Phillips Edison & CompanyPECO
13F holders, Q2 2024 (June 30)373holders +11
41new positions
31sold out
4famous investors
$32.72avg. 13F price*
At the end of Q2 2024, 373 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 11 from Q1 2024. 41 opened new positions and 31 sold out. The largest holders were BlackRock Inc. ($700.5M), Vanguard Group Inc. ($629.0M) and Wellington Management Group LLP ($251.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $78.9M |
| Exits | 31 | $55.0M |
All 13F filers, Q1 2024 → Q2 2024: 6,075,259 shares bought and 7,581,351 shares sold, net −1,506,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| BlackRock Inc. | 0.02% | Reduce -0.8% | 21,414,233 | $700.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 19,229,875 | $629.0M |
| Wellington Management Group LLP | 0.04% | Add +1.6% | 7,675,051 | $251.1M |
| State Street Corp. | 0.01% | Reduce -0.8% | 7,050,255 | $231.3M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 3,171,631 | $103.8M |
| FMR LLC | 0.01% | Reduce -10.1% | 2,824,494 | $92.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 1,991,812 | $65.2M |
| Macquarie Group Ltd. | 0.06% | Add +0.9% | 1,593,332 | $52.1M |
| Alyeska Investment Group, L.P. | 0.30% | Add +375.8% | 1,558,521 | $51.0M |
| Norges Bank | 0.01% | Add +3.8% | 1,480,544 | $48.4M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 1,333,821 | $43.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +16.8% | 1,250,731 | $40.9M |
| JPMorgan Chase & Co. | 0.00% | Add +74.0% | 1,147,582 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 1,106,277 | $36.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -65.7% | 1,051,819 | $34.4M |
| Morgan Stanley | 0.00% | Add +2.4% | 1,031,590 | $33.7M |
| Legal & General Group Plc | 0.01% | Reduce -10.8% | 995,734 | $32.6M |
| Duff & Phelps Investment Management Co. | 0.41% | New | 981,970 | $32.1M |
| Cetera Investment Advisers | 0.07% | Reduce -23.0% | 901,201 | $29.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +9.5% | 883,867 | $28.9M |
| Janus Henderson Group PLC | 0.01% | Add +0.3% | 760,321 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +251.7% | 626,036 | $20.5M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -8.2% | 609,499 | $19.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.6% | 604,480 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -15.4% | 442,061 | $14.5M |
| Balyasny Asset Management L.P. | 0.03% | New | 403,631 | $13.2M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 402,078 | $13.2M |
| American Century Companies Inc. | 0.01% | Reduce -37.4% | 389,473 | $12.7M |
| Invesco Ltd. | 0.00% | Add +4.5% | 387,351 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.9% | 331,052 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 329,714 | $10.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +38.9% | 321,346 | $10.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 310,155 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -10.4% | 286,494 | $9.4M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -7.5% | 280,878 | $9.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.3% | 270,348 | $8.8M |
| Public Sector Pension Investment Board | 0.06% | Add +7.7% | 269,338 | $8.8M |
| Millennium Management | 0.01% | New | 256,714 | $8.4M |
| Swiss National Bank | 0.01% | Add +1.9% | 240,500 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 239,905 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -30.3% | 233,583 | $7.6M |
| B&I Capital AG | 2.33% | No change | 222,795 | $7.3M |
| California Public Employees Retirement System | 0.00% | Add +7.9% | 203,924 | $6.7M |
| Barclays PLC | 0.00% | Add +32.8% | 187,303 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.5% | 174,473 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -7.2% | 172,903 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -8.8% | 170,561 | $5.6M |
| McAdam, LLC | 0.33% | Reduce -2.8% | 166,069 | $5.4M |
| Independent Financial Group, LLC | 0.21% | Reduce -12.5% | 160,897 | $5.3M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -19.0% | 158,353 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.1% | 152,710 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.1% | 150,746 | $4.9M |
| Westwood Holdings Group Inc. | 0.04% | No change | 139,500 | $4.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.4% | 135,313 | $4.4M |
| Centaurus Financial, Inc. | 0.29% | Add +3.5% | 131,408 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -5.9% | 131,065 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.4% | 130,783 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.2% | 126,977 | $4.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 125,000 | $4.1M |
| Citigroup Inc. | 0.00% | Add +2.1% | 122,769 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.3% | 119,334 | $3.9M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -0.6% | 118,398 | $3.9M |
| Kennedy Capital Management LLC | 0.08% | New | 114,687 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +224.0% | 111,701 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.0% | 106,119 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +7.5% | 105,734 | $3.5M |
| Aberdeen Group plc | 0.01% | Add +0.1% | 103,307 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Add +38.4% | 100,184 | $3.3M |
| Employees Retirement System of Texas | 0.04% | New | 100,000 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 98,393 | $3.2M |
| AlphaQuest LLC | 0.43% | Add +607137.5% | 97,158 | $3.2M |
| Diversify Wealth Management, LLC | 0.37% | — | 86,821 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -8.0% | 89,293 | $2.9M |
| Amundi | 0.00% | Add +19.1% | 87,721 | $2.9M |
| Money Concepts Capital Corp. | 0.23% | Reduce -0.2% | 85,511 | $2.8M |
| Modern Wealth Management, LLC | 0.20% | Reduce -0.3% | 83,423 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 82,396 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.1% | 78,252 | $2.6M |
| ClariVest Asset Management LLC | 0.26% | Add +0.1% | 78,145 | $2.6M |
| RMR Wealth Builders | 0.29% | Reduce -5.7% | 77,969 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.19% | Add +67.1% | 77,686 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 77,241 | $2.5M |
| UniSuper Management Pty Ltd | 0.02% | Add +20.9% | 75,216 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +21.4% | 74,733 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.5% | 74,352 | $2.4M |
| O'Dell Group, LLC | 0.58% | No change | 66,427 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 72,842 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +2.5% | 72,611 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +2.1% | 72,074 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.7% | 71,493 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | — | 71,210 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.3% | 69,972 | $2.3M |
| First Foundation Advisors | 0.09% | Reduce -9.7% | 69,832 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -89.7% | 68,105 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +8.4% | 66,909 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.4% | 65,953 | $2.2M |
| Koshinski Asset Management, Inc. | 0.19% | Add +10.0% | 64,481 | $2.1M |
| My Legacy Advisors, LLC | 0.66% | Reduce -5.5% | 63,021 | $2.1M |
| Vestcor Inc | 0.07% | Add +2318.8% | 62,309 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 61,826 | $2.0M |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.