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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,048
shares
|
$313,513
0.01% of portfolio
|
Q3 2025
Reduced 48.92%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
8,854
shares
|
$306,791
0.01% of portfolio
|
Q3 2025
Reduced 68.61%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,743
shares
|
$302,944
0.03% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
8,617
shares
|
$298,579
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,575
shares
|
$297,123
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,569
shares
|
$296,915
0.04% of portfolio
|
Q3 2022
Added 21.15%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
8,497
shares
|
$294,421
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
8,372
shares
|
$290,089
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,349
shares
|
$289,292
0.27% of portfolio
|
Q3 2023
Added 39.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8,217
shares
|
$284,719
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
8,214
shares
|
$284,615
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
8,145
shares
|
$282,224
0.05% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
8,121
shares
|
$281,392
0.05% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,074
shares
|
$279,764
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$277,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
7,937
shares
|
$275,017
0.12% of portfolio
|
Q3 2025
Reduced 35.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,922
shares
|
$274,497
0.0% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
7,909
shares
|
$274,046
0.19% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,768
shares
|
$269,161
0.02% of portfolio
|
Q1 2025
Added 110871.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,676
shares
|
$265,973
0.0% of portfolio
|
Q3 2025
Reduced 95.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,667
shares
|
$265,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,540
shares
|
$261,261
0.0% of portfolio
|
Q3 2025
Reduced 81.97%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,499
shares
|
$259,840
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
7,248
shares
|
$251,143
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,229
shares
|
$250,484
0.0% of portfolio
|
Q3 2025
Added 152.59%
|
|