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 $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
10,850
shares
|
$423,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,790
shares
|
$420,917
0.12% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,767
shares
|
$420,020
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
10,663
shares
|
$415,963
0.04% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,557
shares
|
$411,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
10,303
shares
|
$401,920
0.01% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
10,040
shares
|
$391,660
0.08% of portfolio
|
Q3 2024
Added 43.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,977
shares
|
$389,202
0.0% of portfolio
|
Q3 2024
Added 1895.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
9,960
shares
|
$388,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,681
shares
|
$377,655
0.52% of portfolio
|
Q2 2023
Reduced 21.93%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
9,618
shares
|
$375,198
0.14% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
9,267
shares
|
$361,505
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,263
shares
|
$361,349
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
9,251
shares
|
$360,881
0.08% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
9,088
shares
|
$354,522
0.24% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,938
shares
|
$348,671
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,916
shares
|
$347,813
0.0% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,849
shares
|
$345,199
0.12% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,667
shares
|
$338,099
0.03% of portfolio
|
Q1 2024
Reduced 10.37%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
8,658
shares
|
$337,748
0.19% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,575
shares
|
$334,510
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,569
shares
|
$334,276
0.04% of portfolio
|
Q3 2022
Added 21.15%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
8,559
shares
|
$333,886
0.29% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,442
shares
|
$329,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
8,372
shares
|
$326,591
0.0% of portfolio
|
Q3 2024
Added 10.59%
|