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 425 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
41,766
shares
|
$1.63 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
41,757
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
41,367
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
40,835
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
40,700
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 30.87%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
39,785
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.78%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
38,668
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
38,015
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
37,737
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
37,233
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2024
Added 56.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37,166
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2022
Added 24.93%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,948
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.62%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
35,983
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
35,244
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
35,184
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
34,965
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
34,872
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
34,635
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
34,500
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.13%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
34,467
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
33,933
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
33,690
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Added 183.11%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
33,209
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,411
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
30,541
shares
|
$1.19 Million
0.32% of portfolio
|
Q3 2024
Added 21.96%
|