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 4 季 13F 持有人
Phillips Edison & Company, Inc. 在 2025/12/31 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
- 419
- 較 2025 年第 3 季 +24 家
- 持有股數
- 1.09 億
- 較 2025 年第 3 季 +470.3 萬 (+4.5%)
- 總市值
- $38.7 億
- 較 2025 年第 3 季 +$2.96 億 (+8.3%)
- 新進機構
- 64
- 另有 155 家加碼
- 清倉機構
- 40
- 另有 128 家減碼
另有 8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 3,672 | $13.1 萬 | 0.00% | +925+33.7% | 加碼 |
| Eukles Asset Management | 4,174 | $14.8 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 4,467 | $15.9 萬 | 0.00% | −887−16.6% | 減碼 |
| Tucker Asset Management LLC | 4,716 | $16.8 萬 | 0.05% | +4,716 | 新進 |
| Sound Income Strategies, LLC | 4,782 | $17.1 萬 | 0.01% | −430−8.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,176 | $18.4 萬 | 0.00% | +696+15.5% | 加碼 |
| Clark Capital Management Group, Inc. | 5,675 | $20.2 萬 | 0.00% | +5,675 | 新進 |
| Ausdal Financial Partners, Inc. | 5,689 | $20.2 萬 | 0.01% | +5,689 | 新進 |
| Norinchukin Bank, The | 5,757 | $20.5 萬 | 0.00% | −179−3.0% | 減碼 |
| Savant Capital, LLC | 5,830 | $20.7 萬 | 0.00% | −3,471−37.3% | 減碼 |
| Swiss Life Asset Management Ltd | 5,833 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| GenTrust, LLC | 5,833 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,904 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| Advisory Resource Group | 5,914 | $21.0 萬 | 0.04% | 00.0% | 不變 |
| Columbus Macro, LLC | 5,975 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,033 | $21.5 萬 | 0.00% | +5,960+8,164.4% | 加碼 |
| Waldron Private Wealth LLC | 6,042 | $21.6 萬 | 0.01% | −1,483−19.7% | 減碼 |
| Sterling Capital Management LLC | 6,123 | $21.8 萬 | 0.00% | −1,106−15.3% | 減碼 |
| RFG Advisory, LLC | 6,238 | $22.2 萬 | 0.00% | −623−9.1% | 減碼 |
| Evergreen Capital Management LLC | 6,226 | $22.2 萬 | 0.00% | −833−11.8% | 減碼 |
| Advisory Alpha, LLC | 6,249 | $22.2 萬 | 0.01% | −167−2.6% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,231 | $22.2 萬 | 0.06% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 6,260 | $22.3 萬 | 0.00% | +166+2.7% | 加碼 |
| Canton Hathaway, LLC | 6,274 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 6,291 | $22.4 萬 | 0.03% | −496−7.3% | 減碼 |
| Plan A Wealth LLC | 6,332 | $22.5 萬 | 0.11% | +60+1.0% | 加碼 |
| Southern Financial Group, LLC | 6,389 | $22.7 萬 | 0.07% | +6,389 | 新進 |
| Foundations Investment Advisors, LLC | 6,557 | $23.3 萬 | 0.00% | −56−0.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,653 | $23.7 萬 | 0.04% | −1,492−18.3% | 減碼 |
| Monograph Wealth Advisors, LLC | 6,638 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 6,804 | $24.2 萬 | 0.01% | +18+0.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 6,820 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 6,847 | $24.4 萬 | 0.03% | +6,847 | 新進 |
| Kure Advisory, LLC | 7,021 | $25.0 萬 | 0.14% | +8+0.1% | 加碼 |
| Neuberger Berman Group LLC | 7,042 | $25.0 萬 | 0.00% | +7,042 | 新進 |
| Laird Norton Trust Company, LLC | 7,065 | $25.2 萬 | 0.01% | +7,065 | 新進 |
| Merit Financial Group, LLC | 7,122 | $25.3 萬 | 0.00% | −3,350−32.0% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,173 | $25.5 萬 | 0.12% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 7,377 | $26.2 萬 | 0.09% | 00.0% | 不變 |
| Integrated Wealthcare, LLC | 7,457 | $26.5 萬 | 0.22% | +7,457 | 新進 |
| Procyon Private Wealth Partners, LLC | 7,499 | $26.7 萬 | 0.01% | +7,499 | 新進 |
| RMB Capital Management, LLC | 7,501 | $26.8 萬 | 0.00% | −1,547−17.1% | 減碼 |
| Rehmann Capital Advisory Group | 7,540 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 7,549 | $26.9 萬 | 0.10% | +7,549 | 新進 |
| Sanctuary Advisors, LLC | 7,554 | $26.9 萬 | 0.00% | +184+2.5% | 加碼 |
| CIBC Asset Management Inc | 7,576 | $26.9 萬 | 0.00% | −921−10.8% | 減碼 |
| Change Path, LLC | 7,667 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 7,717 | $27.4 萬 | 0.00% | −26,135−77.2% | 減碼 |
| NBC Securities, Inc. | 7,768 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 7,846 | $27.9 萬 | 0.00% | +306+4.1% | 加碼 |
| Castleview Partners, LLC | 7,909 | $28.1 萬 | 0.14% | 00.0% | 不變 |
| BlueChip Wealth Advisors LLC | 7,937 | $28.2 萬 | 0.12% | 00.0% | 不變 |
| Ignite Planners, LLC | 7,871 | $28.5 萬 | 0.04% | −250−3.1% | 減碼 |
| Ocean Capital Management, LLC | 8,074 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Peak Asset Management, LLC | 8,214 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| CIBC World Markets Corp | 8,359 | $29.7 萬 | 0.00% | +8,359 | 新進 |
| Pittenger & Anderson Inc | 8,372 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Vanderbilt University | 8,604 | $30.6 萬 | 0.05% | +8,604 | 新進 |
| Mackenzie Financial Corp | 8,612 | $30.8 萬 | 0.00% | −5−0.1% | 減碼 |
| First Heartland Consultants, Inc. | 8,743 | $31.1 萬 | 0.02% | +9+0.1% | 加碼 |
| Raleigh Capital Management Inc. | 9,209 | $32.8 萬 | 0.12% | +87+1.0% | 加碼 |
| Acorn Financial Advisory Services Inc | 9,331 | $33.2 萬 | 0.05% | −1,921−17.1% | 減碼 |
| TFB Advisors LLC | 9,345 | $33.2 萬 | 0.09% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 9,373 | $33.3 萬 | 0.00% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 9,394 | $33.5 萬 | 0.06% | +89+1.0% | 加碼 |
| Capital Asset Advisory Services LLC | 9,684 | $33.8 萬 | 0.01% | −1,463−13.1% | 減碼 |
| Ellevest, Inc. | 9,634 | $34.3 萬 | 0.05% | +259+2.8% | 加碼 |
| Beacon Capital Management, LLC | 9,659 | $34.4 萬 | 0.05% | −1,080−10.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,673 | $34.4 萬 | 0.01% | +30+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 9,684 | $34.4 萬 | 0.01% | −1,463−13.1% | 減碼 |
| Financial Partners Group, Inc | 9,554 | $34.6 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 9,741 | $34.6 萬 | 0.01% | +9,741 | 新進 |
| Hibernia Wealth Partners, LLC | 9,800 | $34.9 萬 | 0.10% | +9,800 | 新進 |
| Xponance, Inc. | 10,000 | $35.6 萬 | 0.00% | +81+0.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 10,023 | $35.7 萬 | 0.00% | +46+0.5% | 加碼 |
| JMN Financial LLC | 10,001 | $35.7 萬 | 0.36% | +10,001 | 新進 |
| Susquehanna International Group, LLP | 10,088 | $35.9 萬 | 0.00% | +2,412+31.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,115 | $36.0 萬 | 0.00% | +2,193+27.7% | 加碼 |
| A&I Financial Services, LLC | 10,121 | $36.0 萬 | 0.17% | −1,298−11.4% | 減碼 |
| DGS Capital Management, LLC | 10,220 | $36.4 萬 | 0.06% | +10,220 | 新進 |
| Assetmark, Inc | 10,589 | $37.7 萬 | 0.00% | +992+10.3% | 加碼 |
| SageView Advisory Group, LLC | 10,595 | $37.7 萬 | 0.01% | +210+2.0% | 加碼 |
| Sigma Planning Corp | 10,704 | $38.1 萬 | 0.01% | +8+0.1% | 加碼 |
| Stonebridge Financial Group, LLC | 10,731 | $38.2 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,830 | $38.5 萬 | 0.00% | +91+0.8% | 加碼 |
| Vivaldi Capital Management, LLC | 10,835 | $38.5 萬 | 0.05% | +45+0.4% | 加碼 |
| Blair William & Co | 11,011 | $39.2 萬 | 0.00% | +276+2.6% | 加碼 |
| Hendershot Investments Inc. | 11,021 | $39.2 萬 | 0.05% | 00.0% | 不變 |
| TD Asset Management Inc | 11,100 | $39.5 萬 | 0.00% | +11,100 | 新進 |
| EP Wealth Advisors, LLC | 11,153 | $39.7 萬 | 0.00% | +11,153 | 新進 |
| Journey Strategic Wealth LLC | 11,350 | $40.4 萬 | 0.01% | +1,208+11.9% | 加碼 |
| Bank of Montreal | 11,426 | $40.6 萬 | 0.00% | −229−2.0% | 減碼 |
| Kovack Advisors, Inc. | 11,474 | $40.8 萬 | 0.02% | +327+2.9% | 加碼 |
| Two Sigma Securities, LLC | 11,576 | $41.2 萬 | 0.06% | +11,576 | 新進 |
| Apeiron RIA LLC | 11,472 | $41.5 萬 | 0.08% | −608−5.0% | 減碼 |
| Catalina Capital Group, LLC | 11,891 | $42.3 萬 | 0.26% | 00.0% | 不變 |
| M&T Bank Corp | 12,440 | $44.3 萬 | 0.00% | +12,440 | 新進 |
| Jane Street Group, LLC | 12,459 | $44.3 萬 | 0.00% | −241,322−95.1% | 減碼 |
| Jennison Associates LLC | 12,599 | $44.8 萬 | 0.00% | +12,599 | 新進 |
| Vident Advisory, LLC | 12,737 | $45.3 萬 | 0.00% | −488−3.7% | 減碼 |