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

Phillips Edison & Company, Inc. logo
$35.36 -0.14 (-0.39%)
Closing price 04/15/2025 04:00 PM Eastern
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$35.36 0.00 (0.00%)
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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)
219
Total
Institutional Inflows
(last 12 months)
$473.19M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$209.53M
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PECO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp732$27K0.0%+78.1%0.001%
4/15/2025My Legacy Advisors LLC44,853$1.64M0.6%-5.9%0.036%
4/15/2025CX Institutional833$30K0.0%N/A0.001%
4/15/2025Handelsbanken Fonder AB44,600$1.63M0.0%+5.9%0.036%
4/15/2025SG Americas Securities LLC139,007$5.07M0.0%N/A0.111%
4/15/2025Accurate Wealth Management LLC6,015$211K0.0%-19.0%0.005%
4/14/2025 Harbor Capital Advisors Inc.75,986$2.77M0.1%+4.9%0.061%
4/14/2025 Vert Asset Management LLC54,045$1.97M0.7%N/A0.043%
4/14/2025 Park Avenue Securities LLC5,767$210K0.0%N/A0.005%
4/10/2025 Accel Wealth Management33,870$1.24M0.4%+2.5%0.027%
4/10/2025 Kure Advisory LLC8,576$313K0.2%N/A0.007%
4/9/2025 Merit Financial Group LLC5,863$214K0.0%N/A0.005%
4/9/2025 Arlington Financial Advisors LLC9,842$359K0.1%N/A0.008%
4/9/2025 NBC Securities Inc.7,768$283K0.0%+110,871.4%0.006%
4/9/2025 Fiduciary Alliance LLC19,816$723K0.1%+10.4%0.016%
4/8/2025 Rhumbline Advisers384,970$14.05M0.0%-1.7%0.308%
4/7/2025 GAMMA Investing LLC113,192$4.13M0.0%+3,539.6%0.090%
4/1/2025 MassMutual Private Wealth & Trust FSB1,360$50K0.0%+79.4%0.001%
3/18/2025California State Teachers Retirement System114,600$4.29M0.0%-1.0%0.092%
3/18/2025111 Capital6,426$241K0.1%N/A0.005%
3/17/2025Wealth Enhancement Advisory Services LLC100,247$3.76M0.0%-1.1%0.080%
3/12/2025Centaurus Financial Inc.133,886$5.02M0.3%-1.7%0.107%
2/25/2025Integrated Advisors Network LLC52,182$1.96M0.1%-5.2%0.042%
2/24/2025Ameriflex Group Inc.19,799$719K0.3%N/A0.016%
2/19/2025GF Fund Management CO. LTD.2,226$83K0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio218,321$8.18M0.0%-0.6%0.174%
2/18/2025First Heartland Consultants Inc.8,734$327K0.0%-18.1%0.007%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC785,928$29.44M0.0%+2.6%0.641%
2/17/2025Voloridge Investment Management LLC55,613$2.08M0.0%+29.8%0.045%
2/17/2025Waverly Advisors LLC22,715$851K0.0%-3.0%0.019%
2/17/2025Vident Advisory LLC21,757$815K0.0%-38.2%0.018%
2/17/2025Sophron Capital Management L.P.122,317$4.58M1.8%N/A0.100%
2/17/2025Twinbeech Capital LP20,597$772K0.0%-55.2%0.017%
2/17/2025State of Wyoming1,441$54K0.0%N/A0.001%
2/17/2025ProShare Advisors LLC37,001$1.39M0.0%+44.5%0.030%
2/17/2025Nissay Asset Management Corp Japan ADV18,456$695K0.0%+3.7%0.015%
2/17/2025Nuveen Asset Management LLC832,117$31.17M0.0%+13.9%0.679%
2/17/2025Millennium Management LLC373,081$13.98M0.0%-27.4%0.304%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.69,912$2.62M0.0%+4.1%0.057%
2/17/2025Lazard Asset Management LLC24,896$932K0.0%+45.1%0.020%
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2/17/2025Jacobs Levy Equity Management Inc.181,856$6.81M0.0%+30.7%0.148%
2/17/2025Focus Partners Wealth29,301$1.10M0.0%-25.3%0.024%
2/17/2025FJ Capital Management LLC28,189$1.06M0.1%-1.0%0.023%
2/17/2025Deutsche Bank AG359,788$13.48M0.0%+10.4%0.293%
2/17/2025EP Wealth Advisors LLC8,607$322K0.0%N/A0.007%
2/17/2025EPG Wealth Management LLC16,306$611K0.2%-13.8%0.013%
2/17/2025CoreCap Advisors LLC896$34K0.0%-29.5%0.001%
2/17/2025Cresset Asset Management LLC23,392$879K0.0%-1.9%0.019%
2/17/2025Cetera Investment Advisers777,242$29.12M0.1%-8.8%0.634%
2/17/2025Brevan Howard Capital Management LP5,909$221K0.0%N/A0.005%
2/17/2025Bank of America Corp DE306,138$11.47M0.0%-8.5%0.250%
2/17/2025BNP Paribas Financial Markets15,766$591K0.0%N/A0.013%
2/17/2025Ameriprise Financial Inc.401,131$15.03M0.0%-5.0%0.327%
2/17/2025Alyeska Investment Group L.P.1,417,185$53.09M0.2%-2.2%1.156%
2/17/2025American Trust Investment Advisors LLC20,120$754K0.3%+26.9%0.016%
2/17/20254WEALTH Advisors Inc.6,500$243K0.2%N/A0.005%
2/14/2025Mercer Global Advisors Inc. ADV38,153$1.43M0.0%-62.4%0.031%
2/14/2025Jane Street Group LLC32,675$1.22M0.0%-81.1%0.027%
2/14/2025Comerica Bank42,335$1.59M0.0%-1.9%0.035%
2/14/2025Kapitalo Investimentos Ltda1,802$68K0.0%N/A0.001%
2/14/2025Northern Trust Corp1,690,805$63.34M0.0%+26.7%1.379%
2/14/2025The Manufacturers Life Insurance Company 69,119$2.59M0.0%-1.4%0.056%
2/14/2025Susquehanna Fundamental Investments LLC77,976$2.92M0.0%N/A0.064%
2/14/2025Voya Investment Management LLC65,764$2.46M0.0%+54.0%0.054%
2/14/2025Adage Capital Partners GP L.L.C.590,861$22.13M0.0%+31.3%0.482%
2/14/2025Beck Capital Management LLC9,579$359K0.1%-11.0%0.008%
2/14/2025Price T Rowe Associates Inc. MD79,799$2.99M0.0%+11.2%0.065%
2/14/2025Dark Forest Capital Management LP22,666$849K0.1%N/A0.018%
2/14/2025Hsbc Holdings PLC105,182$3.94M0.0%+9.8%0.086%
2/14/2025IHT Wealth Management LLC18,759$703K0.0%-15.1%0.015%
2/14/2025OneDigital Investment Advisors LLC17,960$673K0.0%-7.4%0.015%
2/14/2025State of Tennessee Department of Treasury53,067$1.99M0.0%-3.5%0.043%
2/14/2025Tower Research Capital LLC TRC 919$34K0.0%-59.4%0.001%
2/14/2025Teachers Retirement System of The State of Kentucky89,325$3.35M0.0%-18.4%0.073%
2/14/2025Transce3nd LLC14,635$553K0.2%N/A0.012%
2/14/2025MetLife Investment Management LLC77,874$2.92M0.0%+5.8%0.064%
2/14/2025Curi RMB Capital LLC22,446$841K0.0%-1.8%0.018%
2/14/2025Dimensional Fund Advisors LP1,396,937$52.33M0.0%+4.4%1.139%
2/14/2025First Trust Advisors LP89,668$3.36M0.0%+8.8%0.073%
2/13/2025NewEdge Advisors LLC56,721$2.13M0.0%-2.9%0.046%
2/13/2025M Holdings Securities Inc.16,260$609K0.1%-5.8%0.013%
2/13/2025LaSalle St. Investment Advisors LLC7,590$284K0.1%N/A0.006%
2/13/2025Belpointe Asset Management LLC6,145$227K0.0%-8.1%0.005%
2/13/2025Barclays PLC333,297$12.49M0.0%+19.3%0.272%
2/13/2025SageView Advisory Group LLC10,876$407K0.0%N/A0.009%
2/13/2025Summit Investment Advisors Inc.14,856$557K0.5%+4.4%0.012%
2/13/2025Townsquare Capital LLC8,307$311K0.0%+38.2%0.007%
2/13/2025Sterling Capital Management LLC3,387$127K0.0%+784.3%0.003%
2/13/2025First Foundation Advisors59,615$2.23M0.1%-6.4%0.049%
2/13/2025Kennedy Capital Management LLC303,729$11.38M0.3%-3.0%0.248%
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2/13/2025Raymond James Financial Inc.110,553$4.14M0.0%N/A0.090%
2/13/2025Martingale Asset Management L P66,160$2.48M0.1%N/A0.054%
2/13/2025Advisory Services Network LLC7,363$276K0.0%-7.3%0.006%
2/13/2025FIL Ltd2,155$81K0.0%+17.8%0.002%
2/13/2025Legal & General Group Plc840,406$31.48M0.0%-8.1%0.685%
2/13/2025Invesco Ltd.393,621$14.75M0.0%+3.3%0.321%
2/13/2025Bank of Montreal Can111,333$4.17M0.0%+24.7%0.091%
2/13/2025Certior Financial Group LLC33,859$1.27M1.1%N/A0.028%
2/13/2025Cerity Partners LLC27,416$1.03M0.0%-9.3%0.022%
2/13/2025FMR LLC3,026,358$113.37M0.0%+14.6%2.468%
(Data available from 1/1/2016 forward)

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PECO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PECO shares?

During the previous two years, 427 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. ($723.82M), Wellington Management Group LLP ($282.37M), State Street Corp ($267.29M), Geode Capital Management LLC ($119.22M), FMR LLC ($113.37M), and Charles Schwab Investment Management Inc. ($80.37M).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 325 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), Norges Bank ($2.83M), Duff & Phelps Investment Management Co. ($1.47M), Osaic Holdings Inc. ($1.31M), Vanguard Group Inc. ($927.19K), Cetera Investment Advisers ($826.89K), and Aew Capital Management L P ($715.40K).

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

Institutional investors have bought a total of 33,985,944 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

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

Of the 247 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 ($4.14M), Wellington Management Group LLP ($1.63M), FMR LLC ($1.37M), Thrivent Financial for Lutherans ($569.13K), Cetera Investment Advisers ($412.74K), Cambridge Investment Research Advisors Inc. ($301.55K), and American Century Companies Inc. ($233.11K).

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

Institutional investors have sold a total of 13,908,747 shares in the last 24 months. This volume of shares sold represents approximately $480.86M in transactions.



This page (NASDAQ:PECO) was last updated on 4/16/2025 by MarketBeat.com Staff
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