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

Phillips Edison & Company, Inc. logo
$39.95 +0.25 (+0.63%)
Closing price 04:00 PM Eastern
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$39.96 +0.00 (+0.01%)
As of 05:10 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)
255
Total
Institutional Inflows
(last 12 months)
$696.35M
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$350.19M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp942,612$35.27M0.0%-2.4%0.749%
5/5/2026Illinois Municipal Retirement Fund65,116$2.44M0.0%-6.2%0.052%
5/5/2026Geneos Wealth Management Inc.16,067$601K0.0%-1.8%0.013%
5/5/2026 Sigma Planning Corp9,772$366K0.0%-8.7%0.008%
5/4/2026 Principal Financial Group Inc.612,129$22.91M0.0%+2.0%0.487%
5/4/2026 Procyon Advisors LLC7,015$262K0.0%-6.5%0.006%
5/2/2026 Global Assets Advisory LLC1,382$52K0.0%N/A0.001%
5/2/2026 Anchor Investment Management LLC2,139$80K0.0%N/A0.002%
5/2/2026 Castleview Partners LLC7,507$281K0.1%-5.1%0.006%
5/2/2026 Diversify Wealth Management LLC34,583$1.38M0.0%+4.5%0.027%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS87,944$3.29M0.0%+21.9%0.070%
5/1/2026 Fifth Third Bancorp34,216$1.28M0.0%+4,823.2%0.027%
5/1/2026 Sequoia Financial Advisors LLC15,512$580K0.0%-9.2%0.012%
4/30/2026 Hsbc Holdings PLC257,698$9.65M0.0%+3.5%0.205%
4/30/2026 Kestra Advisory Services LLC90,594$3.39M0.0%+51.1%0.072%
4/30/2026 Money Concepts Capital Corp68,400$2.56M0.1%-5.1%0.054%
4/30/2026 Sumitomo Mitsui Trust Group Inc.136,808$5.12M0.0%-2.0%0.109%
4/30/2026 Resona Asset Management Co. Ltd.55,731$2.08M0.0%+4.6%0.044%
4/28/2026 DGS Capital Management LLC9,117$341K0.1%-10.8%0.007%
4/28/2026 Koshinski Asset Management Inc.33,383$1.25M0.1%-5.0%0.027%
4/27/2026 PFG Investments LLC29,377$1.10M0.1%-1.4%0.023%
4/27/2026 New York State Teachers Retirement System38,184$1.43M0.0%-9.4%0.030%
4/27/2026 Y Intercept Hong Kong Ltd48,641$1.82M0.0%N/A0.039%
4/27/2026 Sound Income Strategies LLC3,672$137K0.0%-23.2%0.003%
4/25/2026 Strs Ohio22,000$823K0.0%-1.3%0.017%
4/22/2026 Larry Mathis Financial Planning LLC5,544$207K0.2%N/A0.004%
4/22/2026 Sterling Capital Management LLC3,594$134K0.0%-41.3%0.003%
4/21/2026 Louisiana State Employees Retirement System55,800$2.09M0.0%N/A0.044%
4/21/2026 Silver Oak Securities Incorporated16,257$608K0.0%-1.7%0.013%
4/21/2026 Fiduciary Alliance LLC13,728$533K0.0%-10.6%0.011%
4/17/2026 Brookstone Capital Management23,910$895K0.0%-27.5%0.019%
4/16/2026 SG Americas Securities LLC41,425$1.55M0.0%-79.9%0.033%
3/20/2026 Hsbc Holdings PLC248,985$8.86M0.0%+33.5%0.198%
3/6/2026 Hsbc Holdings PLC248,985$8.86M0.0%+33.5%0.198%
3/3/2026Caitong International Asset Management Co. Ltd1,031$37K0.0%-32.6%0.001%
2/24/2026 DGS Capital Management LLC10,220$364K0.1%N/A0.008%
2/19/2026Invesco Ltd.455,798$16.21M0.0%+3.9%0.362%
2/18/2026Strive Financial Group LLC2,812$100K0.0%N/A0.002%
2/18/2026Ameriflex Group Inc.19,172$682K0.4%-19.9%0.015%
2/18/2026Mercer Global Advisors Inc. ADV79,264$2.82M0.0%+113.6%0.063%
2/18/2026Vident Advisory LLC12,737$453K0.0%-3.7%0.010%
2/18/2026State of Tennessee Department of Treasury49,557$1.80M0.0%-10.1%0.039%
2/18/2026EP Wealth Advisors LLC11,153$397K0.0%N/A0.009%
2/18/2026NewEdge Advisors LLC55,845$1.99M0.0%-3.8%0.044%
2/18/2026VARCOV Co.73,747$2.62M1.0%N/A0.059%
2/18/2026Wellington Management Group LLP6,308,034$224.38M0.1%+5.4%5.014%
2/18/2026Susquehanna Portfolio Strategies LLC41,214$1.47M0.0%-31.2%0.033%
2/18/2026Susquehanna Fundamental Investments LLC20,524$730K0.0%-39.1%0.016%
2/18/2026Polymer Capital Management US LLC6,847$244K0.0%N/A0.005%
2/18/2026Odyssean LLC20,808$740K0.5%N/A0.017%
2/18/2026Millennium Management LLC421,522$14.99M0.0%+103.3%0.335%
2/18/2026Janus Henderson Group PLC649,222$23.09M0.0%+1.9%0.516%
2/18/2026Engineers Gate Manager LP2,181,911$77.61M0.9%-12.6%1.734%
2/18/2026Balyasny Asset Management L.P.1,530,772$54.45M0.1%-18.1%1.217%
2/17/2026AQR Capital Management LLC148,538$5.28M0.0%+75.6%0.118%
2/17/2026Lazard Asset Management LLC41,007$1.46M0.0%N/A0.033%
2/17/2026Cetera Investment Advisers752,530$26.77M0.0%-4.4%0.598%
2/17/2026Mars Jewett Financial Group Inc.26,823$1.01M0.3%N/A0.021%
2/17/2026Jain Global LLC394,947$14.05M0.1%+37.1%0.314%
2/17/2026Prosperity Bancshares Inc1,396$50K0.0%N/A0.001%
2/17/2026Kovack Advisors Inc.11,474$408K0.0%+2.9%0.009%
2/17/2026Amundi83,515$2.97M0.0%-3.4%0.066%
2/17/2026FIL Ltd2,787$99K0.0%-47.0%0.002%
2/17/2026Price T Rowe Associates Inc. MD108,618$3.86M0.0%+3.3%0.086%
2/17/2026Osaic Holdings Inc.228,507$8.13M0.0%-14.2%0.182%
2/17/2026Adage Capital Partners GP L.L.C.781,518$27.80M0.0%-18.6%0.621%
2/17/2026Public Employees Retirement System of Ohio173,550$6.17M0.0%-2.9%0.138%
2/17/2026California State Teachers Retirement System119,979$4.27M0.0%+5.7%0.095%
2/17/2026Russell Investments Group Ltd.48,334$1.72M0.0%+51.7%0.038%
2/17/2026 Maryland State Retirement & Pension System18,552$660K0.0%+2.7%0.015%
2/17/2026Clark Capital Management Group Inc.5,675$202K0.0%N/A0.005%
2/17/2026State of Wisconsin Investment Board192,825$6.86M0.0%+0.2%0.153%
2/17/2026&PARTNERS41,281$1.47M0.0%+161.4%0.033%
2/17/2026ExodusPoint Capital Management LP54,152$1.93M0.0%N/A0.043%
2/17/2026Royal Bank of Canada52,877$1.88M0.0%+2.3%0.042%
2/17/2026Blair William & Co. IL11,011$392K0.0%+2.6%0.009%
2/17/2026Aster Capital Management DIFC Ltd1,053$37K0.0%+55.5%0.001%
2/16/2026Verition Fund Management LLC513,076$18.25M0.1%+2,343.2%0.408%
2/16/2026Mariner LLC183,319$6.52M0.0%+0.2%0.146%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund161,670$5.75M0.0%N/A0.129%
2/16/2026Kennedy Capital Management LLC349,583$12.44M0.3%+20.2%0.278%
2/16/2026Entropy Technologies LP38,295$1.36M0.1%+196.3%0.030%
2/16/2026Barclays PLC221,563$7.88M0.0%-12.7%0.176%
2/13/2026 Kestra Advisory Services LLC59,949$2.13M0.0%-4.2%0.048%
2/13/2026Marshall Wace LLP122,966$4.37M0.0%N/A0.098%
2/13/2026The Manufacturers Life Insurance Company 60,752$2.16M0.0%-3.3%0.048%
2/13/2026Hudson Bay Capital Management LP281,072$10.00M0.0%N/A0.223%
2/13/2026Beacon Capital Management LLC9,659$344K0.1%-10.1%0.008%
2/13/2026Smartleaf Asset Management LLC1,140$41K0.0%+143.6%0.001%
2/13/2026Wilkerson Advisory Group LLC1,740$62K0.0%N/A0.001%
2/13/2026Arkadios Wealth Advisors69,771$2.48M0.0%+35.3%0.055%
2/13/2026First Trust Advisors LP38,592$1.37M0.0%+23.7%0.031%
2/13/2026Headlands Technologies LLC31,173$1.11M0.1%+6.4%0.025%
2/13/2026Alyeska Investment Group L.P.545,401$19.40M0.1%N/A0.434%
2/13/2026Ausdal Financial Partners Inc.5,689$202K0.0%N/A0.005%
2/13/2026Charles Schwab Investment Management Inc.2,322,844$82.62M0.0%+3.9%1.846%
2/13/2026 Police & Firemen s Retirement System of New Jersey34,504$1.23M0.0%-1.4%0.027%
2/13/2026Van ECK Associates Corp33,759$1.20M0.0%+9.8%0.027%
2/13/2026State Street Corp7,211,391$257.28M0.0%-1.1%5.732%
2/13/2026Martingale Asset Management L P55,450$1.97M0.1%-20.9%0.044%


PECO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PECO shares?

During the previous two years, 440 institutional investors and hedge funds held shares of Phillips Edison & Company, Inc.. The most heavily invested institutionals were Vanguard Group Inc. ($719.08M), State Street Corp ($257.28M), Wellington Management Group LLP ($224.38M), Geode Capital Management LLC ($122.46M), FMR LLC ($113.37M), Charles Schwab Investment Management Inc. ($82.62M), and Engineers Gate Manager LP ($77.61M).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 362 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 ($5.07M), Balyasny Asset Management L.P. ($1.87M), Duff & Phelps Investment Management Co. ($1.66M), Nuveen LLC ($1.20M), Alyeska Investment Group L.P. ($1.14M), Vanguard Group Inc. ($1.06M), and Millennium Management LLC ($962.61K).

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

Institutional investors have bought a total of 19,659,854 shares in the last 24 months. This purchase volume represents approximately $696.35M in transactions.

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

Of the 203 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 ($1.99M), Macquarie Group Ltd. ($1.22M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($649.82K), JPMorgan Chase & Co. ($578.37K), Goldman Sachs Group Inc. ($559.94K), Aew Capital Management L P ($378.08K), and Balyasny Asset Management L.P. ($338.85K).

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

Institutional investors have sold a total of 9,917,918 shares in the last 24 months. This volume of shares sold represents approximately $350.19M in transactions.


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This page (NASDAQ:PECO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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