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 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 8.77% |
$49.3K - $54.9K
|
15.3K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.5K- 0.24% |
$50.4K - $56.1K
|
622K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.62K- 94.29% |
$54.3K - $60.4K
|
98
$3.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.66K- 5.34% |
$55.8K - $62.1K
|
29.5K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.72K- 3.03% |
$57.7K - $64.2K
|
55K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.78K- 3.18% |
$59.8K - $66.5K
|
54.3K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 22.74% |
$66.9K - $74.4K
|
6.78K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.02K- 35.94% |
$67.8K - $75.5K
|
3.61K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.04K- 15.48% |
$68.5K - $76.2K
|
11.1K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 15.48% |
$68.5K - $76.2K
|
11.1K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.05K- 1.74% |
$68.8K - $76.6K
|
116K
$3.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.76K- 19.7% |
$92.5K - $103K
|
11.3K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.79K- 29.5% |
$93.4K - $104K
|
6.66K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.03K- 4.25% |
$102K - $113K
|
68.2K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.26K- 17.93% |
$109K - $122K
|
14.9K
$503K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.42K- 8.57% |
$115K - $128K
|
36.5K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.67K- 9.8% |
$123K - $137K
|
33.7K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.84K- 21.15% |
$129K - $143K
|
14.3K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-3.85K- 5.27% |
$129K - $144K
|
69.3K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-3.99K- 7.33% |
$134K - $149K
|
50.4K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-4.13K- 18.53% |
$138K - $154K
|
18.2K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.29K- 5.64% |
$144K - $160K
|
71.7K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.41K- 17.88% |
$148K - $165K
|
20.3K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.5K- 20.24% |
$151K - $168K
|
17.7K
$598K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.61K- 8.84% |
$154K - $172K
|
47.5K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.61K- 8.6% |
$155K - $172K
|
49K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-5K- 0.55% |
$168K - $187K
|
910K
$30.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-5.19K- 29.69% |
$174K - $194K
|
12.3K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.46K- 6.08% |
$217K - $241K
|
99.8K
$3.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.56K- 2.05% |
$253K - $282K
|
360K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-7.85K- 29.63% |
$263K - $293K
|
18.7K
$630K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.97K- 44.39% |
$267K - $298K
|
9.99K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.13K- 2.32% |
$273K - $304K
|
342K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.5K- 28.27% |
$285K - $317K
|
21.6K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.52K- 11.65% |
$319K - $355K
|
72.2K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.9K- 6.58% |
$366K - $408K
|
155K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.7K- 42.86% |
$392K - $436K
|
15.6K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12.2K- 39.24% |
$408K - $454K
|
18.8K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
B&I Capital Ag
|
SELL
|
- |
-12.8K- 5.31% |
$428K - $476K
|
227K
$7.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-13.4K- 70.14% |
$448K - $499K
|
5.69K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.5K- 3.13% |
$453K - $504K
|
418K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-13.6K- 14.34% |
$456K - $508K
|
81.3K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-15.2K- 61.88% |
$509K - $567K
|
9.36K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-15.7K- 7.19% |
$526K - $585K
|
202K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-16.6K- 22.28% |
$556K - $619K
|
57.8K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-17K- 50.78% |
$570K - $635K
|
16.5K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18.2K- 31.89% |
$609K - $678K
|
38.8K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.6K- 12.65% |
$657K - $732K
|
135K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 14.62% |
$696K - $775K
|
121K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-20.8K- 9.66% |
$697K - $776K
|
194K
$6.56M
|