Phillips Edison & CompanyPECO
13F holders, Q1 2025 (March 31)404holders +1
41new positions
32sold out
4famous investors
$36.51avg. 13F price*
At the end of Q1 2025, 404 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 1 from Q4 2024. 41 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($782.9M), Vanguard Group Inc. ($719.6M) and State Street Corp. ($262.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $52.3M |
| Exits | 32 | $22.3M |
All 13F filers, Q4 2024 → Q1 2025: 6,247,280 shares bought and 3,893,432 shares sold, net +2,353,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 21,453,925 | $782.9M |
| Vanguard Group Inc. | 0.01% | Add +2.1% | 19,720,204 | $719.6M |
| State Street Corp. | 0.01% | Reduce -1.3% | 7,182,972 | $262.8M |
| Wellington Management Group LLP | 0.05% | Reduce -6.5% | 7,045,705 | $257.1M |
| FMR LLC | 0.01% | Add +20.4% | 3,643,839 | $133.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.6% | 3,329,288 | $121.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 2,174,051 | $79.3M |
| Alyeska Investment Group, L.P. | 0.29% | Add +42.1% | 2,013,308 | $73.5M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 1,693,120 | $61.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +12.9% | 1,576,703 | $57.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.0% | 1,529,380 | $55.8M |
| Norges Bank | 0.01% | Add +1.2% | 1,512,868 | $55.2M |
| Duff & Phelps Investment Management Co. | 0.64% | Add +3.5% | 1,508,480 | $55.0M |
| Macquarie Group Ltd. | 0.06% | Add +2.6% | 1,392,953 | $50.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.9% | 1,121,915 | $40.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.4% | 1,077,372 | $39.3M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 1,005,011 | $36.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.8% | 932,736 | $34.0M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +54.9% | 915,000 | $33.4M |
| Nuveen, LLC | 0.01% | — | 889,699 | $32.5M |
| Millennium Management | 0.03% | Add +129.2% | 855,138 | $31.2M |
| Legal & General Group Plc | 0.01% | Add +1.1% | 849,654 | $31.0M |
| Cetera Investment Advisers | 0.05% | Reduce -6.1% | 729,613 | $26.6M |
| Principal Financial Group Inc. | 0.01% | Add +4.8% | 623,420 | $22.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.1% | 585,348 | $21.0M |
| Aew Capital Management L P | 1.03% | Reduce -8.4% | 574,819 | $21.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +10.2% | 562,700 | $20.5M |
| ExodusPoint Capital Management, LP | 0.24% | Add +1.3% | 505,799 | $18.5M |
| Invesco Ltd. | 0.00% | Add +9.7% | 431,885 | $15.8M |
| Jain Global LLC | 0.32% | Add +49.2% | 421,777 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 402,389 | $14.7M |
| Public Sector Pension Investment Board | 0.06% | Add +30.0% | 396,982 | $14.5M |
| Bank of America Corp. | 0.00% | Add +27.9% | 391,625 | $14.3M |
| LPL Financial LLC | 0.01% | Add +4.7% | 388,084 | $14.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 384,970 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -9.6% | 367,854 | $13.4M |
| Deutsche Bank AG | 0.01% | Reduce -2.8% | 349,769 | $12.8M |
| Sophron Capital Management L.P. | 3.80% | Add +150.2% | 305,973 | $11.2M |
| Sei Investments Co. | 0.01% | Add +17.9% | 292,498 | $10.7M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.1% | 285,188 | $10.4M |
| Kennedy Capital Management LLC | 0.24% | Reduce -7.8% | 279,889 | $10.2M |
| UBS Group AG | 0.00% | Reduce -11.8% | 277,478 | $10.1M |
| Barclays PLC | 0.00% | Reduce -20.9% | 263,726 | $9.6M |
| B&I Capital AG | 2.85% | Reduce -7.3% | 240,045 | $8.8M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 237,500 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.7% | 231,596 | $8.5M |
| Eisler Capital Management Ltd. | 0.25% | New | 230,361 | $8.4M |
| Citigroup Inc. | 0.01% | Add +12.7% | 218,095 | $8.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.5% | 215,023 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +0.3% | 206,177 | $7.5M |
| California Public Employees Retirement System | 0.01% | Add +2.1% | 201,934 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +190.8% | 193,445 | $7.1M |
| Edgestream Partners, L.P. | 0.23% | Add +86.7% | 185,979 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 174,337 | $6.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.5% | 171,290 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +408.1% | 166,014 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -2.6% | 165,228 | $6.0M |
| Dark Forest Capital Management LP | 0.28% | Add +625.2% | 164,368 | $6.0M |
| State of Wisconsin Investment Board | 0.02% | Add +615.9% | 160,766 | $5.9M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -12.5% | 159,049 | $5.8M |
| Renaissance Technologies | 0.01% | New | 155,002 | $5.7M |
| Allianz Asset Management GmbH | 0.01% | New | 154,592 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +165.6% | 151,452 | $5.5M |
| McAdam, LLC | 0.32% | Reduce -1.6% | 143,413 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -3.8% | 141,986 | $5.2M |
| SG Americas Securities, LLC | 0.02% | New | 139,007 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -82.7% | 136,108 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.1% | 135,729 | $5.0M |
| Bank of Montreal | 0.00% | Add +15.8% | 128,946 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.3% | 128,895 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -2.0% | 122,797 | $4.5M |
| Amundi | 0.00% | Reduce -5.9% | 122,018 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +33.8% | 119,943 | $4.4M |
| Modern Wealth Management, LLC | 0.14% | Add +0.6% | 118,141 | $4.3M |
| Centaurus Financial, Inc. | 0.26% | Reduce -12.2% | 117,531 | $4.3M |
| Aberdeen Group plc | 0.01% | Reduce -3.5% | 117,374 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +9.7% | 115,370 | $4.2M |
| Independent Financial Group, LLC | 0.14% | Reduce -30.4% | 113,439 | $4.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 113,305 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 106,707 | $3.9M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +36.2% | 106,215 | $3.9M |
| Voya Investment Management LLC | 0.01% | Add +58.8% | 104,439 | $3.8M |
| Lord, Abbett & Co. LLC | 0.01% | New | 103,025 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.2% | 98,078 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.1% | 97,755 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 95,131 | $3.5M |
| Martingale Asset Management L P | 0.09% | Add +43.5% | 94,937 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.0% | 91,945 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.7% | 89,953 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 89,325 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +4.1% | 87,529 | $3.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +6.7% | 86,105 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +12.8% | 81,726 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.7% | 80,385 | $2.9M |
| Money Concepts Capital Corp. | 0.22% | Reduce -2.7% | 79,688 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 78,192 | $2.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +442.5% | 77,612 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.6% | 76,638 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 76,350 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +4.9% | 75,986 | $2.8M |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.