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 |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
8,671
shares
|
$303,571
0.11% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,646
shares
|
$302,696
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,610
shares
|
$301,436
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
8,606
shares
|
$301,296
0.07% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
8,577
shares
|
$300,280
0.07% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
8,576
shares
|
$300,245
0.24% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,575
shares
|
$300,210
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,569
shares
|
$300,000
0.04% of portfolio
|
Q3 2022
Added 21.15%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,510
shares
|
$297,935
0.0% of portfolio
|
Q1 2025
Added 424.98%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
8,372
shares
|
$293,103
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
8,366
shares
|
$292,893
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,349
shares
|
$292,298
0.27% of portfolio
|
Q3 2023
Added 39.5%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,255
shares
|
$289,007
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
8,214
shares
|
$287,572
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,980
shares
|
$279,379
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,939
shares
|
$277,944
0.25% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
7,770
shares
|
$272,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,768
shares
|
$271,957
0.02% of portfolio
|
Q1 2025
Added 110871.43%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,362
shares
|
$257,743
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
7,304
shares
|
$255,713
0.16% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,268
shares
|
$254,452
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,141
shares
|
$250,006
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,052
shares
|
$246,890
0.21% of portfolio
|
Q1 2022
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
6,945
shares
|
$243,144
0.05% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
6,883
shares
|
$240,973
0.01% of portfolio
|
Q1 2025
New holding
|