Free Trial

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

Phillips Edison & Company, Inc. logo
$35.02 -0.16 (-0.44%)
As of 03:46 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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)
234
Total
Institutional Inflows
(last 12 months)
$559.79M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$268.29M
Get PECO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Phillips Edison & Company, Inc. stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PECO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2025Voya Investment Management LLC104,439$3.81M0.0%+58.8%0.083%
6/2/2025Modern Wealth Management LLC118,141$4.31M0.1%+0.6%0.094%
5/29/2025Apeiron RIA LLC12,893$470K0.1%-2.2%0.010%
5/28/2025Strs Ohio23,000$839K0.0%N/A0.018%
5/28/2025Foresight Group Ltd Liability Partnership33,307$1.20M0.2%-6.3%0.027%
5/21/2025McAdam LLC143,413$5.23M0.3%-1.6%0.114%
5/21/2025Geneos Wealth Management Inc.77,612$2.83M0.1%+442.5%0.062%
5/21/2025IFM Investors Pty Ltd24,662$900K0.0%-12.8%0.020%
5/20/2025Intech Investment Management LLC56,917$2.08M0.0%+29.5%0.045%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC136,108$4.97M0.0%-82.7%0.109%
5/16/2025Coppell Advisory Solutions LLC12,433$454K0.0%-30.2%0.010%
5/16/2025United Services Automobile Association8,255$297K0.0%N/A0.007%
5/16/2025Goldman Sachs Group Inc.1,121,915$40.94M0.0%-18.9%0.895%
5/16/2025NewEdge Advisors LLC56,075$2.05M0.0%-1.1%0.045%
5/16/2025Millennium Management LLC855,138$31.20M0.0%+129.2%0.682%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.73,111$2.67M0.0%+4.6%0.058%
5/16/2025Integrated Wealth Concepts LLC9,119$333K0.0%N/A0.007%
5/16/2025Jacobs Levy Equity Management Inc.159,049$5.80M0.0%-12.5%0.127%
5/16/2025Clark Capital Management Group Inc.5,675$207K0.0%-47.7%0.005%
5/16/2025AQR Capital Management LLC11,091$405K0.0%+8.2%0.009%
5/16/2025Amundi122,018$4.40M0.0%-5.9%0.097%
5/16/2025Alyeska Investment Group L.P.2,013,308$73.47M0.3%+42.1%1.606%
5/16/2025Adage Capital Partners GP L.L.C.915,000$33.39M0.1%+54.9%0.730%
5/15/2025Dark Forest Capital Management LP164,368$6.00M0.3%+625.2%0.131%
5/15/2025EP Wealth Advisors LLC9,479$346K0.0%+10.1%0.008%
5/15/2025FJ Capital Management LLC32,298$1.18M0.1%+14.6%0.026%
5/15/2025Ameriflex Group Inc.19,045$695K0.3%-3.8%0.015%
5/15/2025Royal Bank of Canada81,726$2.98M0.0%+12.8%0.065%
5/15/2025MAI Capital Management3,000$109K0.0%-45.5%0.002%
5/15/2025Quarry LP1,717$63K0.0%+21,362.5%0.001%
5/15/2025Calton & Associates Inc.56,066$2.05M0.5%+67.0%0.045%
5/15/2025Certior Financial Group LLC31,138$1.14M0.9%-8.0%0.025%
5/15/2025Vident Advisory LLC18,151$662K0.0%-16.6%0.014%
5/15/2025Eisler Capital Management Ltd.230,361$8.41M0.1%N/A0.184%
5/14/2025Corebridge Financial Inc.64,197$2.34M0.0%-1.8%0.051%
5/14/2025Comerica Bank41,896$1.53M0.0%-1.0%0.033%
5/14/2025MetLife Investment Management LLC76,638$2.80M0.0%-1.6%0.061%
5/14/2025Aew Capital Management L P574,819$20.98M1.0%-8.5%0.458%
5/14/2025AlphaQuest LLC15,552$567K0.1%+107.1%0.012%
5/14/2025Kestra Advisory Services LLC54,010$1.97M0.0%-41.1%0.043%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
5/14/2025Norinchukin Bank The5,785$211K0.0%+6.9%0.005%
5/14/2025Martingale Asset Management L P94,937$3.46M0.1%+43.5%0.076%
5/14/2025Capital Fund Management S.A.15,965$583K0.0%N/A0.013%
5/14/2025EntryPoint Capital LLC6,290$230K0.1%N/A0.005%
5/14/2025Hsbc Holdings PLC115,370$4.21M0.0%+9.7%0.092%
5/14/2025M Holdings Securities Inc.22,163$809K0.1%+36.3%0.018%
5/14/2025Wellington Management Group LLP7,045,705$257.10M0.0%-6.5%5.619%
5/13/2025Northern Trust Corp1,693,120$61.78M0.0%+0.1%1.350%
5/13/2025Raymond James Financial Inc.106,707$3.89M0.0%-3.5%0.085%
5/13/2025American Century Companies Inc.43,590$1.59M0.0%+6.0%0.035%
5/13/2025Aberdeen Group plc117,374$4.28M0.0%-3.5%0.094%
5/13/2025Lord Abbett & CO. LLC103,025$3.76M0.0%N/A0.082%
5/13/2025Russell Investments Group Ltd.18,158$663K0.0%-27.4%0.014%
5/13/2025Resona Asset Management Co. Ltd.54,356$1.96M0.0%+11.0%0.043%
5/13/2025HighTower Advisors LLC28,183$1.03M0.0%-14.6%0.022%
5/12/2025Public Sector Pension Investment Board396,982$14.49M0.1%+30.0%0.317%
5/12/2025Independent Advisor Alliance11,973$437K0.0%+15.5%0.010%
5/12/2025Nuveen LLC889,699$32.47M0.0%N/A0.709%
5/12/2025Entropy Technologies LP11,945$436K0.0%-60.1%0.010%
5/12/2025Invesco Ltd.431,885$15.76M0.0%+9.7%0.344%
5/12/2025Koss Olinger Consulting LLC6,087$222K0.0%N/A0.005%
5/12/2025Townsquare Capital LLC8,610$314K0.0%+3.6%0.007%
5/12/2025Citigroup Inc.218,095$7.96M0.0%+12.7%0.174%
5/12/2025LaSalle St. Investment Advisors LLC8,577$312K0.1%+13.0%0.007%
5/12/2025Swiss National Bank237,500$8.67M0.0%-1.4%0.189%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.86,105$3.14M0.0%+6.7%0.069%
5/12/2025Maryland State Retirement & Pension System36,482$1.33M0.0%-11.6%0.029%
5/9/2025Headlands Technologies LLC3,350$122K0.0%-68.3%0.003%
5/9/2025Deutsche Bank AG349,769$12.76M0.0%-2.8%0.279%
5/9/2025Charles Schwab Investment Management Inc.2,174,051$79.33M0.0%+1.3%1.734%
5/9/2025Vanguard Group Inc.19,720,204$719.59M0.0%+2.1%15.726%
5/9/2025Atria Wealth Solutions Inc.41,315$1.51M0.0%-39.0%0.033%
5/9/2025PNC Financial Services Group Inc.2,995$109K0.0%+20.8%0.002%
5/8/2025US Bancorp DE5,285$193K0.0%-36.2%0.004%
5/8/2025Harbour Investments Inc.21,201$774K0.0%-2.2%0.017%
5/8/2025HHM Wealth Advisors LLC1,100$40K0.0%-24.8%0.001%
5/8/2025Natixis Advisors LLC53,287$1.94M0.0%-2.5%0.042%
5/8/2025Arkadios Wealth Advisors49,393$1.80M0.1%-5.3%0.039%
5/8/2025Vestcor Inc20,680$755K0.0%N/A0.016%
5/8/2025First Foundation Advisors56,710$2.07M0.1%-4.9%0.045%
5/8/2025Geneos Wealth Management Inc.84,470$3.08M0.1%+490.5%0.067%
5/7/2025LPL Financial LLC388,084$14.16M0.0%+4.7%0.309%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 80,385$2.93M0.0%+1.7%0.064%
5/6/2025Cetera Investment Advisers729,613$26.62M0.1%-6.1%0.582%
5/6/2025Avantax Advisory Services Inc.74,136$2.71M0.0%N/A0.059%
5/6/2025Journey Strategic Wealth LLC12,566$459K0.0%-3.1%0.010%
5/6/2025AE Wealth Management LLC39,889$1.46M0.0%-8.7%0.032%
5/6/2025Hendershot Investments Inc.11,021$402K0.1%-20.6%0.009%
5/6/2025KLP Kapitalforvaltning AS24,100$882K0.0%-6.9%0.019%
5/6/2025B&I Capital AG240,045$8.76M2.8%-7.3%0.191%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
5/6/2025MCF Advisors LLC3,776$138K0.0%-27.4%0.003%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH60,255$2.20M0.0%N/A0.048%
5/6/2025Y Intercept Hong Kong Ltd6,527$238K0.0%-62.8%0.005%
5/6/2025Ignite Planners LLC8,606$301K0.1%-7.6%0.007%
5/5/2025Allianz Asset Management GmbH154,592$5.64M0.0%N/A0.123%
5/5/2025Carmel Capital Partners LLC20,877$762K0.3%-6.4%0.017%
5/5/2025J.W. Cole Advisors Inc.193,445$7.06M0.2%+190.8%0.154%
5/5/2025Calton & Associates Inc.14,653$535K0.1%-56.4%0.012%
5/5/2025Transce3nd LLC989$36K0.0%-93.2%0.001%
5/2/2025Larson Financial Group LLC3,490$127K0.0%-20.9%0.003%
(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 BlackRock Inc. ($725.36M), Vanguard Group Inc. ($719.59M), State Street Corp ($267.29M), Wellington Management Group LLP ($257.10M), Geode Capital Management LLC ($119.22M), FMR LLC ($113.37M), and Charles Schwab Investment Management Inc. ($79.33M).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 334 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: BlackRock Inc. ($10.32M), Norges Bank ($2.83M), Duff & Phelps Investment Management Co. ($1.47M), Vanguard Group Inc. ($1.33M), Osaic Holdings Inc. ($1.31M), Nuveen LLC ($889.70K), and Cetera Investment Advisers ($826.89K).

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

Institutional investors have bought a total of 15,345,827 shares in the last 24 months. This purchase volume represents approximately $559.79M in transactions.

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

Of the 191 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: Massachusetts Financial Services Co. MA ($2.04M), 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), Cetera Investment Advisers ($391.20K), Goldman Sachs Group Inc. ($261.18K), and American Century Companies Inc. ($233.11K).

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

Institutional investors have sold a total of 7,602,838 shares in the last 24 months. This volume of shares sold represents approximately $268.29M in transactions.



This page (NASDAQ:PECO) was last updated on 7/2/2025 by MarketBeat.com Staff
From Our Partners