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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
26,569
shares
|
$930,180
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
26,508
shares
|
$928,045
0.0% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
26,479
shares
|
$927,029
0.01% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
26,152
shares
|
$915,581
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
26,089
shares
|
$913,375
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
25,954
shares
|
$908,649
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,703
shares
|
$899,862
0.0% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
24,227
shares
|
$848,187
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
24,100
shares
|
$843,741
0.0% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
23,647
shares
|
$827,881
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,393
shares
|
$818,988
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
23,000
shares
|
$805,230
0.0% of portfolio
|
Q1 2025
Reduced 83.77%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
22,996
shares
|
$805,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,928
shares
|
$802,709
0.06% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,770
shares
|
$797,177
0.0% of portfolio
|
Q2 2022
Reduced 17.1%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
22,364
shares
|
$782,963
0.09% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
22,287
shares
|
$780,267
0.41% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
22,209
shares
|
$777,537
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
22,163
shares
|
$775,926
0.13% of portfolio
|
Q1 2025
Added 36.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,201
shares
|
$742,247
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
21,001
shares
|
$735,245
0.25% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
20,877
shares
|
$730,903
0.32% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
20,680
shares
|
$724,006
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
20,495
shares
|
$717,529
0.03% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
20,422
shares
|
$714,974
0.1% of portfolio
|
Q1 2025
Added 0.66%
|