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 447 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
108,014
shares
|
$3.74 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
107,582
shares
|
$3.73 Million
1.4% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
107,512
shares
|
$3.73 Million
0.02% of portfolio
|
Q2 2025
Added 45.02%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
105,099
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
103,253
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
102,147
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
101,110
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
100,000
shares
|
$3.47 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
96,054
shares
|
$3.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
93,503
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
87,764
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
86,444
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
84,565
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 145.76%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
82,171
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
81,287
shares
|
$2.82 Million
0.22% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
78,648
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
78,145
shares
|
$2.71 Million
0.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
77,483
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
72,993
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
70,133
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
66,626
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
65,143
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 71.36%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
64,551
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
64,108
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
63,782
shares
|
$2.21 Million
0.37% of portfolio
|
Q1 2023
Reduced 4.04%
|
|