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

Phillips Edison & Company, Inc. logo
$37.71 -0.10 (-0.26%)
Closing price 04:00 PM Eastern
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$37.71 0.00 (0.00%)
As of 07:30 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)
201
Total
Institutional Inflows
(last 12 months)
$416.32M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$363.71M
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PECO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Accel Wealth Management24,517$915K0.2%-1.1%0.019%
10/13/2026Avior Wealth Management LLC18,461$689K0.0%-12.1%0.014%
10/8/2026Farther Finance Advisors LLC2,652$99K0.0%+221.8%0.002%
9/9/2026Sequoia Financial Advisors LLC21,728$904K0.0%+40.1%0.017%
9/9/2026Engineers Gate Manager LP297,382$12.38M0.2%-83.1%0.231%
9/9/2026Integrated Wealth Concepts LLC11,205$466K0.0%+2.6%0.009%
9/9/2026RFG Advisory LLC11,922$496K0.0%+89.3%0.009%
9/9/2026Squarepoint Ops LLC39,585$1.65M0.0%-26.4%0.031%
9/8/2026Waverly Advisors LLC34,807$1.45M0.0%-1.9%0.027%
9/8/2026Nykredit A S2,581$107K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP84,230$3.51M0.0%+4.5%0.065%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al90,538$3.77M0.0%N/A0.070%
8/23/2026Ameritas Advisory Services LLC73,001$3.04M0.1%+79.0%0.057%
8/22/2026Odyssean LLC70,815$2.95M0.5%+84.5%0.055%
8/21/2026Beacon Capital Management LLC7,590$316K0.0%-18.2%0.006%
8/21/2026Continuum Advisory LLC5,067$211K0.0%N/A0.004%
8/21/2026Nykredit A S2,581$107K0.0%N/A0.002%
8/19/2026Wellington Management Group LLP4,011,362$166.95M0.0%-23.0%3.117%
8/18/2026Public Employees Retirement System of Ohio144,937$6.03M0.0%N/A0.113%
7/10/2026Accel Wealth Management24,786$1.03M0.2%-32.5%0.020%
7/10/2026Handelsbanken Fonder AB38,200$1.59M0.0%+9.8%0.030%
7/10/2026Wealthcare Advisory Partners LLC6,656$277K0.0%-31.4%0.005%
7/7/2026GAMMA Investing LLC5,245$218K0.0%+5.9%0.004%
7/2/2026 CX Institutional724$30K0.0%+115.5%0.001%
7/1/2026Pensionfund PDN25,500$1.06M0.5%+59.4%0.020%
7/1/2026Pensionfund Sabic12,500$520K0.6%+56.3%0.010%
6/16/2026Empowered Funds LLC6,446$241K0.0%N/A0.005%
6/3/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors74,203$2.78M0.0%+6.4%0.059%
5/18/2026Amundi93,525$3.50M0.0%+12.0%0.074%
5/18/2026EverSource 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%
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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%
5/14/2026Inceptionr LLC25,576$957K0.2%-29.8%0.020%
5/14/2026Sei Investments Co.167,443$6.27M0.0%+9.8%0.133%
5/13/2026Cetera Investment Advisers657,017$24.59M0.0%-12.7%0.522%
5/13/2026Signature Equity Partners LLC1,889$71K0.0%-16.3%0.002%
5/13/2026First Trust Advisors LP119,885$4.49M0.0%+210.6%0.095%
5/8/2026PNC Financial Services Group Inc.33,220$1.24M0.0%+541.8%0.026%
5/8/2026Cassaday & Co Wealth Management LLC2,151$80K0.0%N/A0.002%
5/7/2026Earned Wealth Advisors LLC43,172$1.62M0.1%+1.0%0.034%
5/7/2026Dimensional Fund Advisors LP1,899,214$71.07M0.0%+4.1%1.510%
5/7/2026Swiss 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%
5/6/2026Assetmark Inc.14,259$534K0.0%+34.7%0.011%
5/6/2026Bessemer Group Inc.188,495$7.05M0.0%+37.0%0.150%
5/6/2026Independent Financial Group LLC75,071$2.81M0.1%N/A0.060%
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%
5/5/2026Sigma Planning Corp9,772$366K0.0%-8.7%0.008%
5/4/2026Principal Financial Group Inc.612,129$22.91M0.0%+2.0%0.487%
5/4/2026Procyon Advisors LLC7,015$262K0.0%-6.5%0.006%
5/2/2026Global Assets Advisory LLC1,382$52K0.0%N/A0.001%
5/2/2026Anchor Investment Management LLC2,139$80K0.0%N/A0.002%
5/2/2026Castleview Partners LLC7,507$281K0.1%-5.1%0.006%
5/2/2026Diversify Wealth Management LLC34,583$1.38M0.0%+4.5%0.027%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS87,944$3.29M0.0%+21.9%0.070%
5/1/2026Fifth Third Bancorp34,216$1.28M0.0%+4,823.2%0.027%
5/1/2026Sequoia Financial Advisors LLC15,512$580K0.0%-9.2%0.012%
4/30/2026Hsbc Holdings PLC257,698$9.65M0.0%+3.5%0.205%
4/30/2026Kestra Advisory Services LLC90,594$3.39M0.0%+51.1%0.072%
4/30/2026Money Concepts Capital Corp68,400$2.56M0.1%-5.1%0.054%
4/30/2026Sumitomo Mitsui Trust Group Inc.136,808$5.12M0.0%-2.0%0.109%
4/30/2026Resona 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%
4/28/2026Koshinski Asset Management Inc.33,383$1.25M0.1%-5.0%0.027%
4/27/2026PFG Investments LLC29,377$1.10M0.1%-1.4%0.023%
4/27/2026New York State Teachers Retirement System38,184$1.43M0.0%-9.4%0.030%
4/27/2026Y Intercept Hong Kong Ltd48,641$1.82M0.0%N/A0.039%
4/27/2026Sound Income Strategies LLC3,672$137K0.0%-23.2%0.003%
4/25/2026Strs Ohio22,000$823K0.0%-1.3%0.017%
4/22/2026Larry Mathis Financial Planning LLC5,544$207K0.2%N/A0.004%
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4/22/2026Sterling Capital Management LLC3,594$134K0.0%-41.3%0.003%
4/21/2026Louisiana State Employees Retirement System55,800$2.09M0.0%N/A0.044%
4/21/2026Silver Oak Securities Incorporated16,257$608K0.0%-1.7%0.013%
4/21/2026Fiduciary Alliance LLC13,728$533K0.0%-10.6%0.011%
4/17/2026Brookstone Capital Management23,910$895K0.0%-27.5%0.019%
4/16/2026SG 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%
3/3/2026Caitong International Asset Management Co. Ltd1,031$37K0.0%-32.6%0.001%
2/24/2026DGS Capital Management LLC10,220$364K0.1%N/A0.008%


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 11,719,379 shares in the last 24 months. This purchase volume represents approximately $416.32M in transactions.

Of the 159 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 9,838,350 shares in the last 24 months. This volume of shares sold represents approximately $363.71M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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