# PHILLIPS EDISON & CO INC (PECO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PECO/

- Reporting holders: 11
- Reported value: $3.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.4M | 36,635 | 0.1% | 18 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $396.3K | 10,614 | 0.0% | 8 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $388.8K | 10,372 | 0.1% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $327.8K | 8,779 | 0.0% | 19 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $280.3K | 7,507 | 0.1% | 19 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $263.2K | 7,049 | 0.1% | 12 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $242.5K | 6,493 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $192.3K | 5,150 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $99.0K | 2,652 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $14.9K | 399 | 0.0% | 3 |
| [Pensionfund PDN](https://holderbook.com/funds/1297731-pensionfund-pdn/) | $952 | 25,500 | 0.6% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $710 | 19 | 0.0% | 4 |
| [Pensionfund Sabic](https://holderbook.com/funds/1637246-pensionfund-sabic/) | $467 | 12,500 | 0.6% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $27 | 724 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $3.6M |
| Q2 2026 | 450 | $5.3B |
| Q1 2026 | 441 | $4.2B |
| Q4 2025 | 419 | $3.9B |
| Q3 2025 | 404 | $3.6B |
| Q2 2025 | 421 | $3.8B |
| Q1 2025 | 404 | $3.8B |
| Q4 2024 | 403 | $3.8B |
| Q3 2024 | 402 | $3.8B |
| Q2 2024 | 373 | $3.2B |
| Q1 2024 | 364 | $3.6B |
| Q4 2023 | 382 | $3.7B |