Latest Institutional Sells of Phillips Edison & Company, Inc. (PECO)
This list provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-11- 8.87% |
$363 - $398
|
113
$3.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 2.6% |
$264 - $289
|
300
$10.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7- -0.0% |
$231 - $253
|
143K
$4.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 0.9% |
$66.1 - $72.3
|
220
$7.62K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1- 0.01% |
$33 - $36.2
|
8.62K
$299K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-877K- 43.57% |
$29.4M - $32.7M
|
1.14M
$39.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-89.6K- 48.18% |
$3M - $3.34M
|
96.4K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-57.7K- 94.35% |
$1.94M - $2.15M
|
3.46K
$120K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-51.3K- 4.76% |
$1.72M - $1.91M
|
1.03M
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-48.2K- 85.3% |
$1.62M - $1.8M
|
8.32K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12.2K- 39.24% |
$408K - $454K
|
18.8K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.7K- 42.86% |
$392K - $436K
|
15.6K
$539K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.52K- 11.65% |
$319K - $355K
|
72.2K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-7.85K- 29.63% |
$263K - $293K
|
18.7K
$646K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.67K- 8.97% |
$190K - $212K
|
57.5K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.76K- 19.7% |
$92.5K - $103K
|
11.3K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 15.48% |
$68.5K - $76.2K
|
11.1K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.04K- 15.48% |
$68.5K - $76.2K
|
11.1K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.02K- 35.94% |
$67.8K - $75.5K
|
3.61K
$125K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.17K- 16.91% |
$39.1K - $43.5K
|
5.73K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.1K- 8.71% |
$36.8K - $41K
|
11.5K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-863- 2.5% |
$28.9K - $32.2K
|
33.7K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-700- 33.33% |
$23.5K - $26.1K
|
1.4K
$48.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-315- 17.36% |
$10.6K - $11.8K
|
1.5K
$52K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 2.62% |
$10.1K - $11.2K
|
11.1K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-298- 7.89% |
$9.99K - $11.1K
|
3.48K
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-287- 2.36% |
$9.62K - $10.7K
|
11.9K
$412K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-197- 41.39% |
$6.61K - $7.35K
|
279
$9.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-131- 1.79% |
$4.39K - $4.89K
|
7.17K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-108- 23.84% |
$3.62K - $4.03K
|
345
$12K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-20- 0.33% |
$671 - $747
|
6K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-19- 0.33% |
$637 - $709
|
5.75K
$199K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-8- 2.6% |
$268 - $299
|
300
$10.4K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.4K- 38.97% |
$908K - $989K
|
41.3K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-13.6K- 93.24% |
$470K - $512K
|
989
$34.3K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.18K- 47.7% |
$178K - $194K
|
5.68K
$197K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.87K- 20.64% |
$98.7K - $107K
|
11K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.52K- 39.01% |
$86.7K - $94.4K
|
3.94K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.5K- 45.45% |
$86.1K - $93.7K
|
3K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Foresight Group LTD Liability Partnership
London, X0 |
SELL
|
- |
-2.22K- 6.25% |
$76.5K - $83.3K
|
33.3K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 5.86% |
$63K - $68.6K
|
29.4K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.43K- 6.42% |
$49.3K - $53.7K
|
20.9K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-908- 9.48% |
$31.3K - $34K
|
8.67K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-900Closed |
$31K - $33.7K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-863- 6.63% |
$29.7K - $32.4K
|
12.2K
$421K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-402- 39.92% |
$13.8K - $15.1K
|
605
$21K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 86.64% |
$9.16K - $9.97K
|
41
$1.42K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.04% |
$172 - $187
|
14K
$486K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-25.4K- 55.19% |
$912K - $1.01M
|
20.6K
$714K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-7.79K- 56.86% |
$280K - $310K
|
5.91K
$205K
|
|