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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.52K- 39.01% |
$86.7K - $94.4K
|
3.94K
$139K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56K- 4.3% |
$88.1K - $95.9K
|
57K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 20.5% |
$88.6K - $96.4K
|
9.98K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.72K- 8.04% |
$93.7K - $102K
|
31.1K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.76K- 5.3% |
$95.2K - $104K
|
49.4K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.84K- 5.94% |
$97.6K - $106K
|
44.9K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.87K- 20.64% |
$98.7K - $107K
|
11K
$388K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.91K- 4.87% |
$100K - $109K
|
56.7K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3K- 36.2% |
$103K - $112K
|
5.29K
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.15K- 9.5% |
$109K - $118K
|
30.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.3K- 1.51% |
$114K - $124K
|
215K
$7.57M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.4K- 1.41% |
$117K - $127K
|
238K
$8.36M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.55K- 5.53% |
$122K - $133K
|
60.6K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.61K- 16.57% |
$124K - $135K
|
18.2K
$639K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.66K- 12.93% |
$126K - $137K
|
24.7K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.8K- 8.69% |
$131K - $142K
|
39.9K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.81K- 4.88% |
$131K - $143K
|
74.4K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.85K- 3.48% |
$132K - $144K
|
107K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-4.23K- 3.48% |
$146K - $159K
|
117K
$4.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.28K- 10.26% |
$147K - $160K
|
37.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.5K- 2.65% |
$155K - $169K
|
165K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-4.54K- 65.0% |
$156K - $170K
|
2.45K
$86.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.72K- 5.82% |
$162K - $177K
|
76.4K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.81K- 11.64% |
$165K - $180K
|
36.5K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.83K- 14.62% |
$166K - $181K
|
28.2K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.18K- 47.7% |
$178K - $194K
|
5.68K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.23K- 9.05% |
$180K - $196K
|
52.5K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.39K- 30.25% |
$186K - $202K
|
12.4K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.61K- 3.8% |
$193K - $210K
|
142K
$5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.89K- 25.99% |
$203K - $221K
|
16.8K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.94K- 50.0% |
$204K - $223K
|
5.94K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.41K- 37.46% |
$221K - $240K
|
10.7K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.42K- 3.55% |
$221K - $241K
|
174K
$6.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.58K- 1.68% |
$227K - $247K
|
385K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.86K- 27.41% |
$236K - $257K
|
18.2K
$639K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.86K- 8.12% |
$236K - $257K
|
77.6K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.22K- 68.32% |
$249K - $271K
|
3.35K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-7.7K- 5.94% |
$265K - $289K
|
122K
$4.3M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.04K- 21.73% |
$277K - $301K
|
29K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.99K- 53.25% |
$344K - $375K
|
8.77K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10K- 2.78% |
$345K - $376K
|
350K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.6KClosed |
$364K - $396K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11K- 62.78% |
$379K - $413K
|
6.53K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.2K- 31.45% |
$419K - $456K
|
26.5K
$933K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-13.6K- 93.24% |
$470K - $512K
|
989
$34.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.4K- 12.22% |
$563K - $613K
|
118K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-18K- 60.12% |
$620K - $675K
|
11.9K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-18.9K- 56.36% |
$652K - $710K
|
14.7K
$516K
|
|
|
May 06, 2025
Q1 2025
|
B&I Capital Ag
|
SELL
|
- |
-19K- 7.33% |
$654K - $712K
|
240K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-22.8K- 12.54% |
$785K - $855K
|
159K
$5.6M
|