Purchases and Sales Made in Q1 2025 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2025. The information is specifically focused on institutions that hold shares of Phillips Edison & Company, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.51% |
$10.3K - $11.2K
|
59K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-320- 20.78% |
$11K - $12K
|
1.22K
$43K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-322- 0.27% |
$11.1K - $12.1K
|
117K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-362- 24.76% |
$12.5K - $13.6K
|
1.1K
$38.7K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-386- 1.09% |
$13.3K - $14.5K
|
35.1K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-400- 3.08% |
$13.8K - $15K
|
12.6K
$442K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-402- 39.92% |
$13.8K - $15.1K
|
605
$21.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-415- 1.51% |
$14.3K - $15.6K
|
27K
$951K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-424- 2.85% |
$14.6K - $15.9K
|
14.4K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-439- 1.04% |
$15.1K - $16.5K
|
41.9K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-448- 1.25% |
$15.4K - $16.8K
|
35.5K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-452- 3.13% |
$15.6K - $16.9K
|
14K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-476- 2.2% |
$16.4K - $17.8K
|
21.2K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-567- 4.45% |
$19.5K - $21.3K
|
12.2K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-590- 99.83% |
$20.3K - $22.1K
|
1
$35.2
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-627- 0.25% |
$21.6K - $23.5K
|
248K
$8.72M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-646- 1.14% |
$22.2K - $24.2K
|
56.1K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-709- 7.61% |
$24.4K - $26.6K
|
8.61K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-727- 0.12% |
$25K - $27.3K
|
585K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-754- 3.81% |
$26K - $28.3K
|
19K
$671K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-765- 8.79% |
$26.3K - $28.7K
|
7.94K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-863- 6.63% |
$29.7K - $32.4K
|
12.2K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-900Closed |
$31K - $33.7K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-908- 9.48% |
$31.3K - $34K
|
8.67K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-924- 20.93% |
$31.8K - $34.6K
|
3.49K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-943- 13.6% |
$32.5K - $35.4K
|
5.99K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.13K- 15.3% |
$39K - $42.4K
|
6.27K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.24K- 1.59% |
$42.6K - $46.3K
|
76.6K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.25K- 18.09% |
$42.9K - $46.7K
|
5.64K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.29K- 8.95% |
$44.6K - $48.5K
|
13.2K
$463K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.3K- 1.13% |
$44.6K - $48.5K
|
113K
$3.99M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.36K- 2.49% |
$46.8K - $51K
|
53.3K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.41K- 19.03% |
$48.7K - $53K
|
6.02K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.42K- 27.38% |
$49K - $53.4K
|
3.78K
$133K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.43K- 6.42% |
$49.3K - $53.7K
|
20.9K
$735K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.46K- 4.18% |
$50.3K - $54.8K
|
33.5K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 46.09% |
$53.7K - $58.5K
|
1.83K
$64.3K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.73K- 3.65% |
$59.5K - $64.8K
|
45.6K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.8K- 6.95% |
$62K - $67.5K
|
24.1K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 5.86% |
$63K - $68.6K
|
29.4K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.87K- 3.76% |
$64.2K - $70K
|
47.7K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.91K- 8.98% |
$65.9K - $71.8K
|
19.4K
$683K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 2.16% |
$74.7K - $81.3K
|
98.1K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 18.84% |
$75.5K - $82.2K
|
9.44K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.2K- 2.68% |
$75.7K - $82.4K
|
79.7K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Foresight Group LTD Liability Partnership
London, X0 |
SELL
|
- |
-2.22K- 6.25% |
$76.5K - $83.3K
|
33.3K
$1.17M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.28K- 1.57% |
$78.6K - $85.6K
|
143K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.47K- 1.97% |
$85K - $92.5K
|
123K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.47K- 27.88% |
$85K - $92.5K
|
6.38K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.5K- 45.45% |
$86.1K - $93.7K
|
3K
$106K
|