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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
11,021
shares
|
$385,845
0.06% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,004
shares
|
$385,250
0.02% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,811
shares
|
$378,493
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
10,790
shares
|
$377,757
0.06% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
10,731
shares
|
$375,692
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,695
shares
|
$374,431
0.01% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,557
shares
|
$369,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,012
shares
|
$350,520
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,977
shares
|
$349,294
0.0% of portfolio
|
Q3 2024
Added 1895.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,975
shares
|
$349,224
0.0% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9,842
shares
|
$344,568
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,479
shares
|
$331,859
0.0% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
9,355
shares
|
$327,518
0.05% of portfolio
|
Q2 2025
Reduced 61.88%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
9,296
shares
|
$325,452
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
9,276
shares
|
$324,752
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,267
shares
|
$324,437
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
9,251
shares
|
$323,877
0.07% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,215
shares
|
$322,617
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,119
shares
|
$319,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,073
shares
|
$317,645
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
9,057
shares
|
$317,085
0.14% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
9,055
shares
|
$317,015
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
8,970
shares
|
$314,039
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,769
shares
|
$307,002
0.01% of portfolio
|
Q1 2025
Reduced 53.25%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,734
shares
|
$305,777
0.04% of portfolio
|
Q4 2024
Reduced 18.09%
|