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 2 季 13F 持有人
Phillips Edison & Company, Inc. 在 2026/6/30 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
- 447
- 較 2026 年第 1 季 +10 家
- 持有股數
- 1.15 億
- 較 2026 年第 1 季 +702.1 萬 (+6.5%)
- 總市值
- $47.8 億
- 較 2026 年第 1 季 +$7.45 億 (+18.5%)
- 新進機構
- 50
- 另有 174 家加碼
- 清倉機構
- 40
- 另有 134 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 3,580 | $14.9 萬 | 0.14% | −379−9.6% | 減碼 |
| TSFG, LLC | 3,583 | $14.9 萬 | 0.02% | +30+0.8% | 加碼 |
| KBC Group NV | 3,606 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,076 | $17.0 萬 | 0.00% | −627−13.3% | 減碼 |
| Eukles Asset Management | 4,174 | $17.4 萬 | 0.07% | 00.0% | 不變 |
| US Bancorp | 4,326 | $18.0 萬 | 0.00% | +44+1.0% | 加碼 |
| MSH Capital Advisors LLC | 4,853 | $20.2 萬 | 0.04% | +4,853 | 新進 |
| Ausdal Financial Partners, Inc. | 4,876 | $20.3 萬 | 0.01% | +4,876 | 新進 |
| Foundations Investment Advisors, LLC | 4,935 | $20.5 萬 | 0.00% | −841−14.6% | 減碼 |
| SageGuard Financial Group, LLC | 4,940 | $20.6 萬 | 0.03% | +4,940 | 新進 |
| Daymark Wealth Partners, LLC | 4,994 | $20.8 萬 | 0.01% | +4,994 | 新進 |
| LaSalle St. Investment Advisors, LLC | 5,014 | $20.9 萬 | 0.03% | +5,014 | 新進 |
| Continuum Advisory, LLC | 5,067 | $21.1 萬 | 0.02% | +5,067 | 新進 |
| Jones Financial Companies LLLP | 5,034 | $21.3 萬 | 0.00% | +2,867+132.3% | 加碼 |
| Integrity Alliance, LLC. | 5,141 | $21.4 萬 | 0.01% | −476−8.5% | 減碼 |
| GAMMA Investing LLC | 5,245 | $21.8 萬 | 0.01% | +292+5.9% | 加碼 |
| LexAurum Advisors, LLC | 5,287 | $22.0 萬 | 0.03% | +5,287 | 新進 |
| Beacon Pointe Advisors, LLC | 5,386 | $22.4 萬 | 0.00% | +35+0.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,428 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Norinchukin Bank, The | 5,447 | $22.7 萬 | 0.00% | −127−2.3% | 減碼 |
| Larry Mathis Financial Planning, LLC | 5,561 | $23.1 萬 | 0.18% | +17+0.3% | 加碼 |
| 111 Capital | 5,567 | $23.2 萬 | 0.04% | +5,567 | 新進 |
| JustInvest LLC | 5,633 | $23.4 萬 | 0.00% | +243+4.5% | 加碼 |
| Clark Capital Management Group, Inc. | 5,675 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 5,682 | $23.6 萬 | 0.00% | +5,682 | 新進 |
| Belpointe Asset Management LLC | 5,704 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| GenTrust, LLC | 5,833 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 5,843 | $24.4 萬 | 0.01% | −166−2.8% | 減碼 |
| Vise Technologies, Inc. | 5,872 | $24.4 萬 | 0.00% | +5,872 | 新進 |
| Advisory Resource Group | 5,914 | $24.6 萬 | 0.04% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,952 | $24.8 萬 | 0.00% | −8,863−59.8% | 減碼 |
| Evergreen Capital Management LLC | 5,980 | $25.0 萬 | 0.00% | −142−2.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 6,041 | $25.1 萬 | 0.01% | +6,041 | 新進 |
| SRS Capital Advisors, Inc. | 6,045 | $25.2 萬 | 0.00% | +5,966+7,551.9% | 加碼 |
| Easterly Investment Partners LLC | 6,213 | $25.9 萬 | 0.01% | −1,751−22.0% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 6,242 | $26.0 萬 | 0.07% | +5+0.1% | 加碼 |
| Canton Hathaway, LLC | 6,274 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| Tower Bridge Advisors | 6,350 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Plan A Wealth LLC | 6,442 | $26.8 萬 | 0.11% | +54+0.8% | 加碼 |
| Southern Financial Group, LLC | 6,499 | $27.1 萬 | 0.07% | +49+0.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,553 | $27.3 萬 | 0.01% | −462−6.6% | 減碼 |
| Profund Advisors LLC | 6,639 | $27.6 萬 | 0.01% | +621+10.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,653 | $27.7 萬 | 0.04% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 6,638 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 6,656 | $27.7 萬 | 0.01% | −3,044−31.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,820 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 6,864 | $28.5 萬 | 0.00% | +6,864 | 新進 |
| IHT Wealth Management, LLC | 6,889 | $28.7 萬 | 0.01% | +31+0.5% | 加碼 |
| Kure Advisory, LLC | 7,040 | $29.3 萬 | 0.14% | +10+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 7,073 | $29.5 萬 | 0.01% | −25−0.4% | 減碼 |
| Bright Futures Wealth Management, LLC. | 7,195 | $29.9 萬 | 0.19% | +7,195 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 7,293 | $30.4 萬 | 0.00% | +7,293 | 新進 |
| CIBC Asset Management Inc | 7,438 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealthcare, LLC | 7,457 | $31.0 萬 | 0.23% | 00.0% | 不變 |
| Castleview Partners, LLC | 7,507 | $31.2 萬 | 0.14% | 00.0% | 不變 |
| Ignite Planners, LLC | 7,538 | $31.4 萬 | 0.04% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 7,540 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 7,549 | $31.4 萬 | 0.08% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 7,590 | $31.6 萬 | 0.05% | −1,688−18.2% | 減碼 |
| Nisa Investment Advisors, LLC | 7,635 | $31.9 萬 | 0.00% | +91+1.2% | 加碼 |
| Change Path, LLC | 7,667 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 7,698 | $32.0 萬 | 0.09% | −3,836−33.3% | 減碼 |
| RMB Capital Management, LLC | 7,734 | $32.3 萬 | 0.00% | +1,306+20.3% | 加碼 |
| NBC Securities, Inc. | 7,768 | $32.3 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 7,782 | $32.4 萬 | 0.00% | −169−2.1% | 減碼 |
| Swiss Life Asset Management Ltd | 7,919 | $33.0 萬 | 0.00% | +745+10.4% | 加碼 |
| Ocean Capital Management, LLC | 8,074 | $33.6 萬 | 0.06% | 00.0% | 不變 |
| Marshall Wace, LLP | 8,160 | $34.0 萬 | 0.00% | +8,160 | 新進 |
| Peak Asset Management, LLC | 8,214 | $34.2 萬 | 0.05% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 8,232 | $34.3 萬 | 0.00% | +858+11.6% | 加碼 |
| Pittenger & Anderson Inc | 8,372 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 8,768 | $36.5 萬 | 0.02% | +12+0.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,798 | $36.6 萬 | 0.05% | +2,503+39.8% | 加碼 |
| Acorn Financial Advisory Services Inc | 8,827 | $36.7 萬 | 0.05% | −442−4.8% | 減碼 |
| SG Americas Securities, LLC | 9,238 | $38.4 萬 | 0.00% | −32,187−77.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,244 | $38.5 萬 | 0.01% | −242−2.6% | 減碼 |
| Sanctuary Advisors, LLC | 9,327 | $38.8 萬 | 0.00% | +1,739+22.9% | 加碼 |
| Raleigh Capital Management Inc. | 9,368 | $39.0 萬 | 0.12% | +78+0.8% | 加碼 |
| Blair William & Co | 9,444 | $39.3 萬 | 0.00% | −6,959−42.4% | 減碼 |
| Merit Financial Group, LLC | 9,542 | $39.7 萬 | 0.00% | +165+1.8% | 加碼 |
| Aspen Grove Capital, LLC | 9,556 | $39.9 萬 | 0.06% | +79+0.8% | 加碼 |
| Ellevest, Inc. | 9,613 | $40.0 萬 | 0.05% | +36+0.4% | 加碼 |
| JMN Financial LLC | 9,646 | $40.3 萬 | 0.31% | +3,021+45.6% | 加碼 |
| Capital Asset Advisory Services LLC | 9,684 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 9,684 | $40.3 萬 | 0.01% | +9,684 | 新進 |
| A&I Financial Services, LLC | 9,688 | $40.3 萬 | 0.18% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 9,761 | $40.6 萬 | 0.02% | −299−3.0% | 減碼 |
| Sigma Planning Corp | 9,772 | $40.7 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 9,971 | $41.5 萬 | 0.01% | −2,946−22.8% | 減碼 |
| Brighton Jones LLC | 10,192 | $42.4 萬 | 0.01% | +749+7.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,229 | $42.6 萬 | 0.01% | +10,229 | 新進 |
| Ensign Peak Advisors, Inc | 10,367 | $43.1 萬 | 0.00% | −2,280−18.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 10,380 | $43.2 萬 | 0.01% | +10,380 | 新進 |
| Apeiron RIA LLC | 10,605 | $44.1 萬 | 0.11% | −661−5.9% | 減碼 |
| Stonebridge Financial Group, LLC | 10,614 | $44.2 萬 | 0.03% | −117−1.1% | 減碼 |
| Sun Life Financial INC | 10,630 | $44.2 萬 | 0.02% | 00.0% | 不變 |
| Hendershot Investments Inc. | 11,021 | $45.9 萬 | 0.06% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,205 | $46.6 萬 | 0.00% | +281+2.6% | 加碼 |
| MML Investors Services, LLC | 11,469 | $47.7 萬 | 0.00% | +2,958+34.8% | 加碼 |
| EP Wealth Advisors, LLC | 11,515 | $47.9 萬 | 0.00% | +338+3.0% | 加碼 |