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

$36.72 -0.37 (-1.00%)

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Current Institutional Ownership Percentage: 80.70%
Number of Institutional Buyers (last 12 months): 202
Total Institutional Inflows (last 12 months): $416.33M

Number of Institutional Sellers (last 12 months): 163
Total Institutional Outflows (last 12 months): $364.71M

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PECO Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	21,728	$904K	0.0%	+40.1%	0.017%
9/9/2026	Engineers Gate Manager LP	297,382	$12.38M	0.2%	-83.1%	0.231%
9/9/2026	Integrated Wealth Concepts LLC	11,205	$466K	0.0%	+2.6%	0.009%
9/9/2026	RFG Advisory LLC	11,922	$496K	0.0%	+89.3%	0.009%
9/9/2026	Squarepoint Ops LLC	39,585	$1.65M	0.0%	-26.4%	0.031%
9/8/2026	Waverly Advisors LLC	34,807	$1.45M	0.0%	-1.9%	0.027%
9/8/2026	Nykredit A S	2,581	$107K	0.0%	N/A	0.002%
8/27/2026	Corient Private Wealth LP	84,230	$3.51M	0.0%	+4.5%	0.065%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	90,538	$3.77M	0.0%	N/A	0.070%
8/23/2026	Ameritas Advisory Services LLC	73,001	$3.04M	0.1%	+79.0%	0.057%
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8/22/2026	Odyssean LLC	70,815	$2.95M	0.5%	+84.5%	0.055%
8/21/2026	Beacon Capital Management LLC	7,590	$316K	0.0%	-18.2%	0.006%
8/21/2026	Continuum Advisory LLC	5,067	$211K	0.0%	N/A	0.004%
8/21/2026	Nykredit A S	2,581	$107K	0.0%	N/A	0.002%
8/19/2026	Wellington Management Group LLP	4,011,362	$166.95M	0.0%	-23.0%	3.117%
8/18/2026	Public Employees Retirement System of Ohio	144,937	$6.03M	0.0%	N/A	0.113%
7/10/2026	Accel Wealth Management	24,786	$1.03M	0.2%	-32.5%	0.020%
7/10/2026	Handelsbanken Fonder AB	38,200	$1.59M	0.0%	+9.8%	0.030%
7/10/2026	Wealthcare Advisory Partners LLC	6,656	$277K	0.0%	-31.4%	0.005%
7/7/2026	GAMMA Investing LLC	5,245	$218K	0.0%	+5.9%	0.004%
7/2/2026	CX Institutional	724	$30K	0.0%	+115.5%	0.001%
7/1/2026	Pensionfund PDN	25,500	$1.06M	0.5%	+59.4%	0.020%
7/1/2026	Pensionfund Sabic	12,500	$520K	0.6%	+56.3%	0.010%
6/16/2026	Empowered Funds LLC	6,446	$241K	0.0%	N/A	0.005%
6/3/2026	NewEdge Advisors LLC	57,636	$2.16M	0.0%	+3.2%	0.046%
5/19/2026	Western Wealth Management LLC	767	$29K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	553,777	$20.72M	0.0%	-11.9%	0.440%
5/19/2026	Janus Henderson Group PLC	615,054	$23.02M	0.0%	-5.3%	0.489%
5/19/2026	Centaurus Financial Inc.	63,427	$2.37M	0.1%	-42.2%	0.050%
5/19/2026	Arkadios Wealth Advisors	74,203	$2.78M	0.0%	+6.4%	0.059%
5/18/2026	Amundi	93,525	$3.50M	0.0%	+12.0%	0.074%
5/18/2026	EverSource Wealth Advisors LLC	3,242	$121K	0.0%	+53.5%	0.003%
5/18/2026	California State Teachers Retirement System	148,020	$5.54M	0.0%	+23.4%	0.118%
5/18/2026	Royal Bank of Canada	46,116	$1.73M	0.0%	-12.8%	0.037%
5/18/2026	Empowered Funds LLC	6,446	$241K	0.0%	N/A	0.005%
5/16/2026	Quantinno Capital Management LP	104,283	$3.90M	0.0%	+317.7%	0.083%
5/16/2026	SummitTX Capital L.P.	29,490	$1.10M	0.0%	N/A	0.023%
5/16/2026	Lazard Asset Management LLC	41,796	$1.56M	0.0%	+1.9%	0.033%
5/15/2026	Lombard Odier Asset Management USA Corp	7,492	$280K	0.0%	N/A	0.006%
5/15/2026	Waverly Advisors LLC	35,466	$1.33M	0.0%	+0.8%	0.028%
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5/15/2026	Entropy Technologies LP	21,043	$787K	0.0%	-45.1%	0.017%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	41,363	$1.55M	0.0%	-74.4%	0.033%
5/14/2026	Renaissance Technologies LLC	393,002	$14.71M	0.0%	-1.5%	0.312%
5/14/2026	Public Employees Retirement System of Ohio	145,307	$5.44M	0.0%	-16.3%	0.116%
5/14/2026	Modern Wealth Management LLC	100,324	$3.74M	0.1%	-4.6%	0.080%
5/14/2026	Arrowstreet Capital Limited Partnership	483,308	$18.09M	0.0%	+34.4%	0.384%
5/14/2026	Caxton Associates LLP	43,812	$1.64M	0.0%	-26.8%	0.035%
5/14/2026	Inceptionr LLC	25,576	$957K	0.2%	-29.8%	0.020%
5/14/2026	Sei Investments Co.	167,443	$6.27M	0.0%	+9.8%	0.133%
5/13/2026	Cetera Investment Advisers	657,017	$24.59M	0.0%	-12.7%	0.522%
5/13/2026	Signature Equity Partners LLC	1,889	$71K	0.0%	-16.3%	0.002%
5/13/2026	First Trust Advisors LP	119,885	$4.49M	0.0%	+210.6%	0.095%
5/8/2026	PNC Financial Services Group Inc.	33,220	$1.24M	0.0%	+541.8%	0.026%
5/8/2026	Cassaday & Co Wealth Management LLC	2,151	$80K	0.0%	N/A	0.002%
5/7/2026	Earned Wealth Advisors LLC	43,172	$1.62M	0.1%	+1.0%	0.034%
5/7/2026	Dimensional Fund Advisors LP	1,899,214	$71.07M	0.0%	+4.1%	1.510%
5/7/2026	Swiss National Bank	248,900	$9.31M	0.0%	+0.5%	0.198%
5/6/2026	California Public Employees Retirement System	261,183	$9.77M	0.0%	+4.0%	0.208%
5/6/2026	Assetmark Inc.	14,259	$534K	0.0%	+34.7%	0.011%
5/6/2026	Bessemer Group Inc.	188,495	$7.05M	0.0%	+37.0%	0.150%
5/6/2026	Independent Financial Group LLC	75,071	$2.81M	0.1%	N/A	0.060%
5/5/2026	Bank of New York Mellon Corp	942,612	$35.27M	0.0%	-2.4%	0.749%
5/5/2026	Illinois Municipal Retirement Fund	65,116	$2.44M	0.0%	-6.2%	0.052%
5/5/2026	Geneos Wealth Management Inc.	16,067	$601K	0.0%	-1.8%	0.013%
5/5/2026	Sigma Planning Corp	9,772	$366K	0.0%	-8.7%	0.008%
5/4/2026	Principal Financial Group Inc.	612,129	$22.91M	0.0%	+2.0%	0.487%
5/4/2026	Procyon Advisors LLC	7,015	$262K	0.0%	-6.5%	0.006%
5/2/2026	Global Assets Advisory LLC	1,382	$52K	0.0%	N/A	0.001%
5/2/2026	Anchor Investment Management LLC	2,139	$80K	0.0%	N/A	0.002%
5/2/2026	Castleview Partners LLC	7,507	$281K	0.1%	-5.1%	0.006%
5/2/2026	Diversify Wealth Management LLC	34,583	$1.38M	0.0%	+4.5%	0.027%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	87,944	$3.29M	0.0%	+21.9%	0.070%
5/1/2026	Fifth Third Bancorp	34,216	$1.28M	0.0%	+4,823.2%	0.027%
5/1/2026	Sequoia Financial Advisors LLC	15,512	$580K	0.0%	-9.2%	0.012%
4/30/2026	Hsbc Holdings PLC	257,698	$9.65M	0.0%	+3.5%	0.205%
4/30/2026	Kestra Advisory Services LLC	90,594	$3.39M	0.0%	+51.1%	0.072%
4/30/2026	Money Concepts Capital Corp	68,400	$2.56M	0.1%	-5.1%	0.054%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	136,808	$5.12M	0.0%	-2.0%	0.109%
4/30/2026	Resona Asset Management Co. Ltd.	55,731	$2.08M	0.0%	+4.6%	0.044%
4/28/2026	DGS Capital Management LLC	9,117	$341K	0.1%	-10.8%	0.007%
4/28/2026	Koshinski Asset Management Inc.	33,383	$1.25M	0.1%	-5.0%	0.027%
4/27/2026	PFG Investments LLC	29,377	$1.10M	0.1%	-1.4%	0.023%
4/27/2026	New York State Teachers Retirement System	38,184	$1.43M	0.0%	-9.4%	0.030%
4/27/2026	Y Intercept Hong Kong Ltd	48,641	$1.82M	0.0%	N/A	0.039%
4/27/2026	Sound Income Strategies LLC	3,672	$137K	0.0%	-23.2%	0.003%
4/25/2026	Strs Ohio	22,000	$823K	0.0%	-1.3%	0.017%
4/22/2026	Larry Mathis Financial Planning LLC	5,544	$207K	0.2%	N/A	0.004%
4/22/2026	Sterling Capital Management LLC	3,594	$134K	0.0%	-41.3%	0.003%
4/21/2026	Louisiana State Employees Retirement System	55,800	$2.09M	0.0%	N/A	0.044%
4/21/2026	Silver Oak Securities Incorporated	16,257	$608K	0.0%	-1.7%	0.013%
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4/21/2026	Fiduciary Alliance LLC	13,728	$533K	0.0%	-10.6%	0.011%
4/17/2026	Brookstone Capital Management	23,910	$895K	0.0%	-27.5%	0.019%
4/16/2026	SG Americas Securities LLC	41,425	$1.55M	0.0%	-79.9%	0.033%
3/20/2026	Hsbc Holdings PLC	248,985	$8.86M	0.0%	+33.5%	0.198%
3/6/2026	Hsbc Holdings PLC	248,985	$8.86M	0.0%	+33.5%	0.198%
3/3/2026	Caitong International Asset Management Co. Ltd	1,031	$37K	0.0%	-32.6%	0.001%
2/24/2026	DGS Capital Management LLC	10,220	$364K	0.1%	N/A	0.008%
2/19/2026	Invesco Ltd.	455,798	$16.21M	0.0%	+3.9%	0.362%
2/18/2026	Strive Financial Group LLC	2,812	$100K	0.0%	N/A	0.002%
2/18/2026	Ameriflex Group Inc.	19,172	$682K	0.4%	-19.9%	0.015%

PECO Institutional Ownership - Frequently Asked Questions

During the previous two years, 432 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 ($166.95M), Geode Capital Management LLC ($122.46M), FMR LLC ($113.37M), Charles Schwab Investment Management Inc. ($82.62M), and Northern Trust Corp ($74.13M).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 355 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), Nuveen LLC ($1.20M), Alyeska Investment Group L.P. ($1.14M), Engineers Gate Manager LP ($933.34K), JPMorgan Chase & Co. ($804.39K), and M&T Bank Corp ($777.29K).

Institutional investors have bought a total of 11,719,821 shares in the last 24 months. This purchase volume represents approximately $416.33M in transactions.

Of the 163 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 ($2.69M), Engineers Gate Manager LP ($1.77M), Macquarie Group Ltd. ($1.22M), Balyasny Asset Management L.P. ($338.85K), 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 9,867,772 shares in the last 24 months. This volume of shares sold represents approximately $364.71M in transactions.

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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 9/9/2026. New 13F filings are added each quarter as they're published.

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

PECO Institutional Buying and Selling by Quarter

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

PECO Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Phillips Edison & Company, Inc. (NASDAQ:PECO)

PECO Institutional Buying and Selling by Quarter

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

PECO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PECO shares?

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

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

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

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

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

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