Phillips Edison & CompanyPECO

13F holders, Q3 2025 (September 30)
402holders −18
37new positions
50sold out
6famous investors
$34.34avg. 13F price*

At the end of Q3 2025, 402 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, down 18 from Q2 2025. 37 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($738.1M), Vanguard Group Inc. ($698.4M) and State Street Corp. ($251.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Phillips Edison & Company Inc.
CUSIP
71844V201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 362Q1 2024Q2 2024: 373Q2 2024Q3 2024: 402Q3 2024Q4 2024: 403Q4 2024Q1 2025: 404Q1 2025Q2 2025: 420Q2 2025Q3 2025: 402Q3 2025Q4 2025: 417Q4 2025Q1 2026: 441Q1 2026Q2 2026: 447Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions37$26.9M
Exits50$171.7M

All 13F filers, Q2 2025 → Q3 2025: 6,840,544 shares bought and 8,836,159 shares sold, net −1,995,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 402 holders

BlackRock, Inc. 0.01% Add +0.5% 21,500,517 $738.1M
Vanguard Group Inc. 0.01% Reduce -0.3% 20,345,174 $698.4M
State Street Corp. 0.01% Reduce -0.8% 7,290,973 $251.1M
Wellington Management Group LLP 0.04% Reduce -20.0% 5,982,819 $205.4M
FMR LLC 0.01% Add +4.3% 4,107,064 $141.0M
Geode Capital Management, LLC 0.01% Add +1.3% 3,440,468 $118.1M
Engineers Gate Manager LP 0.98% Add +167.4% 2,496,040 $85.7M
Charles Schwab Investment Management Inc. 0.01% Add +1.2% 2,236,095 $76.8M
Northern Trust Corp. 0.01% Add +0.1% 2,159,265 $74.1M
Balyasny Asset Management L.P. 0.13% Add +191.9% 1,869,618 $64.2M
Dimensional Fund Advisors LP 0.01% Add +2.5% 1,759,226 $60.4M
Duff & Phelps Investment Management Co. 0.66% Add +11.5% 1,697,608 $58.3M
Macquarie Group Ltd. 0.05% Reduce -8.0% 1,314,174 $45.1M
Morgan Stanley 0.00% Reduce -9.8% 1,103,214 $37.9M
JPMorgan Chase & Co. 0.00% Add +9.9% 1,100,942 $37.8M
Goldman Sachs Group Inc. 0.01% Add +66.2% 1,038,938 $35.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +5.5% 960,000 $33.0M
Bank of New York Mellon Corp 0.01% Reduce -5.8% 934,169 $32.1M
Qube Research & Technologies Ltd 0.04% Add +57.2% 849,693 $29.2M
Cetera Investment Advisers 0.03% Add +12.8% 787,077 $27.0M
Legal & General Group Plc 0.01% Reduce -9.3% 782,974 $26.9M
Nuveen, LLC 0.01% Reduce -16.6% 694,799 $23.9M
Janus Henderson Group PLC 0.01% Add +5.5% 636,847 $21.9M
Principal Financial Group Inc. 0.01% Reduce -2.5% 606,665 $20.8M
Sophron Capital Management L.P. 6.07% Add +46.7% 573,661 $19.7M
UBS Group AG 0.00% Add +33.4% 550,276 $18.9M
Public Sector Pension Investment Board 0.06% Add +14.6% 489,959 $16.8M
Invesco Ltd. 0.00% Add +4.9% 438,701 $15.1M
Renaissance Technologies 0.02% Add +216.0% 427,902 $14.7M
Bank of America Corp. 0.00% Add +2.7% 414,809 $14.2M
LPL Financial LLC 0.00% Reduce -5.1% 391,659 $13.4M
Rhumbline Advisers 0.01% Reduce -3.6% 380,762 $13.1M
Deutsche Bank AG 0.00% Add +3.9% 354,878 $12.2M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -5.7% 339,824 $11.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +28.9% 294,855 $10.1M
Ameriprise Financial Inc. 0.00% Reduce -17.7% 292,876 $10.1M
Kennedy Capital Management LLC 0.22% Add +21.3% 290,715 $10.0M
Jain Global LLC 0.14% Reduce -21.3% 288,051 $9.9M
Asset Management One Co., Ltd. 0.03% Add +0.2% 285,629 $9.8M
Osaic Holdings, Inc. 0.01% Reduce -1.6% 266,379 $9.2M
Sei Investments Co. 0.01% Reduce -13.8% 257,516 $8.8M
Jane Street Group, LLC 0.01% Add +63.6% 253,781 $8.7M
Barclays PLC 0.00% Reduce -9.3% 253,656 $8.7M
Aew Capital Management L P 0.48% Reduce -50.4% 249,810 $8.6M
Swiss National Bank 0.00% Add +1.5% 243,100 $8.3M
Dark Forest Capital Management LP 0.31% Add +1193.4% 240,702 $8.3M
California Public Employees Retirement System 0.00% Add +8.5% 237,427 $8.2M
B&I Capital AG 2.75% Add +2.0% 231,831 $8.0M
Millennium Management 0.01% Add +4.9% 207,331 $7.1M
J.W. Cole Advisors, Inc. 0.13% Reduce -1.0% 203,227 $7.0M
State of Wisconsin Investment Board 0.02% Add +0.1% 192,397 $6.6M
HSBC Holdings PLC 0.00% Add +52.2% 186,462 $6.4M
Nomura Asset Management Co. Ltd. 0.02% Add +2.6% 183,230 $6.3M
Mariner, LLC 0.01% Reduce -1.1% 182,917 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -8.0% 178,746 $6.1M
Commonwealth Equity Services, LLC 0.01% Reduce -6.4% 176,085 $6.0M
Alliancebernstein L.P. 0.00% Reduce -40.8% 164,422 $5.6M
Granite Investment Partners, LLC 0.30% Reduce -31.3% 152,564 $5.2M
Thrivent Financial for Lutherans 0.01% Add +33.4% 148,979 $5.1M
McAdam, LLC 0.24% Reduce 0.0% 143,477 $4.9M
Westwood Holdings Group Inc. 0.03% New 140,416 $4.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.5% 138,230 $4.7M
State of Alaska, Department of Revenue 0.05% Reduce -3.2% 131,471 $4.5M
Prudential Financial Inc. 0.01% Reduce -3.1% 126,475 $4.4M
Citigroup Inc. 0.00% Reduce -37.0% 127,453 $4.4M
Lord, Abbett & Co. LLC 0.01% No change 125,470 $4.3M
Holocene Advisors, LP 0.01% Add +34.1% 122,942 $4.2M
Allianz Asset Management GmbH 0.01% Reduce -1.6% 121,117 $4.2M
Aberdeen Group plc 0.01% Reduce -2.1% 119,092 $4.1M
California State Teachers Retirement System 0.00% Add +0.0% 113,496 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Reduce -7.4% 112,245 $3.9M
Modern Wealth Management, LLC 0.08% Reduce -4.2% 111,261 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 113,054 $3.8M
Centaurus Financial, Inc. 0.17% Reduce -4.0% 108,014 $3.7M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 105,099 $3.6M
Mutual of America Capital Management LLC 0.04% Add +0.2% 103,253 $3.5M
Raymond James Financial Inc. 0.00% Reduce -8.1% 102,147 $3.5M
Wells Fargo & Company 0.00% Add +16.5% 101,110 $3.5M
Lighthouse Investment Partners, LLC 0.12% New 100,000 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -0.5% 96,054 $3.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.5% 93,503 $3.2M
Voya Investment Management LLC 0.00% Reduce -15.6% 87,764 $3.0M
Amundi 0.00% Add +4.4% 86,444 $2.9M
AQR Capital Management 0.00% Add +145.8% 84,565 $2.9M
Tudor Investment Corporation 0.02% New 84,226 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.5% 82,171 $2.8M
Harbor Capital Advisors, Inc. 0.22% Add +13.4% 81,287 $2.8M
Independent Financial Group, LLC 0.07% Add +4.1% 80,572 $2.8M
Money Concepts Capital Corp. 0.17% Reduce -0.8% 78,648 $2.7M
MetLife Investment Management, LLC 0.01% Reduce -2.0% 77,483 $2.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 72,993 $2.5M
Martingale Asset Management L P 0.06% Reduce -13.8% 70,133 $2.4M
Man Group plc 0.00% New 66,626 $2.3M
New York State Common Retirement Fund 0.00% No change 65,143 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -3.1% 64,551 $2.2M
Caxton Associates LLP 0.06% New 64,108 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +14.1% 62,949 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.8% 62,823 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -31.5% 62,586 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.9% 60,315 $2.1M

"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.

Show all 402 holders