Phillips Edison & Company, Inc.
PECOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Phillips Edison & Company, Inc. Makes Money
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Source: Phillips Edison & Company, Inc. — 10-K filed Feb 21, 2023
Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 14, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 33,967 | $1.27M | SEC filing |
| Dunhill Financial, LLC | 2026-03-31 | 6 | $252 | SEC filing |
| LAZARD ASSET MANAGEMENT LLC | 2026-03-31 | 41,796 | $1.56M | SEC filing |
| Maryland State Retirement & Pension System | 2026-03-31 | 18,321 | $686K | SEC filing |
| Entropy Technologies, LP | 2026-03-31 | 21,043 | $787K | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 114,663 | $4.29M | SEC filing |
| ENVESTNET ASSET MANAGEMENT INC | 2026-03-31 | 17,953 | $672K | SEC filing |
| LOOMIS SAYLES & CO L P | 2026-03-31 | 734 | $27.5K | SEC filing |
| Corient Private Wealth LLC | 2026-03-31 | 80,625 | $3.02M | SEC filing |
| Vert Asset Management LLC | 2026-03-31 | 61,202 | $2.29M | SEC filing |
| Stonebridge Financial Group, LLC | 2026-03-31 | 10,731 | $402K | SEC filing |
| Empowered Funds, LLC | 2026-03-31 | 6,446 | $241K | SEC filing |
| MACKENZIE FINANCIAL CORP | 2026-03-31 | 44,047 | $1.65M | SEC filing |
| Steward Partners Investment Advisory, LLC | 2026-03-31 | 1,478 | $55.3K | SEC filing |
| PROFUND ADVISORS LLC | 2026-03-31 | 6,018 | $225K | SEC filing |
| Sequoia Financial Advisors, LLC | 2026-03-31 | 15,512 | $580K | SEC filing |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2026-03-31 | 34,215 | $1.28M | SEC filing |
| NORDEA INVESTMENT MANAGEMENT AB | 2026-03-31 | 231,706 | $8.64M | SEC filing |
| J.W. COLE ADVISORS, INC. | 2026-03-31 | 161,339 | $6.04M | SEC filing |
| Odyssean, LLC | 2026-03-31 | 38,372 | $1.44M | SEC filing |
120 filers have only one report here.
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-12 | QUAZZO STEPHEN R · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | Strong John A. · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | Wang Parilee Edison · Director | Class B Units | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | Terry Anthony E · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | Fischer Elizabeth · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | Wood Gregory S. · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | CHAO LESLIE T · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
| 2026-05-12 | Silfen Jane · Director | Common Stock | A — Grant, award, or other acquisition | +2,901 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-11-12 | Edison Jeffrey · Chairman and CEO | OP Units | J — Other acquisition or disposition | +1,999,800 | SEC filing |
| 2025-11-12 | Edison Jeffrey · Chairman and CEO | OP Units | J — Other acquisition or disposition | −1,999,800 | SEC filing |
| 2025-02-28 | Edison Jeffrey · Chairman and CEO | OP Units | J — Other acquisition or disposition | +610,000 | SEC filing |
| 2025-02-28 | Edison Jeffrey · Chairman and CEO | OP Units | J — Other acquisition or disposition | −610,000 | SEC filing |
| 2024-08-08 | Edison Jeffrey · Chairman and CEO | OP Units | J — Other acquisition or disposition | +2,128,500 | SEC filing |
| 2024-08-08 | Edison Jeffrey · Chairman and CEO | OP Units | J — Other acquisition or disposition | −2,128,500 | SEC filing |
Showing 6 of 6 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.