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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,012
shares
|
$104,365
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$103,950
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
2,914
shares
|
$100,970
0.0% of portfolio
|
Q3 2025
Reduced 13.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
2,884
shares
|
$99,930
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,865
shares
|
$99,272
0.0% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,850
shares
|
$98,752
0.05% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
2,747
shares
|
$95,183
0.0% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,588
shares
|
$89,674
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,550
shares
|
$88,357
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
2,527
shares
|
$87,560
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,512
shares
|
$87,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
2,507
shares
|
$86,867
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,500
shares
|
$86,625
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,420
shares
|
$83,853
0.0% of portfolio
|
Q3 2025
Reduced 67.13%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
2,085
shares
|
$72,245
0.0% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
2,003
shares
|
$69,403
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,529
shares
|
$52,979
0.04% of portfolio
|
Q3 2025
Added 6850.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$51,975
0.0% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,363
shares
|
$47,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,333
shares
|
$46,188
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,257
shares
|
$43,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,249
shares
|
$43,277
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
1,224
shares
|
$42,411
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,119
shares
|
$38,773
0.0% of portfolio
|
Q3 2025
Added 418.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,076
shares
|
$37,283
0.0% of portfolio
|
Q3 2025
Added 2590.0%
|
|