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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-19- 0.33% |
$637 - $709
|
5.75K
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-20- 0.33% |
$671 - $747
|
6K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 36.7% |
$1.34K - $1.49K
|
69
$2.33K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-57- 0.89% |
$1.91K - $2.13K
|
6.33K
$214K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-75- 1.2% |
$2.51K - $2.8K
|
6.19K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.35% |
$3.35K - $3.73K
|
28.6K
$964K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-105- 0.98% |
$3.52K - $3.92K
|
10.6K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-107- 4.61% |
$3.59K - $3.99K
|
2.22K
$74.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-108- 23.84% |
$3.62K - $4.03K
|
345
$11.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-128- 27.53% |
$4.29K - $4.78K
|
337
$11.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-131- 1.79% |
$4.39K - $4.89K
|
7.17K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-151- 0.27% |
$5.06K - $5.64K
|
55.9K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 50.16% |
$5.3K - $5.9K
|
157
$5.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-175- 23.91% |
$5.87K - $6.53K
|
557
$18.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-197- 41.39% |
$6.61K - $7.35K
|
279
$9.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-226- 0.98% |
$7.58K - $8.44K
|
22.8K
$769K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-253- 0.09% |
$8.48K - $9.44K
|
285K
$9.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-257- 3.6% |
$8.62K - $9.59K
|
6.88K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-270- 73.77% |
$9.05K - $10.1K
|
96
$3.24K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-283- 1.2% |
$9.49K - $10.6K
|
23.4K
$789K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-287- 2.36% |
$9.62K - $10.7K
|
11.9K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-298- 7.89% |
$9.99K - $11.1K
|
3.48K
$117K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 2.62% |
$10.1K - $11.2K
|
11.1K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-315- 17.36% |
$10.6K - $11.8K
|
1.5K
$50.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-381- 0.48% |
$12.8K - $14.2K
|
79.3K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-398- 1.7% |
$13.3K - $14.9K
|
23K
$777K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.68% |
$13.4K - $14.9K
|
58.6K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-412- 2.02% |
$13.8K - $15.4K
|
20K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-438- 4.39% |
$14.7K - $16.4K
|
9.54K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-444- 5.16% |
$14.9K - $16.6K
|
8.16K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-456- 0.44% |
$15.3K - $17K
|
104K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-497- 1.19% |
$16.7K - $18.6K
|
41.3K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-700- 33.33% |
$23.5K - $26.1K
|
1.4K
$47.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-707- 5.48% |
$23.7K - $26.4K
|
12.2K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-715- 21.59% |
$24K - $26.7K
|
2.6K
$87.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-724- 6.58% |
$24.3K - $27K
|
10.3K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-745- 22.24% |
$25K - $27.8K
|
2.61K
$88K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-771- 3.64% |
$25.9K - $28.8K
|
20.4K
$690K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-777- 2.68% |
$26.1K - $29K
|
28.2K
$952K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-863- 2.5% |
$28.9K - $32.2K
|
33.7K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-877- 10.23% |
$29.4K - $32.7K
|
7.7K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-880- 3.21% |
$29.5K - $32.9K
|
26.6K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-938- 7.46% |
$31.5K - $35K
|
11.6K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.03K- 11.31% |
$34.6K - $38.5K
|
8.09K
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 1.77% |
$36K - $40.1K
|
59.5K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.1K- 8.71% |
$36.8K - $41K
|
11.5K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.1K- 7.12% |
$36.9K - $41.1K
|
14.4K
$485K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.17K- 16.91% |
$39.1K - $43.5K
|
5.73K
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.31K- 9.92% |
$43.8K - $48.8K
|
11.9K
$400K
|
|
|
Jul 18, 2025
Q2 2025
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-1.31K- 2.42% |
$43.9K - $48.8K
|
52.7K
$1.78M
|