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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,473
shares
|
$53,469
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,462
shares
|
$53,070
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,447
shares
|
$52,526
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,333
shares
|
$48,387
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,271
shares
|
$46,137
0.0% of portfolio
|
Q1 2024
Reduced 70.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,249
shares
|
$45,338
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,201
shares
|
$43,596
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,183
shares
|
$42,942
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,133
shares
|
$41,127
0.0% of portfolio
|
Q2 2024
Added 277.67%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,114
shares
|
$40,438
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,007
shares
|
$36,554
0.0% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$36,300
0.01% of portfolio
|
Q1 2023
Reduced 43.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$36,300
0.0% of portfolio
|
Q3 2023
Reduced 42.2%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
967
shares
|
$35,102
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
958
shares
|
$34,775
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
933
shares
|
$33,867
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
933
shares
|
$33,867
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
900
shares
|
$32,669
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
833
shares
|
$30,237
0.0% of portfolio
|
Q2 2024
Reduced 66.97%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
816
shares
|
$29,620
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
777
shares
|
$28,205
0.0% of portfolio
|
Q3 2023
Added 11.16%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
758
shares
|
$27,515
0.0% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
749
shares
|
$27,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
716
shares
|
$25,990
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
680
shares
|
$24,683
0.0% of portfolio
|
Q1 2022
New holding
|