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

Phillips Edison & Company, Inc. logo
$39.01 +0.37 (+0.96%)
(As of 11/15/2024 ET)

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)
176
Total
Institutional Inflows
(last 12 months)
$372.74M
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$305.75M
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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
11/16/2024 Geode 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%
11/15/2024 XTX Topco Ltd5,711$215K0.0%N/A0.005%
11/15/2024Jane Street Group LLC172,712$6.51M0.0%+54.6%0.141%
11/15/2024 Wellington Management Group LLP7,375,954$278.15M0.0%-3.9%6.016%
11/15/2024 State Street Corp7,068,684$267.29M0.0%+0.3%5.766%
11/15/2024 Point72 DIFC Ltd6,449$243K0.0%-26.0%0.005%
11/15/2024 Point72 Asset Management L.P.15,600$588K0.0%N/A0.013%
11/15/2024 Jacobs Levy Equity Management Inc.139,146$5.25M0.0%+578.6%0.113%
11/15/2024 Janus Henderson Group PLC586,125$22.10M0.0%-22.9%0.478%
11/15/2024 HighTower Advisors LLC31,411$1.19M0.0%+26.9%0.026%
11/15/2024 Holocene Advisors LP84,828$3.20M0.0%+24.6%0.069%
11/15/2024 Centiva Capital LP8,442$318K0.0%N/A0.007%
11/15/2024 Beck Capital Management LLC10,767$406K0.1%N/A0.009%
11/15/2024 Atom Investors LP19,060$719K0.1%-12.1%0.016%
11/15/2024 Point72 Asia Singapore Pte. Ltd.6,403$241K0.0%N/A0.005%
11/15/2024 Point72 Hong Kong Ltd5,097$192K0.0%N/A0.004%
11/14/2024 Plotkin Financial Advisors LLC7,304$275K0.2%N/A0.006%
11/14/2024 Verition Fund Management LLC22,802$860K0.0%+191.3%0.019%
11/14/2024 Providence Wealth Advisors LLC5,440$201K0.1%N/A0.004%
11/14/2024 PEAK6 Investments LLC10,557$398K0.0%N/A0.009%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC765,822$28.88M0.0%+408.0%0.625%
11/14/2024 Public Sector Pension Investment Board259,938$9.80M0.1%-3.5%0.212%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 55,608$2.10M0.0%+1.6%0.045%
11/14/2024 FORA Capital LLC14,529$548K0.1%N/A0.012%
11/14/2024 MetLife Investment Management LLC73,593$2.78M0.0%-1.5%0.060%
11/13/2024 Townsquare Capital LLC6,009$227K0.0%-48.3%0.005%
11/13/2024 Cadence Bank11,489$433K0.0%-10.3%0.009%
11/13/2024 FMR LLC2,640,375$99.57M0.0%-6.5%2.154%
11/13/2024 The Manufacturers Life Insurance Company 70,132$2.65M0.0%-1.9%0.057%
11/13/2024 Bank of Montreal Can89,300$3.33M0.0%+609.1%0.073%
11/13/2024 Independent Advisor Alliance10,303$389K0.0%-18.5%0.008%
11/13/2024 Daiwa Securities Group Inc.40,835$1.54M0.0%+6.9%0.033%
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11/12/2024 Centaurus Financial Inc.136,258$5.14M0.3%+3.7%0.111%
11/12/2024 Cerity Partners LLC30,224$1.14M0.0%-7.1%0.025%
11/12/2024 M Holdings Securities Inc.17,260$651K0.2%-31.6%0.014%
11/12/2024 GenTrust LLC5,833$221K0.0%N/A0.005%
11/12/2024 Citigroup Inc.177,569$6.70M0.0%+44.6%0.145%
11/12/2024 Concorde Asset Management LLC5,423$205K0.1%N/A0.004%
11/12/2024 Charles Schwab Investment Management Inc.2,094,331$78.98M0.0%+5.1%1.708%
11/12/2024 Massachusetts Financial Services Co. MA1,108,716$41.81M0.0%+5.4%0.904%
11/9/2024 Intech Investment Management LLC23,266$877K0.0%N/A0.019%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.12,409$468K0.0%N/A0.010%
11/7/2024 Quest Partners LLC55,352$2.09M0.2%-43.0%0.045%
11/7/2024 Swiss National Bank239,100$9.02M0.0%-0.6%0.195%
11/7/2024 Thrivent Financial for Lutherans198,424$7.48M0.0%-67.4%0.162%
11/6/2024 Mutual of America Capital Management LLC97,747$3.69M0.0%-2.4%0.080%
11/6/2024 Cassady Schiller Wealth Management LLC14,471$546K0.2%N/A0.012%
11/6/2024 Natixis Advisors LLC43,782$1.65M0.0%+132.6%0.036%
11/6/2024 Cornercap Investment Counsel Inc.12,017$453K0.1%-48.3%0.010%
11/6/2024 OneDigital Investment Advisors LLC19,401$732K0.0%-9.0%0.016%
11/6/2024 Metis Global Partners LLC12,613$476K0.0%+29.8%0.010%
11/6/2024 Curi RMB Capital LLC22,858$862K0.0%-2.3%0.019%
11/6/2024 KBC Group NV3,902$147K0.0%+21.9%0.003%
11/6/2024 Kovack Advisors Inc.11,617$438K0.0%-20.0%0.009%
11/5/2024 Victory Capital Management Inc.33,209$1.25M0.0%-4.2%0.027%
11/5/2024 First Heartland Consultants Inc.10,663$402K0.0%+12.3%0.009%
11/5/2024 Prime Capital Investment Advisors LLC162,865$6.14M0.1%-5.8%0.133%
11/5/2024 Sumitomo Mitsui Trust Group Inc.134,433$5.07M0.0%-0.7%0.110%
11/5/2024 Harbour Investments Inc.22,600$852K0.0%-1.3%0.018%
11/5/2024 Entropy Technologies LP18,871$712K0.1%N/A0.015%
11/4/2024 Los Angeles Capital Management LLC24,434$921K0.0%N/A0.020%
11/4/2024 State of New Jersey Common Pension Fund D54,775$2.07M0.0%-8.9%0.045%
11/4/2024 Sigma Planning Corp18,282$689K0.0%-9.8%0.015%
11/1/2024 Acorn Financial Advisory Services Inc. ADV14,451$545K0.1%-6.4%0.012%
10/31/2024 Principal Financial Group Inc.577,930$21.79M0.0%-4.4%0.472%
10/30/2024 Global Wealth Management Investment Advisory Inc.10,040$379K0.1%+43.1%0.008%
10/30/2024 Ameritas Advisory Services LLC109,568$4.13M0.2%-7.5%0.089%
10/30/2024 Amalgamated Bank35,983$1.36M0.0%-3.6%0.029%
10/30/2024 World Equity Group Inc.5,936$224K0.1%N/A0.005%
10/30/2024 Asset Management One Co. Ltd.272,926$10.29M0.0%-2.8%0.223%
10/29/2024 Van ECK Associates Corp21,102$781K0.0%+12.3%0.017%
10/29/2024 Harbor Capital Advisors Inc.71,871$2.71M0.1%-7.5%0.059%
10/29/2024 Janney Montgomery Scott LLC27,449$1.04M0.0%-1.9%0.022%
10/25/2024 Diversify Wealth Management LLC84,896$3.14M0.3%-2.2%0.069%
10/25/2024 First Trust Direct Indexing L.P.5,471$206K0.0%N/A0.004%
10/25/2024 New York State Teachers Retirement System30,100$1.14M0.0%-2.9%0.025%
10/25/2024 GW Henssler & Associates Ltd.6,008$227K0.0%N/A0.005%
10/25/2024 Integrated Advisors Network LLC55,038$2.08M0.1%-6.9%0.045%
10/25/2024 abrdn plc106,331$4.01M0.0%+2.9%0.087%
10/24/2024 Nisa Investment Advisors LLC34,467$1.30M0.0%-16.8%0.028%
10/24/2024 J.W. Cole Advisors Inc.68,755$2.59M0.1%-5.3%0.056%
10/24/2024 State of Alaska Department of Revenue128,121$4.83M0.1%-2.0%0.105%
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10/24/2024 MCF Advisors LLC3,528$133K0.0%-19.7%0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC101,370$3.82M0.0%-20.2%0.083%
10/24/2024 PFG Investments LLC28,981$1.09M0.1%-15.6%0.024%
10/24/2024 Arkadios Wealth Advisors34,965$1.32M0.1%-1.7%0.029%
10/23/2024 Mirae Asset Global Investments Co. Ltd.4,751$177K0.0%+34.9%0.004%
10/23/2024 Louisiana State Employees Retirement System59,200$2.23M0.0%-3.9%0.048%
10/22/2024 International Assets Investment Management LLC104,117$3.93M0.0%+3,092.8%0.085%
10/22/2024 McAdam LLC149,413$5.63M0.3%-10.0%0.122%
10/22/2024 Private Advisor Group LLC8,009$302K0.0%+6.5%0.007%
10/22/2024 My Legacy Advisors LLC53,464$2.02M0.8%-15.2%0.044%
(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, 381 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 291 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 30,223,159 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 229 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 14,179,589 shares in the last 24 months. This volume of shares sold represents approximately $483.30M in transactions.



This page (NASDAQ:PECO) was last updated on 11/17/2024 by MarketBeat.com Staff
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