Phillips Edison & CompanyPECO
13F holders, Q3 2024 (September 30)402holders +29
52new positions
26sold out
4famous investors
$37.71avg. 13F price*
At the end of Q3 2024, 402 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 29 from Q2 2024. 52 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($811.2M), Vanguard Group Inc. ($725.5M) and Wellington Management Group LLP ($278.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $35.4M |
| Exits | 26 | $23.7M |
All 13F filers, Q2 2024 → Q3 2024: 6,395,560 shares bought and 3,815,887 shares sold, net +2,579,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| BlackRock, Inc. | 0.02% | — | 21,511,703 | $811.2M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 19,239,429 | $725.5M |
| Wellington Management Group LLP | 0.05% | Reduce -3.9% | 7,375,954 | $278.1M |
| State Street Corp. | 0.01% | Add +0.3% | 7,068,684 | $267.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.6% | 3,190,836 | $120.3M |
| FMR LLC | 0.01% | Reduce -6.5% | 2,640,375 | $99.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 2,094,331 | $79.0M |
| Macquarie Group Ltd. | 0.06% | Reduce -2.3% | 1,556,473 | $58.7M |
| Norges Bank | 0.01% | No change | 1,480,544 | $55.8M |
| Duff & Phelps Investment Management Co. | 0.64% | Add +50.1% | 1,474,130 | $55.6M |
| Alyeska Investment Group, L.P. | 0.28% | Reduce -7.0% | 1,449,692 | $54.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.0% | 1,337,878 | $50.5M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 1,334,437 | $50.3M |
| Morgan Stanley | 0.00% | Add +23.5% | 1,273,961 | $48.0M |
| Centersquare Investment Management LLC | 0.40% | Add +2328.6% | 1,135,354 | $42.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 1,131,368 | $42.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +5.4% | 1,108,716 | $41.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.8% | 964,559 | $36.4M |
| Legal & General Group Plc | 0.01% | Reduce -9.3% | 903,347 | $34.1M |
| Cetera Investment Advisers | 0.07% | Reduce -5.5% | 851,939 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.4% | 841,616 | $31.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +408.0% | 765,822 | $28.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -17.4% | 730,398 | $27.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -22.9% | 586,125 | $22.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.4% | 577,930 | $21.8M |
| Millennium Management | 0.02% | Add +100.3% | 514,112 | $19.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +260.0% | 450,000 | $17.0M |
| Aew Capital Management L P | 0.69% | New | 427,070 | $16.1M |
| Ameriprise Financial Inc. | 0.00% | Add +27.5% | 422,023 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.3% | 418,773 | $15.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +24.4% | 399,608 | $15.1M |
| Rhumbline Advisers | 0.01% | Reduce -3.3% | 388,669 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 381,100 | $14.4M |
| Bank of America Corp. | 0.00% | Add +1.5% | 334,635 | $12.6M |
| LPL Financial LLC | 0.01% | Add +14.9% | 329,168 | $12.4M |
| Deutsche Bank AG | 0.01% | Add +5.1% | 325,855 | $12.3M |
| Kennedy Capital Management LLC | 0.26% | Add +173.0% | 313,106 | $11.8M |
| Barclays PLC | 0.00% | Add +49.2% | 279,432 | $10.5M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.8% | 272,926 | $10.3M |
| Public Sector Pension Investment Board | 0.05% | Reduce -3.5% | 259,938 | $9.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +2796.4% | 243,298 | $9.2M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 239,100 | $9.0M |
| Public Employees Retirement System of Ohio | 0.04% | Add +25.8% | 219,555 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 217,520 | $8.2M |
| B&I Capital AG | 2.32% | Reduce -4.6% | 212,545 | $8.0M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 199,110 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -67.4% | 198,424 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.4% | 195,802 | $7.4M |
| Sei Investments Co. | 0.01% | Add +464.6% | 187,049 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -31.8% | 184,315 | $7.0M |
| Citigroup Inc. | 0.01% | Add +44.6% | 177,569 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +54.6% | 172,712 | $6.5M |
| Employees Retirement System of Texas | 0.07% | Add +70.0% | 170,000 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -0.5% | 169,699 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -5.8% | 162,865 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.6% | 153,560 | $5.8M |
| McAdam, LLC | 0.32% | Reduce -10.0% | 149,413 | $5.6M |
| UBS Group AG | 0.00% | Add +237.3% | 148,148 | $5.6M |
| STRS Ohio | 0.02% | Add +516.1% | 141,700 | $5.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +578.6% | 139,146 | $5.2M |
| Independent Financial Group, LLC | 0.19% | Reduce -14.6% | 137,399 | $5.2M |
| Centaurus Financial, Inc. | 0.33% | Add +3.7% | 136,258 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.7% | 134,433 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -0.1% | 130,865 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -2.0% | 128,121 | $4.8M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 115,798 | $4.4M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -28.5% | 113,191 | $4.3M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -7.5% | 109,568 | $4.1M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +3.6% | 109,531 | $4.1M |
| Aberdeen Group plc | 0.01% | Add +2.9% | 106,331 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.2% | 101,370 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.3% | 101,588 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.4% | 97,747 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -2.7% | 95,760 | $3.6M |
| Bank of Montreal | 0.00% | Add +609.1% | 89,300 | $3.3M |
| Holocene Advisors, LP | 0.01% | Add +24.6% | 84,828 | $3.2M |
| Amundi | 0.00% | Add +0.5% | 88,123 | $3.2M |
| Diversify Wealth Management, LLC | 0.30% | Reduce -2.2% | 84,896 | $3.1M |
| First Trust Advisors LP | 0.00% | Add +403.6% | 82,397 | $3.1M |
| Money Concepts Capital Corp. | 0.23% | Reduce -5.8% | 80,595 | $3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78,252 | $3.0M |
| Modern Wealth Management, LLC | 0.18% | Reduce -8.6% | 76,223 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.5% | 73,593 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.12% | Reduce -7.5% | 71,871 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.5% | 71,734 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 71,346 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 70,885 | $2.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 70,470 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 70,132 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -5.3% | 68,755 | $2.6M |
| ClariVest Asset Management LLC | 0.26% | No change | 78,145 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.9% | 67,129 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.6% | 67,163 | $2.5M |
| O'Dell Group, LLC | 0.55% | Reduce -1.1% | 65,696 | $2.5M |
| First Foundation Advisors | 0.09% | Reduce -8.8% | 63,682 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -5.1% | 62,582 | $2.4M |
| RMR Wealth Builders | 0.25% | Reduce -21.4% | 61,253 | $2.3M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -6.6% | 60,239 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 59,281 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.9% | 59,200 | $2.2M |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.