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 431 institutions that hold shares in the stock, with a total of 99 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
298
shares
|
$10,471
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
294
shares
|
$10,331
0.01% of portfolio
|
Q2 2024
Reduced 92.7%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
268
shares
|
$9,417
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
210
shares
|
$7,379
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
192
shares
|
$6,746
0.0% of portfolio
|
Q4 2024
Added 79.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
154
shares
|
$5,411
0.0% of portfolio
|
Q2 2024
Reduced 98.19%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
153
shares
|
$5,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
124
shares
|
$4,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
104
shares
|
$3,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
97
shares
|
$3,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
90
shares
|
$3,162
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
79
shares
|
$2,776
0.0% of portfolio
|
Q4 2023
Reduced 94.94%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
70
shares
|
$2,459
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
47
shares
|
$1,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
36
shares
|
$1,265
0.0% of portfolio
|
Q4 2024
Added 111.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
35
shares
|
$1,229
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
23
shares
|
$808
0.0% of portfolio
|
Q2 2024
Added 2200.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19
shares
|
$667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
17
shares
|
$597
0.0% of portfolio
|
Q4 2022
Reduced 86.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8
shares
|
$281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
8
shares
|
$281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7
shares
|
$245
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
7
shares
|
$245
0.03% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$175
0.0% of portfolio
|
Q4 2024
New holding
|