Phillips Edison & CompanyPECO
13F holders, Q1 2024 (March 31)362holders
4famous investors
$35.86avg. 13F price*
At the end of Q1 2024, 362 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings. The largest holders were BlackRock Inc. ($774.2M), Vanguard Group Inc. ($693.6M) and Wellington Management Group LLP ($271.0M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $14.7M |
| Exits | 44 | $36.9M |
Ownership 362 holders
| BlackRock Inc. | 0.02% | Add +1.5% | 21,582,532 | $774.2M |
| Vanguard Group Inc. | 0.01% | Add +3.1% | 19,337,030 | $693.6M |
| Wellington Management Group LLP | 0.05% | Reduce -6.5% | 7,556,384 | $271.0M |
| State Street Corp. | 0.01% | Add +6.7% | 7,109,761 | $255.6M |
| FMR LLC | 0.01% | Reduce -26.3% | 3,142,088 | $112.7M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -0.8% | 3,061,754 | $109.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 3,017,735 | $108.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.8% | 1,962,099 | $70.4M |
| Macquarie Group Ltd. | 0.06% | Reduce -2.5% | 1,579,472 | $56.7M |
| Northern Trust Corp. | 0.01% | Reduce -6.7% | 1,441,552 | $51.7M |
| Norges Bank | 0.01% | Add +7.2% | 1,426,994 | $51.2M |
| Cetera Investment Advisers | 0.10% | Add +240.9% | 1,170,077 | $42.0M |
| Legal & General Group Plc | 0.01% | Add +1.1% | 1,115,986 | $40.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.1% | 1,078,666 | $38.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +16.6% | 1,070,956 | $38.4M |
| GRS Advisors, LLC | 5.03% | Add +46.5% | 1,045,540 | $37.5M |
| Morgan Stanley | 0.00% | Add +10.0% | 1,007,416 | $36.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.6% | 807,049 | $28.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.7% | 758,492 | $27.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.3% | 758,406 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +62.5% | 663,890 | $23.8M |
| Holocene Advisors, LP | 0.09% | Add +2.4% | 659,811 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.6% | 659,542 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.7% | 633,707 | $22.7M |
| American Century Companies Inc. | 0.01% | Add +1377.4% | 622,578 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -3.1% | 522,272 | $18.7M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 397,240 | $14.2M |
| Invesco Ltd. | 0.00% | Reduce -10.7% | 370,778 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 355,419 | $12.7M |
| Bank of America Corp. | 0.00% | Add +51.3% | 348,775 | $12.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.4% | 335,126 | $12.0M |
| Alyeska Investment Group, L.P. | 0.07% | Add +36.5% | 327,556 | $11.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -32.7% | 322,794 | $11.6M |
| LPL Financial LLC | 0.01% | Reduce -14.4% | 319,769 | $11.5M |
| Deutsche Bank AG | 0.01% | Add +12.0% | 312,365 | $11.2M |
| Asset Management One Co., Ltd. | 0.04% | Add +3.2% | 303,575 | $10.9M |
| Edgestream Partners, L.P. | 0.46% | Add +172.4% | 255,978 | $9.2M |
| Public Sector Pension Investment Board | 0.07% | Add +0.8% | 250,115 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.5% | 237,642 | $8.5M |
| Swiss National Bank | 0.01% | Add +2.0% | 236,100 | $8.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +182.3% | 231,385 | $8.3M |
| B&I Capital AG | 2.53% | No change | 222,795 | $8.0M |
| ExodusPoint Capital Management, LP | 0.09% | Add +19.6% | 195,515 | $7.0M |
| California Public Employees Retirement System | 0.00% | Add +5.2% | 189,000 | $6.8M |
| Mariner, LLC | 0.01% | Add +1.5% | 186,992 | $6.7M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -5.7% | 186,398 | $6.7M |
| Independent Financial Group, LLC | 0.30% | Add +2.0% | 183,791 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.7% | 178,015 | $6.4M |
| Public Employees Retirement System of Ohio | 0.02% | Add +15338.0% | 175,376 | $6.3M |
| McAdam, LLC | 0.39% | Reduce -3.4% | 170,843 | $6.1M |
| Credit Suisse AG/ | 0.01% | Add +1.1% | 158,516 | $5.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +7.4% | 143,980 | $5.2M |
| Barclays PLC | 0.00% | Reduce -33.2% | 141,040 | $5.1M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -10.6% | 139,500 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +1.8% | 139,301 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.2% | 135,908 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.7% | 131,259 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.1% | 131,127 | $4.7M |
| Centaurus Financial, Inc. | 0.32% | Add +0.1% | 126,910 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -35.1% | 125,925 | $4.5M |
| Citigroup Inc. | 0.00% | Add +8.3% | 120,249 | $4.3M |
| California State Teachers Retirement System | 0.01% | Reduce -3.5% | 119,674 | $4.3M |
| UBS Group AG | 0.00% | Add +5.5% | 114,300 | $4.1M |
| Ameritas Advisory Services, LLC | 0.17% | Add +111.9% | 119,066 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.9% | 111,757 | $4.0M |
| Texas Permanent School Fund Corp. | 0.03% | Add +3.4% | 106,794 | $3.8M |
| Point72 Asset Management | 0.01% | New | 103,200 | $3.7M |
| Aberdeen Group plc | 0.01% | Reduce -0.5% | 103,190 | $3.7M |
| FirstPurpose Wealth LLC | 1.29% | Reduce -10.6% | 107,582 | $3.6M |
| HSBC Holdings PLC | 0.00% | Add +45.6% | 98,912 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -3.8% | 98,369 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.6% | 97,057 | $3.5M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -10.3% | 90,767 | $3.3M |
| Money Concepts Capital Corp. | 0.28% | Add +0.5% | 85,660 | $3.1M |
| Modern Wealth Management, LLC | 0.28% | Reduce -2.4% | 83,644 | $3.0M |
| RMR Wealth Builders | 0.36% | Reduce -5.1% | 82,679 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.5% | 80,956 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 80,739 | $2.9M |
| ClariVest Asset Management LLC | 0.29% | Add +69.6% | 78,058 | $2.8M |
| First Foundation Advisors | 0.11% | Reduce -11.5% | 77,312 | $2.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.2% | 74,436 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.3% | 72,388 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -2.1% | 70,871 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -0.9% | 70,600 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.6% | 67,663 | $2.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -33.5% | 67,658 | $2.4M |
| Illinois Municipal Retirement Fund | 0.04% | Add +0.6% | 67,554 | $2.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +60.1% | 67,263 | $2.4M |
| My Legacy Advisors, LLC | 0.80% | Reduce -1.9% | 66,667 | $2.4M |
| Amundi | 0.00% | Reduce -1.6% | 73,629 | $2.4M |
| O'Dell Group, LLC | 0.58% | Reduce -3.0% | 66,427 | $2.4M |
| American International Group, Inc. | 0.01% | Add +1.1% | 65,003 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 62,874 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +86.3% | 62,216 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -39.0% | 61,705 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.8% | 61,551 | $2.2M |
| Integrated Advisors Network LLC | 0.11% | Reduce -3.0% | 61,523 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.0% | 60,400 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Reduce -0.9% | 59,766 | $2.1M |
| Koshinski Asset Management, Inc. | 0.22% | Reduce -48.3% | 58,621 | $2.1M |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.