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 |
|---|---|---|---|---|---|
|
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%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
62,949
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
62,823
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
62,586
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.53%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
60,315
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
59,935
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
59,656
shares
|
$2.07 Million
0.44% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Oct 27, 2025 Q3 2025 |
59,600
shares
|
$2.07 Million
0.15% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
58,701
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Vert Asset Management LLC
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
58,128
shares
|
$2.01 Million
0.67% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
58,072
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
57,646
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
57,600
shares
|
$2 Million
0.04% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
57,170
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
55,461
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
55,123
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
51,708
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
51,582
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
50,922
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
Added 154.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
50,447
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
49,952
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
49,308
shares
|
$1.71 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
49,141
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.36%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
48,933
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 11.95%
|
|