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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,638
shares
|
$258,948
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,627
shares
|
$258,519
0.15% of portfolio
|
Q3 2024
Added 91.03%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
6,452
shares
|
$251,692
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
6,451
shares
|
$251,653
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
6,449
shares
|
$251,575
0.01% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,403
shares
|
$249,781
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,379
shares
|
$248,844
0.0% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,368
shares
|
$248,415
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,339
shares
|
$247,284
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,334
shares
|
$247,089
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,274
shares
|
$244,748
0.06% of portfolio
|
Q4 2023
Added 150.36%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,258
shares
|
$244,124
0.05% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
6,231
shares
|
$243,071
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,115
shares
|
$238,546
0.0% of portfolio
|
Q2 2023
Reduced 11.12%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,009
shares
|
$234,411
0.0% of portfolio
|
Q3 2024
Reduced 48.26%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,008
shares
|
$234,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
5,975
shares
|
$233,084
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
5,936
shares
|
$231,563
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,847
shares
|
$228,091
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,847
shares
|
$228,091
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$227,545
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,711
shares
|
$222,786
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
5,536
shares
|
$215,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
5,471
shares
|
$213,423
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
5,440
shares
|
$212,214
0.15% of portfolio
|
Q3 2024
New holding
|