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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
117,531
shares
|
$4.11 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
117,374
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
115,437
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
115,370
shares
|
$4.04 Million
0.0% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
113,305
shares
|
$3.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
107,582
shares
|
$3.77 Million
1.4% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
106,707
shares
|
$3.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
106,215
shares
|
$3.72 Million
0.06% of portfolio
|
Q1 2025
Added 36.21%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
104,439
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2025
Added 58.81%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
103,025
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
97,755
shares
|
$3.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
95,131
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
94,937
shares
|
$3.32 Million
0.09% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
89,953
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
89,325
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
87,529
shares
|
$3.06 Million
0.14% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
86,105
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
81,726
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
80,385
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
79,688
shares
|
$2.79 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
78,192
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
78,145
shares
|
$2.74 Million
0.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
77,612
shares
|
$2.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
76,638
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
76,350
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.82%
|