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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
26,379
shares
|
$914,032
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
26,362
shares
|
$913,443
0.04% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
26,231
shares
|
$908,904
0.6% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
26,185
shares
|
$907,310
0.0% of portfolio
|
Q3 2025
Added 32.4%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
26,000
shares
|
$900,900
0.0% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
25,954
shares
|
$899,306
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,703
shares
|
$890,608
0.0% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,634
shares
|
$888,218
0.06% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
25,558
shares
|
$885,584
0.19% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
24,473
shares
|
$847,989
0.01% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
23,942
shares
|
$829,590
0.31% of portfolio
|
Q3 2025
Added 321.0%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
23,842
shares
|
$826,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
23,790
shares
|
$824,323
0.0% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,447
shares
|
$812,438
0.0% of portfolio
|
Q3 2025
Reduced 42.55%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
23,000
shares
|
$796,950
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,997
shares
|
$796,846
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
22,812
shares
|
$790,435
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
22,784
shares
|
$789,465
0.68% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,770
shares
|
$788,980
0.0% of portfolio
|
Q2 2022
Reduced 17.1%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
22,364
shares
|
$774,912
0.09% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
21,001
shares
|
$727,684
0.26% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
21,000
shares
|
$727,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
20,961
shares
|
$726,298
0.0% of portfolio
|
Q3 2025
Reduced 73.18%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
20,356
shares
|
$705,335
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
20,312
shares
|
$703,810
0.07% of portfolio
|
Q3 2025
Reduced 3.42%
|
|