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 |
---|---|---|---|---|---|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
3,312
shares
|
$115,953
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,070
shares
|
$107,480
0.08% of portfolio
|
Q4 2022
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,049
shares
|
$106,745
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$105,030
0.04% of portfolio
|
Q1 2025
New holding
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,000
shares
|
$105,030
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,995
shares
|
$104,854
0.0% of portfolio
|
Q1 2025
Added 20.77%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,804
shares
|
$98,168
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,574
shares
|
$90,115
0.0% of portfolio
|
Q1 2023
New holding
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,527
shares
|
$88,470
0.06% of portfolio
|
Q3 2023
New holding
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,500
shares
|
$87,525
0.0% of portfolio
|
Q2 2022
New holding
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,493
shares
|
$87,279
0.06% of portfolio
|
Q1 2025
New holding
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,446
shares
|
$85,634
0.02% of portfolio
|
Q1 2025
Reduced 65.0%
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
2,322
shares
|
$81,293
0.0% of portfolio
|
Q1 2025
Added 4.31%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,210
shares
|
$77,372
0.03% of portfolio
|
Q4 2023
New holding
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,100
shares
|
$73,521
0.05% of portfolio
|
Q1 2025
New holding
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,826
shares
|
$63,928
0.0% of portfolio
|
Q1 2025
Reduced 46.09%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,815
shares
|
$63,543
0.0% of portfolio
|
Q3 2024
Reduced 38.43%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,739
shares
|
$60,882
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,717
shares
|
$60,112
0.01% of portfolio
|
Q1 2025
Added 21362.5%
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,631
shares
|
$57,101
0.04% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,360
shares
|
$47,613
0.0% of portfolio
|
Q1 2025
Added 79.42%
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,333
shares
|
$46,668
0.01% of portfolio
|
Q1 2022
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,249
shares
|
$43,727
0.0% of portfolio
|
Q3 2022
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,220
shares
|
$42,712
0.0% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
1,203
shares
|
$42,117
0.01% of portfolio
|
Q1 2025
Added 0.84%
|