PECO — Phillips Edison & Co Inc Institutional Holders · Q3 2026
Who owns Phillips Edison & Co Inc (PECO)? 16 institutions reported holding $5.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cooper Financial Group ($1.4M), Pensionfund DSM Netherlands ($952,000), Pensionfund Sabic ($467,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cooper Financial Group | $1.4M | 36,635 | Hold |
| 2 | Pensionfund DSM Netherlands | $952,000 | 25,500 | Hold |
| 3 | Pensionfund Sabic | $467,000 | 12,500 | Hold |
| 4 | Stonebridge Financial Group, LLC | $396,327 | 10,614 | Hold |
| 5 | Apeiron RIA LLC | $388,837 | 10,372 | Trimmed |
| 6 | First Heartland Consultants, Inc. | $327,809 | 8,779 | Added |
| 7 | Castleview Partners, LLC | $280,311 | 7,507 | Hold |
| 8 | Kure Advisory, LLC | $263,198 | 7,049 | Added |
| 9 | Plan A Wealth LLC | $242,457 | 6,493 | Added |
| 10 | GAMMA Investing LLC | $192,301 | 5,150 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $99,028 | 2,652 | Added |
| 12 | CX Institutional | $27,000 | 724 | Hold |
| 13 | Versant Capital Management, Inc | $14,899 | 399 | Added |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $710 | 19 | Hold |
| 15 | Davis Capital Management | $0 | 0 | Exited |
| 16 | Noble Wealth Management PBC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30