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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,739
shares
|
$372,106
0.06% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,739
shares
|
$372,106
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,735
shares
|
$371,967
0.0% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
10,731
shares
|
$371,829
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,696
shares
|
$370,616
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
10,695
shares
|
$370,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,557
shares
|
$365,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,472
shares
|
$362,854
0.0% of portfolio
|
Q3 2025
Added 47.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,385
shares
|
$359,840
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,142
shares
|
$351,420
0.01% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
10,012
shares
|
$346,915
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
9,977
shares
|
$345,703
0.0% of portfolio
|
Q3 2024
Added 1895.4%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
9,946
shares
|
$344,628
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
9,919
shares
|
$343,693
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
9,684
shares
|
$335,550
0.01% of portfolio
|
Q4 2025
Reduced 13.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
9,673
shares
|
$335,169
0.01% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
9,597
shares
|
$332,536
0.0% of portfolio
|
Q3 2025
Added 1108.69%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,554
shares
|
$331,046
0.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
9,375
shares
|
$324,843
0.05% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
9,373
shares
|
$324,774
0.0% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,345
shares
|
$323,804
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
9,324
shares
|
$323,076
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
9,305
shares
|
$322,418
0.05% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
9,122
shares
|
$316,077
0.13% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,103
shares
|
$315,418
0.01% of portfolio
|
Q3 2025
Added 14.39%
|
|