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 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,403
shares
|
$232,620
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,379
shares
|
$231,749
0.0% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,368
shares
|
$231,349
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,339
shares
|
$230,295
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,334
shares
|
$230,114
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,274
shares
|
$227,934
0.06% of portfolio
|
Q4 2023
Added 150.36%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
6,231
shares
|
$226,372
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,115
shares
|
$222,157
0.0% of portfolio
|
Q2 2023
Reduced 11.12%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
6,023
shares
|
$218,815
0.05% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,009
shares
|
$218,306
0.0% of portfolio
|
Q3 2024
Reduced 48.26%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
6,008
shares
|
$218,270
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
5,982
shares
|
$217,326
0.03% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
5,936
shares
|
$215,654
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
5,914
shares
|
$214,855
0.06% of portfolio
|
Q3 2024
Reduced 46.07%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
5,910
shares
|
$214,710
0.01% of portfolio
|
Q4 2024
Reduced 56.86%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,847
shares
|
$212,421
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$211,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,711
shares
|
$207,480
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
5,536
shares
|
$201,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
5,440
shares
|
$197,635
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,423
shares
|
$197,017
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,420
shares
|
$196,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,311
shares
|
$192,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
5,200
shares
|
$188,916
0.01% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,117
shares
|
$185,900
0.02% of portfolio
|
Q2 2023
New holding
|