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

Phillips Edison & Company, Inc. logo
$34.35 -1.09 (-3.08%)
Closing price 04:00 PM 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)
235
Total
Institutional Inflows
(last 12 months)
$595.61M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$268.88M
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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
5/21/2025 IFM Investors Pty Ltd24,662$900K0.0%-12.8%0.020%
5/20/2025Intech Investment Management LLC56,917$2.08M0.0%+29.5%0.045%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC136,108$4.97M0.0%-82.7%0.109%
5/16/2025 Coppell Advisory Solutions LLC12,433$454K0.0%-30.2%0.010%
5/16/2025 United Services Automobile Association8,255$297K0.0%N/A0.007%
5/16/2025 Goldman Sachs Group Inc.1,121,915$40.94M0.0%-18.9%0.895%
5/16/2025 NewEdge Advisors LLC56,075$2.05M0.0%-1.1%0.045%
5/16/2025 Millennium Management LLC855,138$31.20M0.0%+129.2%0.682%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.73,111$2.67M0.0%+4.6%0.058%
5/16/2025 Integrated Wealth Concepts LLC9,119$333K0.0%N/A0.007%
5/16/2025 Jacobs Levy Equity Management Inc.159,049$5.80M0.0%-12.5%0.127%
5/16/2025 Clark Capital Management Group Inc.5,675$207K0.0%-47.7%0.005%
5/16/2025 AQR Capital Management LLC11,091$405K0.0%+8.2%0.009%
5/16/2025 Amundi122,018$4.40M0.0%-5.9%0.097%
5/16/2025 Alyeska Investment Group L.P.2,013,308$73.47M0.3%+42.1%1.606%
5/16/2025 Adage Capital Partners GP L.L.C.915,000$33.39M0.1%+54.9%0.730%
5/15/2025 Dark Forest Capital Management LP164,368$6.00M0.3%+625.2%0.131%
5/15/2025 EP Wealth Advisors LLC9,479$346K0.0%+10.1%0.008%
5/15/2025 FJ Capital Management LLC32,298$1.18M0.1%+14.6%0.026%
5/15/2025 Ameriflex Group Inc.19,045$695K0.3%-3.8%0.015%
5/15/2025 Royal Bank of Canada81,726$2.98M0.0%+12.8%0.065%
5/15/2025 MAI Capital Management3,000$109K0.0%-45.5%0.002%
5/15/2025 Quarry LP1,717$63K0.0%+21,362.5%0.001%
5/15/2025 Calton & Associates Inc.56,066$2.05M0.5%+67.0%0.045%
5/15/2025 Certior Financial Group LLC31,138$1.14M0.9%-8.0%0.025%
5/15/2025 Vident Advisory LLC18,151$662K0.0%-16.6%0.014%
5/15/2025 Eisler Capital Management Ltd.230,361$8.41M0.1%N/A0.184%
5/14/2025 Corebridge Financial Inc.64,197$2.34M0.0%-1.8%0.051%
5/14/2025 Comerica Bank41,896$1.53M0.0%-1.0%0.033%
5/14/2025 MetLife Investment Management LLC76,638$2.80M0.0%-1.6%0.061%
5/14/2025 Aew Capital Management L P574,819$20.98M1.0%-8.5%0.458%
5/14/2025 AlphaQuest LLC15,552$567K0.1%+107.1%0.012%
5/14/2025 Kestra Advisory Services LLC54,010$1.97M0.0%-41.1%0.043%
5/14/2025 Norinchukin Bank The5,785$211K0.0%+6.9%0.005%
5/14/2025 Martingale Asset Management L P94,937$3.46M0.1%+43.5%0.076%
5/14/2025 Capital Fund Management S.A.15,965$583K0.0%N/A0.013%
5/14/2025 EntryPoint Capital LLC6,290$230K0.1%N/A0.005%
5/14/2025 Hsbc Holdings PLC115,370$4.21M0.0%+9.7%0.092%
5/14/2025 M Holdings Securities Inc.22,163$809K0.1%+36.3%0.018%
5/14/2025 Wellington Management Group LLP7,045,705$257.10M0.0%-6.5%5.619%
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All the details are waiting for you now — but you need to act before the May 1st funding window clos
5/13/2025 Northern Trust Corp1,693,120$61.78M0.0%+0.1%1.350%
5/13/2025 Raymond James Financial Inc.106,707$3.89M0.0%-3.5%0.085%
5/13/2025 American Century Companies Inc.43,590$1.59M0.0%+6.0%0.035%
5/13/2025 Aberdeen Group plc117,374$4.28M0.0%-3.5%0.094%
5/13/2025 Lord Abbett & CO. LLC103,025$3.76M0.0%N/A0.082%
5/13/2025 Russell Investments Group Ltd.18,158$663K0.0%-27.4%0.014%
5/13/2025 Resona Asset Management Co. Ltd.54,356$1.96M0.0%+11.0%0.043%
5/13/2025 HighTower Advisors LLC28,183$1.03M0.0%-14.6%0.022%
5/12/2025 Public Sector Pension Investment Board396,982$14.49M0.1%+30.0%0.317%
5/12/2025 Independent Advisor Alliance11,973$437K0.0%+15.5%0.010%
5/12/2025 Nuveen LLC889,699$32.47M0.0%N/A0.709%
5/12/2025 Entropy Technologies LP11,945$436K0.0%-60.1%0.010%
5/12/2025 Invesco Ltd.431,885$15.76M0.0%+9.7%0.344%
5/12/2025 Koss Olinger Consulting LLC6,087$222K0.0%N/A0.005%
5/12/2025 Townsquare Capital LLC8,610$314K0.0%+3.6%0.007%
5/12/2025 Citigroup Inc.218,095$7.96M0.0%+12.7%0.174%
5/12/2025 LaSalle St. Investment Advisors LLC8,577$312K0.1%+13.0%0.007%
5/12/2025 Swiss National Bank237,500$8.67M0.0%-1.4%0.189%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.86,105$3.14M0.0%+6.7%0.069%
5/12/2025 Maryland State Retirement & Pension System36,482$1.33M0.0%-11.6%0.029%
5/9/2025 Headlands Technologies LLC3,350$122K0.0%-68.3%0.003%
5/9/2025 Deutsche Bank AG349,769$12.76M0.0%-2.8%0.279%
5/9/2025 Charles Schwab Investment Management Inc.2,174,051$79.33M0.0%+1.3%1.734%
5/9/2025 Vanguard Group Inc.19,720,204$719.59M0.0%+2.1%15.726%
5/9/2025 Atria Wealth Solutions Inc.41,315$1.51M0.0%-39.0%0.033%
5/9/2025 PNC Financial Services Group Inc.2,995$109K0.0%+20.8%0.002%
5/8/2025 US Bancorp DE5,285$193K0.0%-36.2%0.004%
5/8/2025 Harbour Investments Inc.21,201$774K0.0%-2.2%0.017%
5/8/2025 HHM Wealth Advisors LLC1,100$40K0.0%-24.8%0.001%
5/8/2025 Natixis Advisors LLC53,287$1.94M0.0%-2.5%0.042%
5/8/2025 Arkadios Wealth Advisors49,393$1.80M0.1%-5.3%0.039%
5/8/2025 Vestcor Inc20,680$755K0.0%N/A0.016%
5/8/2025 First Foundation Advisors56,710$2.07M0.1%-4.9%0.045%
5/8/2025 Geneos Wealth Management Inc.84,470$3.08M0.1%+490.5%0.067%
5/7/2025 LPL Financial LLC388,084$14.16M0.0%+4.7%0.309%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 80,385$2.93M0.0%+1.7%0.064%
5/6/2025 Cetera Investment Advisers729,613$26.62M0.1%-6.1%0.582%
5/6/2025 Avantax Advisory Services Inc.74,136$2.71M0.0%N/A0.059%
5/6/2025 Journey Strategic Wealth LLC12,566$459K0.0%-3.1%0.010%
5/6/2025 AE Wealth Management LLC39,889$1.46M0.0%-8.7%0.032%
5/6/2025 Hendershot Investments Inc.11,021$402K0.1%-20.6%0.009%
5/6/2025 KLP Kapitalforvaltning AS24,100$882K0.0%-6.9%0.019%
5/6/2025 B&I Capital AG240,045$8.76M2.8%-7.3%0.191%
5/6/2025 MCF Advisors LLC3,776$138K0.0%-27.4%0.003%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH60,255$2.20M0.0%N/A0.048%
5/6/2025 Y Intercept Hong Kong Ltd6,527$238K0.0%-62.8%0.005%
5/6/2025 Ignite Planners LLC8,606$301K0.1%-7.6%0.007%
5/5/2025 Allianz Asset Management GmbH154,592$5.64M0.0%N/A0.123%
5/5/2025 Carmel Capital Partners LLC20,877$762K0.3%-6.4%0.017%
5/5/2025 J.W. Cole Advisors Inc.193,445$7.06M0.2%+190.8%0.154%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
5/5/2025 Calton & Associates Inc.14,653$535K0.1%-56.4%0.012%
5/5/2025 Transce3nd LLC989$36K0.0%-93.2%0.001%
5/2/2025 Larson Financial Group LLC3,490$127K0.0%-20.9%0.003%
5/2/2025 Massachusetts Financial Services Co. MA1,077,372$39.31M0.0%-2.4%0.861%
5/2/2025 Sigma Planning Corp10,695$390K0.0%-37.5%0.009%
5/2/2025 Edgestream Partners L.P.185,979$6.79M0.2%+86.7%0.149%
5/1/2025 CWM LLC19,392$708K0.0%-9.0%0.015%
5/1/2025 Louisiana State Employees Retirement System59,000$2.15M0.0%-0.5%0.047%
5/1/2025 Arizona State Retirement System35,148$1.28M0.0%-1.1%0.028%
5/1/2025 Diversify Wealth Management LLC74,405$2.60M0.2%-4.9%0.059%
(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, 436 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 PECO's institutional investors.

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

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

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

Of the 336 institutional investors that purchased Phillips Edison & Company, Inc. 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 36,895,070 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

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

Of the 261 institutional investors that sold Phillips Edison & Company, Inc. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($4.16M), Wellington Management Group LLP ($1.93M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($649.82K), Thrivent Financial for Lutherans ($569.13K), Cetera Investment Advisers ($437.61K), Cambridge Investment Research Advisors Inc. ($270.56K), and Goldman Sachs Group Inc. ($261.18K).

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

Institutional investors have sold a total of 13,650,057 shares in the last 24 months. This volume of shares sold represents approximately $479.92M in transactions.



This page (NASDAQ:PECO) was last updated on 5/21/2025 by MarketBeat.com Staff
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