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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
19,882
shares
|
$688,911
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19,668
shares
|
$681,496
1.5% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,371
shares
|
$671,205
0.02% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
19,056
shares
|
$660,290
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18,827
shares
|
$652,355
0.25% of portfolio
|
Q2 2025
Reduced 39.24%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,778
shares
|
$650,657
0.0% of portfolio
|
Q3 2025
Added 53.31%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
18,654
shares
|
$646,361
0.0% of portfolio
|
Q2 2025
Reduced 29.63%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
18,640
shares
|
$645,876
0.15% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,530
shares
|
$642,064
0.04% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
18,056
shares
|
$625,640
0.01% of portfolio
|
Q3 2025
Reduced 51.01%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
17,857
shares
|
$618,745
0.0% of portfolio
|
Q3 2025
Reduced 38.49%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,915
shares
|
$586,104
0.11% of portfolio
|
Q1 2024
Reduced 49.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
16,893
shares
|
$585,342
0.26% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
16,630
shares
|
$576,229
0.01% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,537
shares
|
$573,007
0.05% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
16,047
shares
|
$556,028
0.01% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,792
shares
|
$547,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
15,569
shares
|
$539,465
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,558
shares
|
$539,084
0.02% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,190
shares
|
$526,333
0.01% of portfolio
|
Q3 2025
Reduced 59.92%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
15,089
shares
|
$522,833
0.23% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
14,995
shares
|
$519,576
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
14,962
shares
|
$518,433
0.0% of portfolio
|
Q3 2025
Reduced 78.72%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14,471
shares
|
$501,420
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,322
shares
|
$496,257
0.0% of portfolio
|
Q3 2025
New holding
|
|