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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,800
shares
|
$238,068
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,800
shares
|
$238,068
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,656
shares
|
$233,026
0.01% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,638
shares
|
$232,396
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,638
shares
|
$232,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,527
shares
|
$228,510
0.02% of portfolio
|
Q1 2025
Reduced 62.78%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
6,451
shares
|
$225,849
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
6,384
shares
|
$223,503
0.06% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
6,348
shares
|
$222,243
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,339
shares
|
$221,928
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,293
shares
|
$220,317
0.06% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,290
shares
|
$220,212
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
6,274
shares
|
$219,652
0.05% of portfolio
|
Q4 2023
Added 150.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,269
shares
|
$219,477
0.0% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
6,231
shares
|
$218,147
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,115
shares
|
$214,086
0.0% of portfolio
|
Q2 2023
Reduced 11.12%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
6,087
shares
|
$213,105
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
6,033
shares
|
$211,215
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,000
shares
|
$210,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,995
shares
|
$209,884
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,990
shares
|
$209,709
0.01% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
5,914
shares
|
$207,049
0.05% of portfolio
|
Q3 2024
Reduced 46.07%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
5,910
shares
|
$206,909
0.01% of portfolio
|
Q4 2024
Reduced 56.86%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,863
shares
|
$205,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,847
shares
|
$204,703
0.04% of portfolio
|
Q4 2023
New holding
|