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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
53,287
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
53,067
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Vert Asset Management LLC
Sausalito, CA |
Jul 18, 2025 Q2 2025 |
52,737
shares
|
$1.85 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
52,524
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
52,147
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
52,104
shares
|
$1.82 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
49,840
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
49,393
shares
|
$1.73 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
47,367
shares
|
$1.66 Million
0.62% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
46,527
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
45,646
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
44,600
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
43,590
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
42,672
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
41,896
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
41,766
shares
|
$1.46 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
41,315
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
41,265
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
39,889
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
38,216
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
38,015
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
37,588
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 139.41%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
37,415
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37,166
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2022
Added 24.93%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
36,482
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.64%
|