Phillips Edison & CompanyPECO
13F holders, Q4 2024 (December 31)403holders +1
27new positions
42sold out
2famous investors
$37.46avg. 13F price*
At the end of Q4 2024, 403 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 1 from Q3 2024. 27 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($829.0M), Vanguard Group Inc. ($723.8M) and Wellington Management Group LLP ($282.4M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $15.1M |
| Exits | 42 | $80.4M |
All 13F filers, Q3 2024 → Q4 2024: 5,879,487 shares bought and 3,646,946 shares sold, net +2,232,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| BlackRock, Inc. | 0.02% | Add +2.9% | 22,130,781 | $829.0M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 19,322,342 | $723.8M |
| Wellington Management Group LLP | 0.05% | Add +2.2% | 7,537,917 | $282.4M |
| State Street Corp. | 0.01% | Add +3.0% | 7,278,243 | $273.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.3% | 3,181,904 | $119.2M |
| FMR LLC | 0.01% | Add +14.6% | 3,026,358 | $113.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 2,145,517 | $80.4M |
| JPMorgan Chase & Co. | 0.01% | Add +53.6% | 1,737,423 | $65.1M |
| Northern Trust Corp. | 0.01% | Add +26.7% | 1,690,805 | $63.3M |
| Norges Bank | 0.01% | Add +0.9% | 1,494,323 | $56.0M |
| Duff & Phelps Investment Management Co. | 0.65% | Reduce -1.2% | 1,456,975 | $54.6M |
| Alyeska Investment Group, L.P. | 0.20% | Reduce -2.2% | 1,417,185 | $53.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.4% | 1,396,937 | $52.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.3% | 1,383,090 | $51.8M |
| Macquarie Group Ltd. | 0.06% | Reduce -12.8% | 1,357,445 | $50.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.5% | 1,103,491 | $41.3M |
| Morgan Stanley | 0.00% | Reduce -17.8% | 1,047,495 | $39.2M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 969,592 | $36.3M |
| Legal & General Group Plc | 0.01% | Reduce -7.0% | 840,406 | $31.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +13.9% | 832,117 | $31.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.6% | 785,928 | $29.4M |
| Cetera Investment Advisers | 0.06% | Reduce -8.8% | 777,242 | $29.1M |
| Aew Capital Management L P | 1.14% | Add +47.0% | 627,889 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 595,165 | $22.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +31.3% | 590,861 | $22.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.0% | 586,075 | $22.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +27.8% | 510,817 | $19.1M |
| ExodusPoint Capital Management, LP | 0.19% | Add +341.1% | 499,336 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.9% | 406,845 | $15.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 401,131 | $15.0M |
| Invesco Ltd. | 0.00% | Add +3.3% | 393,621 | $14.7M |
| Rhumbline Advisers | 0.01% | Add +0.7% | 391,550 | $14.7M |
| Millennium Management | 0.01% | Reduce -27.4% | 373,081 | $14.0M |
| Verition Fund Management LLC | 0.07% | Add +1533.9% | 372,560 | $14.0M |
| LPL Financial LLC | 0.01% | Add +12.6% | 370,636 | $13.9M |
| Deutsche Bank AG | 0.01% | Add +10.4% | 359,788 | $13.5M |
| Barclays PLC | 0.01% | Add +19.3% | 333,297 | $12.5M |
| UBS Group AG | 0.00% | Add +112.2% | 314,430 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -8.5% | 306,138 | $11.5M |
| Public Sector Pension Investment Board | 0.05% | Add +17.5% | 305,459 | $11.4M |
| Kennedy Capital Management LLC | 0.25% | Reduce -3.0% | 303,729 | $11.4M |
| Jain Global LLC | 0.32% | — | 282,679 | $10.6M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.4% | 279,426 | $10.5M |
| B&I Capital AG | 3.16% | Add +21.9% | 259,045 | $9.7M |
| Sei Investments Co. | 0.01% | Add +32.7% | 248,159 | $9.3M |
| Swiss National Bank | 0.01% | Add +0.8% | 240,900 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.6% | 218,321 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.5% | 205,593 | $7.7M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 197,701 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 195,127 | $7.3M |
| Citigroup Inc. | 0.01% | Add +9.0% | 193,523 | $7.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +30.7% | 181,856 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.9% | 180,760 | $6.8M |
| Mariner, LLC | 0.01% | Add +0.0% | 169,730 | $6.4M |
| Independent Financial Group, LLC | 0.20% | Add +18.6% | 162,972 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.7% | 162,380 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -9.4% | 147,591 | $5.5M |
| McAdam, LLC | 0.30% | Reduce -2.5% | 145,696 | $5.5M |
| Centaurus Financial, Inc. | 0.31% | Reduce -1.7% | 133,886 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.1% | 132,944 | $5.0M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.3% | 128,465 | $4.8M |
| Amundi | 0.00% | Add +47.2% | 129,718 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -4.3% | 125,265 | $4.7M |
| Sophron Capital Management L.P. | 1.81% | — | 122,317 | $4.6M |
| Aberdeen Group plc | 0.01% | Add +14.4% | 121,605 | $4.6M |
| Modern Wealth Management, LLC | 0.16% | Add +54.1% | 117,428 | $4.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.0% | 114,600 | $4.3M |
| Bank of Montreal | 0.00% | Add +24.7% | 111,333 | $4.2M |
| Raymond James Financial Inc. | 0.00% | — | 110,553 | $4.1M |
| HSBC Holdings PLC | 0.00% | Add +9.8% | 105,182 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 100,247 | $3.8M |
| Edgestream Partners, L.P. | 0.16% | New | 99,621 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Add +0.1% | 97,824 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -52.2% | 94,764 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +96.6% | 91,709 | $3.4M |
| First Trust Advisors LP | 0.00% | Add +8.8% | 89,668 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -18.4% | 89,325 | $3.3M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -23.2% | 84,107 | $3.2M |
| Money Concepts Capital Corp. | 0.23% | Add +1.6% | 81,886 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.4% | 81,068 | $3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.1% | 80,675 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 79,799 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +42.1% | 79,034 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 77,976 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Add +5.8% | 77,874 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +29.3% | 76,673 | $2.9M |
| Diversify Wealth Management, LLC | 0.22% | Reduce -7.9% | 78,219 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +0.8% | 72,465 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 72,476 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.1% | 69,912 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 69,119 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +0.8% | 67,697 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -3.2% | 66,533 | $2.5M |
| Martingale Asset Management L P | 0.06% | New | 66,160 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +38.7% | 65,880 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +54.0% | 65,764 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 65,370 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Add +4.4% | 65,334 | $2.4M |
| O'Dell Group, LLC | 0.54% | Reduce -2.4% | 64,142 | $2.4M |
| First Foundation Advisors | 0.08% | Reduce -6.4% | 59,615 | $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.