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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
47,367
shares
|
$1.64 Million
0.62% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Hgi Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
47,268
shares
|
$1.64 Million
4.47% of portfolio
|
Q3 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
45,597
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
45,530
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 24.84%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
44,201
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
42,870
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
42,525
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 26.46%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
42,020
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
41,766
shares
|
$1.45 Million
0.43% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
41,251
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
41,188
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
39,471
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
38,346
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
37,512
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37,166
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2022
Added 24.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
37,109
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
37,096
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
36,616
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
36,153
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
35,700
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
34,977
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 24.43%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
34,800
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.97%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
34,733
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
34,493
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 37.27%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
34,492
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 30.79%
|
|