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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 7,337 | $27.5 萬 | 0.00% | +7,337 | 新進 |
| Swiss Life Asset Management Ltd | 7,174 | $26.8 萬 | 0.00% | +1,341+23.0% | 加碼 |
| Laird Norton Trust Company, LLC | 7,098 | $26.6 萬 | 0.01% | +33+0.5% | 加碼 |
| Kure Advisory, LLC | 7,030 | $26.3 萬 | 0.14% | +9+0.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 7,015 | $26.2 萬 | 0.01% | −484−6.5% | 減碼 |
| IHT Wealth Management, LLC | 6,858 | $25.7 萬 | 0.01% | +54+0.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 6,820 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 6,638 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 6,653 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| JMN Financial LLC | 6,625 | $24.9 萬 | 0.24% | −3,376−33.8% | 減碼 |
| Savant Capital, LLC | 6,636 | $24.8 萬 | 0.00% | +806+13.8% | 加碼 |
| Southern Financial Group, LLC | 6,450 | $24.1 萬 | 0.07% | +61+1.0% | 加碼 |
| RMB Capital Management, LLC | 6,428 | $24.1 萬 | 0.00% | −1,073−14.3% | 減碼 |
| Empowered Funds, LLC | 6,446 | $24.1 萬 | 0.00% | +6,446 | 新進 |
| Plan A Wealth LLC | 6,388 | $23.9 萬 | 0.11% | +56+0.9% | 加碼 |
| Tower Bridge Advisors | 6,350 | $23.8 萬 | 0.02% | +6,350 | 新進 |
| RFG Advisory, LLC | 6,299 | $23.6 萬 | 0.00% | +61+1.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,295 | $23.6 萬 | 0.04% | +4+0.1% | 加碼 |
| Canton Hathaway, LLC | 6,274 | $23.5 萬 | 0.05% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 6,268 | $23.5 萬 | 0.08% | −1,109−15.0% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,237 | $23.4 萬 | 0.06% | +6+0.1% | 加碼 |
| Evergreen Capital Management LLC | 6,122 | $23.0 萬 | 0.00% | −104−1.7% | 減碼 |
| MAI Capital Management | 6,090 | $22.8 萬 | 0.00% | +3,072+101.8% | 加碼 |
| MCF Advisors LLC | 6,009 | $22.6 萬 | 0.01% | +2,531+72.8% | 加碼 |
| Profund Advisors LLC | 6,018 | $22.5 萬 | 0.01% | −3,723−38.2% | 減碼 |
| Advisory Resource Group | 5,914 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| GenTrust, LLC | 5,833 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 5,776 | $21.6 萬 | 0.00% | −781−11.9% | 減碼 |
| EPG Wealth Management LLC | 5,727 | $21.4 萬 | 0.06% | +5,727 | 新進 |
| Belpointe Asset Management LLC | 5,704 | $21.3 萬 | 0.01% | −200−3.4% | 減碼 |
| Clark Capital Management Group, Inc. | 5,675 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 5,617 | $21.0 萬 | 0.01% | +5,617 | 新進 |
| Norinchukin Bank, The | 5,574 | $20.9 萬 | 0.00% | −183−3.2% | 減碼 |
| Larry Mathis Financial Planning, LLC | 5,544 | $20.7 萬 | 0.19% | +5,544 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,428 | $20.3 萬 | 0.01% | +5,428 | 新進 |
| JustInvest LLC | 5,390 | $20.2 萬 | 0.00% | +5,390 | 新進 |
| Beacon Pointe Advisors, LLC | 5,351 | $20.0 萬 | 0.00% | −909−14.5% | 減碼 |
| GAMMA Investing LLC | 4,953 | $18.5 萬 | 0.01% | +1,736+54.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,703 | $17.6 萬 | 0.00% | +1,196+34.1% | 加碼 |
| US Bancorp | 4,282 | $16.0 萬 | 0.00% | −185−4.1% | 減碼 |
| Eukles Asset Management | 4,174 | $15.6 萬 | 0.07% | 00.0% | 不變 |
| Bayforest Capital Ltd | 3,959 | $14.8 萬 | 0.17% | +3,959 | 新進 |
| Northwestern Mutual Wealth Management Co | 3,860 | $14.4 萬 | 0.00% | +995+34.7% | 加碼 |
| Sound Income Strategies, LLC | 3,672 | $13.7 萬 | 0.01% | −1,110−23.2% | 減碼 |
| KBC Group NV | 3,606 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 3,594 | $13.4 萬 | 0.00% | −2,529−41.3% | 減碼 |
| TSFG, LLC | 3,553 | $13.3 萬 | 0.02% | +31+0.9% | 加碼 |
| Employees Retirement System of Texas | 3,458 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Advantage Trust Co | 3,386 | $12.7 萬 | 0.06% | 00.0% | 不變 |
| FIL Ltd | 3,305 | $12.4 萬 | 0.00% | +518+18.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,242 | $12.1 萬 | 0.00% | +1,130+53.5% | 加碼 |
| Larson Financial Group LLC | 3,226 | $12.1 萬 | 0.00% | −22−0.7% | 減碼 |
| Rossby Financial, LCC | 3,063 | $11.4 萬 | 0.02% | +47+1.6% | 加碼 |
| Triumph Capital Management | 3,000 | $11.2 萬 | 0.02% | −137−4.4% | 減碼 |
| RWM Asset Management, LLC | 2,940 | $11.0 萬 | 0.01% | +2,940 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,872 | $10.7 萬 | 0.01% | +406+16.5% | 加碼 |
| Rockefeller Capital Management L.P. | 2,815 | $10.5 萬 | 0.00% | +460+19.5% | 加碼 |
| Strive Financial Group ,LLC | 2,812 | $10.5 萬 | 0.06% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 2,591 | $9.70 萬 | 0.00% | −1,081−29.4% | 減碼 |
| UBS Asset Management Americas Inc | 2,580 | $9.65 萬 | 0.00% | +1,892+275.0% | 加碼 |
| Syntax Research, Inc. | 2,527 | $9.46 萬 | 0.06% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 2,514 | $9.41 萬 | 0.02% | +7+0.3% | 加碼 |
| Whittier Trust Co | 2,500 | $9.31 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,427 | $9.10 萬 | 0.00% | +349+16.8% | 加碼 |
| Quent Capital, LLC | 2,165 | $8.10 萬 | 0.01% | +2,165 | 新進 |
| Cassaday & Co Wealth Management LLC | 2,151 | $8.05 萬 | 0.00% | +2,151 | 新進 |
| Anchor Investment Management, LLC | 2,139 | $8.00 萬 | 0.01% | +2,139 | 新進 |
| Jones Financial Companies LLLP | 2,167 | $7.98 萬 | 0.00% | +224+11.5% | 加碼 |
| Covestor Ltd | 2,012 | $7.50 萬 | 0.05% | −1,409−41.2% | 減碼 |
| International Assets Investment Management, LLC | 1,962 | $7.31 萬 | 0.01% | −200−9.3% | 減碼 |
| GF Fund Management Co. Ltd. | 1,900 | $7.11 萬 | 0.00% | −181−8.7% | 減碼 |
| Signature Equity Partners, LLC | 1,889 | $7.07 萬 | 0.04% | −368−16.3% | 減碼 |
| Wilkerson Advisory Group LLC | 1,740 | $6.51 萬 | 0.02% | 00.0% | 不變 |
| Archer Investment Corp | 1,537 | $5.75 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,478 | $5.53 萬 | 0.00% | −500−25.3% | 減碼 |
| Prosperity Bancshares Inc | 1,396 | $5.22 萬 | 0.04% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 1,382 | $5.17 萬 | 0.02% | +1,382 | 新進 |
| Quadrant Capital Group LLC | 1,346 | $5.04 萬 | 0.00% | −657−32.8% | 減碼 |
| Prestige Wealth Management Group LLC | 1,333 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Danske Bank A/S | 1,300 | $4.86 萬 | 0.00% | −300−18.8% | 減碼 |
| Smithfield Trust Co | 1,249 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 1,247 | $4.67 萬 | 0.00% | +11+0.9% | 加碼 |
| Smartleaf Asset Management LLC | 1,129 | $4.22 萬 | 0.00% | −11−1.0% | 減碼 |
| CoreCap Advisors, LLC | 1,061 | $3.97 萬 | 0.00% | +165+18.4% | 加碼 |
| Kozak & Associates, Inc. | 1,001 | $3.83 萬 | 0.01% | +8+0.8% | 加碼 |
| Tradewinds Capital Management, LLC | 1,000 | $3.74 萬 | 0.01% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 989 | $3.71 萬 | 0.00% | +38+4.0% | 加碼 |
| Kemnay Advisory Services Inc. | 967 | $3.62 萬 | 0.01% | +632+188.7% | 加碼 |
| Beacon Capital Management, Inc. | 933 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 895 | $3.35 萬 | 0.00% | +107+13.6% | 加碼 |
| Advisory Services Network, LLC | 869 | $3.25 萬 | 0.00% | +869 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 868 | $3.25 萬 | 0.01% | +868 | 新進 |
| Parallel Advisors, LLC | 777 | $2.91 萬 | 0.00% | +55+7.6% | 加碼 |
| Farther Finance Advisors, LLC | 739 | $2.75 萬 | 0.00% | −5,294−87.8% | 減碼 |
| Loomis Sayles & Co L P | 734 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 716 | $2.68 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisor Network LLC | 683 | $2.56 萬 | 0.04% | +683 | 新進 |
| True Wealth Design, LLC | 636 | $2.38 萬 | 0.01% | +5+0.8% | 加碼 |
| Clearstead Advisors, LLC | 636 | $2.38 萬 | 0.00% | +472+287.8% | 加碼 |
| IFP Advisors, Inc | 630 | $2.36 萬 | 0.00% | −57−8.3% | 減碼 |