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

Phillips Edison & Company, Inc. logo
$33.77 +0.48 (+1.44%)
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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)
258
Total
Institutional Inflows
(last 12 months)
$570.60M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$212.45M
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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
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%
8/11/2025 Greenland Capital Management LP163,802$5.74M0.6%+172.1%0.130%
8/11/2025 FSC Wealth Advisors LLC3,493$122K0.1%+40.1%0.003%
8/11/2025 Nomura Asset Management Co. Ltd.178,630$6.26M0.0%+4.3%0.142%
8/11/2025 Duff & Phelps Investment Management Co.1,522,883$53.35M0.6%+1.0%1.212%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH60,852$2.13M0.0%+1.0%0.048%
8/8/2025 Blankinship & Foster LLC25,542$895K0.2%N/A0.020%
8/8/2025 Avantax Advisory Services Inc.107,512$3.77M0.0%+45.0%0.086%
8/8/2025 Intech Investment Management LLC64,120$2.25M0.0%+12.7%0.051%
8/8/2025 Cetera Investment Advisers697,499$24.43M0.0%-4.4%0.555%
8/8/2025 Creative Planning55,895$1.96M0.0%+6.4%0.045%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS72,689$2.55M0.0%+4.3%0.058%
8/8/2025 Foundations Investment Advisors LLC7,772$272K0.0%N/A0.006%
8/8/2025 Hibernia Wealth Partners LLC9,662$338K0.1%N/A0.008%
8/8/2025 Police & Firemen s Retirement System of New Jersey28,109$985K0.0%+7.5%0.022%
8/8/2025 Geode Capital Management LLC3,395,070$118.94M0.0%+2.0%2.703%
8/8/2025 PNC Financial Services Group Inc.4,661$163K0.0%+55.6%0.004%
8/8/2025 M&G PLC5,631$197K0.0%+11.1%0.004%
8/8/2025 KBC Group NV3,606$126K0.0%-35.9%0.003%
8/7/2025 Lakeridge Wealth Management LLC18,158$636K0.3%-18.5%0.014%
8/7/2025 Allworth Financial LP41,809$1.47M0.0%+391.3%0.033%
8/7/2025 ProShare Advisors LLC28,185$987K0.0%-2.7%0.022%
8/7/2025 Global Wealth Management Investment Advisory Inc.8,145$285K0.1%+17.3%0.006%
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8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.89,503$3.14M0.0%+3.9%0.071%
8/7/2025 Los Angeles Capital Management LLC29,032$1.02M0.0%+11.3%0.023%
8/6/2025Summit Investment Advisors Inc.14,432$527K0.4%-2.9%0.011%
8/6/2025 AE Wealth Management LLC36,472$1.28M0.0%-8.6%0.029%
8/6/2025 Metis Global Partners LLC20,740$727K0.0%+30.8%0.017%
8/6/2025 Aew Capital Management L P503,549$17.64M0.9%-12.4%0.401%
8/6/2025 Savant Capital LLC10,103$354K0.0%+11.4%0.008%
8/6/2025 Resona Asset Management Co. Ltd.50,369$1.76M0.0%-7.3%0.040%
8/6/2025 O Dell Group LLC59,523$2.09M0.5%-1.8%0.047%
8/5/2025 Bank of New York Mellon Corp991,796$34.74M0.0%+6.3%0.790%
8/5/2025 Bank of Montreal Can23,011$806K0.0%-82.2%0.018%
8/4/2025 Kovack Advisors Inc.11,147$390K0.0%-2.6%0.009%
8/4/2025 Assetmark Inc.794$28K0.0%N/A0.001%
8/4/2025 Spire Wealth Management16,478$577K0.0%-50.8%0.013%
8/4/2025 Arkadios Wealth Advisors51,975$1.82M0.1%+5.2%0.041%
8/1/2025 Teacher Retirement System of Texas55,966$1.96M0.0%+54.2%0.045%
8/1/2025 Y Intercept Hong Kong Ltd12,056$422K0.0%+84.7%0.010%
8/1/2025 Envestnet Asset Management Inc.78,147$2.74M0.0%+2.4%0.062%
7/31/2025 Nisa Investment Advisors LLC21,563$758K0.0%-28.3%0.017%
7/31/2025 Brighton Jones LLC7,958$279K0.0%N/A0.006%
7/31/2025 State of New Jersey Common Pension Fund D55,168$1.93M0.0%+1.2%0.044%
7/31/2025 AlphaQuest LLC18,791$658K0.1%+20.8%0.015%
7/31/2025 Sumitomo Mitsui Trust Group Inc.137,505$4.82M0.0%+1.3%0.110%
7/30/2025 BlueChip Wealth Advisors LLC12,298$431K0.2%-29.7%0.010%
7/30/2025 Brookstone Capital Management33,749$1.18M0.0%-9.8%0.027%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al38,088$1.33M0.0%N/A0.030%
7/29/2025 Mutual of America Capital Management LLC103,023$3.61M0.0%+5.4%0.082%
7/29/2025 Koshinski Asset Management Inc.38,809$1.36M0.1%-31.9%0.031%
7/28/2025 Allianz Asset Management GmbH123,055$4.31M0.0%-20.4%0.098%
7/28/2025 Mutual Advisors LLC49,011$1.69M0.0%-8.6%0.039%
7/28/2025 Harbour Investments Inc.20,430$716K0.0%-3.6%0.016%
7/28/2025 Kiker Wealth Management LLC1,400$49K0.0%-33.3%0.001%
7/28/2025 Axxcess Wealth Management LLC11,147$390K0.0%-15.5%0.009%
7/28/2025 Acorn Financial Advisory Services Inc. ADV11,252$394K0.1%-19.7%0.009%
7/25/2025 Sequoia Financial Advisors LLC15,294$536K0.0%-8.8%0.012%
7/25/2025 Yousif Capital Management LLC47,206$1.65M0.0%+1.5%0.038%
7/25/2025 CWM LLC19,777$693K0.0%+2.0%0.016%
7/24/2025 Aberdeen Group plc121,594$4.26M0.0%+3.6%0.097%
7/24/2025 Blair William & Co. IL13,879$486K0.0%N/A0.011%
7/23/2025 Maryland State Retirement & Pension System36,853$1.29M0.0%+1.0%0.029%
7/23/2025 Ignite Planners LLC8,162$285K0.0%-5.2%0.006%
7/23/2025 Louisiana State Employees Retirement System58,600$2.05M0.0%-0.7%0.047%
7/23/2025 KLP Kapitalforvaltning AS26,000$913K0.0%+7.9%0.021%
7/23/2025 Prime Capital Investment Advisors LLC121,229$4.25M0.1%-14.6%0.097%
7/22/2025 LDR Capital Management LLC13,675$479K0.6%N/A0.011%
7/22/2025 Global Assets Advisory LLC6,053$213K0.1%N/A0.005%
7/22/2025 OLD National Bancorp IN5,757$202K0.0%N/A0.005%
7/21/2025 Ameriflex Group Inc.5,687$199K0.1%-70.1%0.005%
7/21/2025 Polaris Capital Management LLC46,200$1.62M0.1%N/A0.037%
7/21/2025 Ameritas Advisory Services LLC53,316$1.87M0.1%-39.1%0.043%
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7/21/2025 Vanderbilt University8,819$309K0.1%N/A0.007%
7/21/2025 Mirae Asset Global Investments Co. Ltd.2,597$91K0.0%-21.6%0.002%
7/21/2025 Catalina Capital Group LLC11,891$417K0.3%-2.4%0.009%
7/18/2025 Vert Asset Management LLC52,737$1.85M0.7%-2.4%0.042%
7/18/2025 PFG Investments LLC28,420$996K0.1%+3.8%0.023%
7/18/2025 Cooper Financial Group41,265$1.45M0.2%-1.2%0.033%
7/17/2025 LexAurum Advisors LLC5,728$201K0.0%-16.9%0.005%
7/17/2025 Janney Montgomery Scott LLC26,569$931K0.0%-3.2%0.021%
7/17/2025 Sound Income Strategies LLC6,656$233K0.0%-29.5%0.005%
7/17/2025 Beacon Capital Management LLC11,853$415K0.1%-9.9%0.009%
(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, 423 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 ($267.29M), 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 331 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 ($2.83M), Duff & Phelps Investment Management Co. ($1.49M), Vanguard Group Inc. ($1.33M), Nuveen LLC ($889.70K), Cetera Investment Advisers ($826.89K), Millennium Management LLC ($738.77K), and GRS Advisors LLC ($713.87K).

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

Institutional investors have bought a total of 15,618,067 shares in the last 24 months. This purchase volume represents approximately $570.60M in transactions.

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

Of the 189 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), Thrivent Financial for Lutherans ($569.13K), JPMorgan Chase & Co. ($543.82K), Cetera Investment Advisers ($423.32K), Goldman Sachs Group Inc. ($261.18K), and FMR LLC ($184.12K).

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

Institutional investors have sold a total of 5,825,874 shares in the last 24 months. This volume of shares sold represents approximately $212.45M in transactions.


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This page (NASDAQ:PECO) was last updated on 8/12/2025 by MarketBeat.com Staff
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