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 420 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 $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
84,107
shares
|
$3.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
82,397
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 403.65%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
80,595
shares
|
$2.89 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
78,252
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
78,219
shares
|
$2.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
78,145
shares
|
$2.8 Million
0.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
76,223
shares
|
$2.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
73,593
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
72,465
shares
|
$2.59 Million
0.12% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
71,734
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
71,346
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
70,885
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
70,132
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
68,755
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
67,163
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
67,129
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
65,696
shares
|
$2.35 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
63,782
shares
|
$2.28 Million
0.37% of portfolio
|
Q1 2023
Reduced 4.04%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
63,682
shares
|
$2.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
62,582
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
59,542
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
59,281
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
59,200
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
58,431
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
55,608
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 1.62%
|