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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
22,600
shares
|
$809,306
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
22,600
shares
|
$809,306
0.01% of portfolio
|
Q2 2024
Added 14.47%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
22,499
shares
|
$805,689
0.34% of portfolio
|
Q4 2023
Added 4.3%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
22,364
shares
|
$800,854
0.09% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,083
shares
|
$790,792
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
21,946
shares
|
$785,886
0.45% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
21,102
shares
|
$755,662
0.0% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
21,001
shares
|
$752,045
0.26% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
20,495
shares
|
$733,925
0.09% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
20,185
shares
|
$722,824
0.02% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
19,882
shares
|
$711,974
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19,668
shares
|
$704,311
1.5% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,500
shares
|
$698,295
0.01% of portfolio
|
Q3 2024
Reduced 86.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,401
shares
|
$694,749
0.01% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,060
shares
|
$682,538
0.08% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,912
shares
|
$677,238
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
18,871
shares
|
$675,770
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
18,579
shares
|
$665,313
0.08% of portfolio
|
Q2 2024
Reduced 35.42%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
18,442
shares
|
$660,408
0.36% of portfolio
|
Q2 2024
Added 66.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
18,282
shares
|
$654,678
0.02% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
18,021
shares
|
$645,332
0.1% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
17,955
shares
|
$642,968
0.07% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
17,803
shares
|
$637,525
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
17,260
shares
|
$618,080
0.16% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,156
shares
|
$614,356
0.0% of portfolio
|
Q3 2024
Added 115.1%
|