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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,114
shares
|
$39,001
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,100
shares
|
$38,511
0.01% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$35,010
0.01% of portfolio
|
Q1 2023
Reduced 43.73%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
989
shares
|
$34,624
0.02% of portfolio
|
Q1 2025
Reduced 93.24%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
975
shares
|
$34,134
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
967
shares
|
$33,854
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
933
shares
|
$32,664
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
896
shares
|
$31,368
0.0% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
833
shares
|
$29,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
816
shares
|
$28,568
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
716
shares
|
$25,067
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
680
shares
|
$23,806
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
661
shares
|
$23,141
0.03% of portfolio
|
Q3 2022
Added 0.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
624
shares
|
$21,846
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
616
shares
|
$21,566
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
605
shares
|
$21,181
0.0% of portfolio
|
Q1 2025
Reduced 39.92%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
570
shares
|
$19,955
0.0% of portfolio
|
Q1 2025
Added 2900.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
560
shares
|
$19,605
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
557
shares
|
$19,500
0.0% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
543
shares
|
$19,010
0.0% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
510
shares
|
$17,855
0.01% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
506
shares
|
$17,715
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
465
shares
|
$16,279
0.0% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
454
shares
|
$15,894
0.0% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
453
shares
|
$15,859
0.0% of portfolio
|
Q1 2025
New holding
|