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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
5,833
shares
|
$204,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
5,785
shares
|
$202,532
0.0% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,748
shares
|
$201,237
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,745
shares
|
$201,132
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,728
shares
|
$200,537
0.03% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
5,687
shares
|
$199,101
0.0% of portfolio
|
Q1 2025
Reduced 89.77%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,675
shares
|
$198,681
0.0% of portfolio
|
Q1 2025
Reduced 47.7%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
5,640
shares
|
$197,456
0.01% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
5,629
shares
|
$197,071
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
5,340
shares
|
$186,953
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,285
shares
|
$185,027
0.0% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
5,124
shares
|
$179,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,117
shares
|
$179,146
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5,079
shares
|
$177,815
0.11% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
5,067
shares
|
$177,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,067
shares
|
$177,395
0.03% of portfolio
|
Q1 2024
Reduced 47.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,713
shares
|
$165,002
0.01% of portfolio
|
Q2 2025
Added 51.93%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
4,174
shares
|
$146,131
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,935
shares
|
$137,764
0.0% of portfolio
|
Q1 2025
Reduced 39.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,530
shares
|
$123,585
0.0% of portfolio
|
Q1 2025
Added 284.11%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,490
shares
|
$122,184
0.01% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,478
shares
|
$121,764
0.01% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,428
shares
|
$120,014
0.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
3,386
shares
|
$118,543
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,350
shares
|
$117,283
0.01% of portfolio
|
Q1 2025
Reduced 68.32%
|