Phillips Edison & CompanyPECO
13F holders, Q1 2026 (March 31)441holders +24
55new positions
33sold out
6famous investors
$37.42avg. 13F price*
At the end of Q1 2026, 441 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 24 from Q4 2025. 55 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($825.1M), Vanguard Portfolio Management LLC ($519.7M) and State Street Corp. ($267.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $39.8M |
| Exits | 33 | $44.0M |
All 13F filers, Q4 2025 → Q1 2026: 8,623,549 shares bought and 7,414,967 shares sold, net +1,208,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 22,051,012 | $825.1M |
| Vanguard Portfolio Management LLC | 0.03% | — | 13,887,360 | $519.7M |
| State Street Corp. | 0.01% | Reduce -1.1% | 7,129,625 | $267.6M |
| Vanguard Capital Management LLC | 0.01% | — | 5,695,294 | $213.1M |
| Wellington Management Group LLP | 0.04% | Reduce -17.4% | 5,212,095 | $195.0M |
| FMR LLC | 0.01% | Reduce -0.9% | 4,132,592 | $154.6M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 3,545,092 | $132.7M |
| Canada Pension Plan Investment Board | 0.08% | Add +225.9% | 3,296,673 | $123.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 2,363,479 | $88.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.1% | 1,899,214 | $71.1M |
| Duff & Phelps Investment Management Co. | 0.70% | Add +0.7% | 1,801,516 | $67.4M |
| JPMorgan Chase & Co. | 0.00% | Add +70.6% | 1,791,648 | $67.0M |
| Engineers Gate Manager LP | 0.82% | Reduce -19.6% | 1,754,637 | $65.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +130.1% | 1,703,172 | $63.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 1,490,487 | $55.8M |
| Nuveen, LLC | 0.01% | Reduce -1.5% | 992,853 | $37.2M |
| Nomura Asset Management International Inc. | 0.06% | Reduce -12.3% | 979,325 | $36.6M |
| American Century Companies Inc. | 0.02% | Add +366.6% | 959,858 | $35.9M |
| Ameriprise Financial Inc. | 0.01% | Add +27.6% | 947,321 | $35.5M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 946,127 | $35.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.4% | 942,612 | $35.3M |
| Hudson Bay Capital Management LP | 0.23% | Add +223.8% | 910,029 | $34.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 825,627 | $30.9M |
| Legal & General Group Plc | 0.01% | Reduce -7.6% | 811,708 | $30.4M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -54.0% | 704,622 | $26.4M |
| Cetera Investment Advisers | 0.03% | Reduce -12.7% | 657,017 | $24.6M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.3% | 615,054 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.0% | 612,129 | $22.9M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 553,777 | $20.7M |
| Kennedy Capital Management LLC | 0.39% | Add +42.1% | 496,709 | $18.6M |
| Public Sector Pension Investment Board | 0.06% | No change | 489,959 | $18.3M |
| UBS Group AG | 0.00% | Reduce -15.1% | 484,910 | $18.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +34.4% | 483,308 | $18.1M |
| Invesco Ltd. | 0.00% | Add +1.5% | 462,515 | $17.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -42.4% | 450,000 | $16.8M |
| Renaissance Technologies | 0.02% | Reduce -1.5% | 393,002 | $14.7M |
| Sophron Capital Management L.P. | 4.23% | Add +3.3% | 383,746 | $14.4M |
| Deutsche Bank AG | 0.00% | Add +2.8% | 369,437 | $13.8M |
| Rhumbline Advisers | 0.01% | Add +2.2% | 358,965 | $13.4M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 345,513 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -37.7% | 320,353 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -6.9% | 311,341 | $11.7M |
| Algert Global LLC | 0.16% | Add +17.9% | 292,900 | $11.0M |
| B&I Capital AG | 3.54% | No change | 277,931 | $10.4M |
| California Public Employees Retirement System | 0.01% | Add +4.0% | 261,183 | $9.8M |
| HSBC Holdings PLC | 0.01% | Add +3.5% | 257,698 | $9.7M |
| Swiss National Bank | 0.01% | Add +0.5% | 248,900 | $9.3M |
| Verition Fund Management LLC | 0.09% | Reduce -54.1% | 235,269 | $8.8M |
| Nordea Investment Management AB | 0.01% | Add +130.3% | 231,706 | $8.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -16.5% | 227,386 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.6% | 206,601 | $7.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +1.7% | 193,690 | $7.2M |
| AQR Capital Management | 0.00% | Add +28.7% | 191,218 | $7.2M |
| Bessemer Group Inc. | 0.01% | Add +37.0% | 188,495 | $7.1M |
| Mariner, LLC | 0.01% | Add +2.6% | 188,057 | $7.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.9% | 183,348 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +6.5% | 183,124 | $6.5M |
| Sei Investments Co. | 0.01% | Add +9.8% | 167,443 | $6.3M |
| Citigroup Inc. | 0.00% | Add +2.6% | 165,409 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -6.8% | 161,339 | $6.0M |
| California State Teachers Retirement System | 0.01% | Add +23.4% | 148,020 | $5.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -16.3% | 145,307 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +31.0% | 137,165 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.0% | 136,808 | $5.1M |
| McAdam, LLC | 0.23% | Reduce -0.4% | 136,433 | $5.1M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -1.2% | 132,022 | $4.9M |
| ExodusPoint Capital Management, LP | 0.05% | Add +140.3% | 130,153 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +10.1% | 129,720 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -19.1% | 129,278 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.7% | 128,896 | $4.8M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.9% | 120,868 | $4.5M |
| Aberdeen Group plc | 0.01% | Reduce -1.1% | 120,762 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +210.7% | 119,885 | $4.5M |
| Millennium Management | 0.00% | Reduce -72.3% | 116,939 | $4.4M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 115,221 | $4.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +30.6% | 114,663 | $4.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 112,872 | $4.2M |
| Citadel Advisors | 0.00% | New | 111,493 | $4.2M |
| D. E. Shaw & Co. | 0.00% | New | 109,441 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +317.7% | 104,283 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.0% | 103,191 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.2% | 102,794 | $3.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2.5% | 101,012 | $3.8M |
| Modern Wealth Management, LLC | 0.06% | Reduce -4.6% | 100,324 | $3.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -20.3% | 97,460 | $3.6M |
| Amundi | 0.00% | Add +12.0% | 93,525 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -10.4% | 91,580 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +51.1% | 90,594 | $3.4M |
| Macquarie Group Ltd. | 0.02% | Add +0.1% | 89,857 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 89,539 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +21.9% | 87,944 | $3.3M |
| Creative Planning | 0.00% | Add +26.0% | 86,225 | $3.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +56.1% | 83,438 | $3.1M |
| Martingale Asset Management L P | 0.08% | Add +48.4% | 82,268 | $3.1M |
| Corient Private Wealth LP | 0.00% | New | 80,625 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +26.0% | 80,462 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +63.1% | 78,818 | $2.9M |
| Harbor Capital Advisors, Inc. | 0.24% | Reduce -6.1% | 78,640 | $2.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -1.7% | 77,710 | $2.9M |
| Arkadios Wealth Advisors | 0.05% | Add +6.3% | 74,203 | $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.