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。
2026 年第 1 季 13F 持有人
Phillips Edison & Company, Inc. 在 2026/3/31 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
- 442
- 較 2025 年第 4 季 +29 家
- 持有股數
- 1.08 億
- 較 2025 年第 4 季 +2,190 萬 (+25.3%)
- 總市值
- $40.6 億
- 較 2025 年第 4 季 +$9.80 億 (+31.8%)
- 新進機構
- 63
- 另有 152 家加碼
- 清倉機構
- 34
- 另有 154 家減碼
另有 6 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 3,959 | $14.8 萬 | 0.17% | +3,959 | 新進 |
| Eukles Asset Management | 4,174 | $15.6 萬 | 0.07% | 00.0% | 不變 |
| US Bancorp | 4,282 | $16.0 萬 | 0.00% | −185−4.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,703 | $17.6 萬 | 0.00% | +1,196+34.1% | 加碼 |
| GAMMA Investing LLC | 4,953 | $18.5 萬 | 0.01% | +1,736+54.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,351 | $20.0 萬 | 0.00% | −909−14.5% | 減碼 |
| JustInvest LLC | 5,390 | $20.2 萬 | 0.00% | +5,390 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,428 | $20.3 萬 | 0.01% | +5,428 | 新進 |
| Larry Mathis Financial Planning, LLC | 5,544 | $20.7 萬 | 0.19% | +5,544 | 新進 |
| Norinchukin Bank, The | 5,574 | $20.9 萬 | 0.00% | −183−3.2% | 減碼 |
| Integrity Alliance, LLC. | 5,617 | $21.0 萬 | 0.01% | +5,617 | 新進 |
| Clark Capital Management Group, Inc. | 5,675 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,704 | $21.3 萬 | 0.01% | −200−3.4% | 減碼 |
| EPG Wealth Management LLC | 5,727 | $21.4 萬 | 0.06% | +5,727 | 新進 |
| Foundations Investment Advisors, LLC | 5,776 | $21.6 萬 | 0.00% | −781−11.9% | 減碼 |
| GenTrust, LLC | 5,833 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Advisory Resource Group | 5,914 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 6,018 | $22.5 萬 | 0.01% | −3,723−38.2% | 減碼 |
| MCF Advisors LLC | 6,009 | $22.6 萬 | 0.01% | +2,531+72.8% | 加碼 |
| MAI Capital Management | 6,090 | $22.8 萬 | 0.00% | +3,072+101.8% | 加碼 |
| Evergreen Capital Management LLC | 6,122 | $23.0 萬 | 0.00% | −104−1.7% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,237 | $23.4 萬 | 0.06% | +6+0.1% | 加碼 |
| Medallion Wealth Advisors, LLC | 6,268 | $23.5 萬 | 0.08% | −1,109−15.0% | 減碼 |
| Canton Hathaway, LLC | 6,274 | $23.5 萬 | 0.05% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 6,295 | $23.6 萬 | 0.04% | +4+0.1% | 加碼 |
| RFG Advisory, LLC | 6,299 | $23.6 萬 | 0.00% | +61+1.0% | 加碼 |
| Tower Bridge Advisors | 6,350 | $23.8 萬 | 0.02% | +6,350 | 新進 |
| Plan A Wealth LLC | 6,388 | $23.9 萬 | 0.11% | +56+0.9% | 加碼 |
| Empowered Funds, LLC | 6,446 | $24.1 萬 | 0.00% | +6,446 | 新進 |
| RMB Capital Management, LLC | 6,428 | $24.1 萬 | 0.00% | −1,073−14.3% | 減碼 |
| Southern Financial Group, LLC | 6,450 | $24.1 萬 | 0.07% | +61+1.0% | 加碼 |
| Savant Capital, LLC | 6,636 | $24.8 萬 | 0.00% | +806+13.8% | 加碼 |
| JMN Financial LLC | 6,625 | $24.9 萬 | 0.24% | −3,376−33.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,653 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 6,638 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 6,820 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 6,858 | $25.7 萬 | 0.01% | +54+0.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 7,015 | $26.2 萬 | 0.01% | −484−6.5% | 減碼 |
| Kure Advisory, LLC | 7,030 | $26.3 萬 | 0.14% | +9+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 7,098 | $26.6 萬 | 0.01% | +33+0.5% | 加碼 |
| Swiss Life Asset Management Ltd | 7,174 | $26.8 萬 | 0.00% | +1,341+23.0% | 加碼 |
| XTX Topco Ltd | 7,337 | $27.5 萬 | 0.00% | +7,337 | 新進 |
| Neuberger Berman Group LLC | 7,374 | $27.6 萬 | 0.00% | +332+4.7% | 加碼 |
| CIBC Asset Management Inc | 7,438 | $27.8 萬 | 0.00% | −138−1.8% | 減碼 |
| Integrated Wealthcare, LLC | 7,457 | $27.9 萬 | 0.23% | 00.0% | 不變 |
| Lombard Odier Asset Management (USA) Corp | 7,492 | $28.0 萬 | 0.15% | +7,492 | 新進 |
| Castleview Partners, LLC | 7,507 | $28.1 萬 | 0.14% | −402−5.1% | 減碼 |
| Ignite Planners, LLC | 7,538 | $28.2 萬 | 0.04% | −333−4.2% | 減碼 |
| Rehmann Capital Advisory Group | 7,540 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 7,549 | $28.2 萬 | 0.08% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 7,544 | $28.4 萬 | 0.00% | −5,659−42.9% | 減碼 |
| Sanctuary Advisors, LLC | 7,588 | $28.4 萬 | 0.00% | +34+0.5% | 加碼 |
| Change Path, LLC | 7,667 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Jump Financial, LLC | 7,730 | $28.9 萬 | 0.00% | +7,730 | 新進 |
| NBC Securities, Inc. | 7,768 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| BlueChip Wealth Advisors LLC | 7,937 | $29.7 萬 | 0.13% | 00.0% | 不變 |
| Allworth Financial LP | 7,951 | $29.8 萬 | 0.00% | +105+1.3% | 加碼 |
| Easterly Investment Partners LLC | 7,964 | $29.8 萬 | 0.02% | +7,964 | 新進 |
| Pensionfund Sabic | 8,000 | $29.9 萬 | 0.36% | +8,000 | 新進 |
| Ocean Capital Management, LLC | 8,074 | $30.2 萬 | 0.06% | 00.0% | 不變 |
| DRW Securities, LLC | 8,183 | $30.6 萬 | 0.02% | +8,183 | 新進 |
| Peak Asset Management, LLC | 8,214 | $30.7 萬 | 0.05% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 8,372 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 8,511 | $31.8 萬 | 0.00% | −2,319−21.4% | 減碼 |
| First Heartland Consultants, Inc. | 8,756 | $32.8 萬 | 0.03% | +13+0.1% | 加碼 |
| DGS Capital Management, LLC | 9,117 | $34.1 萬 | 0.06% | −1,103−10.8% | 減碼 |
| Acorn Financial Advisory Services Inc | 9,269 | $34.7 萬 | 0.05% | −62−0.7% | 減碼 |
| Beacon Capital Management, LLC | 9,278 | $34.7 萬 | 0.06% | −381−3.9% | 減碼 |
| Raleigh Capital Management Inc. | 9,290 | $34.8 萬 | 0.12% | +81+0.9% | 加碼 |
| Resources Investment Advisors, LLC. | 9,300 | $34.8 萬 | 0.00% | −73−0.8% | 減碼 |
| Merit Financial Group, LLC | 9,377 | $35.1 萬 | 0.00% | +2,255+31.7% | 加碼 |
| Brighton Jones LLC | 9,443 | $35.3 萬 | 0.01% | +9,443 | 新進 |
| Tower Research Capital LLC (TRC) | 9,486 | $35.5 萬 | 0.01% | +7,413+357.6% | 加碼 |
| Aspen Grove Capital, LLC | 9,477 | $35.6 萬 | 0.07% | +83+0.9% | 加碼 |
| Ellevest, Inc. | 9,577 | $35.8 萬 | 0.05% | −57−0.6% | 減碼 |
| Fox Run Management, L.L.C. | 9,588 | $35.8 萬 | 0.06% | −10,234−51.6% | 減碼 |
| A&I Financial Services, LLC | 9,688 | $36.3 萬 | 0.17% | −433−4.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,700 | $36.3 萬 | 0.01% | +27+0.3% | 加碼 |
| Sigma Planning Corp | 9,772 | $36.6 萬 | 0.01% | −932−8.7% | 減碼 |
| Hibernia Wealth Partners, LLC | 9,868 | $36.9 萬 | 0.11% | +68+0.7% | 加碼 |
| Kovack Advisors, Inc. | 10,060 | $37.5 萬 | 0.02% | −1,414−12.3% | 減碼 |
| HRT Financial LP | 10,157 | $38.0 萬 | 0.00% | +10,157 | 新進 |
| Capital Asset Advisory Services LLC | 9,684 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 10,268 | $38.4 萬 | 0.01% | −1,082−9.5% | 減碼 |
| Sun Life Financial INC | 10,630 | $39.8 萬 | 0.02% | +10,630 | 新進 |
| Stonebridge Financial Group, LLC | 10,731 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 10,835 | $40.5 萬 | 0.06% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 10,924 | $40.9 萬 | 0.00% | +10,924 | 新進 |
| Hendershot Investments Inc. | 11,021 | $41.2 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 11,177 | $41.8 萬 | 0.00% | +24+0.2% | 加碼 |
| Apeiron RIA LLC | 11,266 | $42.2 萬 | 0.10% | −206−1.8% | 減碼 |
| Fieldview Capital Management, LLC | 11,534 | $43.2 萬 | 0.13% | +11,534 | 新進 |
| Catalina Capital Group, LLC | 11,759 | $44.0 萬 | 0.27% | −132−1.1% | 減碼 |
| Gsa Capital Partners LLP | 11,827 | $44.3 萬 | 0.03% | +11,827 | 新進 |
| Xponance, Inc. | 11,935 | $44.7 萬 | 0.00% | +1,935+19.4% | 加碼 |
| M&T Bank Corp | 12,266 | $45.9 萬 | 0.00% | −174−1.4% | 減碼 |
| Bank of Montreal | 12,541 | $46.9 萬 | 0.00% | +1,115+9.8% | 加碼 |
| Ensign Peak Advisors, Inc | 12,647 | $47.3 萬 | 0.00% | +4,930+63.9% | 加碼 |
| Vident Advisory, LLC | 12,694 | $47.5 萬 | 0.00% | −43−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,752 | $47.7 萬 | 0.01% | 00.0% | 不變 |