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 425 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,395
shares
|
$526,825
0.01% of portfolio
|
Q2 2024
Reduced 5.85%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
13,395
shares
|
$526,825
0.03% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
13,023
shares
|
$512,194
0.19% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,978
shares
|
$510,424
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,756
shares
|
$501,693
0.04% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
12,613
shares
|
$496,069
0.02% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
12,572
shares
|
$494,456
0.16% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,547
shares
|
$493,473
0.01% of portfolio
|
Q2 2024
Reduced 23.37%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
12,478
shares
|
$490,759
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
12,409
shares
|
$488,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
12,349
shares
|
$485,686
0.03% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
12,173
shares
|
$478,764
0.23% of portfolio
|
Q2 2024
Reduced 43.2%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
12,017
shares
|
$472,628
0.14% of portfolio
|
Q3 2024
Reduced 48.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,990
shares
|
$471,566
0.0% of portfolio
|
Q4 2022
Added 21.12%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,929
shares
|
$469,167
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,617
shares
|
$456,896
0.05% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
11,600
shares
|
$456,228
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
11,489
shares
|
$451,862
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
11,489
shares
|
$451,862
0.03% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
11,486
shares
|
$451,744
0.1% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
11,442
shares
|
$450,013
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
11,080
shares
|
$435,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,883
shares
|
$428,028
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,874
shares
|
$427,674
0.02% of portfolio
|
Q4 2023
Reduced 11.1%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
10,850
shares
|
$426,730
0.0% of portfolio
|
Q2 2024
New holding
|