Purchases and Sales Made in Q2 2025 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
407New |
$13.6K - $15.2K
|
407
$13.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
385+ 1.99% |
$12.9K - $14.4K
|
19.8K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
371+ 1.02% |
$12.4K - $13.8K
|
36.9K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
357+ 6.01% |
$12K - $13.3K
|
6.29K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
314+ 1.03% |
$10.5K - $11.7K
|
30.9K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
285+ 0.84% |
$9.56K - $10.6K
|
34.2K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
252+ 3.01% |
$8.45K - $9.41K
|
8.62K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
209+ 2985.71% |
$7.01K - $7.8K
|
216
$7.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
192+ 3.32% |
$6.44K - $7.17K
|
5.98K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
190+ 703.7% |
$6.37K - $7.09K
|
217
$7.33K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
188New |
$6.3K - $7.02K
|
188
$6.35K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
185+ 0.16% |
$6.2K - $6.91K
|
113K
$3.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
182+ 2.74% |
$6.1K - $6.79K
|
6.82K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
175+ 397.73% |
$5.87K - $6.53K
|
219
$7.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
166New |
$5.57K - $6.2K
|
166
$5.61K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
158New |
$5.3K - $5.9K
|
158
$5.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
156+ 25.32% |
$5.23K - $5.82K
|
772
$26.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
149+ 49.67% |
$5K - $5.56K
|
449
$15.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
143+ 0.4% |
$4.79K - $5.34K
|
35.6K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
120+ 0.28% |
$4.02K - $4.48K
|
43.7K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
115+ 3.3% |
$3.86K - $4.29K
|
3.61K
$122K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
99+ 1.76% |
$3.32K - $3.7K
|
5.74K
$194K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
98+ 22.02% |
$3.29K - $3.66K
|
543
$18.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
93+ 1.04% |
$3.12K - $3.47K
|
9.06K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
91New |
$3.05K - $3.4K
|
91
$3.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
80+ 0.3% |
$2.68K - $2.99K
|
26.6K
$897K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
71+ 0.05% |
$2.38K - $2.65K
|
143K
$4.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
65+ 0.38% |
$2.18K - $2.43K
|
17K
$575K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
53+ 0.88% |
$1.78K - $1.98K
|
6.09K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41New |
$1.37K - $1.53K
|
41
$1.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.34K - $1.49K
|
40
$1.35K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
32+ 0.46% |
$1.07K - $1.19K
|
6.92K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32+ 0.3% |
$1.07K - $1.19K
|
10.8K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
30+ 0.88% |
$1.01K - $1.12K
|
3.46K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28+ 36.84% |
$939 - $1.05K
|
104
$3.51K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
22New |
$738 - $821
|
22
$743
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21New |
$704 - $784
|
21
$709
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.03% |
$570 - $635
|
52.2K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
12+ 0.13% |
$402 - $448
|
9.31K
$314K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.93% |
$302 - $336
|
975
$32.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
9+ 0.1% |
$302 - $336
|
8.59K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.89% |
$168 - $187
|
565
$19.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.94% |
$134 - $149
|
430
$14.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.66% |
$101 - $112
|
457
$15.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.95% |
$33.5 - $37.3
|
106
$3.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 1.67% |
$33.5 - $37.3
|
59
$1.99K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-8- 2.6% |
$268 - $299
|
300
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16- 0.04% |
$536 - $597
|
38.2K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17- 48.57% |
$570 - $635
|
18
$608
|