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 420 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,946
shares
|
$284,546
0.01% of portfolio
|
Q2 2024
Added 33.64%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
7,767
shares
|
$278,136
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
7,614
shares
|
$272,657
0.0% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,429
shares
|
$266,032
0.06% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,428
shares
|
$265,996
0.0% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
7,304
shares
|
$261,556
0.16% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,271
shares
|
$260,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,141
shares
|
$255,719
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,052
shares
|
$252,532
0.21% of portfolio
|
Q1 2022
New holding
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,018
shares
|
$251,314
0.01% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,894
shares
|
$246,874
0.05% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,851
shares
|
$245,334
0.01% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,800
shares
|
$243,508
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,800
shares
|
$243,508
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
6,730
shares
|
$241,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,725
shares
|
$240,822
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,689
shares
|
$239,533
0.02% of portfolio
|
Q4 2023
Reduced 80.4%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,668
shares
|
$238,781
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,638
shares
|
$237,706
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,627
shares
|
$237,312
0.15% of portfolio
|
Q3 2024
Added 91.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
6,571
shares
|
$235,307
0.0% of portfolio
|
Q4 2024
Added 171.53%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,452
shares
|
$231,046
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
6,451
shares
|
$231,010
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
6,449
shares
|
$230,938
0.01% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,403
shares
|
$229,291
0.05% of portfolio
|
Q3 2024
New holding
|