Phillips Edison & CompanyPECO

13F holders, Q2 2026 (June 30)
447holders +6
47new positions
38sold out
6famous investors
$41.63avg. 13F price*

At the end of Q2 2026, 447 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 6 from Q1 2026. 47 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($970.1M), Vanguard Portfolio Management LLC ($599.3M) and State Street Corp. ($304.2M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Phillips Edison & Company Inc.
CUSIP
71844V201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 362Q1 2024Q2 2024: 373Q2 2024Q3 2024: 402Q3 2024Q4 2024: 403Q4 2024Q1 2025: 404Q1 2025Q2 2025: 420Q2 2025Q3 2025: 402Q3 2025Q4 2025: 417Q4 2025Q1 2026: 441Q1 2026Q2 2026: 447Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$65.5M
Exits38$41.1M

All 13F filers, Q1 2026 → Q2 2026: 11,569,840 shares bought and 6,787,981 shares sold, net +4,781,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 447 holders

BlackRock, Inc. 0.01% Add +5.7% 23,307,528 $970.1M
Vanguard Portfolio Management LLC 0.03% Add +3.7% 14,398,478 $599.3M
State Street Corp. 0.01% Add +2.3% 7,290,689 $304.2M
Vanguard Capital Management LLC 0.01% Add +0.6% 5,728,291 $238.4M
FMR LLC 0.01% Add +2.1% 4,220,531 $175.7M
Wellington Management Group LLP 0.03% Reduce -23.0% 4,011,362 $167.0M
Geode Capital Management, LLC 0.01% Add +6.3% 3,767,699 $156.8M
Canada Pension Plan Investment Board 0.08% Add +1.7% 3,351,653 $139.5M
Goldman Sachs Group Inc. 0.01% Add +72.6% 2,939,127 $122.3M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 2,468,884 $102.8M
Northern Trust Corp. 0.01% Add +57.5% 2,346,911 $97.7M
Duff & Phelps Investment Management Co. 0.79% Add +11.4% 2,006,105 $83.5M
JPMorgan Chase & Co. 0.00% Add +7.7% 1,928,640 $81.7M
Dimensional Fund Advisors LP 0.01% Add +0.9% 1,917,053 $79.8M
Norges Bank 0.01% — 1,652,337 $68.8M
Bank of America Corp. 0.00% Add +102.8% 1,123,351 $46.8M
Bank of New York Mellon Corp 0.01% Add +5.9% 998,094 $41.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +105.8% 994,906 $41.4M
Alyeska Investment Group, L.P. 0.10% Add +1592.9% 969,995 $40.4M
Ameriprise Financial Inc. 0.01% Reduce -0.1% 946,006 $39.4M
Morgan Stanley 0.00% Reduce -4.8% 901,192 $37.5M
Vanguard Fiduciary Trust Co. 0.01% Add +1.8% 840,299 $35.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +32335.3% 836,830 $34.8M
Nuveen, LLC 0.01% Reduce -18.8% 805,923 $33.5M
Jupiter Asset Management Ltd. 0.16% New 770,034 $32.0M
Legal & General Group Plc 0.01% Reduce -7.6% 750,049 $31.2M
Renaissance Technologies 0.04% Add +73.4% 681,402 $28.4M
Cetera Investment Advisers 0.02% Reduce -2.3% 641,969 $26.7M
Nomura Asset Management International Inc. 0.04% Reduce -35.1% 635,548 $26.5M
Jupiter Topco LLC 0.01% — 615,054 $25.6M
Principal Financial Group Inc. 0.01% Reduce -0.5% 609,014 $25.3M
Hudson Bay Capital Management LP 0.13% Reduce -34.2% 598,996 $24.9M
Balyasny Asset Management L.P. 0.04% Reduce -20.0% 563,639 $23.5M
American Century Companies Inc. 0.01% Reduce -41.6% 560,089 $23.3M
UBS Group AG 0.00% Add +5.0% 509,030 $21.2M
Kennedy Capital Management LLC 0.35% Reduce -3.0% 481,848 $20.1M
Invesco Ltd. 0.00% Reduce -1.4% 456,216 $19.0M
Public Sector Pension Investment Board 0.05% Reduce -11.7% 432,856 $18.0M
Mackenzie Financial Corp. 0.02% Add +817.7% 404,204 $16.8M
Deutsche Bank AG 0.00% Add +3.9% 383,820 $16.0M
LPL Financial LLC 0.00% Add +7.7% 371,940 $15.5M
Algert Global LLC 0.18% Add +26.2% 369,750 $15.4M
Nordea Investment Management AB 0.01% Add +47.6% 342,026 $14.4M
Rhumbline Advisers 0.01% Reduce -7.6% 331,637 $13.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -2.8% 302,576 $12.6M
Engineers Gate Manager LP 0.16% Reduce -83.0% 297,382 $12.4M
California Public Employees Retirement System 0.01% Add +5.1% 274,388 $11.4M
Osaic Holdings, Inc. 0.01% Add +28.6% 265,798 $11.1M
HSBC Holdings PLC 0.01% Add +2.4% 263,965 $11.0M
Swiss National Bank 0.01% Add +1.6% 252,800 $10.5M
Sophron Capital Management L.P. 3.25% Reduce -34.4% 251,859 $10.5M
Asset Management One Co., Ltd. 0.03% Add +8.8% 247,418 $10.3M
AQR Capital Management 0.00% Add +24.0% 237,191 $9.9M
Millennium Management 0.01% Add +98.3% 231,934 $9.7M
Prudential Financial Inc. 0.01% Add +78.3% 231,255 $9.6M
Nomura Asset Management Co. Ltd. 0.02% Add +5.7% 204,770 $8.5M
Bessemer Group Inc. 0.01% No change 188,495 $7.8M
Mariner, LLC 0.01% Reduce -0.3% 187,417 $7.8M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -58.9% 185,000 $7.7M
Federated Hermes, Inc. 0.01% New 181,848 $7.6M
Citigroup Inc. 0.00% Add +7.7% 178,100 $7.4M
State of Wisconsin Investment Board 0.01% Reduce -6.9% 170,653 $7.1M
Alliancebernstein L.P. 0.00% Reduce -2.2% 179,014 $6.7M
J.W. Cole Advisors, Inc. 0.11% Reduce -1.4% 159,122 $6.6M
Tudor Investment Corporation 0.03% New 151,562 $6.3M
T. Rowe Price Associates Inc. 0.00% Add +17.6% 151,540 $6.3M
Quantinno Capital Management LP 0.01% Add +43.1% 149,276 $6.2M
First Trust Advisors LP 0.00% Add +23.7% 148,311 $6.2M
Public Employees Retirement System of Ohio 0.02% Reduce -0.3% 144,937 $6.0M
California State Teachers Retirement System 0.01% Reduce -2.8% 143,858 $6.0M
Susquehanna Portfolio Strategies, LLC 0.09% Add +216.8% 142,192 $5.9M
McAdam, LLC 0.22% Reduce -0.4% 135,857 $5.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.1% 133,939 $5.6M
Russell Investments Group, Ltd. 0.00% Add +66.1% 130,942 $5.4M
Aberdeen Group plc 0.01% Add +8.1% 130,558 $5.4M
Sei Investments Co. 0.00% Reduce -22.9% 129,052 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -0.6% 128,460 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +40.6% 123,636 $5.1M
Wells Fargo & Company 0.00% Add +111.7% 122,448 $5.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +6.9% 120,681 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.4% 116,223 $4.8M
Vanguard Investments Australia, Ltd. 0.01% Add +0.4% 115,660 $4.8M
State of Alaska, Department of Revenue 0.05% Reduce -15.5% 111,565 $4.6M
Raymond James Financial Inc. 0.00% Reduce -18.8% 111,417 $4.6M
Verition Fund Management LLC 0.04% Reduce -52.9% 110,900 $4.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.5% 107,551 $4.5M
Robeco Institutional Asset Management B.V. 0.01% New 107,380 $4.5M
Thrivent Financial for Lutherans 0.01% Add +0.7% 103,863 $4.3M
Mutual of America Capital Management LLC 0.04% Reduce -4.1% 98,566 $4.1M
Macquarie Group Ltd. 0.02% Add +9.6% 98,466 $4.1M
BNP Paribas Financial Markets 0.00% Add +162.2% 97,465 $4.1M
Modern Wealth Management, LLC 0.05% Reduce -3.5% 96,847 $4.0M
Creative Planning 0.00% Add +11.7% 96,281 $4.0M
Amundi 0.00% Add +0.3% 93,789 $3.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +8.5% 90,538 $3.8M
Prime Capital Investment Advisors, LLC 0.04% Reduce -2.2% 89,536 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% No change 89,539 $3.7M
Kestra Advisory Services, LLC 0.01% Reduce -1.6% 89,136 $3.7M
Martingale Asset Management L P 0.09% Add +6.7% 87,770 $3.7M
Lazard Asset Management LLC 0.01% Add +104.0% 85,259 $3.5M

"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.

Show all 447 holders