | 9,375 | $32.2 萬 | 0.05% | +67+0.7% | 加碼 |
| Financial Partners Group, Inc | 9,554 | $32.8 萬 | 0.04% | +199+2.1% | 加碼 |
| Assetmark, Inc | 9,597 | $32.9 萬 | 0.00% | +8,803+1,108.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,643 | $33.1 萬 | 0.01% | −1,200−11.1% | 減碼 |
| Xponance, Inc. | 9,919 | $34.1 萬 | 0.00% | +106+1.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 9,946 | $34.1 萬 | 0.06% | +2,796+39.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 9,977 | $34.3 萬 | 0.00% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 10,012 | $34.4 萬 | 0.06% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 10,142 | $34.8 萬 | 0.01% | −1,486−12.8% | 減碼 |
| SageView Advisory Group, LLC | 10,385 | $35.7 萬 | 0.01% | +105+1.0% | 加碼 |
| Merit Financial Group, LLC | 10,472 | $36.0 萬 | 0.00% | +3,354+47.1% | 加碼 |
| Voloridge Investment Management, LLC | 10,695 | $36.7 萬 | 0.00% | +10,695 | 新進 |
| Sigma Planning Corp | 10,696 | $36.7 萬 | 0.01% | +106+1.0% | 加碼 |
| Stonebridge Financial Group, LLC | 10,731 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Blair William & Co | 10,735 | $36.9 萬 | 0.00% | −3,144−22.7% | 減碼 |
| MML Investors Services, LLC | 10,739 | $36.9 萬 | 0.00% | −209−1.9% | 減碼 |
| Beacon Capital Management, LLC | 10,739 | $36.9 萬 | 0.05% | −1,114−9.4% | 減碼 |
| Vivaldi Capital Management, LLC | 10,790 | $37.0 萬 | 0.05% | 00.0% | 不變 |
| Hendershot Investments Inc. | 11,021 | $37.8 萬 | 0.05% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,147 | $38.3 萬 | 0.04% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 11,147 | $38.3 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 11,147 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 11,252 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Omers Administration Corp | 11,300 | $38.8 萬 | 0.00% | +11,300 | 新進 |
| A&I Financial Services, LLC | 11,419 | $39.0 萬 | 0.19% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 11,441 | $39.3 萬 | 0.08% | −13,363−53.9% | 減碼 |
| XTX Topco Ltd | 11,451 | $39.3 萬 | 0.02% | +11,451 | 新進 |
| Bank of Montreal | 11,655 | $40.0 萬 | 0.00% | −11,356−49.4% | 減碼 |
| Apeiron RIA LLC | 12,080 | $40.7 萬 | 0.09% | −106−0.9% | 減碼 |
| Catalina Capital Group, LLC | 11,891 | $40.8 萬 | 0.25% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 12,867 | $44.2 萬 | 0.01% | −2,044−13.7% | 減碼 |
| Entropy Technologies, LP | 12,925 | $44.4 萬 | 0.03% | −9,456−42.3% | 減碼 |
| Vident Advisory, LLC | 13,225 | $45.4 萬 | 0.00% | −1,671−11.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 13,298 | $45.7 萬 | 0.00% | −1,996−13.1% | 減碼 |
| Independent Advisor Alliance | 13,321 | $45.7 萬 | 0.01% | +41+0.3% | 加碼 |
| CIBC Bancorp USA Inc. | 13,470 | $46.2 萬 | 0.00% | +13,470 | 新進 |
| Public Employees Retirement Association of Colorado | 13,751 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Well Done, LLC | 14,009 | $48.1 萬 | 0.08% | 00.0% | 不變 |
| Provident Investment Management, Inc. | 14,145 | $48.6 萬 | 0.04% | +5,145+57.2% | 加碼 |
| Citadel Advisors LLC | 14,322 | $49.2 萬 | 0.00% | +14,322 | 新進 |
| Jacobs Levy Equity Management, Inc | 14,962 | $51.4 萬 | 0.00% | −55,352−78.7% | 減碼 |
| Rothschild Investment LLC | 14,995 | $51.5 萬 | 0.03% | −15−0.1% | 減碼 |
| Sage Capital Management, LLC | 15,089 | $51.8 萬 | 0.23% | −1,932−11.4% | 減碼 |
| Geneos Wealth Management Inc. | 15,190 | $52.1 萬 | 0.01% | −22,705−59.9% | 減碼 |
| Spire Wealth Management | 15,558 | $53.4 萬 | 0.02% | −920−5.6% | 減碼 |