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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
427
shares
|
$14,949
0.0% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
426
shares
|
$14,914
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
397
shares
|
$13,898
0.01% of portfolio
|
Q1 2024
Reduced 20.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
366
shares
|
$12,813
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
315
shares
|
$11,028
0.0% of portfolio
|
Q1 2025
Added 3400.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
308
shares
|
$10,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
308
shares
|
$10,783
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
300
shares
|
$10,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
300
shares
|
$10,503
0.0% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
294
shares
|
$10,292
0.01% of portfolio
|
Q2 2024
Reduced 92.7%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
279
shares
|
$9,767
0.0% of portfolio
|
Q2 2025
Reduced 41.39%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
269
shares
|
$9,417
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
222
shares
|
$7,772
0.0% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
217
shares
|
$7,597
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
210
shares
|
$7,352
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
162
shares
|
$5,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
154
shares
|
$5,391
0.0% of portfolio
|
Q2 2024
Reduced 98.19%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
124
shares
|
$4,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
124
shares
|
$4,341
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
105
shares
|
$3,676
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
91
shares
|
$3,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
90
shares
|
$3,150
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
76
shares
|
$2,660
0.0% of portfolio
|
Q1 2025
Reduced 60.42%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
70
shares
|
$2,450
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
69
shares
|
$2,415
0.0% of portfolio
|
Q2 2025
Reduced 36.7%
|