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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
8,372
shares
|
$326,591
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,349
shares
|
$325,694
0.27% of portfolio
|
Q3 2023
Added 39.5%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
8,214
shares
|
$320,428
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,197
shares
|
$319,764
0.03% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,151
shares
|
$317,970
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
8,039
shares
|
$313,601
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,009
shares
|
$312,431
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,946
shares
|
$309,973
0.01% of portfolio
|
Q2 2024
Added 33.64%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
7,767
shares
|
$302,990
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
7,614
shares
|
$297,022
0.0% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
7,534
shares
|
$293,901
0.06% of portfolio
|
Q1 2023
Reduced 10.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,428
shares
|
$289,766
0.0% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
7,329
shares
|
$285,904
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
7,304
shares
|
$284,929
0.16% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
7,272
shares
|
$283,680
0.01% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,052
shares
|
$275,098
0.21% of portfolio
|
Q1 2022
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
7,041
shares
|
$274,669
0.01% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,018
shares
|
$273,772
0.01% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,800
shares
|
$265,268
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,800
shares
|
$265,268
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
6,730
shares
|
$262,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,725
shares
|
$262,342
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,689
shares
|
$260,937
0.02% of portfolio
|
Q4 2023
Reduced 80.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,673
shares
|
$260,313
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,668
shares
|
$260,118
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|