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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
833
shares
|
$32,761
0.0% of portfolio
|
Q2 2024
Reduced 66.97%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
816
shares
|
$32,093
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
777
shares
|
$30,559
0.0% of portfolio
|
Q3 2023
Added 11.16%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
758
shares
|
$29,812
0.0% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
749
shares
|
$29,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
716
shares
|
$28,160
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
680
shares
|
$26,744
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
661
shares
|
$25,997
0.03% of portfolio
|
Q3 2022
Added 0.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
624
shares
|
$24,541
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
610
shares
|
$23,991
0.02% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
589
shares
|
$23,165
0.0% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
551
shares
|
$21,670
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
506
shares
|
$19,900
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
419
shares
|
$16,479
0.0% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
412
shares
|
$16,203
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
397
shares
|
$15,614
0.01% of portfolio
|
Q1 2024
Reduced 20.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
383
shares
|
$15,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
380
shares
|
$14,945
0.0% of portfolio
|
Q3 2024
Added 27.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
335
shares
|
$13,175
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
332
shares
|
$13,057
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
313
shares
|
$12,310
0.0% of portfolio
|
Q3 2024
Added 255.68%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
308
shares
|
$12,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
308
shares
|
$12,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
297
shares
|
$11,681
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
294
shares
|
$11,563
0.01% of portfolio
|
Q2 2024
Reduced 92.7%
|