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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
16,966
shares
|
$607,552
0.02% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,915
shares
|
$605,726
0.11% of portfolio
|
Q1 2024
Reduced 49.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
16,837
shares
|
$602,932
0.3% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,860
shares
|
$567,946
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
15,700
shares
|
$562,217
0.01% of portfolio
|
Q3 2023
Reduced 51.69%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
15,700
shares
|
$562,217
0.07% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
15,600
shares
|
$558,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
15,460
shares
|
$553,622
0.01% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
15,315
shares
|
$548,430
0.1% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,290
shares
|
$547,534
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
14,970
shares
|
$536,075
0.04% of portfolio
|
Q3 2024
Added 59780.0%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
14,529
shares
|
$520,283
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
14,471
shares
|
$518,206
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
14,451
shares
|
$517,490
0.11% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,306
shares
|
$512,297
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
14,232
shares
|
$509,647
0.02% of portfolio
|
Q4 2023
Added 3.57%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
14,043
shares
|
$502,879
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
14,009
shares
|
$501,662
0.1% of portfolio
|
Q3 2024
Reduced 61.86%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
13,896
shares
|
$497,615
0.07% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
13,751
shares
|
$492,423
0.0% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,395
shares
|
$479,674
0.01% of portfolio
|
Q2 2024
Reduced 5.85%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
13,189
shares
|
$472,298
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
13,180
shares
|
$471,975
0.14% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
13,092
shares
|
$468,824
0.19% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,978
shares
|
$464,742
0.01% of portfolio
|
Q3 2024
New holding
|