Phillips Edison & Company, Inc. (PECO) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 447
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Crossmark Global#301 · 6,820 sh | 6,820 | $283.8K | — | 0.0% |
| 302 | Wealthcare Advisory Partners#302 · 6,656 sh | 6,656 | $277.0K | — | -31.4% |
| 303 | MONOGRAPH WEALTH ADVISORS#303 · 6,638 sh | 6,638 | $277.0K | 0.02% | 0.0% |
| 304 | Global Wealth Management Investment Advisory#304 · 6,653 sh | 6,653 | $276.9K | 0.04% | 0.0% |
| 305 | PROFUND ADVISORS#305 · 6,639 sh | 6,639 | $276.3K | <0.01% | +10.3% |
| 306 | Procyon Advisors#306 · 6,553 sh | 6,553 | $272.7K | — | -6.6% |
| 307 | Southern Financial Group#307 · 6,499 sh | 6,499 | $270.5K | 0.07% | +0.8% |
| 308 | Plan A Wealth#308 · 6,442 sh | 6,442 | $268.1K | — | +0.8% |
| 309 | TOWER BRIDGE ADVISORS#309 · 6,350 sh | 6,350 | $264.3K | 0.02% | 0.0% |
| 310 | Canton Hathaway#310 · 6,274 sh | 6,274 | $261.1K | — | 0.0% |
| 311 | Three Bridge Wealth Advisors#311 · 6,242 sh | 6,242 | $260.5K | 0.07% | +0.1% |
| 312 | EASTERLY INVESTMENT PARTNERS#312 · 6,213 sh | 6,213 | $258.6K | 0.01% | -22.0% |
| 313 | SRS Capital Advisors#313 · 6,045 sh | 6,045 | $251.6K | <0.01% | +7551.9% |
| 314 | Cornerstone Investment Partners#314 · 6,041 sh | 6,041 | $251.4K | <0.01% | New |
| 315 | EVERGREEN CAPITAL MANAGEMENT#315 · 5,980 sh | 5,980 | $249.5K | — | -2.3% |
| 316 | Orion Porfolio Solutions#316 · 5,952 sh | 5,952 | $247.7K | <0.01% | -59.8% |
| 317 | Advisory Resource Group#317 · 5,914 sh | 5,914 | $246.1K | — | 0.0% |
| 318 | Vise Technologies#318 · 5,872 sh | 5,872 | $244.4K | <0.01% | New |
| 319 | MCF Advisors#319 · 5,843 sh | 5,843 | $243.8K | <0.01% | -2.8% |
| 320 | GenTrust#320 · 5,833 sh | 5,833 | $243.4K | <0.01% | 0.0% |
| 321 | Belpointe Asset Management#321 · 5,704 sh | 5,704 | $237.4K | <0.01% | 0.0% |
| 322 | DnB Asset Management AS#322 · 5,682 sh | 5,682 | $236.5K | <0.01% | New |
| 323 | Clark Capital Management Group#323 · 5,675 sh | 5,675 | $236.2K | <0.01% | 0.0% |
| 324 | Vanguard Personalized Indexing Management#324 · 5,633 sh | 5,633 | $234.4K | <0.01% | +4.5% |
| 325 | 111 Capital#325 · 5,567 sh | 5,567 | $231.7K | 0.04% | New |
| 326 | Larry Mathis Financial Planning#326 · 5,561 sh | 5,561 | $231.4K | — | +0.3% |
| 327 | Norinchukin Bank, The#327 · 5,447 sh | 5,447 | $226.7K | <0.01% | -2.3% |
| 328 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#328 · 5,428 sh | 5,428 | $225.9K | — | 0.0% |
| 329 | Beacon Pointe Advisors#329 · 5,386 sh | 5,386 | $224.2K | <0.01% | +0.7% |
| 330 | LexAurum Advisors#330 · 5,287 sh | 5,287 | $220.0K | — | New |
| 331 | GAMMA Investing#331 · 5,245 sh | 5,245 | $218.3K | — | +5.9% |
| 332 | INTEGRITY ALLIANCE#332 · 5,141 sh | 5,141 | $214.0K | <0.01% | -8.5% |
| 333 | JONES FINANCIAL COMPANIES LLLP#333 · 5,034 sh | 5,034 | $213.1K | <0.01% | +132.3% |
| 334 | Continuum Advisory#334 · 5,067 sh | 5,067 | $210.9K | 0.02% | New |
| 335 | LaSalle St. Investment Advisors#335 · 5,014 sh | 5,014 | $208.7K | 0.03% | New |
| 336 | DAYMARK WEALTH PARTNERS#336 · 4,994 sh | 4,994 | $207.8K | <0.01% | New |
| 337 | SageGuard Financial Group#337 · 4,940 sh | 4,940 | $205.6K | 0.03% | New |
| 338 | Foundations Investment Advisors#338 · 4,935 sh | 4,935 | $205.4K | <0.01% | -14.6% |
| 339 | Ausdal Financial Partners#339 · 4,876 sh | 4,876 | $202.9K | <0.01% | New |
| 340 | MSH Capital Advisors#340 · 4,853 sh | 4,853 | $202.0K | 0.04% | New |
| 341 | US BANCORP \DE\#341 · 4,326 sh | 4,326 | $180.0K | <0.01% | +1.0% |
| 342 | Eukles Asset Management#342 · 4,174 sh | 4,174 | $173.7K | 0.07% | 0.0% |
| 343 | BNP Paribas Asset Management Holding S.A.#343 · 4,076 sh | 4,076 | $169.6K | <0.01% | -13.3% |
| 344 | KBC Group NV#344 · 3,606 sh | 3,606 | $150.0K | — | 0.0% |
| 345 | TSFG#345 · 3,583 sh | 3,583 | $149.0K | — | +0.8% |
| 346 | Bayforest Capital Ltd#346 · 3,580 sh | 3,580 | $149.0K | 0.14% | -9.6% |
| 347 | State of Wyoming#347 · 3,530 sh | 3,530 | $146.9K | 0.01% | New |
| 348 | Employees Retirement System of Texas#348 · 3,458 sh | 3,458 | $144.0K | <0.01% | 0.0% |
| 349 | Advantage#349 · 3,386 sh | 3,386 | $140.9K | — | 0.0% |
| 350 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#350 · 3,372 sh | 3,372 | $140.3K | <0.01% | -12.6% |
| 351 | HANTZ FINANCIAL SERVICES#351 · 3,299 sh | 3,299 | $137.0K | <0.01% | +35.9% |
| 352 | Larson Financial Group#352 · 3,232 sh | 3,232 | $134.5K | <0.01% | +0.2% |
| 353 | Rossby Financial, LCC#353 · 3,072 sh | 3,072 | $127.9K | 0.02% | +0.3% |
| 354 | Triumph Capital Management#354 · 3,000 sh | 3,000 | $124.9K | — | 0.0% |
| 355 | Pinnacle Wealth Planning Services#355 · 2,955 sh | 2,955 | $123.0K | 0.01% | +2.9% |
| 356 | FIL Ltd#356 · 2,911 sh | 2,911 | $121.2K | <0.01% | -11.9% |
| 357 | Global Retirement Partners#357 · 2,815 sh | 2,815 | $117.2K | <0.01% | — |
| 358 | Strive Financial Group#358 · 2,812 sh | 2,812 | $117.0K | 0.05% | 0.0% |
| 359 | Sterling Capital Management#359 · 2,595 sh | 2,595 | $108.0K | — | -27.8% |
| 360 | Nykredit A/S#360 · 2,581 sh | 2,581 | $107.4K | <0.01% | — |
| 361 | HIGHLINE WEALTH PARTNERS#361 · 2,535 sh | 2,535 | $105.5K | — | +0.8% |
| 362 | SYNTAX RESEARCH#362 · 2,527 sh | 2,527 | $105.2K | 0.08% | 0.0% |
| 363 | Rockefeller Capital Management L.P.#363 · 2,513 sh | 2,513 | $104.6K | <0.01% | -10.7% |
| 364 | WHITTIER#364 · 2,500 sh | 2,500 | $104.5K | <0.01% | 0.0% |
| 365 | Signature Equity Partners#365 · 2,295 sh | 2,295 | $95.5K | 0.04% | +21.5% |
| 366 | TOKIO MARINE ASSET MANAGEMENT LTD#366 · 2,265 sh | 2,265 | $94.3K | — | New |
| 367 | Medallion Wealth Advisors#367 · 2,237 sh | 2,237 | $93.1K | 0.03% | -64.3% |
| 368 | Quent Capital#368 · 2,165 sh | 2,165 | $90.1K | <0.01% | 0.0% |
| 369 | Anchor Investment Management#369 · 2,139 sh | 2,139 | $89.0K | <0.01% | 0.0% |
| 370 | Cassaday & Wealth Management#370 · 2,083 sh | 2,083 | $86.7K | — | -3.2% |
| 371 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#371 · 1,962 sh | 1,962 | $81.5K | <0.01% | 0.0% |
| 372 | EverSource Wealth Advisors#372 · 1,802 sh | 1,802 | $75.0K | <0.01% | -47.0% |
| 373 | Wilkerson Advisory Group#373 · 1,740 sh | 1,740 | $72.4K | — | 0.0% |
| 374 | GF FUND MANAGEMENT LTD.#374 · 1,704 sh | 1,704 | $70.9K | — | -10.3% |
| 375 | Archer Investment#375 · 1,537 sh | 1,537 | $64.0K | 0.01% | 0.0% |
| 376 | Twin Tree Management#376 · 1,529 sh | 1,529 | $63.6K | <0.01% | New |
| 377 | Steward Partners Investment Advisory#377 · 1,478 sh | 1,478 | $61.5K | <0.01% | 0.0% |
| 378 | PROSPERITY BANCSHARES#378 · 1,396 sh | 1,396 | $58.1K | 0.04% | 0.0% |
| 379 | Prestige Wealth Management Group#379 · 1,333 sh | 1,333 | $55.6K | 0.01% | 0.0% |
| 380 | DANSKE BANK A/S#380 · 1,300 sh | 1,300 | $54.1K | <0.01% | 0.0% |
| 381 | Buck Wealth Strategies#381 · 1,262 sh | 1,262 | $52.5K | <0.01% | New |
| 382 | Silicon Valley Capital Partners#382 · 1,257 sh | 1,257 | $52.3K | <0.01% | +0.8% |
| 383 | Smithfield#383 · 1,249 sh | 1,249 | $52.0K | <0.01% | 0.0% |
| 384 | SIGNATUREFD#384 · 1,199 sh | 1,199 | $49.9K | — | +274.7% |
| 385 | Smartleaf Asset Management#385 · 1,129 sh | 1,129 | $47.7K | <0.01% | 0.0% |
| 386 | IFG Advisory#386 · 1,010 sh | 1,010 | $42.0K | <0.01% | New |
| 387 | Kozak & Associates#387 · 1,010 sh | 1,010 | $42.0K | <0.01% | +0.9% |
| 388 | Tradewinds Capital Management#388 · 1,000 sh | 1,000 | $41.6K | — | 0.0% |
| 389 | Salomon & Ludwin#389 · 989 sh | 989 | $41.1K | <0.01% | 0.0% |
| 390 | UMB Bank, n.a.#390 · 961 sh | 961 | $40.0K | <0.01% | +7.4% |
| 391 | Beacon Capital Management#391 · 933 sh | 933 | $38.8K | — | New |
| 392 | Kemnay Advisory Services#392 · 902 sh | 902 | $37.5K | <0.01% | -6.7% |
| 393 | Farther Finance Advisors#393 · 824 sh | 824 | $34.3K | — | +11.5% |
| 394 | Parallel Advisors#394 · 777 sh | 777 | $32.3K | <0.01% | 0.0% |
| 395 | Optiver Holding B.V.#395 · 739 sh | 739 | $30.8K | 0.00% | New |
| 396 | Clearstead Advisors#396 · 737 sh | 737 | $30.7K | <0.01% | +15.9% |
| 397 | LOOMIS SAYLES & L P#397 · 734 sh | 734 | $30.5K | 0.00% | 0.0% |
| 398 | CX Institutional#398 · 724 sh | 724 | $30.0K | — | +115.5% |
| 399 | Jackson, Grant Investment Advisers#399 · 716 sh | 716 | $29.8K | <0.01% | 0.0% |
| 400 | Capital Advisor Network#400 · 683 sh | 683 | $28.4K | 0.04% | 0.0% |
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.