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Phillips Edison & Company, Inc. (PECO) Institutional Ownership

Phillips Edison & Company, Inc. logo
$33.51 -0.06 (-0.16%)
As of 11:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for Phillips Edison & Company, Inc. (NASDAQ:PECO)

Current
Institutional Ownership
Percentage
80.70%
Number of
Institutional Buyers
(last 12 months)
267
Total
Institutional Inflows
(last 12 months)
$659.51M
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$216.49M
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PECO Institutional Buying and Selling by Quarter

Phillips Edison & Company, Inc. Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Sound Income Strategies LLC5,212$176K0.0%-21.7%0.004%
10/10/2025 Perpetual Ltd16,630$571K0.0%+15.8%0.013%
10/9/2025 Voya Investment Management LLC87,764$3.01M0.0%-15.6%0.070%
10/8/2025 Fiduciary Alliance LLC18,530$636K0.0%-6.5%0.015%
10/8/2025 Kure Advisory LLC7,013$241K0.1%-18.3%0.006%
10/7/2025 Cooper Financial Group36,616$1.26M0.1%-11.3%0.029%
10/2/2025 GAMMA Investing LLC3,321$114K0.0%-29.5%0.003%
9/24/2025Texas Permanent School Fund Corp57,536$2.02M0.0%-9.0%0.046%
9/4/2025Osaic Holdings Inc.270,642$9.52M0.0%+31.3%0.215%
9/4/2025Beacon Capital Management Inc.3,015$106K0.0%N/A0.002%
9/2/2025FSC Wealth Advisors LLC3,493$122K0.1%+40.1%0.003%
8/29/2025Centaurus Financial Inc.112,461$3.94M0.2%-4.3%0.090%
8/27/2025Orion Porfolio Solutions LLC33,642$1.18M0.0%+14.5%0.027%
8/27/2025Squarepoint Ops LLC45,290$1.59M0.0%+46.9%0.036%
8/26/2025Provident Investment Management Inc.9,000$315K0.0%N/A0.007%
8/26/2025Thrivent Financial for Lutherans111,682$3.91M0.0%+21.5%0.089%
8/20/2025Coppell Advisory Solutions LLC21,031$734K0.1%+69.2%0.017%
8/19/2025State of Wyoming3,136$110K0.0%N/A0.002%
8/18/2025Geneos Wealth Management Inc.37,895$1.33M0.0%-51.2%0.030%
8/16/2025Public Sector Pension Investment Board427,482$14.98M0.1%+7.7%0.340%
8/16/2025Headlands Technologies LLC2,605$91K0.0%-22.2%0.002%
8/15/2025Tower Research Capital LLC TRC 13,885$486K0.0%+293.3%0.011%
8/15/2025State of Tennessee Department of Treasury54,189$1.90M0.0%+2.1%0.043%
8/15/2025Vident Advisory LLC14,896$522K0.0%-17.9%0.012%
8/15/2025Sophron Capital Management L.P.391,032$13.70M4.2%+27.8%0.311%
8/15/2025Orion Porfolio Solutions LLC33,642$1.18M0.0%+14.5%0.027%
8/15/2025Modern Wealth Management LLC116,089$4.07M0.1%-1.7%0.092%
8/15/2025Lazard Asset Management LLC30,876$1.08M0.0%+1.0%0.025%
8/15/2025Holocene Advisors LP91,662$3.21M0.0%+26.1%0.073%
8/15/2025IHT Wealth Management LLC6,775$237K0.0%-22.7%0.005%
8/15/2025EP Wealth Advisors LLC12,444$436K0.0%+31.3%0.010%
8/15/2025Engineers Gate Manager LP933,339$32.70M0.4%N/A0.743%
8/15/2025Curi Capital LLC17,714$622K0.0%-20.2%0.014%
8/15/2025BNP Paribas Financial Markets12,507$438K0.0%+49.6%0.010%
8/15/2025Balyasny Asset Management L.P.640,432$22.43M0.0%N/A0.510%
8/15/2025Bank of America Corp DE403,831$14.15M0.0%+3.1%0.322%
8/15/2025Adage Capital Partners GP L.L.C.910,000$31.88M0.1%-0.5%0.725%
8/15/2025Ameriprise Financial Inc.355,957$12.47M0.0%-11.5%0.283%
8/14/2025Jane Street Group LLC155,095$5.43M0.0%-10.7%0.123%
8/14/2025Raymond James Financial Inc.111,115$3.89M0.0%+4.1%0.088%
8/14/2025FJ Capital Management LLC49,464$1.73M0.2%+53.1%0.039%
8/14/2025Quantinno Capital Management LP12,248$429K0.0%+57.6%0.010%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.69,259$2.43M0.0%-5.3%0.055%
8/14/2025Diversify Wealth Management LLC57,825$1.95M0.1%-22.3%0.046%
8/14/2025Diversify Advisory Services LLC5,931$200K0.0%N/A0.005%
8/14/2025The Manufacturers Life Insurance Company 68,159$2.39M0.0%-4.3%0.054%
8/14/2025Squarepoint Ops LLC45,290$1.59M0.0%+46.9%0.036%
8/14/2025Sei Investments Co.298,883$10.47M0.0%+20.7%0.238%
8/14/2025Qube Research & Technologies Ltd540,372$18.93M0.0%-4.0%0.430%
8/14/2025State Street Corp7,349,080$258.17M0.0%+2.3%5.851%
8/14/2025Daiwa Securities Group Inc.44,244$1.55M0.0%+3.7%0.035%
8/14/2025California Public Employees Retirement System218,856$7.67M0.0%+8.4%0.174%
8/14/2025Cerity Partners LLC38,707$1.36M0.0%+43.4%0.031%
8/13/2025StoneX Group Inc.6,786$238K0.0%N/A0.005%
8/13/2025SageView Advisory Group LLC10,280$352K0.0%-6.6%0.008%
8/13/2025Cresset Asset Management LLC22,995$808K0.0%-1.7%0.018%
8/13/2025Amundi82,805$2.90M0.0%-32.1%0.066%
8/13/2025M Holdings Securities Inc.24,804$868K0.1%+11.9%0.020%
8/13/2025First Trust Advisors LP84,657$2.97M0.0%-29.4%0.067%
8/13/2025Kennedy Capital Management LLC239,690$8.40M0.2%-14.4%0.191%
8/13/2025EverSource Wealth Advisors LLC2,604$91K0.0%+49.7%0.002%
8/13/2025Invesco Ltd.418,384$14.66M0.0%-3.1%0.333%
8/13/2025Granite Investment Partners LLC221,929$7.77M0.4%N/A0.177%
8/13/2025Beacon Pointe Advisors LLC9,537$334K0.0%-4.4%0.008%
8/13/2025Arrowstreet Capital Limited Partnership228,726$8.01M0.0%+140.4%0.182%
8/13/2025M&T Bank Corp11,491$403K0.0%-8.7%0.009%
8/13/2025Edgestream Partners L.P.96,374$3.38M0.1%-48.2%0.077%
8/13/2025New York State Common Retirement Fund65,143$2.28M0.0%+71.4%0.052%
8/13/2025Norges Bank1,581,791$55.41M0.0%N/A1.259%
8/13/2025Hsbc Holdings PLC122,489$4.29M0.0%+6.2%0.098%
8/13/2025Capital Fund Management S.A.79,520$2.79M0.0%+398.1%0.063%
8/13/2025State Board of Administration of Florida Retirement System33,690$1.18M0.0%-2.5%0.027%
8/13/2025B&I Capital AG227,295$7.96M2.7%-5.3%0.181%
8/13/2025Employees Retirement System of Texas3,458$121K0.0%-94.3%0.003%
8/13/2025Russell Investments Group Ltd.14,317$502K0.0%-21.2%0.011%
8/12/2025Inceptionr LLC18,734$656K0.2%N/A0.015%
8/12/2025J.W. Cole Advisors Inc.205,290$7.19M0.2%+6.1%0.163%
8/12/2025Steward Partners Investment Advisory LLC1,500$53K0.0%-17.4%0.001%
8/12/2025CreativeOne Wealth LLC7,667$269K0.0%N/A0.006%
8/12/2025Ameritas Investment Partners Inc.14,911$522K0.0%+3.3%0.012%
8/12/2025Eisler Capital Management Ltd.253,932$8.87M0.1%+10.2%0.202%
8/12/2025Prudential Financial Inc.130,575$4.57M0.0%+6.3%0.104%
8/12/2025Charles Schwab Investment Management Inc.2,209,158$77.39M0.0%+1.6%1.759%
8/12/2025Rhumbline Advisers395,088$13.84M0.0%+2.6%0.315%
8/12/2025Journey Strategic Wealth LLC11,628$407K0.0%-7.5%0.009%
8/12/2025Legal & General Group Plc863,643$30.25M0.0%+1.6%0.688%
8/12/2025Neo Ivy Capital Management16,659$584K0.2%N/A0.013%
8/12/2025JPMorgan Chase & Co.1,001,775$35.09M0.0%-34.5%0.798%
8/12/2025Entropy Technologies LP22,381$784K0.1%+87.4%0.018%
8/12/2025Swiss National Bank239,500$8.39M0.0%+0.8%0.191%
8/12/2025Handelsbanken Fonder AB34,800$1.22M0.0%-22.0%0.028%
8/12/2025Dynamic Technology Lab Private Ltd7,150$250K0.0%N/A0.006%
8/12/2025Ensign Peak Advisors Inc46,742$1.64M0.0%+2.4%0.037%
8/11/2025Greenland Capital Management LP163,802$5.74M0.6%+172.1%0.130%
8/11/2025FSC Wealth Advisors LLC3,493$122K0.1%+40.1%0.003%
8/11/2025Nomura Asset Management Co. Ltd.178,630$6.26M0.0%+4.3%0.142%
8/11/2025Duff & Phelps Investment Management Co.1,522,883$53.35M0.6%+1.0%1.212%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH60,852$2.13M0.0%+1.0%0.048%
8/8/2025Blankinship & Foster LLC25,542$895K0.2%N/A0.020%
8/8/2025Avantax Advisory Services Inc.107,512$3.77M0.0%+45.0%0.086%
(Data available from 1/1/2016 forward)

PECO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PECO shares?

During the previous two years, 434 institutional investors and hedge funds held shares of Phillips Edison & Company, Inc.. The most heavily invested institutionals were Vanguard Group Inc. ($719.59M), State Street Corp ($258.17M), Wellington Management Group LLP ($257.10M), Geode Capital Management LLC ($118.94M), FMR LLC ($113.37M), Charles Schwab Investment Management Inc. ($77.39M), and Alyeska Investment Group L.P. ($73.47M).Learn more on Phillips Edison & Company, Inc.'s institutional investors.

What percentage of Phillips Edison & Company, Inc.'s stock is owned by institutional investors?

80.70% of Phillips Edison & Company, Inc.'s stock is owned by institutional investors. Learn more on PECO's institutional investor holdings.

Which institutional investors have been buying Phillips Edison & Company, Inc.'s stock?

Of the 345 institutional investors that purchased Phillips Edison & Company, Inc.'s stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.41M), Duff & Phelps Investment Management Co. ($1.49M), Vanguard Group Inc. ($1.33M), Engineers Gate Manager LP ($933.34K), Nuveen LLC ($889.70K), Cetera Investment Advisers ($826.89K), and Millennium Management LLC ($738.77K).

How much institutional buying is happening at Phillips Edison & Company, Inc.?

Institutional investors have bought a total of 18,047,414 shares in the last 24 months. This purchase volume represents approximately $659.51M in transactions.

Which of Phillips Edison & Company, Inc.'s major shareholders have been selling company stock?

Of the 199 institutional investors that sold Phillips Edison & Company, Inc.'s stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($791.31K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($649.82K), JPMorgan Chase & Co. ($543.82K), Thrivent Financial for Lutherans ($514.74K), Goldman Sachs Group Inc. ($261.18K), FMR LLC ($184.12K), and Janus Henderson Group PLC ($174.20K).

How much institutional selling is happening at Phillips Edison & Company, Inc.?

Institutional investors have sold a total of 5,917,012 shares in the last 24 months. This volume of shares sold represents approximately $216.49M in transactions.


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This page (NASDAQ:PECO) was last updated on 10/14/2025 by MarketBeat.com Staff
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