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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,000
shares
|
$34,650
0.01% of portfolio
|
Q1 2023
Reduced 43.73%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
993
shares
|
$34,407
0.01% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
896
shares
|
$31,046
0.0% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
833
shares
|
$28,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
750
shares
|
$25,987
0.0% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
747
shares
|
$25,883
0.0% of portfolio
|
Q3 2025
Added 31.05%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
734
shares
|
$25,433
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
716
shares
|
$24,809
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
705
shares
|
$24,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
680
shares
|
$23,562
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
677
shares
|
$23,458
0.01% of portfolio
|
Q3 2025
Reduced 92.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
661
shares
|
$22,903
0.03% of portfolio
|
Q3 2022
Added 0.76%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
631
shares
|
$21,864
0.01% of portfolio
|
Q4 2025
Added 10.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
624
shares
|
$21,621
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
605
shares
|
$20,963
0.0% of portfolio
|
Q1 2025
Reduced 39.92%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
591
shares
|
$20,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
591
shares
|
$20,478
0.01% of portfolio
|
Q2 2025
Added 59000.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
577
shares
|
$19,993
0.0% of portfolio
|
Q3 2025
Added 488.78%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
544
shares
|
$18,849
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
518
shares
|
$17,948
0.0% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
506
shares
|
$17,532
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
468
shares
|
$16,216
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
437
shares
|
$15,142
0.0% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
427
shares
|
$14,795
0.0% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
410
shares
|
$14,206
0.01% of portfolio
|
Q3 2025
Reduced 19.61%
|
|