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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
7,173
shares
|
$248,544
0.12% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,059
shares
|
$244,594
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,052
shares
|
$244,351
0.21% of portfolio
|
Q1 2022
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
7,040
shares
|
$243,936
0.04% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
7,021
shares
|
$243,277
0.14% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,861
shares
|
$237,733
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
6,820
shares
|
$236,313
0.0% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,800
shares
|
$235,620
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,800
shares
|
$235,620
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,787
shares
|
$235,169
0.04% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,786
shares
|
$235,134
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,638
shares
|
$230,006
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,613
shares
|
$229,140
0.0% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
6,451
shares
|
$223,527
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
6,416
shares
|
$222,314
0.01% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,339
shares
|
$219,646
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,308
shares
|
$218,572
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
6,274
shares
|
$217,394
0.04% of portfolio
|
Q4 2023
Added 150.36%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,272
shares
|
$217,324
0.11% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,269
shares
|
$217,220
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
6,231
shares
|
$215,904
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,115
shares
|
$211,884
0.0% of portfolio
|
Q2 2023
Reduced 11.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,094
shares
|
$211,157
0.0% of portfolio
|
Q3 2025
Reduced 36.1%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
6,042
shares
|
$209,355
0.01% of portfolio
|
Q4 2025
Reduced 19.71%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
5,975
shares
|
$207,033
0.02% of portfolio
|
Q3 2025
New holding
|
|