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 |
---|---|---|---|---|---|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 30, 2024 Q2 2024 |
22,600
shares
|
$842,076
0.01% of portfolio
|
Q2 2024
Added 14.47%
|
|
Carmel Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
22,499
shares
|
$838,312
0.32% of portfolio
|
Q4 2023
Added 4.3%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
22,364
shares
|
$833,282
0.09% of portfolio
|
Q4 2023
Added 2.51%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
22,073
shares
|
$822,439
0.03% of portfolio
|
Q2 2024
Added 0.05%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
21,900
shares
|
$815,994
0.02% of portfolio
|
Q2 2024
Added 21.12%
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2024 Q2 2024 |
21,681
shares
|
$807,834
0.07% of portfolio
|
Q2 2024
Reduced 58.14%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
21,317
shares
|
$794,271
0.01% of portfolio
|
Q2 2024
Reduced 37.35%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
21,001
shares
|
$782,497
0.27% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2024 Q2 2024 |
20,846
shares
|
$776,721
0.0% of portfolio
|
Q2 2024
Reduced 19.59%
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2024 Q2 2024 |
20,506
shares
|
$764,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
20,495
shares
|
$763,643
0.06% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
20,275
shares
|
$755,446
0.02% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
Vaughan David Investments LLC
Peoria, IL |
Aug 07, 2024 Q2 2024 |
19,882
shares
|
$740,803
0.02% of portfolio
|
Q1 2022
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19,668
shares
|
$732,829
1.5% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
19,649
shares
|
$732,121
0.01% of portfolio
|
Q2 2024
Added 872.24%
|
|
Caxton Associates LP
New York, NY |
Aug 14, 2024 Q2 2024 |
19,548
shares
|
$728,358
0.02% of portfolio
|
Q2 2024
New holding
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
18,819
shares
|
$701,195
0.0% of portfolio
|
Q2 2024
Reduced 40.29%
|
|
Van Eck Associates Corp
|
Jul 31, 2024 Q2 2024 |
18,786
shares
|
$699,966
0.0% of portfolio
|
Q2 2024
Added 8.84%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
18,711
shares
|
$697,171
0.1% of portfolio
|
Q2 2024
Reduced 25.88%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
18,579
shares
|
$692,253
0.1% of portfolio
|
Q2 2024
Reduced 35.42%
|
|
Pro Share Advisors LLC
|
Aug 13, 2024 Q2 2024 |
18,573
shares
|
$692,029
0.0% of portfolio
|
Q2 2024
Reduced 23.58%
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
18,507
shares
|
$689,570
0.19% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
18,442
shares
|
$687,148
0.36% of portfolio
|
Q2 2024
Added 66.11%
|
|
Y Intercept (Hong Kong) LTD
|
Aug 14, 2024 Q2 2024 |
18,413
shares
|
$686,068
0.03% of portfolio
|
Q2 2024
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
18,360
shares
|
$684,093
0.11% of portfolio
|
Q2 2024
Reduced 8.46%
|