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 395 institutions that hold shares in the stock, with a total of 94.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
29,591
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2023
Reduced 12.79%
|
|
Ifm Investors Pty LTD
|
Aug 14, 2024 Q2 2024 |
28,334
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
28,322
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
Deka Bank Deutsche Girozentrale
|
Aug 08, 2024 Q2 2024 |
28,240
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2023
Reduced 3.94%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
27,973
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
27,702
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
27,526
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 09, 2024 Q2 2024 |
27,466
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 11.49%
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
27,036
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Added 343.21%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
26,218
shares
|
$976,882
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
25,791
shares
|
$960,972
0.13% of portfolio
|
Q4 2023
Reduced 4.54%
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
25,227
shares
|
$939,958
0.11% of portfolio
|
Q2 2024
Added 37.88%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
25,041
shares
|
$933,027
0.24% of portfolio
|
Q2 2024
Added 30.16%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
25,023
shares
|
$932,356
0.0% of portfolio
|
Q2 2024
Added 317.96%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
24,745
shares
|
$921,998
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
24,585
shares
|
$916,037
0.0% of portfolio
|
Q2 2024
Reduced 13.86%
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
24,575
shares
|
$915,664
0.0% of portfolio
|
Q2 2024
Reduced 34.65%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
24,092
shares
|
$897,667
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
23,673
shares
|
$882,055
0.47% of portfolio
|
Q2 2024
Added 0.82%
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
23,388
shares
|
$871,436
0.02% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
23,255
shares
|
$866,481
0.02% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
23,244
shares
|
$866,071
0.13% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Strs Ohio
|
Aug 05, 2024 Q2 2024 |
23,000
shares
|
$856,980
0.0% of portfolio
|
Q2 2024
Added 6.98%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
22,895
shares
|
$853,067
0.03% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,770
shares
|
$848,410
0.0% of portfolio
|
Q2 2022
Reduced 17.1%
|