Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free PECO Stock Alerts

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

Phillips Edison & Company, Inc. logo
$40.46 +0.03 (+0.06%)
As of 02:45 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
211
Total
Institutional Inflows
(last 12 months)
$469.44M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$257.21M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PECO Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2026 OVERSEA CHINESE BANKING Corp Ltd27,137$2.61M0.1%N/A0.021%
7/10/2026 Accel Wealth Management24,786$1.03M0.2%-32.5%0.020%
7/10/2026 Handelsbanken Fonder AB38,200$1.59M0.0%+9.8%0.030%
7/10/2026 Wealthcare Advisory Partners LLC6,656$277K0.0%-31.4%0.005%
7/7/2026 GAMMA Investing LLC5,245$218K0.0%+5.9%0.004%
7/2/2026 CX Institutional724$30K0.0%+115.5%0.001%
7/1/2026 Pensionfund PDN25,500$1.06M0.5%+59.4%0.020%
7/1/2026 Pensionfund Sabic12,500$520K0.6%+56.3%0.010%
6/16/2026Empowered Funds LLC6,446$241K0.0%N/A0.005%
6/3/2026 NewEdge Advisors LLC57,636$2.16M0.0%+3.2%0.046%
5/19/2026Western Wealth Management LLC767$29K0.0%N/A0.001%
5/19/2026Bank of America Corp DE553,777$20.72M0.0%-11.9%0.440%
5/19/2026Janus Henderson Group PLC615,054$23.02M0.0%-5.3%0.489%
5/19/2026Centaurus Financial Inc.63,427$2.37M0.1%-42.2%0.050%
5/19/2026 Arkadios Wealth Advisors74,203$2.78M0.0%+6.4%0.059%
5/18/2026 Amundi93,525$3.50M0.0%+12.0%0.074%
5/18/2026 EverSource Wealth Advisors LLC3,242$121K0.0%+53.5%0.003%
5/18/2026California State Teachers Retirement System148,020$5.54M0.0%+23.4%0.118%
5/18/2026Royal Bank of Canada46,116$1.73M0.0%-12.8%0.037%
5/18/2026Empowered Funds LLC6,446$241K0.0%N/A0.005%
5/16/2026Quantinno Capital Management LP104,283$3.90M0.0%+317.7%0.083%
5/16/2026SummitTX Capital L.P.29,490$1.10M0.0%N/A0.023%
5/16/2026Lazard Asset Management LLC41,796$1.56M0.0%+1.9%0.033%
5/15/2026Lombard Odier Asset Management USA Corp7,492$280K0.0%N/A0.006%
5/15/2026Waverly Advisors LLC35,466$1.33M0.0%+0.8%0.028%
5/15/2026Entropy Technologies LP21,043$787K0.0%-45.1%0.017%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund41,363$1.55M0.0%-74.4%0.033%
5/14/2026Renaissance Technologies LLC393,002$14.71M0.0%-1.5%0.312%
5/14/2026Public Employees Retirement System of Ohio145,307$5.44M0.0%-16.3%0.116%
5/14/2026Modern Wealth Management LLC100,324$3.74M0.1%-4.6%0.080%
5/14/2026Arrowstreet Capital Limited Partnership483,308$18.09M0.0%+34.4%0.384%
5/14/2026Caxton Associates LLP43,812$1.64M0.0%-26.8%0.035%
5/14/2026 Inceptionr LLC25,576$957K0.2%-29.8%0.020%
5/14/2026Sei Investments Co.167,443$6.27M0.0%+9.8%0.133%
5/13/2026 Cetera Investment Advisers657,017$24.59M0.0%-12.7%0.522%
5/13/2026 Signature Equity Partners LLC1,889$71K0.0%-16.3%0.002%
5/13/2026 First Trust Advisors LP119,885$4.49M0.0%+210.6%0.095%
5/8/2026 PNC Financial Services Group Inc.33,220$1.24M0.0%+541.8%0.026%
5/8/2026 Cassaday & Co Wealth Management LLC2,151$80K0.0%N/A0.002%
5/7/2026Earned Wealth Advisors LLC43,172$1.62M0.1%+1.0%0.034%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
5/7/2026 Dimensional Fund Advisors LP1,899,214$71.07M0.0%+4.1%1.510%
5/7/2026 Swiss National Bank248,900$9.31M0.0%+0.5%0.198%
5/6/2026California Public Employees Retirement System261,183$9.77M0.0%+4.0%0.208%
5/6/2026 Assetmark Inc.14,259$534K0.0%+34.7%0.011%
5/6/2026 Bessemer Group Inc.188,495$7.05M0.0%+37.0%0.150%
5/6/2026 Independent Financial Group LLC75,071$2.81M0.1%N/A0.060%
5/5/2026 Bank of New York Mellon Corp942,612$35.27M0.0%-2.4%0.749%
5/5/2026 Illinois Municipal Retirement Fund65,116$2.44M0.0%-6.2%0.052%
5/5/2026 Geneos 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%
5/2/2026Anchor 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%
4/30/2026Hsbc 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%
4/28/2026DGS 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%
3/20/2026Hsbc Holdings PLC248,985$8.86M0.0%+33.5%0.198%
3/6/2026Hsbc Holdings PLC248,985$8.86M0.0%+33.5%0.198%
3/3/2026 Caitong International Asset Management Co. Ltd1,031$37K0.0%-32.6%0.001%
2/24/2026DGS Capital Management LLC10,220$364K0.1%N/A0.008%
2/19/2026Invesco Ltd.455,798$16.21M0.0%+3.9%0.362%
2/18/2026 Strive Financial Group LLC2,812$100K0.0%N/A0.002%
2/18/2026Ameriflex Group Inc.19,172$682K0.4%-19.9%0.015%
2/18/2026 Mercer Global Advisors Inc. ADV79,264$2.82M0.0%+113.6%0.063%
2/18/2026 Vident 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%
2/18/2026 EP Wealth Advisors LLC11,153$397K0.0%N/A0.009%
2/18/2026 NewEdge Advisors LLC55,845$1.99M0.0%-3.8%0.044%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
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%


PECO Institutional Ownership - Frequently Asked Questions

During the previous two years, 437 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.

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

Of the 360 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), Millennium Management LLC ($962.61K), and Engineers Gate Manager LP ($933.34K).

Institutional investors have bought a total of 13,292,151 shares in the last 24 months. This purchase volume represents approximately $469.44M in transactions.

Of the 164 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 ($1.49M), Macquarie Group Ltd. ($1.22M), Balyasny Asset Management L.P. ($338.85K), Engineers Gate Manager LP ($314.13K), Goldman Sachs Group Inc. ($298.76K), Aew Capital Management L P ($253.74K), and Jane Street Group LLC ($241.32K).

Institutional investors have sold a total of 7,301,968 shares in the last 24 months. This volume of shares sold represents approximately $257.21M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PECO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Why November 27 Is Quickly Becoming America's Most Important Financial Date in Decades
An estimated $10 trillion could move through a little known government initiative, according to analyst Joel L...
Altimetry | Sponsoredtc pixel