Phillips Edison & CompanyPECO
13F holders, Q4 2025 (December 31)417holders +15
44new positions
40sold out
3famous investors
$35.57avg. 13F price*
At the end of Q4 2025, 417 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 15 from Q3 2025. 44 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($780.2M), Vanguard Group Inc. ($719.1M) and State Street Corp. ($257.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $93.8M |
| Exits | 40 | $29.5M |
All 13F filers, Q3 2025 → Q4 2025: 7,313,959 shares bought and 5,914,855 shares sold, net +1,399,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| BlackRock, Inc. | 0.01% | Add +2.0% | 21,933,999 | $780.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 20,215,956 | $719.1M |
| State Street Corp. | 0.01% | Reduce -1.1% | 7,211,391 | $257.3M |
| Wellington Management Group LLP | 0.04% | Add +5.4% | 6,308,034 | $224.4M |
| FMR LLC | 0.01% | Add +1.6% | 4,172,402 | $148.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 3,442,222 | $122.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.9% | 2,322,844 | $82.6M |
| Engineers Gate Manager LP | 0.92% | Reduce -12.6% | 2,181,911 | $77.6M |
| Norges Bank | 0.01% | — | 1,991,837 | $70.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.7% | 1,824,940 | $64.9M |
| Duff & Phelps Investment Management Co. | 0.72% | Add +5.3% | 1,788,426 | $63.6M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -18.1% | 1,530,772 | $54.4M |
| Northern Trust Corp. | 0.01% | Reduce -29.4% | 1,525,134 | $54.2M |
| Morgan Stanley | 0.00% | Add +3.8% | 1,145,114 | $40.7M |
| Nomura Asset Management International Inc. | 0.06% | — | 1,116,494 | $39.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 1,050,182 | $37.4M |
| Canada Pension Plan Investment Board | 0.02% | New | 1,011,500 | $36.0M |
| Nuveen, LLC | 0.01% | Add +45.1% | 1,008,126 | $35.9M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 965,497 | $34.3M |
| Legal & General Group Plc | 0.01% | Add +12.2% | 878,521 | $31.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -18.6% | 781,518 | $27.8M |
| Cetera Investment Advisers | 0.03% | Reduce -4.4% | 752,530 | $26.8M |
| Ameriprise Financial Inc. | 0.01% | Add +153.6% | 742,601 | $26.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.8% | 740,174 | $26.3M |
| Janus Henderson Group PLC | 0.01% | Add +1.9% | 649,222 | $23.1M |
| Bank of America Corp. | 0.00% | Add +51.5% | 628,399 | $22.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.1% | 599,974 | $21.3M |
| UBS Group AG | 0.00% | Add +3.7% | 570,836 | $20.3M |
| Alyeska Investment Group, L.P. | 0.05% | New | 545,401 | $19.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -39.4% | 514,576 | $18.3M |
| Verition Fund Management LLC | 0.10% | Add +2343.2% | 513,076 | $18.3M |
| Public Sector Pension Investment Board | 0.06% | No change | 489,959 | $17.4M |
| Invesco Ltd. | 0.00% | Add +3.9% | 455,798 | $16.2M |
| Millennium Management | 0.01% | Add +103.3% | 421,522 | $15.0M |
| Renaissance Technologies | 0.02% | Reduce -6.7% | 399,077 | $14.2M |
| Jain Global LLC | 0.14% | Add +37.1% | 394,947 | $14.0M |
| Sophron Capital Management L.P. | 4.25% | Reduce -35.2% | 371,486 | $13.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +22.0% | 359,707 | $12.8M |
| Deutsche Bank AG | 0.00% | Add +1.3% | 359,410 | $12.8M |
| LPL Financial LLC | 0.00% | Reduce -9.0% | 356,456 | $12.7M |
| Rhumbline Advisers | 0.01% | Reduce -7.8% | 351,126 | $12.5M |
| Kennedy Capital Management LLC | 0.26% | Add +20.3% | 349,583 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.6% | 334,455 | $11.9M |
| Hudson Bay Capital Management LP | 0.06% | New | 281,072 | $10.0M |
| B&I Capital AG | 3.52% | Add +19.9% | 277,931 | $9.9M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -4.7% | 272,186 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +5.8% | 251,166 | $8.9M |
| HSBC Holdings PLC | 0.01% | Add +33.5% | 248,985 | $8.9M |
| Algert Global LLC | 0.14% | Add +744.2% | 248,520 | $8.8M |
| Swiss National Bank | 0.01% | Add +1.9% | 247,700 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.2% | 228,507 | $8.1M |
| Barclays PLC | 0.00% | Reduce -12.7% | 221,563 | $7.9M |
| SG Americas Securities, LLC | 0.01% | Add +764.8% | 206,175 | $7.3M |
| American Century Companies Inc. | 0.00% | Add +320.4% | 205,711 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Add +0.2% | 192,825 | $6.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.0% | 190,530 | $6.8M |
| Mariner, LLC | 0.01% | Add +0.2% | 183,319 | $6.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.9% | 173,550 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 171,885 | $6.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 161,670 | $5.8M |
| Citigroup Inc. | 0.00% | Add +26.4% | 161,138 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.2% | 159,902 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -14.8% | 173,165 | $5.6M |
| Sei Investments Co. | 0.01% | Reduce -40.8% | 152,444 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +48.8% | 150,486 | $5.4M |
| AQR Capital Management | 0.00% | Add +75.7% | 148,538 | $5.3M |
| Granite Investment Partners, LLC | 0.30% | Reduce -6.3% | 142,945 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.0% | 139,581 | $5.0M |
| Bessemer Group Inc. | 0.01% | Add +44272.6% | 137,555 | $4.9M |
| McAdam, LLC | 0.22% | Reduce -4.5% | 136,972 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.6% | 133,606 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +192.1% | 125,212 | $4.5M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -1.8% | 123,225 | $4.4M |
| Marshall Wace, LLP | 0.00% | New | 122,966 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Add +0.9% | 122,230 | $4.3M |
| Aberdeen Group plc | 0.01% | Add +2.6% | 122,150 | $4.3M |
| Dark Forest Capital Management LP | 0.20% | Reduce -49.4% | 121,778 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +5.7% | 119,979 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -6.8% | 117,825 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.8% | 112,126 | $3.9M |
| Centaurus Financial, Inc. | 0.18% | Add +1.6% | 109,715 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 108,618 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -29.3% | 105,317 | $3.7M |
| Modern Wealth Management, LLC | 0.07% | Reduce -5.4% | 105,207 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 104,684 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.3% | 102,996 | $3.7M |
| Neo Ivy Capital Management | 0.58% | New | 102,500 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -8.9% | 102,233 | $3.6M |
| Nordea Investment Management AB | 0.00% | New | 100,608 | $3.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.4% | 98,574 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.11% | Reduce -5.0% | 95,000 | $3.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -93.2% | 89,741 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -6.8% | 89,539 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.9% | 87,825 | $3.1M |
| Harbor Capital Advisors, Inc. | 0.23% | Add +3.1% | 83,771 | $3.0M |
| Amundi | 0.00% | Reduce -3.4% | 83,515 | $3.0M |
| Holocene Advisors, LP | 0.01% | Reduce -35.1% | 79,834 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +113.6% | 79,264 | $2.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -1.9% | 79,052 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.6% | 73,892 | $2.6M |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.