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 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
55,608
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
55,352
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 43.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
55,038
shares
|
$2 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
54,993
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
53,482
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
52,157
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Added 49.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,130
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
52,006
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
51,891
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
50,729
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
49,593
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
48,929
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
47,688
shares
|
$1.73 Million
0.71% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
47,673
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 90.52%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
47,501
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
47,387
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
46,759
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,641
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
45,968
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
43,782
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 132.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
43,156
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
42,836
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 471.53%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,813
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
42,715
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
41,766
shares
|
$1.52 Million
0.54% of portfolio
|
Q3 2023
Reduced 0.68%
|