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 $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
14,432
shares
|
$505,264
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
14,360
shares
|
$502,743
0.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
14,038
shares
|
$491,470
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
14,012
shares
|
$490,560
0.11% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
14,009
shares
|
$490,455
0.09% of portfolio
|
Q3 2024
Reduced 61.86%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
13,751
shares
|
$481,422
0.0% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,189
shares
|
$461,746
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
12,893
shares
|
$451,383
0.15% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,756
shares
|
$446,587
0.04% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
12,588
shares
|
$440,705
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
12,566
shares
|
$439,935
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
12,433
shares
|
$435,279
0.29% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
12,178
shares
|
$426,351
0.29% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
12,156
shares
|
$425,581
0.0% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,990
shares
|
$419,769
0.0% of portfolio
|
Q4 2022
Added 21.12%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
11,973
shares
|
$419,174
0.01% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,945
shares
|
$418,194
0.04% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,853
shares
|
$414,973
0.07% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
11,489
shares
|
$402,229
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
11,489
shares
|
$402,229
0.03% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,447
shares
|
$400,759
0.05% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
11,442
shares
|
$400,584
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
11,419
shares
|
$399,779
0.23% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
11,147
shares
|
$390,256
0.02% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,091
shares
|
$388,295
0.0% of portfolio
|
Q1 2025
Added 8.25%
|