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 $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
17,955
shares
|
$698,808
0.09% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
17,803
shares
|
$692,892
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
17,260
shares
|
$671,759
0.16% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,156
shares
|
$667,711
0.0% of portfolio
|
Q3 2024
Added 115.1%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
16,966
shares
|
$660,316
0.02% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,915
shares
|
$658,331
0.11% of portfolio
|
Q1 2024
Reduced 49.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
16,837
shares
|
$655,296
0.3% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,860
shares
|
$617,271
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
15,700
shares
|
$611,044
0.01% of portfolio
|
Q3 2023
Reduced 51.69%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
15,700
shares
|
$611,044
0.07% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
15,600
shares
|
$607,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
15,315
shares
|
$596,059
0.1% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,290
shares
|
$595,086
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,178
shares
|
$590,727
0.02% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
14,970
shares
|
$582,632
0.04% of portfolio
|
Q3 2024
Added 59780.0%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
14,846
shares
|
$577,806
0.16% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
14,529
shares
|
$565,468
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
14,471
shares
|
$563,211
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
14,451
shares
|
$562,432
0.11% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
14,232
shares
|
$553,909
0.02% of portfolio
|
Q4 2023
Added 3.57%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
14,026
shares
|
$545,891
0.05% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
14,009
shares
|
$545,230
0.1% of portfolio
|
Q3 2024
Reduced 61.86%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
13,896
shares
|
$540,832
0.07% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
13,751
shares
|
$535,188
0.0% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
13,700
shares
|
$533,204
0.03% of portfolio
|
Q3 2023
New holding
|