Purchases and Sales Made in Q4 2025 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q4 2025. The information is specifically focused on institutions that hold shares of Phillips Edison & Company, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
182K+ 764.76% |
$6.06M - $6.37M
|
206K
$7.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
101KNew |
$3.35M - $3.52M
|
101K
$3.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
8.6KNew |
$286K - $301K
|
8.6K
$298K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.5KNew |
$249K - $262K
|
7.5K
$260K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
3.06K+ 2.57% |
$102K - $107K
|
122K
$4.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
2.92K+ 8.57% |
$97.1K - $102K
|
37K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.88KNew |
$95.9K - $101K
|
2.88K
$99.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.51KNew |
$83.4K - $87.6K
|
2.51K
$86.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.48K+ 3.06% |
$82.6K - $86.8K
|
83.8K
$2.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
859New |
$28.6K - $30K
|
859
$29.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
634+ 1.96% |
$21.1K - $22.2K
|
33K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
153+ 0.91% |
$5.09K - $5.35K
|
17K
$591K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
87+ 0.95% |
$2.89K - $3.04K
|
9.21K
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
86+ 0.55% |
$2.86K - $3K
|
15.6K
$542K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
61+ 10.7% |
$2.03K - $2.13K
|
631
$21.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
52+ 0.34% |
$1.73K - $1.82K
|
15.1K
$525K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30+ 0.31% |
$998 - $1.05K
|
9.67K
$335K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 0.46% |
$466 - $489
|
3.06K
$106K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.1% |
$299 - $314
|
8.74K
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8+ 0.11% |
$266 - $280
|
7.02K
$243K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.61% |
$200 - $210
|
993
$34.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-34- 20.48% |
$1.13K - $1.19K
|
132
$4.57K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.17% |
$3.33K - $3.49K
|
57.6K
$2M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104- 3.13% |
$3.46K - $3.63K
|
3.22K
$111K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-430- 8.25% |
$14.3K - $15K
|
4.78K
$166K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-496- 7.31% |
$16.5K - $17.3K
|
6.29K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-928- 0.82% |
$30.9K - $32.4K
|
112K
$3.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.46K- 13.12% |
$48.6K - $51.1K
|
9.68K
$336K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.48K- 19.71% |
$49.3K - $51.8K
|
6.04K
$209K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.03K- 12.74% |
$167K - $176K
|
34.4K
$1.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.44K- 10.79% |
$181K - $190K
|
45K
$1.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10K- 8.92% |
$333K - $350K
|
102K
$3.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15K- 53.17% |
$498K - $524K
|
13.2K
$457K
|
|