Phillips Edison & CompanyPECO
13F holders, Q2 2025 (June 30)420holders +16
46new positions
32sold out
4famous investors
$35.04avg. 13F price*
At the end of Q2 2025, 420 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 16 from Q1 2025. 46 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($749.4M), Vanguard Group Inc. ($715.1M) and Wellington Management Group LLP ($261.9M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $100.1M |
| Exits | 32 | $33.6M |
All 13F filers, Q1 2025 → Q2 2025: 8,110,819 shares bought and 5,120,963 shares sold, net +2,989,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 21,392,486 | $749.4M |
| Vanguard Group Inc. | 0.01% | Add +3.5% | 20,414,331 | $715.1M |
| Wellington Management Group LLP | 0.05% | Add +6.1% | 7,476,943 | $261.9M |
| State Street Corp. | 0.01% | Add +2.3% | 7,349,080 | $258.2M |
| FMR LLC | 0.01% | Add +8.1% | 3,938,606 | $138.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 3,395,070 | $118.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 2,209,158 | $77.4M |
| Northern Trust Corp. | 0.01% | Add +27.5% | 2,158,288 | $75.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.9% | 1,716,407 | $60.1M |
| Norges Bank | 0.01% | Add +4.6% | 1,581,791 | $55.4M |
| Duff & Phelps Investment Management Co. | 0.63% | Add +0.9% | 1,522,883 | $53.3M |
| Macquarie Group Ltd. | 0.06% | Add +2.5% | 1,428,232 | $50.0M |
| Morgan Stanley | 0.00% | Add +21.6% | 1,222,577 | $42.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +753.8% | 1,162,046 | $40.7M |
| Alyeska Investment Group, L.P. | 0.14% | Reduce -43.6% | 1,136,108 | $39.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -4.8% | 1,026,115 | $35.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.5% | 1,001,775 | $35.1M |
| Bank of New York Mellon Corp | 0.01% | Add +6.3% | 991,796 | $34.7M |
| Engineers Gate Manager LP | 0.41% | New | 933,339 | $32.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -0.6% | 910,000 | $31.9M |
| Legal & General Group Plc | 0.01% | Add +1.6% | 863,643 | $30.3M |
| Nuveen, LLC | 0.01% | Reduce -6.4% | 832,760 | $29.2M |
| Cetera Investment Advisers | 0.04% | Reduce -4.4% | 697,499 | $24.4M |
| Balyasny Asset Management L.P. | 0.05% | New | 640,432 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.3% | 625,102 | $21.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.2% | 621,916 | $21.8M |
| Janus Henderson Group PLC | 0.01% | Add +3.1% | 603,749 | $21.1M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -4.0% | 540,372 | $18.9M |
| Aew Capital Management L P | 0.93% | Reduce -12.4% | 503,549 | $17.6M |
| Public Sector Pension Investment Board | 0.06% | Add +7.7% | 427,482 | $15.0M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 418,384 | $14.7M |
| LPL Financial LLC | 0.00% | Add +6.3% | 412,686 | $14.5M |
| UBS Group AG | 0.00% | Add +48.6% | 412,449 | $14.4M |
| Bank of America Corp. | 0.00% | Add +3.1% | 403,831 | $14.1M |
| Schonfeld Strategic Advisors LLC | 0.10% | New | 397,299 | $13.9M |
| Rhumbline Advisers | 0.01% | Add +2.6% | 395,088 | $13.8M |
| Sophron Capital Management L.P. | 4.19% | Add +27.8% | 391,032 | $13.7M |
| Jain Global LLC | 0.21% | Reduce -13.3% | 365,908 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.0% | 360,297 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.5% | 355,957 | $12.5M |
| Deutsche Bank AG | 0.00% | Reduce -2.3% | 341,637 | $12.0M |
| Freestone Grove Partners LP | 0.08% | New | 315,698 | $11.1M |
| Sei Investments Co. | 0.01% | Add +2.2% | 298,883 | $10.5M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.1% | 284,935 | $10.0M |
| Barclays PLC | 0.00% | Add +6.0% | 279,596 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Add +59.2% | 277,554 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Add +31.3% | 270,642 | $9.5M |
| Eisler Capital Management Ltd. | 0.30% | Add +10.2% | 253,932 | $8.9M |
| Kennedy Capital Management LLC | 0.20% | Reduce -14.4% | 239,690 | $8.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 239,500 | $8.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +140.4% | 228,726 | $8.0M |
| B&I Capital AG | 2.71% | Reduce -5.3% | 227,295 | $8.0M |
| Granite Investment Partners, LLC | 0.38% | New | 221,929 | $7.8M |
| California Public Employees Retirement System | 0.00% | Add +8.4% | 218,856 | $7.7M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +6.1% | 205,290 | $7.2M |
| Citigroup Inc. | 0.00% | Reduce -7.2% | 202,420 | $7.1M |
| Millennium Management | 0.01% | Reduce -76.9% | 197,688 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -9.7% | 194,248 | $6.8M |
| State of Wisconsin Investment Board | 0.02% | Add +19.6% | 192,261 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.8% | 188,160 | $6.6M |
| Mariner, LLC | 0.01% | Add +11.9% | 184,900 | $6.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.3% | 178,630 | $6.3M |
| Greenland Capital Management LP | 0.77% | Add +172.1% | 163,802 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -6.6% | 155,095 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +2.3% | 154,857 | $5.4M |
| McAdam, LLC | 0.28% | Add +0.1% | 143,484 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.3% | 137,505 | $4.8M |
| State of Alaska, Department of Revenue | 0.05% | Add +5.4% | 135,843 | $4.8M |
| Renaissance Technologies | 0.01% | Reduce -12.7% | 135,396 | $4.7M |
| Prudential Financial Inc. | 0.01% | Add +6.3% | 130,575 | $4.6M |
| Lord, Abbett & Co. LLC | 0.01% | Add +21.8% | 125,470 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -20.4% | 123,055 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +6.2% | 122,489 | $4.3M |
| Aberdeen Group plc | 0.01% | Add +3.6% | 121,594 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -14.6% | 121,229 | $4.2M |
| Modern Wealth Management, LLC | 0.10% | Reduce -1.7% | 116,089 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.7% | 115,437 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 113,490 | $4.0M |
| Centaurus Financial, Inc. | 0.23% | Reduce -4.3% | 112,461 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +21.5% | 111,682 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +4.1% | 111,115 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +45.0% | 107,512 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -0.4% | 103,983 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Add +5.4% | 103,023 | $3.6M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Reduce -6.1% | 99,757 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 98,991 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +8.0% | 96,491 | $3.4M |
| Edgestream Partners, L.P. | 0.09% | Reduce -48.2% | 96,374 | $3.4M |
| Holocene Advisors, LP | 0.01% | Add +26.1% | 91,662 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +69.2% | 91,402 | $3.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.0% | 89,503 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 86,822 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.0% | 85,186 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -29.4% | 84,657 | $3.0M |
| Amundi | 0.00% | Reduce -32.1% | 82,805 | $2.9M |
| Martingale Asset Management L P | 0.07% | Reduce -14.3% | 81,324 | $2.8M |
| Capital Fund Management S.A. | 0.03% | Add +398.1% | 79,520 | $2.8M |
| Money Concepts Capital Corp. | 0.19% | Reduce -0.5% | 79,307 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Add +3.1% | 79,052 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 78,147 | $2.7M |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.