Phillips Edison & Company, Inc. (PECO) — Institutional Holders, Q2 2026 (page 3)
447 institutional investment managers reported a PECO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PECO 13F holders ranked 201–300 of 447
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Pictet Asset Management Holding SA#201 · 20,227 sh | 20,227 | $841.8K | <0.01% | +0.2% |
| 202 | TCW GROUP#202 · 19,914 sh | 19,914 | $828.8K | <0.01% | -56.6% |
| 203 | NISSAY ASSET MANAGEMENT /JAPAN#203 · 19,881 sh | 19,881 | $827.4K | <0.01% | -0.7% |
| 204 | RMR Wealth Builders#204 · 19,378 sh | 19,378 | $808.6K | — | -8.2% |
| 205 | Cresset Asset Management#205 · 19,236 sh | 19,236 | $802.7K | <0.01% | -0.1% |
| 206 | ENVESTNET ASSET MANAGEMENT#206 · 18,992 sh | 18,992 | $790.5K | <0.01% | +5.8% |
| 207 | CIBC Bancorp USA#207 · 18,515 sh | 18,515 | $770.6K | <0.01% | +11.3% |
| 208 | Maryland State Retirement & Pension System#208 · 18,417 sh | 18,417 | $766.5K | 0.01% | +0.5% |
| 209 | ProShare Advisors#209 · 18,332 sh | 18,332 | $763.0K | <0.01% | -6.7% |
| 210 | CALTON & ASSOCIATES#210 · 17,995 sh | 17,995 | $748.9K | 0.11% | -53.1% |
| 211 | AMERIFLEX GROUP#211 · 17,657 sh | 17,657 | $734.9K | 0.30% | -1.7% |
| 212 | BANK OF MONTREAL#212 · 17,509 sh | 17,509 | $728.7K | <0.01% | +39.6% |
| 213 | Lakeridge Wealth Management#213 · 17,318 sh | 17,318 | $720.8K | 0.26% | +0.8% |
| 214 | Geneos Wealth Management#214 · 17,263 sh | 17,263 | $718.5K | 0.01% | +7.4% |
| 215 | CAPTRUST FINANCIAL ADVISORS#215 · 15,992 sh | 15,992 | $665.6K | <0.01% | +6.6% |
| 216 | Massar Capital Management#216 · 15,939 sh | 15,939 | $663.4K | 0.06% | New |
| 217 | Dynamic Technology Lab Private Ltd#217 · 15,570 sh | 15,570 | $648.0K | 0.14% | -6.7% |
| 218 | SILVER OAK SECURITIES#218 · 15,431 sh | 15,431 | $642.2K | 0.04% | -5.1% |
| 219 | Ducere Wealth Management#219 · 15,404 sh | 15,404 | $641.1K | 0.19% | -12.3% |
| 220 | Federation des caisses Desjardins du Quebec#220 · 15,356 sh | 15,356 | $639.1K | <0.01% | +0.6% |
| 221 | Sage Capital Management#221 · 15,237 sh | 15,237 | $634.2K | — | +0.3% |
| 222 | UniSuper Management Pty Ltd#222 · 15,200 sh | 15,200 | $632.6K | — | -42.0% |
| 223 | ROTHSCHILD INVESTMENT#223 · 15,137 sh | 15,137 | $630.0K | 0.02% | +0.1% |
| 224 | Dynamic Financial Group#224 · 14,393 sh | 14,393 | $599.0K | 0.45% | 0.0% |
| 225 | Independent Advisor Alliance#225 · 14,271 sh | 14,271 | $594.0K | 0.01% | -0.4% |
| 226 | Ameritas Investment Partners#226 · 14,179 sh | 14,179 | $590.1K | 0.02% | +11.2% |
| 227 | Arete Wealth Advisors#227 · 14,140 sh | 14,140 | $588.5K | 0.02% | New |
| 228 | ASSETMARK#228 · 13,970 sh | 13,970 | $581.4K | — | -2.0% |
| 229 | INCEPTIONR#229 · 13,891 sh | 13,891 | $578.1K | 0.14% | -45.7% |
| 230 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#230 · 13,751 sh | 13,751 | $572.0K | <0.01% | 0.0% |
| 231 | Fiduciary Alliance#231 · 13,728 sh | 13,728 | $571.4K | — | 0.0% |
| 232 | JACOBS LEVY EQUITY MANAGEMENT#232 · 13,655 sh | 13,655 | $568.3K | <0.01% | -5.7% |
| 233 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#233 · 13,361 sh | 13,361 | $556.1K | 0.00% | -73.0% |
| 234 | TCP Asset Management#234 · 13,306 sh | 13,306 | $553.8K | — | +0.2% |
| 235 | XPONANCE#235 · 12,769 sh | 12,769 | $531.4K | <0.01% | +7.0% |
| 236 | FOX RUN MANAGEMENT, L.L.C.#236 · 12,738 sh | 12,738 | $530.2K | 0.09% | +32.9% |
| 237 | OneDigital Investment Advisors#237 · 12,683 sh | 12,683 | $527.9K | <0.01% | +36.4% |
| 238 | Vident Advisory#238 · 12,675 sh | 12,675 | $527.5K | <0.01% | -0.1% |
| 239 | Pensionfund Sabic#239 · 12,500 sh | 12,500 | $520.0K | — | +56.2% |
| 240 | Savant Capital#240 · 12,956 sh | 12,956 | $514.5K | <0.01% | +95.2% |
| 241 | Jackson Creek Investment Advisors#241 · 11,942 sh | 11,942 | $507.0K | 0.17% | New |
| 242 | D. E. Shaw#242 · 12,049 sh | 12,049 | $501.5K | <0.01% | -89.0% |
| 243 | VOLORIDGE INVESTMENT MANAGEMENT#243 · 12,024 sh | 12,024 | $500.4K | <0.01% | -81.0% |
| 244 | RFG Advisory#244 · 11,922 sh | 11,922 | $496.2K | <0.01% | +89.3% |
| 245 | M&T BANK#245 · 11,849 sh | 11,849 | $493.5K | <0.01% | -3.3% |
| 246 | TWO SIGMA INVESTMENTS#246 · 11,689 sh | 11,689 | $486.5K | <0.01% | New |
| 247 | EP Wealth Advisors#247 · 11,515 sh | 11,515 | $479.3K | <0.01% | +3.0% |
| 248 | MML INVESTORS SERVICES#248 · 11,469 sh | 11,469 | $477.3K | <0.01% | +34.8% |
| 249 | Integrated Wealth Concepts#249 · 11,205 sh | 11,205 | $466.3K | <0.01% | +2.6% |
| 250 | Hendershot Investments#250 · 11,021 sh | 11,021 | $458.7K | 0.06% | 0.0% |
| 251 | SUN LIFE FINANCIAL#251 · 10,630 sh | 10,630 | $442.0K | 0.02% | 0.0% |
| 252 | Stonebridge Financial Group#252 · 10,614 sh | 10,614 | $441.8K | — | -1.1% |
| 253 | Apeiron RIA#253 · 10,605 sh | 10,605 | $441.4K | — | -5.9% |
| 254 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#254 · 10,380 sh | 10,380 | $432.0K | <0.01% | New |
| 255 | Ensign Peak Advisors#255 · 10,367 sh | 10,367 | $431.5K | <0.01% | -18.0% |
| 256 | Elo Mutual Pension Insurance#256 · 10,229 sh | 10,229 | $425.7K | <0.01% | New |
| 257 | BRIGHTON JONES#257 · 10,192 sh | 10,192 | $424.2K | <0.01% | +7.9% |
| 258 | Spire Wealth Management#258 · 9,971 sh | 9,971 | $415.0K | 0.01% | -22.8% |
| 259 | Sigma Planning#259 · 9,772 sh | 9,772 | $406.7K | — | 0.0% |
| 260 | Kovack Advisors#260 · 9,761 sh | 9,761 | $405.7K | 0.02% | -3.0% |
| 261 | A&I FINANCIAL SERVICES#261 · 9,688 sh | 9,688 | $403.2K | — | 0.0% |
| 262 | Capital Asset Advisory Services#262 · 9,684 sh | 9,684 | $403.0K | 0.01% | 0.0% |
| 263 | AXXCESS WEALTH MANAGEMENT#263 · 9,684 sh | 9,684 | $403.0K | — | New |
| 264 | JMN Financial#264 · 9,646 sh | 9,646 | $402.5K | 0.31% | +45.6% |
| 265 | Ellevest#265 · 9,613 sh | 9,613 | $400.1K | 0.05% | +0.4% |
| 266 | Aspen Grove Capital#266 · 9,556 sh | 9,556 | $398.8K | 0.06% | +0.8% |
| 267 | Merit Financial Group#267 · 9,542 sh | 9,542 | $397.1K | <0.01% | +1.8% |
| 268 | BLAIR WILLIAM#268 · 9,444 sh | 9,444 | $393.1K | <0.01% | -42.4% |
| 269 | Raleigh Capital Management#269 · 9,368 sh | 9,368 | $389.9K | 0.12% | +0.8% |
| 270 | Sanctuary Advisors#270 · 9,327 sh | 9,327 | $388.2K | <0.01% | +22.9% |
| 271 | Tower Research Capital (TRC)#271 · 9,244 sh | 9,244 | $384.7K | <0.01% | -2.6% |
| 272 | SG Americas Securities#272 · 9,238 sh | 9,238 | $384.0K | <0.01% | -77.7% |
| 273 | ACORN FINANCIAL ADVISORY SERVICES#273 · 8,827 sh | 8,827 | $367.4K | 0.05% | -4.8% |
| 274 | Newbridge Financial Services Group#274 · 8,798 sh | 8,798 | $366.2K | — | +39.8% |
| 275 | First Heartland Consultants#275 · 8,768 sh | 8,768 | $364.9K | — | +0.1% |
| 276 | PITTENGER & ANDERSON#276 · 8,372 sh | 8,372 | $348.4K | 0.01% | 0.0% |
| 277 | Neuberger Berman Group#277 · 8,232 sh | 8,232 | $342.6K | <0.01% | +11.6% |
| 278 | Peak Asset Management#278 · 8,214 sh | 8,214 | $341.9K | 0.05% | 0.0% |
| 279 | MARSHALL WACE, LLP#279 · 8,160 sh | 8,160 | $339.6K | <0.01% | New |
| 280 | Ocean Capital Management#280 · 8,074 sh | 8,074 | $336.0K | 0.06% | 0.0% |
| 281 | Swiss Life Asset Management Ltd#281 · 7,919 sh | 7,919 | $329.6K | <0.01% | +10.4% |
| 282 | Allworth Financial#282 · 7,782 sh | 7,782 | $323.9K | <0.01% | -2.1% |
| 283 | NBC SECURITIES#283 · 7,768 sh | 7,768 | $323.3K | — | 0.0% |
| 284 | RMB Capital Management#284 · 7,734 sh | 7,734 | $322.7K | <0.01% | +20.3% |
| 285 | Fieldview Capital Management#285 · 7,698 sh | 7,698 | $320.4K | 0.09% | -33.3% |
| 286 | CreativeOne Wealth#286 · 7,667 sh | 7,667 | $319.1K | <0.01% | 0.0% |
| 287 | NISA INVESTMENT ADVISORS#287 · 7,635 sh | 7,635 | $318.5K | — | +1.2% |
| 288 | Beacon Capital Management#288 · 7,590 sh | 7,590 | $315.9K | — | -18.2% |
| 289 | EntryPoint Capital#289 · 7,549 sh | 7,549 | $314.2K | 0.08% | 0.0% |
| 290 | Rehmann Capital Advisory Group#290 · 7,540 sh | 7,540 | $313.8K | 0.01% | 0.0% |
| 291 | Ignite Planners#291 · 7,538 sh | 7,538 | $313.7K | — | 0.0% |
| 292 | Castleview Partners#292 · 7,507 sh | 7,507 | $312.4K | — | 0.0% |
| 293 | INTEGRATED WEALTHCARE#293 · 7,457 sh | 7,457 | $310.4K | 0.23% | 0.0% |
| 294 | CIBC Asset Management#294 · 7,438 sh | 7,438 | $309.6K | <0.01% | 0.0% |
| 295 | Connor, Clark & Lunn Investment Management Ltd.#295 · 7,293 sh | 7,293 | $303.5K | <0.01% | New |
| 296 | Bright Futures Wealth Management#296 · 7,195 sh | 7,195 | $299.5K | — | New |
| 297 | Laird Norton Wetherby Company#297 · 7,073 sh | 7,073 | $295.1K | <0.01% | -0.4% |
| 298 | Kure Advisory#298 · 7,040 sh | 7,040 | $293.0K | — | +0.1% |
| 299 | IHT Wealth Management#299 · 6,889 sh | 6,889 | $286.7K | <0.01% | +0.5% |
| 300 | ACADIAN ASSET MANAGEMENT#300 · 6,864 sh | 6,864 | $285.0K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.