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PECO

PECO

Phillips Edison & Company, Inc.• Real Estate

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
142
Partial Q3 2026
Total 13F value
$178.6M
Filed positions so far
New positions
15
This quarter
Sold positions
16
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Principal Financial Group Inc

$31.6M847.2K0.02%+39.1%

Robeco Institutional Asset Management B.V.

$12.7M339.8K0.02%+216.4%

Cambridge Investment Research Advisors, Inc.

$11.1M297.5K0.02%-1.7%

Asset Management One Co., Ltd.

$10M267.6K0.03%+8.2%

Mackenzie Financial Corp

$6.4M170.9K0.01%-57.7%

Mcadam, Llc

$5.1M135.8K0.19%-0.0%

Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

$4.7M125.6K0.02%+1.6%

Commonwealth Equity Services, Llc

$4.6M123.5K0.01%-3.9%

Sumitomo Mitsui Trust Group, Inc.

$4.6M122.4K0.00%-8.6%

Creative Planning

$3.7M98.9K0.00%+2.7%

Mutual Of America Capital Management Llc

$3.6M97.6K0.04%-1.0%

State Of Alaska, Department Of Revenue

$3.4M91.0K0.02%-18.4%

Prime Capital Investment Advisors, Llc

$3.3M88.6K0.03%-1.1%

Harbor Capital Advisors, Inc.

$3.3M88.4K0.22%+10.9%

Kestra Advisory Services, Llc

$3.3M88.3K0.01%-1.0%

Independent Financial Group, Llc

$2.8M74.1K0.05%+1.1%

Exchange Traded Concepts, Llc

$2.8M73.9K0.01%+20.9%

Wealth Enhancement Advisory Services, Llc

$2.4M64.1K0.00%+5.7%

Vert Asset Management Llc

$2.4M63.5K0.70%-0.2%

Y-Intercept (Hong Kong) Ltd

$2.4M63.1K0.05%New Position

Dekabank Deutsche Girozentrale

$2.1M56.6K0.00%+100.3%

Louisiana State Employees Retirement System

$2M54.8K0.03%-1.8%

Virginia Retirement Systems Et Al

$1.9M52.0K0.01%-42.5%

Daiwa Securities Group Inc.

$1.9M49.7K0.00%+3.1%

Outlook Wealth Advisors, Llc

$1.6M41.8K0.33%Unchanged

Integrated Advisors Network Llc

$1.5M40.5K0.07%-5.2%

Polaris Capital Management, Llc

$1.4M38.7K0.15%-26.4%

Cooper Financial Group

$1.4M36.6K0.11%Unchanged

Strs Ohio

$1.3M35.6K0.00%+41.3%

Arizona State Retirement System

$1.3M35.5K0.01%+2.1%

Achmea Investment Management B.V.

$1.3M35.0K0.01%New Position

Abn Amro Investment Solutions

$1.3M34.4K0.01%New Position

Yousif Capital Management, Llc

$1.3M33.7K0.01%-1.1%

Amalgamated Bank

$1.2M33.4K0.01%-1.6%

Koshinski Asset Management, Inc.

$1.2M33.3K0.07%+0.1%

New York State Teachers Retirement System

$1.2M32.2K0.00%+6.3%

Sumitomo Mitsui Ds Asset Management Company, Ltd

$1.1M30.5K0.01%Unchanged

Oregon Public Employees Retirement Fund

$1.1M28.9K0.01%+0.7%

Diversify Advisory Services, Llc

$1M27.3K0.02%+12.2%

Diversify Wealth Management, Llc

$1M27.3K0.02%+12.2%

Ifm Investors Pty Ltd

$966K25.9K0.01%+25.6%

Blankinship & Foster, Llc

$954K25.6K0.19%Unchanged

Pensionfund Pdn

$952K25.5K0.56%Unchanged

Accel Wealth Management

$915K24.5K0.20%-1.1%

Certior Financial Group, Llc

$797K21.3K0.43%-1.6%

M Holdings Securities, Inc.

$787K20.5K0.05%+0.1%

Provident Investment Management, Inc.

$782K20.9K0.08%-0.7%

Brookstone Capital Management

$780K20.9K0.01%-9.5%

Rmr Wealth Builders

$723K19.4K0.04%-0.0%

Avior Wealth Management, Llc

$689K18.5K0.02%-12.1%

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