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 419 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 $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
5,097
shares
|
$185,021
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
5,079
shares
|
$184,367
0.11% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,067
shares
|
$183,932
0.02% of portfolio
|
Q1 2024
Reduced 47.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
4,751
shares
|
$172,461
0.0% of portfolio
|
Q3 2024
Added 34.93%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
4,424
shares
|
$160,591
0.0% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,308
shares
|
$156,380
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,991
shares
|
$144,873
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
3,735
shares
|
$135,580
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,400
shares
|
$123,419
0.03% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
3,386
shares
|
$122,911
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$119,789
0.03% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,110
shares
|
$112,892
0.01% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,070
shares
|
$111,440
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
2,841
shares
|
$103,128
0.0% of portfolio
|
Q3 2024
Reduced 95.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,804
shares
|
$101,785
0.0% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,574
shares
|
$93,436
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
2,527
shares
|
$91,730
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,500
shares
|
$90,750
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,266
shares
|
$82,255
0.0% of portfolio
|
Q3 2024
Reduced 88.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,230
shares
|
$80,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,210
shares
|
$80,223
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,830
shares
|
$66,429
0.0% of portfolio
|
Q3 2024
Reduced 58.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,815
shares
|
$65,884
0.0% of portfolio
|
Q3 2024
Reduced 38.43%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,631
shares
|
$59,205
0.04% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,487
shares
|
$53,978
0.0% of portfolio
|
Q3 2024
Added 18.86%
|