PECO Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 7.95%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Phillips Edison & Company, Inc. Insider Trading History Chart

Phillips Edison & Company, Inc. Share Price & Price History

^$35.31

▼ -0.38 (-1.06%)

As of 05/14/2025 05:00 PM ET

Days: 30 | 90 | 365

Phillips Edison & Company, Inc. Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
5/16/2023	Leslie T. Chao	Director	Buy	10,000	$29.18	$291,800.00	45,426
11/21/2022	Paul Massey	Director	Sell	9,600	$31.42	$301,632.00	10,439

SEC Filings (Institutional Ownership Changes) for Phillips Edison & Company, Inc. (NASDAQ:PECO)

80.70% of Phillips Edison & Company, Inc. stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Phillips Edison & Company, Inc. Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/14/2025	Comerica Bank	41,896	$1.53M	0.0%	-1.0%	0.033%
5/14/2025	MetLife Investment Management LLC	76,638	$2.80M	0.0%	-1.6%	0.061%
5/14/2025	Aew Capital Management L P	574,819	$20.98M	1.0%	-8.5%	0.458%
5/14/2025	AlphaQuest LLC	15,552	$0.57M	0.1%	+107.1%	0.012%
5/14/2025	Kestra Advisory Services LLC	54,010	$1.97M	0.0%	-41.1%	0.043%
5/14/2025	Norinchukin Bank The	5,785	$0.21M	0.0%	+6.9%	0.005%
5/14/2025	Martingale Asset Management L P	94,937	$3.46M	0.1%	+43.5%	0.076%
5/14/2025	Capital Fund Management S.A.	15,965	$0.58M	0.0%	N/A	0.013%
5/14/2025	EntryPoint Capital LLC	6,290	$0.23M	0.1%	N/A	0.005%
5/14/2025	Hsbc Holdings PLC	115,370	$4.21M	0.0%	+9.7%	0.092%
5/14/2025	M Holdings Securities Inc.	22,163	$0.81M	0.1%	+36.3%	0.018%
5/14/2025	Wellington Management Group LLP	7,045,705	$257.10M	0.0%	-6.5%	5.619%
5/13/2025	Northern Trust Corp	1,693,120	$61.78M	0.0%	+0.1%	1.350%
5/13/2025	Raymond James Financial Inc.	106,707	$3.89M	0.0%	-3.5%	0.085%
5/13/2025	American Century Companies Inc.	43,590	$1.59M	0.0%	+6.0%	0.035%
5/13/2025	Aberdeen Group plc	117,374	$4.28M	0.0%	-3.5%	0.094%
5/13/2025	Lord Abbett & CO. LLC	103,025	$3.76M	0.0%	N/A	0.082%
5/13/2025	Russell Investments Group Ltd.	18,158	$0.66M	0.0%	-27.4%	0.014%
5/13/2025	Resona Asset Management Co. Ltd.	54,356	$1.96M	0.0%	+11.0%	0.043%
5/13/2025	HighTower Advisors LLC	28,183	$1.03M	0.0%	-14.6%	0.022%
5/12/2025	Public Sector Pension Investment Board	396,982	$14.49M	0.1%	+30.0%	0.317%
5/12/2025	Independent Advisor Alliance	11,973	$0.44M	0.0%	+15.5%	0.010%
5/12/2025	Nuveen LLC	889,699	$32.47M	0.0%	N/A	0.709%
5/12/2025	Entropy Technologies LP	11,945	$0.44M	0.0%	-60.1%	0.010%
5/12/2025	Invesco Ltd.	431,885	$15.76M	0.0%	+9.7%	0.344%
5/12/2025	Koss Olinger Consulting LLC	6,087	$0.22M	0.0%	N/A	0.005%
5/12/2025	Townsquare Capital LLC	8,610	$0.31M	0.0%	+3.6%	0.007%
5/12/2025	Citigroup Inc.	218,095	$7.96M	0.0%	+12.7%	0.174%
5/12/2025	LaSalle St. Investment Advisors LLC	8,577	$0.31M	0.1%	+13.0%	0.007%
5/12/2025	Swiss National Bank	237,500	$8.67M	0.0%	-1.4%	0.189%
5/12/2025	Mitsubishi UFJ Asset Management Co. Ltd.	86,105	$3.14M	0.0%	+6.7%	0.069%
5/12/2025	Maryland State Retirement & Pension System	36,482	$1.33M	0.0%	-11.6%	0.029%
5/9/2025	Headlands Technologies LLC	3,350	$0.12M	0.0%	-68.3%	0.003%
5/9/2025	Deutsche Bank AG	349,769	$12.76M	0.0%	-2.8%	0.279%
5/9/2025	Charles Schwab Investment Management Inc.	2,174,051	$79.33M	0.0%	+1.3%	1.734%
5/9/2025	Vanguard Group Inc.	19,720,204	$719.59M	0.0%	+2.1%	15.726%
5/9/2025	Atria Wealth Solutions Inc.	41,315	$1.51M	0.0%	-39.0%	0.033%
5/9/2025	PNC Financial Services Group Inc.	2,995	$0.11M	0.0%	+20.8%	0.002%
5/8/2025	US Bancorp DE	5,285	$0.19M	0.0%	-36.2%	0.004%
5/8/2025	Harbour Investments Inc.	21,201	$0.77M	0.0%	-2.2%	0.017%
5/8/2025	HHM Wealth Advisors LLC	1,100	$40K	0.0%	-24.8%	0.001%
5/8/2025	Natixis Advisors LLC	53,287	$1.94M	0.0%	-2.5%	0.042%
5/8/2025	Arkadios Wealth Advisors	49,393	$1.80M	0.1%	-5.3%	0.039%
5/8/2025	Vestcor Inc	20,680	$0.76M	0.0%	N/A	0.016%
5/8/2025	First Foundation Advisors	56,710	$2.07M	0.1%	-4.9%	0.045%
5/8/2025	Geneos Wealth Management Inc.	84,470	$3.08M	0.1%	+490.5%	0.067%
5/7/2025	LPL Financial LLC	388,084	$14.16M	0.0%	+4.7%	0.309%
5/7/2025	Zurcher Kantonalbank Zurich Cantonalbank	80,385	$2.93M	0.0%	+1.7%	0.064%
5/6/2025	Cetera Investment Advisers	729,613	$26.62M	0.1%	-6.1%	0.582%
5/6/2025	Avantax Advisory Services Inc.	74,136	$2.71M	0.0%	N/A	0.059%
5/6/2025	Journey Strategic Wealth LLC	12,566	$0.46M	0.0%	-3.1%	0.010%
5/6/2025	AE Wealth Management LLC	39,889	$1.46M	0.0%	-8.7%	0.032%
5/6/2025	Hendershot Investments Inc.	11,021	$0.40M	0.1%	-20.6%	0.009%
5/6/2025	KLP Kapitalforvaltning AS	24,100	$0.88M	0.0%	-6.9%	0.019%
5/6/2025	B&I Capital AG	240,045	$8.76M	2.8%	-7.3%	0.191%
5/6/2025	MCF Advisors LLC	3,776	$0.14M	0.0%	-27.4%	0.003%
5/6/2025	Universal Beteiligungs und Servicegesellschaft mbH	60,255	$2.20M	0.0%	N/A	0.048%
5/6/2025	Y Intercept Hong Kong Ltd	6,527	$0.24M	0.0%	-62.8%	0.005%
5/6/2025	Ignite Planners LLC	8,606	$0.30M	0.1%	-7.6%	0.007%
5/5/2025	Allianz Asset Management GmbH	154,592	$5.64M	0.0%	N/A	0.123%
5/5/2025	Carmel Capital Partners LLC	20,877	$0.76M	0.3%	-6.4%	0.017%
5/5/2025	J.W. Cole Advisors Inc.	193,445	$7.06M	0.2%	+190.8%	0.154%
5/5/2025	Calton & Associates Inc.	14,653	$0.54M	0.1%	-56.4%	0.012%
5/5/2025	Transce3nd LLC	989	$36K	0.0%	-93.2%	0.001%
5/2/2025	Larson Financial Group LLC	3,490	$0.13M	0.0%	-20.9%	0.003%
5/2/2025	Massachusetts Financial Services Co. MA	1,077,372	$39.31M	0.0%	-2.4%	0.861%
5/2/2025	Sigma Planning Corp	10,695	$0.39M	0.0%	-37.5%	0.009%
5/2/2025	Edgestream Partners L.P.	185,979	$6.79M	0.2%	+86.7%	0.149%
5/1/2025	CWM LLC	19,392	$0.71M	0.0%	-9.0%	0.015%
5/1/2025	Louisiana State Employees Retirement System	59,000	$2.15M	0.0%	-0.5%	0.047%
5/1/2025	Arizona State Retirement System	35,148	$1.28M	0.0%	-1.1%	0.028%
5/1/2025	Diversify Wealth Management LLC	74,405	$2.60M	0.2%	-4.9%	0.059%
5/1/2025	Xponance Inc.	9,276	$0.34M	0.0%	+5.3%	0.007%
4/30/2025	Cerity Partners LLC	27,001	$0.99M	0.0%	-1.5%	0.022%
4/30/2025	Allworth Financial LP	8,510	$0.30M	0.0%	+425.0%	0.007%
4/30/2025	Nisa Investment Advisors LLC	30,061	$1.10M	0.0%	-9.5%	0.024%
4/30/2025	Crossmark Global Holdings Inc.	6,638	$0.24M	0.0%	N/A	0.005%
4/29/2025	Envestnet Asset Management Inc.	76,350	$2.79M	0.0%	-5.8%	0.061%
4/29/2025	Bank of New York Mellon Corp	932,736	$34.04M	0.0%	-3.8%	0.745%
4/29/2025	Brookstone Capital Management	37,415	$1.37M	0.0%	-10.3%	0.030%
4/29/2025	Global Wealth Management Investment Advisory Inc.	6,945	$0.25M	0.1%	+15.3%	0.006%
4/29/2025	Aurora Private Wealth Inc.	147,347	$5.38M	1.4%	N/A	0.118%
4/28/2025	Principal Financial Group Inc.	623,420	$22.75M	0.0%	+4.7%	0.498%
4/28/2025	Mutual Advisors LLC	53,620	$1.88M	0.1%	+3.3%	0.043%
4/28/2025	Teacher Retirement System of Texas	36,284	$1.32M	0.0%	+11.8%	0.029%
4/28/2025	Rossby Financial LCC	3,000	$0.11M	0.0%	N/A	0.002%
4/25/2025	Koshinski Asset Management Inc.	56,984	$2.08M	0.2%	-4.3%	0.046%
4/25/2025	Ameritas Advisory Services LLC	87,529	$3.24M	0.1%	+4.1%	0.070%
4/25/2025	Amalgamated Bank	35,482	$1.30M	0.0%	-1.2%	0.028%
4/25/2025	KBC Group NV	5,629	$0.21M	0.0%	+27.2%	0.004%
4/25/2025	Sumitomo Mitsui Trust Group Inc.	135,729	$4.95M	0.0%	+2.1%	0.108%
4/24/2025	Allspring Global Investments Holdings LLC	12,156	$0.44M	0.0%	-6.6%	0.010%
4/24/2025	Money Concepts Capital Corp	79,688	$2.91M	0.2%	-2.7%	0.064%
4/23/2025	Sequoia Financial Advisors LLC	16,765	$0.61M	0.0%	-26.0%	0.013%
4/23/2025	Aurora Private Wealth Inc.	147,347	$5.38M	0.1%	N/A	0.118%
4/23/2025	Spire Wealth Management	33,480	$1.22M	0.0%	-4.2%	0.027%
4/23/2025	Asset Management One Co. Ltd.	285,188	$10.41M	0.0%	+2.1%	0.228%
4/22/2025	Cambridge Investment Research Advisors Inc.	367,854	$13.42M	0.0%	-9.6%	0.294%
4/22/2025	FSC Wealth Advisors LLC	2,493	$91K	0.1%	N/A	0.002%
4/22/2025	World Equity Group Inc.	5,936	$0.22M	0.1%	-50.0%	0.005%

Data available starting January 2016

See Full Table

Phillips Edison & Co., Inc. is a real estate investment trust, which engages in the ownership and operation of shopping centers. It also offers an investment management business providing property management and advisory services. Its portfolio consists of well-occupied, grocery-anchored neighborhood and community shopping centers having a mix of national, regional, and local retailers offering necessity-based goods and services. The company was founded by Jeffrey S. Edison and Michael C. Phillips in 1991 and is headquartered in Cincinnati, OH.

Today's Range

Now: $35.31

$34.95

$35.69

50 Day Range

MA: $35.37

$33.53

$37.33

52 Week Range

Now: $35.31

$30.62

$40.12

Volume

537,043 shs

Average Volume

720,213 shs

Market Capitalization

$4.43 billion

P/E Ratio

70.62

Dividend Yield

3.49%

Beta

0.57

Who are the company insiders with the largest holdings of Phillips Edison & Company, Inc.?: Phillips Edison & Company, Inc.'s top insider shareholders include:
Leslie T Chao (Director)
Learn More about top insider investors at Phillips Edison & Company, Inc..
Who are the major institutional investors of Phillips Edison & Company, Inc.?: Phillips Edison & Company, Inc.'s top institutional investors include:
Vanguard Group Inc. — 15.73%
Wellington Management Group LLP — 5.62%
Charles Schwab Investment Management Inc. — 1.73%
Northern Trust Corp — 1.35%
Massachusetts Financial Services Co. MA — 0.86%
Bank of New York Mellon Corp — 0.75%
Learn More about top institutional investors of Phillips Edison & Company, Inc. stock.
Which major investors are selling Phillips Edison & Company, Inc. stock?: During the previous quarter, PECO stock was sold by these institutional investors:
Wellington Management Group LLP
Aew Capital Management L P
Cetera Investment Advisers
Cambridge Investment Research Advisors Inc.
Kestra Advisory Services LLC
Bank of New York Mellon Corp
Atria Wealth Solutions Inc.
Massachusetts Financial Services Co. MA
Which major investors are buying Phillips Edison & Company, Inc. stock?: During the last quarter, PECO stock was acquired by institutional investors including:
Nuveen LLC
Vanguard Group Inc.
Allianz Asset Management GmbH
Aurora Private Wealth Inc.
Aurora Private Wealth Inc.
SG Americas Securities LLC
J.W. Cole Advisors Inc.
GAMMA Investing LLC