Phillips Edison & Company, Inc. (PECO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

125,059,551Shares Outstanding

1,217,348Shares held by institutions

$46,721,816Value of institutional holdings

85.67%Institutional ownership %

5.37%Shares Changed QoQ

382No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Phillips Edison & Company, Inc. (NASDAQ:PECO) includes 382 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Phillips Edison & Company moved to 85.7% in December 2025, a shift up from the 84.4% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 5.37%, with a year-over-year a decrease of 2.55% in the count of filers.
Of these 382 institutional investors, 200 increased their holdings in Phillips Edison & Company, while 116 of them reduced positions, and 66 investors maintained their exposure.
Collectively, institutional investors increased their stake in Phillips Edison & Company to 107.14Mn shares as of December 2025, a change that is up by 5.46Mn shares quarter on quarter and up 4.68Mn shares year over year.
BlackRock, Inc.'s holding of 21.93Mn shares as of December 31, 2025 makes it the primary institutional investor in Phillips Edison & Company, owning 17.54% of the stock.
Among the most significant buyers of Phillips Edison & Company during December 2025 were NORGES BANK (1.99Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.12Mn), CANADA PENSION PLAN INVESTMENT BOARD (1.01Mn), Alyeska Investment Group, L.P. (545.40K), Verition Fund Management LLC (492.08K).
Leading sellers of Phillips Edison & Company stock in December 2025 included MACQUARIE GROUP LTD (1.22Mn), NORTHERN TRUST CORP (634.13K), BALYASNY ASSET MANAGEMENT L.P. (338.85K), Qube Research & Technologies Ltd (335.12K), Engineers Gate Manager LP (314.13K).
The top 10 institutional holders of Phillips Edison & Company for the quarter ending December 2025 included BlackRock, Inc. (21.93Mn), VANGUARD GROUP INC (20.22Mn), STATE STREET CORP (7.21Mn), WELLINGTON MANAGEMENT GROUP LLP (6.31Mn), FMR LLC (4.17Mn), GEODE CAPITAL MANAGEMENT, LLC (3.44Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.32Mn), Engineers Gate Manager LP (2.18Mn), NORGES BANK (1.99Mn), DIMENSIONAL FUND ADVISORS LP (1.82Mn).

382 Institutional Holders

1,217,348 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	21,933,999	433,482	2.02%	$780,192,330.00
VANGUARD GROUP INC	31 Dec, 2025	20,215,956	-129,218	-0.64%	$719,081,556.00
STATE STREET CORP	31 Dec, 2025	7,211,391	-79,582	-1.09%	$257,275,314.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	6,308,034	325,215	5.44%	$224,376,770.00
FMR LLC	31 Dec, 2025	4,172,402	65,338	1.59%	$148,412,349.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,442,222	1,754	0.05%	$122,456,241.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	2,322,844	86,749	3.88%	$82,623,561.00
Engineers Gate Manager LP	31 Dec, 2025	2,181,911	-314,129	-12.59%	$77,610,574.00
NORGES BANK	31 Dec, 2025	1,991,837	1,991,837	0.00%	$70,849,642.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,824,940	65,714	3.74%	$64,914,416.00
DUFF & PHELPS INVESTMENT MANAGEMENT CO	31 Dec, 2025	1,788,426	90,818	5.35%	$63,614,313.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,530,772	-338,846	-18.12%	$54,449,560.00
NORTHERN TRUST CORP	31 Dec, 2025	1,525,134	-634,131	-29.37%	$54,249,016.00
MORGAN STANLEY	31 Dec, 2025	1,145,114	41,900	3.80%	$40,731,759.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	1,116,494	1,116,494	0.00%	$39,714,000.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,050,182	-50,760	-4.61%	$37,354,973.00
CANADA PENSION PLAN INVESTMENT BOARD	31 Dec, 2025	1,011,500	1,011,500	0.00%	$35,979,055.00
Nuveen, LLC	31 Dec, 2025	1,008,126	313,327	45.10%	$35,859,042.00
Bank of New York Mellon Corp	31 Dec, 2025	965,497	31,328	3.35%	$34,342,738.00
Legal & General Group Plc	31 Dec, 2025	878,521	95,547	12.20%	$31,248,996.00

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