Institutional Ownership Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO). We have compiled data on the 444 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
14,145
shares
|
$490,124
0.05% of portfolio
|
Q3 2025
Added 57.17%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
14,038
shares
|
$486,416
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
13,751
shares
|
$476,472
0.0% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
13,321
shares
|
$461,572
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,298
shares
|
$460,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
13,225
shares
|
$458,246
0.0% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
13,203
shares
|
$457,483
0.0% of portfolio
|
Q4 2025
Reduced 53.17%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
12,925
shares
|
$447,851
0.03% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
12,867
shares
|
$445,841
0.01% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,756
shares
|
$441,995
0.04% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,444
shares
|
$431,184
0.0% of portfolio
|
Q2 2025
Added 31.28%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
12,080
shares
|
$418,572
0.11% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,990
shares
|
$415,453
0.0% of portfolio
|
Q4 2022
Added 21.12%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
11,891
shares
|
$412,023
0.26% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,655
shares
|
$403,845
0.0% of portfolio
|
Q3 2025
Reduced 49.35%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
11,451
shares
|
$396,777
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
11,442
shares
|
$396,465
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
11,441
shares
|
$396,430
0.08% of portfolio
|
Q3 2025
Reduced 53.87%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
11,419
shares
|
$395,668
0.19% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
11,300
shares
|
$391,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
11,252
shares
|
$389,881
0.07% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
11,147
shares
|
$386,243
0.01% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
11,147
shares
|
$386,243
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
11,021
shares
|
$381,877
0.05% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
10,790
shares
|
$373,873
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|