12 institutions reported holding $5.1M of PHILLIPS EDISON & COMPANY INC (PECO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cooper Financial Group ($1.5M), Pensionfund DSM Netherlands ($1.1M), Avior Wealth Management, LLC ($874,062), Pensionfund Sabic ($520,000), Stonebridge Financial Group, LLC ($441,755). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cooper Financial Group | $1.5M | 36,635 | Added |
| 2 | Pensionfund DSM Netherlands | $1.1M | 25,500 | Added |
| 3 | Avior Wealth Management, LLC | $874,062 | 21,001 | Hold |
| 4 | Pensionfund Sabic | $520,000 | 12,500 | Added |
| 5 | Stonebridge Financial Group, LLC | $441,755 | 10,614 | Trimmed |
| 6 | First Heartland Consultants, Inc. | $364,907 | 8,768 | Added |
| 7 | GAMMA Investing LLC | $218,297 | 5,245 | Added |
| 8 | Kozak & Associates, Inc. | $41,957 | 1,010 | Added |
| 9 | CX Institutional | $30,000 | 724 | Added |
| 10 | Versant Capital Management, Inc | $5,036 | 121 | Hold |
| 11 | Noble Wealth Management PBC | $3,663 | 88 | New |
| 12 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30