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 $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,230
shares
|
$87,705
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,210
shares
|
$86,919
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,830
shares
|
$71,973
0.0% of portfolio
|
Q3 2024
Reduced 58.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,815
shares
|
$71,383
0.0% of portfolio
|
Q3 2024
Reduced 38.43%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,631
shares
|
$64,147
0.04% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,487
shares
|
$58,483
0.0% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,473
shares
|
$57,933
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,462
shares
|
$57,500
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,447
shares
|
$56,910
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,333
shares
|
$52,426
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,271
shares
|
$49,988
0.0% of portfolio
|
Q1 2024
Reduced 70.5%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,263
shares
|
$49,673
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,249
shares
|
$49,123
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,201
shares
|
$47,235
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,183
shares
|
$46,527
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,133
shares
|
$44,560
0.0% of portfolio
|
Q2 2024
Added 277.67%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,114
shares
|
$43,813
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,007
shares
|
$39,605
0.0% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$39,330
0.01% of portfolio
|
Q1 2023
Reduced 43.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$39,330
0.0% of portfolio
|
Q3 2023
Reduced 42.2%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
967
shares
|
$38,032
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
950
shares
|
$37,363
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
933
shares
|
$36,694
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
933
shares
|
$36,694
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
900
shares
|
$35,397
0.01% of portfolio
|
Q3 2023
New holding
|