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 445 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 $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
407
shares
|
$14,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
397
shares
|
$13,756
0.01% of portfolio
|
Q1 2024
Reduced 20.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
348
shares
|
$12,058
0.0% of portfolio
|
Q3 2025
Added 121.66%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
334
shares
|
$11,573
0.0% of portfolio
|
Q3 2025
Reduced 22.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
310
shares
|
$10,741
0.0% of portfolio
|
Q3 2025
Added 222.92%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
300
shares
|
$10,395
0.0% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
300
shares
|
$10,395
0.0% of portfolio
|
Q3 2025
Reduced 33.18%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
300
shares
|
$10,395
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
300
shares
|
$10,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
294
shares
|
$10,187
0.01% of portfolio
|
Q2 2024
Reduced 92.7%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
267
shares
|
$9,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
220
shares
|
$7,623
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
217
shares
|
$7,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
207
shares
|
$7,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
166
shares
|
$5,751
0.0% of portfolio
|
Q3 2025
Added 140.58%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
166
shares
|
$5,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
158
shares
|
$5,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
155
shares
|
$5,370
0.0% of portfolio
|
Q3 2025
Reduced 54.01%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
155
shares
|
$5,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
154
shares
|
$5,336
0.0% of portfolio
|
Q2 2024
Reduced 98.19%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
113
shares
|
$3,915
0.0% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
107
shares
|
$3,707
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
90
shares
|
$3,118
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
73
shares
|
$2,529
0.0% of portfolio
|
Q3 2025
Added 305.56%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
70
shares
|
$2,425
0.0% of portfolio
|
Q1 2023
New holding
|
|