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

Phillips Edison & Company, Inc. logo
$35.79 -0.14 (-0.39%)
As of 01/17/2025 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)
178
Total
Institutional Inflows
(last 12 months)
$372.83M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$265.56M
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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
1/17/2025Apeiron RIA LLC13,180$494K0.1%-11.2%0.011%
1/17/2025Raleigh Capital Management Inc.8,889$333K0.1%-7.6%0.007%
1/17/2025Mutual Advisors LLC51,891$1.86M0.1%+1.2%0.042%
1/17/2025Advisory Alpha LLC6,851$257K0.0%-5.8%0.006%
1/17/2025Barlow Wealth Partners Inc.5,982$212K0.0%-18.4%0.005%
1/17/2025Nisa Investment Advisors LLC33,215$1.25M0.0%-3.6%0.027%
1/17/2025MCF Advisors LLC5,200$195K0.0%+47.4%0.004%
1/17/2025Perpetual Ltd15,460$579K0.0%+39.5%0.013%
1/16/2025Koshinski Asset Management Inc.59,542$2.23M0.0%-1.2%0.049%
1/16/2025Diversify Wealth Management LLC78,219$2.78M0.2%-7.9%0.064%
1/16/2025My Legacy Advisors LLC47,688$1.69M0.7%-10.8%0.039%
1/15/2025 Ameritas Advisory Services LLC84,107$3.15M0.1%-23.2%0.069%
1/15/2025 Arkadios Wealth Advisors52,157$1.95M0.1%+49.2%0.043%
1/15/2025 Wealthcare Advisory Partners LLC10,901$408K0.0%+63.4%0.009%
1/15/2025 Foresight Group Ltd Liability Partnership35,529$1.32M0.8%N/A0.029%
1/14/2025 RMR Wealth Builders49,593$1.86M0.2%-19.0%0.040%
1/14/2025 Ignite Planners LLC9,315$349K0.1%-18.9%0.008%
1/13/2025 Brookstone Capital Management41,691$1.56M0.0%-9.4%0.034%
1/10/2025 RMR Wealth Builders49,593$1.86M0.2%-19.0%0.040%
1/10/2025 Harbor Capital Advisors Inc.72,465$2.72M0.1%+0.8%0.059%
1/10/2025 Wealth Enhancement Advisory Services LLC98,874$3.73M0.0%-2.5%0.081%
1/3/2025 Everence Capital Management Inc.5,910$221K0.0%-56.9%0.005%
12/26/2024JPMorgan Chase & Co.1,131,368$42.66M0.0%-1.4%0.923%
12/19/2024Principal Financial Group Inc.577,930$21.79M0.0%-4.4%0.471%
12/12/2024Brass Tax Wealth Management Inc.10,012$378K0.1%N/A0.008%
11/25/2024Synovus Financial Corp9,960$376K0.0%N/A0.008%
11/20/2024Advisory Resource Group5,914$223K0.0%-46.1%0.005%
11/18/2024Arete Wealth Advisors LLC28,392$1.06M0.1%+3.1%0.023%
11/18/2024Teachers Retirement System of The State of Kentucky109,531$4.13M0.0%+3.6%0.089%
11/16/2024Geode Capital Management LLC3,190,836$120.35M0.0%+0.6%2.603%
11/15/2024Vestcor Inc2,841$107K0.0%-95.4%0.002%
11/15/2024M&T Bank Corp10,883$410K0.0%+2.9%0.009%
11/15/2024Duff & Phelps Investment Management Co.1,474,130$55.59M0.6%+50.1%1.202%
11/15/2024Barclays PLC279,432$10.54M0.0%+49.2%0.228%
11/15/2024Public Employees Retirement System of Ohio219,555$8.28M0.0%+25.8%0.179%
11/15/2024Nomura Asset Management Co. Ltd.153,560$5.79M0.0%+0.6%0.125%
11/15/2024Legacy Investment Solutions LLC933$36K0.0%N/A0.001%
11/15/2024Orion Portfolio Solutions LLC34,635$1.31M0.0%+12.7%0.028%
11/15/2024XTX Topco Ltd5,711$215K0.0%N/A0.005%
11/15/2024Jane Street Group LLC172,712$6.51M0.0%+54.6%0.141%
11/15/2024Wellington Management Group LLP7,375,954$278.15M0.0%-3.9%6.016%
11/15/2024State Street Corp7,068,684$267.29M0.0%+0.3%5.766%
11/15/2024Point72 DIFC Ltd6,449$243K0.0%-26.0%0.005%
11/15/2024Point72 Asset Management L.P.15,600$588K0.0%N/A0.013%
11/15/2024Jacobs Levy Equity Management Inc.139,146$5.25M0.0%+578.6%0.113%
11/15/2024Janus Henderson Group PLC586,125$22.10M0.0%-22.9%0.478%
11/15/2024HighTower Advisors LLC31,411$1.19M0.0%+26.9%0.026%
11/15/2024Holocene Advisors LP84,828$3.20M0.0%+24.6%0.069%
11/15/2024Centiva Capital LP8,442$318K0.0%N/A0.007%
11/15/2024Beck Capital Management LLC10,767$406K0.1%N/A0.009%
11/15/2024Atom Investors LP19,060$719K0.1%-12.1%0.016%
11/15/2024Point72 Asia Singapore Pte. Ltd.6,403$241K0.0%N/A0.005%
11/15/2024Point72 Hong Kong Ltd5,097$192K0.0%N/A0.004%
11/14/2024Plotkin Financial Advisors LLC7,304$275K0.2%N/A0.006%
11/14/2024Verition Fund Management LLC22,802$860K0.0%+191.3%0.019%
11/14/2024Providence Wealth Advisors LLC5,440$201K0.1%N/A0.004%
11/14/2024PEAK6 Investments LLC10,557$398K0.0%N/A0.009%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC765,822$28.88M0.0%+408.0%0.625%
11/14/2024Public Sector Pension Investment Board259,938$9.80M0.1%-3.5%0.212%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank55,608$2.10M0.0%+1.6%0.045%
11/14/2024FORA Capital LLC14,529$548K0.1%N/A0.012%
11/14/2024MetLife Investment Management LLC73,593$2.78M0.0%-1.5%0.060%
11/13/2024Townsquare Capital LLC6,009$227K0.0%-48.3%0.005%
11/13/2024Cadence Bank11,489$433K0.0%-10.3%0.009%
11/13/2024FMR LLC2,640,375$99.57M0.0%-6.5%2.154%
11/13/2024The Manufacturers Life Insurance Company70,132$2.65M0.0%-1.9%0.057%
11/13/2024Bank of Montreal Can89,300$3.33M0.0%+609.1%0.073%
11/13/2024Independent Advisor Alliance10,303$389K0.0%-18.5%0.008%
11/13/2024Daiwa Securities Group Inc.40,835$1.54M0.0%+6.9%0.033%
11/12/2024Centaurus Financial Inc.136,258$5.14M0.3%+3.7%0.111%
11/12/2024Cerity Partners LLC30,224$1.14M0.0%-7.1%0.025%
11/12/2024M Holdings Securities Inc.17,260$651K0.2%-31.6%0.014%
11/12/2024GenTrust LLC5,833$221K0.0%N/A0.005%
11/12/2024Citigroup Inc.177,569$6.70M0.0%+44.6%0.145%
11/12/2024Concorde Asset Management LLC5,423$205K0.1%N/A0.004%
11/12/2024Charles Schwab Investment Management Inc.2,094,331$78.98M0.0%+5.1%1.708%
11/12/2024Massachusetts Financial Services Co. MA1,108,716$41.81M0.0%+5.4%0.904%
11/9/2024Intech Investment Management LLC23,266$877K0.0%N/A0.019%
11/8/2024Connor Clark & Lunn Investment Management Ltd.12,409$468K0.0%N/A0.010%
11/7/2024Quest Partners LLC55,352$2.09M0.2%-43.0%0.045%
11/7/2024Swiss National Bank239,100$9.02M0.0%-0.6%0.195%
11/7/2024Thrivent Financial for Lutherans198,424$7.48M0.0%-67.4%0.162%
11/6/2024Mutual of America Capital Management LLC97,747$3.69M0.0%-2.4%0.080%
11/6/2024Cassady Schiller Wealth Management LLC14,471$546K0.2%N/A0.012%
11/6/2024Natixis Advisors LLC43,782$1.65M0.0%+132.6%0.036%
11/6/2024Cornercap Investment Counsel Inc.12,017$453K0.1%-48.3%0.010%
11/6/2024OneDigital Investment Advisors LLC19,401$732K0.0%-9.0%0.016%
11/6/2024Metis Global Partners LLC12,613$476K0.0%+29.8%0.010%
11/6/2024Curi RMB Capital LLC22,858$862K0.0%-2.3%0.019%
11/6/2024KBC Group NV3,902$147K0.0%+21.9%0.003%
11/6/2024Kovack Advisors Inc.11,617$438K0.0%-20.0%0.009%
11/5/2024Victory Capital Management Inc.33,209$1.25M0.0%-4.2%0.027%
11/5/2024First Heartland Consultants Inc.10,663$402K0.0%+12.3%0.009%
11/5/2024Prime Capital Investment Advisors LLC162,865$6.14M0.1%-5.8%0.133%
11/5/2024Sumitomo Mitsui Trust Group Inc.134,433$5.07M0.0%-0.7%0.110%
11/5/2024Harbour Investments Inc.22,600$852K0.0%-1.3%0.018%
11/5/2024Entropy Technologies LP18,871$712K0.1%N/A0.015%
11/4/2024Los Angeles Capital Management LLC24,434$921K0.0%N/A0.020%
11/4/2024State of New Jersey Common Pension Fund D54,775$2.07M0.0%-8.9%0.045%
11/4/2024Sigma Planning Corp18,282$689K0.0%-9.8%0.015%
(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, 382 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. ($693.62M), Wellington Management Group LLP ($278.15M), State Street Corp ($267.29M), Geode Capital Management LLC ($120.35M), FMR LLC ($99.57M), and Charles Schwab Investment Management Inc. ($78.98M).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 293 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), Duff & Phelps Investment Management Co. ($1.47M), Norges Bank ($1.33M), Osaic Holdings Inc. ($1.31M), Centersquare Investment Management LLC ($1.02M), Vanguard Group Inc. ($844.28K), and Cetera Investment Advisers ($826.89K).

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

Institutional investors have bought a total of 30,212,194 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 230 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 ($4.13M), Wellington Management Group LLP ($1.63M), FMR LLC ($1.37M), Thrivent Financial for Lutherans ($596.00K), Cetera Investment Advisers ($373.93K), Cambridge Investment Research Advisors Inc. ($324.35K), and B&I Capital AG ($235.12K).

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

Institutional investors have sold a total of 14,253,846 shares in the last 24 months. This volume of shares sold represents approximately $486.53M in transactions.


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This page (NASDAQ:PECO) was last updated on 1/18/2025 by MarketBeat.com Staff
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