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 |
|---|---|---|---|---|---|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
20,314
shares
|
$711,193
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
20,253
shares
|
$709,057
0.01% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
19,882
shares
|
$696,068
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
19,816
shares
|
$693,758
0.05% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19,668
shares
|
$688,576
1.5% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
19,392
shares
|
$678,913
0.0% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19,045
shares
|
$666,765
0.28% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
18,827
shares
|
$659,133
0.25% of portfolio
|
Q2 2025
Reduced 39.24%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
18,227
shares
|
$638,127
0.01% of portfolio
|
Q1 2025
Added 208.46%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
18,207
shares
|
$637,427
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
18,158
shares
|
$635,711
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
18,151
shares
|
$635,466
0.01% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
18,037
shares
|
$631,475
0.06% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
17,960
shares
|
$628,779
0.01% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
17,490
shares
|
$612,324
0.31% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
16,956
shares
|
$593,629
0.34% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,915
shares
|
$592,194
0.11% of portfolio
|
Q1 2024
Reduced 49.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
16,765
shares
|
$586,942
0.01% of portfolio
|
Q1 2025
Reduced 25.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
16,440
shares
|
$575,564
0.17% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
15,965
shares
|
$558,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
15,859
shares
|
$555,223
0.02% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
15,700
shares
|
$549,657
0.07% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,552
shares
|
$544,475
0.06% of portfolio
|
Q1 2025
Added 107.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
15,010
shares
|
$525,500
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14,471
shares
|
$506,629
0.2% of portfolio
|
Q3 2024
New holding
|