PHILLIPS EDISON & CO INC (PECO)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
415
Reporting holders
$4.9B
Reported value
92.0%
Of shares outstanding
0.0%
Held as options
+8
Holder change
Institutions report 118,418,954 shares against 128,700,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $970.1M | 23,307,528 | 0.01% | 8q | +5.7%+$52.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $599.3M | 14,398,478 | 0.03% | 2q | +3.7%+$21.3M |
| STATE STREET CORP | $304.2M | 7,290,689 | 0.01% | 20q | +2.3%+$6.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $238.4M | 5,728,291 | 0.01% | 2q | +0.6%+$1.4M |
| FMR LLC | $175.7M | 4,220,531 | 0.01% | 20q | +2.1%+$3.7M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $167.0M | 4,012,210 | 0.79% | 9q | +11.4%+$17.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $167.0M | 4,011,362 | 0.03% | 20q | -23.0%-$50.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $156.8M | 3,767,699 | 0.01% | 20q | +6.3%+$9.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $139.5M | 3,351,653 | 0.08% | 3q | +1.7%+$2.3M |
| GOLDMAN SACHS GROUP INC | $122.3M | 2,939,127 | 0.01% | 20q | +72.6%+$51.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $102.8M | 2,468,884 | 0.01% | 20q | +4.5%+$4.4M |
| Sixth Street Partners Management Company, L.P. | $102.8M | 2,468,884 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $97.7M | 2,346,911 | 0.01% | 20q | +57.5%+$35.6M |
| JPMORGAN CHASE & CO | $81.7M | 1,928,640 | 0.00% | 20q | +7.6%+$5.8M |
| DIMENSIONAL FUND ADVISORS LP | $79.8M | 1,917,053 | 0.01% | 18q | +0.9%+$742.5K |
| NORGES BANK | $68.8M | 1,652,337 | 0.01% | 18q | -17.0%-$14.1M |
| BANK OF AMERICA CORP /DE/ | $46.8M | 1,123,351 | 0.00% | 20q | +102.9%+$23.7M |
| Bank of New York Mellon Corp | $41.5M | 998,094 | 0.01% | 20q | +5.9%+$2.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $41.4M | 994,906 | 0.02% | 6q | +105.9%+$21.3M |
| Alyeska Investment Group, L.P. | $40.4M | 969,995 | 0.10% | 3q | +1592.9%+$38.0M |
| AMERIPRISE FINANCIAL INC | $39.4M | 946,006 | 0.01% | 20q | -50.1%-$39.5M |
| MORGAN STANLEY | $37.5M | 901,192 | 0.00% | 20q | -4.7%-$1.9M |
| Public Sector Pension Investment Board | $36.0M | 865,712 | 0.05% | 13q | +76.7%+$15.6M |
| VANGUARD FIDUCIARY TRUST CO | $35.0M | 840,299 | 0.01% | 2q | +1.8%+$610.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $34.8M | 836,830 | 0.01% | 3q | +32335.3%+$34.7M |
| Nuveen, LLC | $33.5M | 805,923 | 0.01% | 6q | -18.8%-$7.8M |
| JUPITER ASSET MANAGEMENT LTD | $32.0M | 770,034 | 0.16% | new | NEW |
| Legal & General Group Plc | $31.2M | 750,049 | 0.01% | 20q | -7.6%-$2.6M |
| RENAISSANCE TECHNOLOGIES LLC | $28.4M | 681,402 | 0.04% | 6q | +73.4%+$12.0M |
| Cetera Investment Advisers | $26.7M | 641,969 | 0.02% | 18q | -2.3%-$626.3K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $26.5M | 635,548 | 0.04% | 3q | -35.1%-$14.3M |
| Jupiter Topco LLC | $25.6M | 615,054 | 0.01% | new | FIRST |
| PRINCIPAL FINANCIAL GROUP INC | $25.3M | 609,014 | 0.01% | 18q | -0.5%-$129.6K |
| Hudson Bay Capital Management LP | $24.9M | 598,996 | 0.07% | 3q | -34.2%-$12.9M |
| Balyasny Asset Management L.P. | $23.5M | 563,639 | 0.03% | 5q | -20.0%-$5.9M |
| AMERICAN CENTURY COMPANIES INC | $23.3M | 560,089 | 0.01% | 17q | -41.6%-$16.6M |
| UBS Group AG | $21.2M | 509,030 | 0.00% | 19q | +5.0%+$1.0M |
| KENNEDY CAPITAL MANAGEMENT LLC | $20.1M | 481,848 | 0.36% | 9q | -3.0%-$618.5K |
| Invesco Ltd. | $19.0M | 456,216 | 0.00% | 19q | -1.4%-$262.2K |
| MACKENZIE FINANCIAL CORP | $16.8M | 404,204 | 0.02% | 18q | +817.7%+$15.0M |
| DEUTSCHE BANK AG\ | $16.0M | 383,820 | 0.00% | 20q | +3.9%+$598.6K |
| LPL Financial LLC | $15.5M | 371,940 | 0.00% | 17q | +7.6%+$1.1M |
| ALGERT GLOBAL LLC | $15.4M | 369,750 | 0.18% | 4q | -36.9%-$9.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $14.4M | 342,026 | 0.01% | 3q | +47.6%+$4.7M |
| RHUMBLINE ADVISERS | $13.8M | 331,637 | 0.01% | 20q | -7.6%-$1.1M |
| Engineers Gate Manager LP | $12.4M | 297,382 | 0.16% | 5q | -83.1%-$60.7M |
| California Public Employees Retirement System | $11.4M | 274,388 | 0.01% | 14q | +5.1%+$549.6K |
| OSAIC HOLDINGS, INC. | $11.1M | 265,798 | 0.01% | 20q | +28.7%+$2.5M |
| HSBC HOLDINGS PLC | $11.0M | 263,965 | 0.00% | 17q | +2.4%+$261.0K |
| Swiss National Bank | $10.5M | 252,800 | 0.01% | 19q | +1.6%+$162.3K |
| Sophron Capital Management L.P. | $10.5M | 251,859 | 3.25% | 7q | -34.4%-$5.5M |
| Asset Management One Co., Ltd. | $10.3M | 247,418 | 0.03% | 20q | +8.8%+$833.7K |
| AQR CAPITAL MANAGEMENT LLC | $9.9M | 237,191 | 0.00% | 17q | +24.0%+$1.9M |
| MILLENNIUM MANAGEMENT LLC | $9.7M | 231,934 | 0.00% | 9q | +98.3%+$4.8M |
| PRUDENTIAL FINANCIAL INC | $9.6M | 231,255 | 0.01% | 20q | +78.3%+$4.2M |
| Verition Fund Management LLC | $9.2M | 221,800 | 0.02% | 4q | -5.7%-$560.6K |
| NOMURA ASSET MANAGEMENT CO LTD | $8.5M | 204,770 | 0.02% | 19q | +5.7%+$461.1K |
| Mariner, LLC | $7.8M | 187,417 | 0.01% | 18q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $7.7M | 185,000 | 0.01% | 9q | -58.9%-$11.0M |
| FEDERATED HERMES, INC. | $7.6M | 181,848 | 0.01% | new | NEW |
| CITIGROUP INC | $7.4M | 178,100 | 0.00% | 20q | +7.7%+$528.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.1M | 170,653 | 0.01% | 17q | -6.9%-$528.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.7M | 161,492 | 0.00% | 18q | +261.1%+$4.9M |
| Corient Private Wealth LP | $6.7M | 161,062 | 0.00% | 2q | +99.8%+$3.3M |
| ALLIANCEBERNSTEIN L.P. | $6.7M | 179,014 | 0.00% | 18q | -2.2%-$153.8K |
| J.W. COLE ADVISORS, INC. | $6.6M | 159,122 | 0.11% | 18q | -1.4%-$92.3K |
| TUDOR INVESTMENT CORP ET AL | $6.3M | 151,562 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $6.2M | 149,276 | 0.01% | 6q | +43.1%+$1.9M |
| FIRST TRUST ADVISORS LP | $6.2M | 148,311 | 0.00% | 19q | +23.7%+$1.2M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.0M | 144,937 | 0.02% | 14q | HELD |
| Susquehanna Portfolio Strategies, LLC | $5.9M | 142,192 | 0.09% | 6q | +216.8%+$4.0M |
| McAdam, LLC | $5.7M | 135,857 | 0.22% | 14q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $5.6M | 133,939 | 0.00% | 17q | -2.1%-$119.4K |
| Russell Investments Group, Ltd. | $5.4M | 130,942 | 0.00% | 17q | +66.1%+$2.2M |
| Aberdeen Group plc | $5.4M | 130,558 | 0.01% | 17q | +8.1%+$407.7K |
| SEI INVESTMENTS CO | $5.4M | 129,052 | 0.00% | 10q | -22.9%-$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 128,460 | 0.01% | 18q | -0.6%-$34.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $5.1M | 123,636 | 0.02% | 13q | +40.6%+$1.5M |
| WELLS FARGO & COMPANY/MN | $5.1M | 122,448 | 0.00% | 20q | +5.9%+$282.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $5.1M | 122,164 | 0.01% | 3q | +103.7%+$2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.0M | 120,681 | 0.00% | 2q | +6.9%+$325.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $4.8M | 116,223 | 0.01% | 17q | +1.4%+$64.9K |
| Vanguard Investments Australia, Ltd. | $4.8M | 115,660 | 0.01% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 111,417 | 0.00% | 7q | -18.8%-$1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $4.5M | 107,551 | 0.00% | 19q | +6.5%+$272.2K |
| Robeco Institutional Asset Management B.V. | $4.5M | 107,380 | 0.01% | new | NEW |
| Louisiana State Employees Retirement System | $4.4M | 111,000 | 0.04% | 13q | +98.9%+$2.2M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4.1M | 98,566 | 0.04% | 13q | -4.1%-$176.0K |
| MACQUARIE GROUP LTD | $4.1M | 98,466 | 0.02% | 18q | +9.6%+$358.3K |
| BNP PARIBAS FINANCIAL MARKETS | $4.1M | 97,465 | 0.00% | 7q | +162.2%+$2.5M |
| Modern Wealth Management, LLC | $4.0M | 96,847 | 0.05% | 11q | -3.5%-$144.7K |
| Creative Planning | $4.0M | 96,281 | 0.00% | 18q | +11.7%+$418.5K |
| Amundi | $3.9M | 93,789 | 0.00% | 17q | HELD |
| Prime Capital Investment Advisors, LLC | $3.7M | 89,536 | 0.04% | 17q | -2.2%-$85.1K |
| Kestra Advisory Services, LLC | $3.7M | 89,136 | 0.01% | 18q | -1.6%-$60.7K |
| MARTINGALE ASSET MANAGEMENT L P | $3.7M | 87,770 | 0.09% | 7q | +6.7%+$229.0K |
| LAZARD ASSET MANAGEMENT LLC | $3.5M | 85,259 | 0.01% | 3q | +104.0%+$1.8M |
| Quantbot Technologies LP | $3.4M | 81,516 | 0.13% | 2q | +128.0%+$1.9M |
| CAXTON ASSOCIATES LLP | $3.3M | 79,001 | 0.06% | 4q | +80.3%+$1.5M |
| MetLife Investment Management, LLC | $3.3M | 78,595 | 0.01% | 20q | +8.1%+$243.9K |
Showing the largest 100 of 448 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 415 | $4.9B | 118,418,954 | 47 | 143 | 117 | 0.0% |
| Q1 2026 | 407 | $4.1B | 109,771,093 | 50 | 132 | 139 | 0.0% |
| Q4 2025 | 387 | $3.8B | 107,492,246 | 44 | 124 | 118 | 0.0% |
| Q3 2025 | 369 | $3.6B | 103,724,278 | 37 | 104 | 137 | 0.0% |
| Q2 2025 | 382 | $3.7B | 106,362,747 | 48 | 132 | 112 | 0.0% |
| Q1 2025 | 363 | $3.8B | 102,840,944 | 32 | 105 | 121 | 0.1% |
| Q4 2024 | 368 | $3.8B | 100,449,250 | 26 | 115 | 107 | 0.1% |
| Q3 2024 | 361 | $3.7B | 98,704,123 | 52 | 85 | 128 | 0.1% |
| Q2 2024 | 332 | $3.1B | 95,564,091 | 37 | 86 | 120 | 0.1% |
| Q1 2024 | 321 | $3.5B | 98,322,276 | 23 | 89 | 112 | 0.1% |
| Q4 2023 | 338 | $3.6B | 97,732,455 | 35 | 92 | 103 | 0.1% |
| Q3 2023 | 310 | $3.2B | 95,289,850 | 13 | 83 | 120 | 0.2% |
| Q2 2023 | 319 | $3.3B | 96,045,319 | 42 | 92 | 104 | 0.2% |
| Q1 2023 | 298 | $2.7B | 82,883,920 | 38 | 70 | 104 | 0.2% |
| Q4 2022 | 275 | $2.4B | 75,541,076 | 33 | 76 | 91 | 0.3% |
| Q3 2022 | 331 | $2.4B | 84,110,009 | 43 | 103 | 112 | 1.2% |
| Q2 2022 | 344 | $2.8B | 82,166,927 | 84 | 89 | 111 | 0.9% |
| Q1 2022 | 303 | $2.4B | 68,902,484 | 222 | 57 | 14 | 0.3% |
| Q4 2021 | 94 | $735.2M | 22,262,789 | 33 | 35 | 15 | 0.0% |
| Q3 2021 | 79 | $640.4M | 20,852,596 | 79 | 0 | 0 | 0.0% |