DaveManuel.com · Institutional Ownership · Who Owns It
PHILLIPS EDISON & CO INC (PECO)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
450
Reporting holders
$4.8B
Reported value
89.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+6
Holder change
Institutions report 115,095,929 shares against 128,700,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $970.1M | 23,307,528 | 0.01% | 8q | +5.7%+$52.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $599.3M | 14,398,478 | 0.03% | 2q | +3.7%+$21.3M |
| STATE STREET CORP | $304.2M | 7,290,689 | 0.01% | 20q | +2.3%+$6.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $238.4M | 5,728,291 | 0.01% | 2q | +0.6%+$1.4M |
| FMR LLC | $175.7M | 4,220,531 | 0.01% | 20q | +2.1%+$3.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $167.0M | 4,011,362 | 0.03% | 20q | -23.0%-$50.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $156.8M | 3,767,699 | 0.01% | 20q | +6.3%+$9.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $139.5M | 3,351,653 | 0.08% | 3q | +1.7%+$2.3M |
| GOLDMAN SACHS GROUP INC | $122.3M | 2,939,127 | 0.01% | 20q | +72.6%+$51.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $102.8M | 2,468,884 | 0.01% | 20q | +4.5%+$4.4M |
| NORTHERN TRUST CORP | $97.7M | 2,346,911 | 0.01% | 20q | +57.5%+$35.6M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $83.5M | 2,006,105 | 0.79% | 9q | +11.4%+$8.5M |
| JPMORGAN CHASE & CO | $81.7M | 1,928,640 | 0.00% | 20q | +7.6%+$5.8M |
| DIMENSIONAL FUND ADVISORS LP | $79.8M | 1,917,053 | 0.01% | 18q | +0.9%+$742.5K |
| NORGES BANK | $68.8M | 1,652,337 | 0.01% | 18q | -17.0%-$14.1M |
| BANK OF AMERICA CORP /DE/ | $46.8M | 1,123,351 | 0.00% | 20q | +102.9%+$23.7M |
| Bank of New York Mellon Corp | $41.5M | 998,094 | 0.01% | 20q | +5.9%+$2.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $41.4M | 994,906 | 0.02% | 6q | +105.9%+$21.3M |
| Alyeska Investment Group, L.P. | $40.4M | 969,995 | 0.10% | 3q | +1592.9%+$38.0M |
| AMERIPRISE FINANCIAL INC | $39.4M | 946,006 | 0.01% | 20q | HELD |
| MORGAN STANLEY | $37.5M | 901,192 | 0.00% | 20q | -4.7%-$1.9M |
| VANGUARD FIDUCIARY TRUST CO | $35.0M | 840,299 | 0.01% | 2q | +1.8%+$610.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $34.8M | 836,830 | 0.01% | 3q | +32335.3%+$34.7M |
| Nuveen, LLC | $33.5M | 805,923 | 0.01% | 6q | -18.8%-$7.8M |
| JUPITER ASSET MANAGEMENT LTD | $32.0M | 770,034 | 0.16% | new | NEW |
| Legal & General Group Plc | $31.2M | 750,049 | 0.01% | 20q | -7.6%-$2.6M |
| RENAISSANCE TECHNOLOGIES LLC | $28.4M | 681,402 | 0.04% | 6q | +73.4%+$12.0M |
| Cetera Investment Advisers | $26.7M | 641,969 | 0.02% | 18q | -2.3%-$626.3K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $26.5M | 635,548 | 0.04% | 3q | -35.1%-$14.3M |
| Jupiter Topco LLC | $25.6M | 615,054 | 0.01% | new | FIRST |
| PRINCIPAL FINANCIAL GROUP INC | $25.3M | 609,014 | 0.01% | 18q | -0.5%-$129.6K |
| Cambridge Investment Research Advisors, Inc. | $25.2M | 605,186 | 0.03% | 19q | +94.4%+$12.2M |
| Hudson Bay Capital Management LP | $24.9M | 598,996 | 0.07% | 3q | -34.2%-$12.9M |
| Balyasny Asset Management L.P. | $23.5M | 563,639 | 0.03% | 5q | -20.0%-$5.9M |
| AMERICAN CENTURY COMPANIES INC | $23.3M | 560,089 | 0.01% | 17q | -41.6%-$16.6M |
| UBS Group AG | $21.2M | 509,030 | 0.00% | 19q | +5.0%+$1.0M |
| KENNEDY CAPITAL MANAGEMENT LLC | $20.1M | 481,848 | 0.36% | 9q | -3.0%-$618.5K |
| Invesco Ltd. | $19.0M | 456,216 | 0.00% | 19q | -1.4%-$262.2K |
| Public Sector Pension Investment Board | $18.0M | 432,856 | 0.05% | 13q | -11.7%-$2.4M |
| MACKENZIE FINANCIAL CORP | $16.8M | 404,204 | 0.02% | 18q | +817.7%+$15.0M |
| DEUTSCHE BANK AG\ | $16.0M | 383,820 | 0.00% | 20q | +3.9%+$598.6K |
| LPL Financial LLC | $15.5M | 371,940 | 0.00% | 17q | +7.6%+$1.1M |
| ALGERT GLOBAL LLC | $15.4M | 369,750 | 0.18% | 4q | +26.2%+$3.2M |
| NORDEA INVESTMENT MANAGEMENT AB | $14.4M | 342,026 | 0.01% | 3q | +47.6%+$4.7M |
| RHUMBLINE ADVISERS | $13.8M | 331,637 | 0.01% | 20q | -7.6%-$1.1M |
| Engineers Gate Manager LP | $12.4M | 297,382 | 0.16% | 5q | -83.1%-$60.7M |
| California Public Employees Retirement System | $11.4M | 274,388 | 0.01% | 14q | +5.1%+$549.6K |
| OSAIC HOLDINGS, INC. | $11.1M | 265,798 | 0.01% | 20q | +28.7%+$2.5M |
| HSBC HOLDINGS PLC | $11.0M | 263,965 | 0.00% | 17q | +2.4%+$261.0K |
| Swiss National Bank | $10.5M | 252,800 | 0.01% | 19q | +1.6%+$162.3K |
| Sophron Capital Management L.P. | $10.5M | 251,859 | 3.25% | 7q | -34.4%-$5.5M |
| Asset Management One Co., Ltd. | $10.3M | 247,418 | 0.03% | 20q | +8.8%+$833.7K |
| AQR CAPITAL MANAGEMENT LLC | $9.9M | 237,191 | 0.00% | 17q | +24.0%+$1.9M |
| MILLENNIUM MANAGEMENT LLC | $9.7M | 231,934 | 0.00% | 9q | +98.3%+$4.8M |
| PRUDENTIAL FINANCIAL INC | $9.6M | 231,255 | 0.01% | 20q | +78.3%+$4.2M |
| NOMURA ASSET MANAGEMENT CO LTD | $8.5M | 204,770 | 0.02% | 19q | +5.7%+$461.1K |
| BESSEMER GROUP INC | $7.8M | 188,495 | 0.01% | 8q | HELD |
| Mariner, LLC | $7.8M | 187,417 | 0.01% | 18q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $7.7M | 185,000 | 0.01% | 9q | -58.9%-$11.0M |
| FEDERATED HERMES, INC. | $7.6M | 181,848 | 0.01% | new | NEW |
| CITIGROUP INC | $7.4M | 178,100 | 0.00% | 20q | +7.7%+$528.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.1M | 170,653 | 0.01% | 17q | -6.9%-$528.4K |
| ALLIANCEBERNSTEIN L.P. | $6.7M | 179,014 | 0.00% | 18q | -2.2%-$153.8K |
| J.W. COLE ADVISORS, INC. | $6.6M | 159,122 | 0.11% | 18q | -1.4%-$92.3K |
| TUDOR INVESTMENT CORP ET AL | $6.3M | 151,562 | 0.01% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.3M | 151,540 | 0.00% | 18q | +17.6%+$942.6K |
| Quantinno Capital Management LP | $6.2M | 149,276 | 0.01% | 6q | +43.1%+$1.9M |
| FIRST TRUST ADVISORS LP | $6.2M | 148,311 | 0.00% | 19q | +23.7%+$1.2M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.0M | 144,937 | 0.02% | 14q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.0M | 143,858 | 0.01% | 20q | -2.8%-$173.2K |
| Susquehanna Portfolio Strategies, LLC | $5.9M | 142,192 | 0.09% | 6q | +216.8%+$4.0M |
| McAdam, LLC | $5.7M | 135,857 | 0.22% | 14q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $5.6M | 133,939 | 0.00% | 17q | -2.1%-$119.4K |
| Russell Investments Group, Ltd. | $5.4M | 130,942 | 0.00% | 17q | +66.1%+$2.2M |
| Aberdeen Group plc | $5.4M | 130,558 | 0.01% | 17q | +8.1%+$407.7K |
| SEI INVESTMENTS CO | $5.4M | 129,052 | 0.00% | 10q | -22.9%-$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 128,460 | 0.01% | 18q | -0.6%-$34.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $5.1M | 123,636 | 0.02% | 13q | +40.6%+$1.5M |
| WELLS FARGO & COMPANY/MN | $5.1M | 122,448 | 0.00% | 20q | +111.7%+$2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.0M | 120,681 | 0.00% | 2q | +6.9%+$325.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $4.8M | 116,223 | 0.01% | 17q | +1.4%+$64.9K |
| Vanguard Investments Australia, Ltd. | $4.8M | 115,660 | 0.01% | 2q | HELD |
| State of Alaska, Department of Revenue | $4.6M | 111,565 | 0.05% | 17q | -15.5%-$850.8K |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 111,417 | 0.00% | 7q | -18.8%-$1.1M |
| Verition Fund Management LLC | $4.6M | 110,900 | 0.02% | 4q | -52.9%-$5.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $4.5M | 107,551 | 0.00% | 19q | +6.5%+$272.2K |
| Robeco Institutional Asset Management B.V. | $4.5M | 107,380 | 0.01% | new | NEW |
| Thrivent Financial for Lutherans | $4.3M | 103,863 | 0.01% | 20q | +0.7%+$28.0K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4.1M | 98,566 | 0.04% | 13q | -4.1%-$176.0K |
| MACQUARIE GROUP LTD | $4.1M | 98,466 | 0.02% | 18q | +9.6%+$358.3K |
| BNP PARIBAS FINANCIAL MARKETS | $4.1M | 97,465 | 0.00% | 7q | +162.2%+$2.5M |
| Modern Wealth Management, LLC | $4.0M | 96,847 | 0.05% | 11q | -3.5%-$144.7K |
| Creative Planning | $4.0M | 96,281 | 0.00% | 18q | +11.7%+$418.5K |
| Amundi | $3.9M | 93,789 | 0.00% | 17q | HELD |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $3.8M | 90,538 | 0.02% | 11q | +8.5%+$295.5K |
| Prime Capital Investment Advisors, LLC | $3.7M | 89,536 | 0.04% | 17q | -2.2%-$85.1K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $3.7M | 89,539 | 0.03% | 16q | HELD |
| Kestra Advisory Services, LLC | $3.7M | 89,136 | 0.01% | 18q | -1.6%-$60.7K |
| MARTINGALE ASSET MANAGEMENT L P | $3.7M | 87,770 | 0.09% | 7q | +6.7%+$229.0K |
| LAZARD ASSET MANAGEMENT LLC | $3.5M | 85,259 | 0.01% | 3q | +104.0%+$1.8M |
Showing the largest 100 of 451 reported holders. The count of 450 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 112 | $103.4M | 2,766,934 | 10 | 28 | 29 | 0.0% |
| Q2 2026 | 450 | $4.8B | 115,095,929 | 46 | 153 | 124 | 0.0% |
| Q1 2026 | 444 | $4.1B | 108,466,319 | 55 | 140 | 152 | 0.0% |
| Q4 2025 | 421 | $3.9B | 109,078,585 | 45 | 139 | 126 | 0.0% |
| Q3 2025 | 405 | $3.6B | 105,437,615 | 39 | 115 | 149 | 0.0% |
| Q2 2025 | 422 | $3.8B | 108,188,720 | 50 | 147 | 124 | 0.0% |
| Q1 2025 | 405 | $3.8B | 105,363,308 | 40 | 121 | 130 | 0.1% |
| Q4 2024 | 405 | $3.9B | 102,789,250 | 28 | 130 | 114 | 0.1% |
| Q3 2024 | 403 | $3.8B | 101,058,478 | 54 | 102 | 142 | 0.1% |
| Q2 2024 | 374 | $3.2B | 98,311,252 | 40 | 100 | 134 | 0.1% |
| Q1 2024 | 367 | $3.7B | 102,555,030 | 28 | 104 | 124 | 0.1% |
| Q4 2023 | 383 | $3.7B | 100,661,207 | 37 | 103 | 118 | 0.1% |
| Q3 2023 | 360 | $3.4B | 100,701,175 | 21 | 99 | 135 | 0.2% |
| Q2 2023 | 366 | $3.4B | 99,100,225 | 49 | 105 | 121 | 0.2% |
| Q1 2023 | 349 | $2.9B | 88,377,604 | 41 | 88 | 121 | 0.2% |
| Q4 2022 | 344 | $2.7B | 84,062,219 | 41 | 88 | 124 | 0.2% |
| Q3 2022 | 323 | $4.9B | 172,912,005 | 41 | 99 | 111 | 0.6% |
| Q2 2022 | 338 | $6.2B | 184,548,973 | 83 | 86 | 111 | 0.4% |
| Q1 2022 | 299 | $11.2B | 324,845,151 | 222 | 54 | 14 | 0.1% |
| Q4 2021 | 92 | $1.3B | 40,495,715 | 31 | 35 | 15 | 0.0% |
| Q3 2021 | 79 | $1.1B | 37,317,814 | 79 | 0 | 0 | 0.0% |