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

Phillips Edison & Company, Inc. logo
$34.97 +0.15 (+0.42%)
As of 11:35 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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)
240
Total
Institutional Inflows
(last 12 months)
$561.82M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$270.74M
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PECO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025Maryland State Retirement & Pension System36,853$1.29M0.0%+1.0%0.029%
7/23/2025Ignite Planners LLC8,162$285K0.0%-5.2%0.007%
7/23/2025Louisiana State Employees Retirement System58,600$2.05M0.0%-0.7%0.047%
7/23/2025KLP Kapitalforvaltning AS26,000$913K0.0%+7.9%0.021%
7/23/2025Prime Capital Investment Advisors LLC121,229$4.25M0.1%-14.6%0.097%
7/22/2025 LDR Capital Management LLC13,675$479K0.6%N/A0.011%
7/22/2025 Global Assets Advisory LLC6,053$213K0.1%N/A0.005%
7/22/2025 OLD National Bancorp IN5,757$202K0.0%N/A0.005%
7/21/2025 Ameriflex Group Inc.5,687$199K0.1%-70.1%0.005%
7/21/2025 Polaris Capital Management LLC46,200$1.62M0.1%N/A0.037%
7/21/2025 Ameritas Advisory Services LLC53,316$1.87M0.1%-39.1%0.043%
7/21/2025 Vanderbilt University8,819$309K0.1%N/A0.007%
7/21/2025 Mirae Asset Global Investments Co. Ltd.2,597$91K0.0%-21.6%0.002%
7/21/2025 Catalina Capital Group LLC11,891$417K0.3%-2.4%0.009%
7/18/2025 Vert Asset Management LLC52,737$1.85M0.7%-2.4%0.042%
7/18/2025 PFG Investments LLC28,420$996K0.1%+3.8%0.023%
7/18/2025 Cooper Financial Group41,265$1.45M0.2%-1.2%0.033%
7/17/2025 LexAurum Advisors LLC5,728$201K0.0%-16.9%0.005%
7/17/2025 Janney Montgomery Scott LLC26,569$931K0.0%-3.2%0.021%
7/17/2025 Sound Income Strategies LLC6,656$233K0.0%-29.5%0.005%
7/17/2025 Beacon Capital Management LLC11,853$415K0.1%-9.9%0.009%
7/16/2025 State of Alaska Department of Revenue135,843$4.76M0.1%+5.4%0.108%
7/15/2025 Public Employees Retirement System of Ohio194,248$6.81M0.0%-9.7%0.155%
7/15/2025 MCF Advisors LLC3,478$122K0.0%-7.9%0.003%
7/15/2025 Financial Partners Group Inc9,355$328K0.0%-61.9%0.007%
7/14/2025 GAMMA Investing LLC4,713$165K0.0%+51.9%0.004%
7/14/2025 A&I Financial Services LLC11,419$400K0.2%+3.9%0.009%
7/11/2025 My Legacy Advisors LLC47,367$1.64M0.6%+5.6%0.038%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.5,124$179K0.0%N/A0.004%
7/11/2025 Perpetual Ltd14,360$503K0.0%-7.1%0.011%
7/11/2025 IFM Investors Pty Ltd20,253$709K0.0%-17.9%0.016%
7/10/2025 Oliver Lagore Vanvalin Investment Group18,827$687K0.2%N/A0.015%
7/10/2025 Wealth Enhancement Advisory Services LLC115,437$4.07M0.0%+17.7%0.092%
7/10/2025 Longboard Asset Management LP9,055$317K0.8%N/A0.007%
7/10/2025 Secure Asset Management LLC5,745$201K0.0%N/A0.005%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.5,124$179K0.0%N/A0.004%
7/9/2025 Harbor Capital Advisors Inc.71,698$2.51M0.1%-5.6%0.057%
7/8/2025 RMR Wealth Builders49,840$1.75M0.2%+4.4%0.040%
7/7/2025 Capital Asset Advisory Services LLC11,147$392K0.0%-15.5%0.009%
6/18/2025Voya Investment Management LLC104,439$3.81M0.0%+58.8%0.083%
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6/2/2025Modern Wealth Management LLC118,141$4.31M0.1%+0.6%0.094%
5/29/2025Apeiron RIA LLC12,893$470K0.1%-2.2%0.010%
5/28/2025Strs Ohio23,000$839K0.0%N/A0.018%
5/28/2025Foresight Group Ltd Liability Partnership33,307$1.20M0.2%-6.3%0.027%
5/21/2025 McAdam LLC143,413$5.23M0.3%-1.6%0.114%
5/21/2025Geneos Wealth Management Inc.77,612$2.83M0.1%+442.5%0.062%
5/21/2025 IFM Investors Pty Ltd24,662$900K0.0%-12.8%0.020%
5/20/2025Intech Investment Management LLC56,917$2.08M0.0%+29.5%0.045%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC136,108$4.97M0.0%-82.7%0.109%
5/16/2025Coppell Advisory Solutions LLC12,433$454K0.0%-30.2%0.010%
5/16/2025United Services Automobile Association8,255$297K0.0%N/A0.007%
5/16/2025Goldman Sachs Group Inc.1,121,915$40.94M0.0%-18.9%0.895%
5/16/2025NewEdge Advisors LLC56,075$2.05M0.0%-1.1%0.045%
5/16/2025Millennium Management LLC855,138$31.20M0.0%+129.2%0.682%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.73,111$2.67M0.0%+4.6%0.058%
5/16/2025Integrated Wealth Concepts LLC9,119$333K0.0%N/A0.007%
5/16/2025Jacobs Levy Equity Management Inc.159,049$5.80M0.0%-12.5%0.127%
5/16/2025Clark Capital Management Group Inc.5,675$207K0.0%-47.7%0.005%
5/16/2025AQR Capital Management LLC11,091$405K0.0%+8.2%0.009%
5/16/2025Amundi122,018$4.40M0.0%-5.9%0.097%
5/16/2025Alyeska Investment Group L.P.2,013,308$73.47M0.3%+42.1%1.606%
5/16/2025Adage Capital Partners GP L.L.C.915,000$33.39M0.1%+54.9%0.730%
5/15/2025Dark Forest Capital Management LP164,368$6.00M0.3%+625.2%0.131%
5/15/2025EP Wealth Advisors LLC9,479$346K0.0%+10.1%0.008%
5/15/2025FJ Capital Management LLC32,298$1.18M0.1%+14.6%0.026%
5/15/2025 Ameriflex Group Inc.19,045$695K0.3%-3.8%0.015%
5/15/2025Royal Bank of Canada81,726$2.98M0.0%+12.8%0.065%
5/15/2025MAI Capital Management3,000$109K0.0%-45.5%0.002%
5/15/2025Quarry LP1,717$63K0.0%+21,362.5%0.001%
5/15/2025Calton & Associates Inc.56,066$2.05M0.5%+67.0%0.045%
5/15/2025Certior Financial Group LLC31,138$1.14M0.9%-8.0%0.025%
5/15/2025Vident Advisory LLC18,151$662K0.0%-16.6%0.014%
5/15/2025Eisler Capital Management Ltd.230,361$8.41M0.1%N/A0.184%
5/14/2025Corebridge Financial Inc.64,197$2.34M0.0%-1.8%0.051%
5/14/2025Comerica Bank41,896$1.53M0.0%-1.0%0.033%
5/14/2025MetLife Investment Management LLC76,638$2.80M0.0%-1.6%0.061%
5/14/2025Aew Capital Management L P574,819$20.98M1.0%-8.5%0.458%
5/14/2025AlphaQuest LLC15,552$567K0.1%+107.1%0.012%
5/14/2025Kestra Advisory Services LLC54,010$1.97M0.0%-41.1%0.043%
5/14/2025Norinchukin Bank The5,785$211K0.0%+6.9%0.005%
5/14/2025Martingale Asset Management L P94,937$3.46M0.1%+43.5%0.076%
5/14/2025Capital Fund Management S.A.15,965$583K0.0%N/A0.013%
5/14/2025EntryPoint Capital LLC6,290$230K0.1%N/A0.005%
5/14/2025Hsbc Holdings PLC115,370$4.21M0.0%+9.7%0.092%
5/14/2025M Holdings Securities Inc.22,163$809K0.1%+36.3%0.018%
5/14/2025Wellington Management Group LLP7,045,705$257.10M0.0%-6.5%5.619%
5/13/2025Northern Trust Corp1,693,120$61.78M0.0%+0.1%1.350%
5/13/2025Raymond James Financial Inc.106,707$3.89M0.0%-3.5%0.085%
5/13/2025American Century Companies Inc.43,590$1.59M0.0%+6.0%0.035%
5/13/2025Aberdeen Group plc117,374$4.28M0.0%-3.5%0.094%
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5/13/2025Lord Abbett & CO. LLC103,025$3.76M0.0%N/A0.082%
5/13/2025Russell Investments Group Ltd.18,158$663K0.0%-27.4%0.014%
5/13/2025Resona Asset Management Co. Ltd.54,356$1.96M0.0%+11.0%0.043%
5/13/2025HighTower Advisors LLC28,183$1.03M0.0%-14.6%0.022%
5/12/2025Public Sector Pension Investment Board396,982$14.49M0.1%+30.0%0.317%
5/12/2025Independent Advisor Alliance11,973$437K0.0%+15.5%0.010%
5/12/2025Nuveen LLC889,699$32.47M0.0%N/A0.709%
5/12/2025Entropy Technologies LP11,945$436K0.0%-60.1%0.010%
5/12/2025Invesco Ltd.431,885$15.76M0.0%+9.7%0.344%
5/12/2025Koss Olinger Consulting LLC6,087$222K0.0%N/A0.005%
(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, 432 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. ($719.59M), State Street Corp ($267.29M), Wellington Management Group LLP ($257.10M), Geode Capital Management LLC ($119.22M), FMR LLC ($113.37M), and Charles Schwab Investment Management Inc. ($79.33M).Learn more on Phillips Edison & Company, Inc.'s institutional investors.

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

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

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

Of the 334 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: BlackRock Inc. ($10.32M), Norges Bank ($2.83M), Duff & Phelps Investment Management Co. ($1.47M), Vanguard Group Inc. ($1.33M), Osaic Holdings Inc. ($1.31M), Nuveen LLC ($889.70K), and Cetera Investment Advisers ($826.89K).

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

Institutional investors have bought a total of 15,396,618 shares in the last 24 months. This purchase volume represents approximately $561.82M in transactions.

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

Of the 191 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: Massachusetts Financial Services Co. MA ($2.04M), Wellington Management Group LLP ($791.31K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($649.82K), Thrivent Financial for Lutherans ($569.13K), Cetera Investment Advisers ($391.20K), Goldman Sachs Group Inc. ($261.18K), 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 7,668,974 shares in the last 24 months. This volume of shares sold represents approximately $270.74M in transactions.



This page (NASDAQ:PECO) was last updated on 7/24/2025 by MarketBeat.com Staff
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