Institutional Ownership Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO). We have compiled data on the 421 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
21,414,233
shares
|
$766 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
19,239,429
shares
|
$689 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,375,954
shares
|
$264 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,068,684
shares
|
$253 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,190,836
shares
|
$114 Million
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,094,331
shares
|
$75 Million
0.02% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
1,556,473
shares
|
$55.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,474,130
shares
|
$52.8 Million
0.65% of portfolio
|
Q3 2024
Added 50.12%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,449,692
shares
|
$51.9 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,337,878
shares
|
$47.9 Million
0.01% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,334,437
shares
|
$47.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,273,961
shares
|
$45.6 Million
0.0% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
Nov 12, 2024 Q3 2024 |
1,135,354
shares
|
$40.6 Million
0.41% of portfolio
|
Q3 2024
Added 2328.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,131,368
shares
|
$40.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,108,716
shares
|
$39.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
914,818
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
851,939
shares
|
$30.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
841,616
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2024
Added 34.44%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
765,822
shares
|
$27.4 Million
0.01% of portfolio
|
Q3 2024
Added 408.02%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
730,398
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
586,125
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
514,112
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 100.27%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2024 Q3 2024 |
450,000
shares
|
$16.1 Million
0.03% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Aew Capital Management L P
|
Nov 14, 2024 Q3 2024 |
427,070
shares
|
$15.3 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
422,023
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 27.48%
|