Institutional Ownership Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO). We have compiled data on the 447 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
21,414,233
shares
|
$742 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
20,345,174
shares
|
$705 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,290,973
shares
|
$253 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,982,819
shares
|
$207 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,440,468
shares
|
$119 Million
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,496,040
shares
|
$86.5 Million
1.05% of portfolio
|
Q3 2025
Added 167.43%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,236,095
shares
|
$77.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,159,265
shares
|
$74.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,869,618
shares
|
$64.8 Million
0.09% of portfolio
|
Q3 2025
Added 191.93%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,759,226
shares
|
$61 Million
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,697,608
shares
|
$58.8 Million
0.68% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
1,314,174
shares
|
$45.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,103,214
shares
|
$38.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,100,942
shares
|
$38.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,038,938
shares
|
$36 Million
0.0% of portfolio
|
Q3 2025
Added 66.2%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
960,000
shares
|
$33.3 Million
0.06% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
849,693
shares
|
$29.4 Million
0.03% of portfolio
|
Q3 2025
Added 57.24%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
832,117
shares
|
$28.8 Million
0.01% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
787,077
shares
|
$27.3 Million
0.03% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
782,974
shares
|
$27.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
694,799
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
636,847
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
606,665
shares
|
$21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Sophron Capital Management L.P.
Summit, NJ |
Nov 14, 2025 Q3 2025 |
573,661
shares
|
$19.9 Million
6.07% of portfolio
|
Q3 2025
Added 46.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
550,276
shares
|
$19.1 Million
0.0% of portfolio
|
Q3 2025
Added 33.42%
|
|