Phillips Edison & Company PECO Institutional Ownership

NASDAQ PECO

$39.21 +0.29 (+0.75%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

443 Institutions

Increased 225 50.8%

Unchanged 85 19.2%

Reduced 133 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.78%

▲+6.16 pp QoQ

Shares Held by Institutions

117.16Mn

of 126.28Mn outstanding

▲+9.98% QoQ

Shares Outstanding

126.28Mn

9.12Mn held outside 13F filers

Institutional Investors

443

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+10.63Mn

accumulated since last quarter

Value of Holdings

$4.56Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Phillips Edison & Company, Inc. (NASDAQ:PECO) appears in 443 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 92.8% of outstanding shares in June 2026, up from 86.6% in March 2026.
They increased total shares held in Phillips Edison & Company by 9.98% from the prior quarter, while the number of investors in PECO increased 6.24% year over year.
Among the 443 funds, 225 bought more Phillips Edison & Company shares, 133 sold down, and 85 held their ground.
In total, institutional investors held 117.16Mn shares in Phillips Edison & Company as of June 2026, up by 10.63Mn shares quarter on quarter, and up 9.15Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Phillips Edison & Company with 23.31Mn shares, accounting for 18.46% of total shares outstanding.
Leading buyers of Phillips Edison & Company shares for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (2.47Mn), NORGES BANK (1.65Mn), BlackRock, Inc. (1.26Mn), Goldman Sachs Group Inc (1.24Mn), Alyeska Investment Group, L.P. (912.7K).
Top sellers of PECO stock for the quarter ending June 2026 included Engineers Gate Manager LP (1.46Mn), WELLINGTON MANAGEMENT GROUP LLP (1.2Mn), AMERICAN CENTURY COMPANIES INC (399.77K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (343.78K), Hudson Bay Capital Management LP (311.03K).
Per Business Quant, the top 10 investors in PECO for the quarter ending June 2026 include BlackRock, Inc. (23.31Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (14.4Mn), State Street Corp (7.29Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.73Mn), FMR LLC (4.22Mn), WELLINGTON MANAGEMENT GROUP LLP (4.01Mn), GEODE CAPITAL MANAGEMENT, LLC (3.77Mn), CANADA PENSION PLAN INVESTMENT BOARD (3.35Mn), Goldman Sachs Group Inc (2.94Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.47Mn).

Form 13F Holdings

443 Institutional Holders

Report period 30 Jun, 2026

Total shares held 117.16Mn

Of outstanding 92.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	23,307,528	18.46%	▲1,256,516	+5.70%	$970.06Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	14,398,478	11.40%	▲511,118	+3.68%	$599.26Mn
3	State Street Corp	0000093751	7,290,689	5.77%	▲161,064	+2.26%	$304.20Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,728,291	4.54%	▲32,997	+0.58%	$238.41Mn
5	FMR LLC	0000315066	4,220,531	3.34%	▲87,939	+2.13%	$175.66Mn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	4,011,362	3.18%	▼1,200,733	-23.04%	$166.95Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,767,699	2.98%	▲222,607	+6.28%	$156.84Mn
8	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	3,351,653	2.65%	▲54,980	+1.67%	$139.50Mn
9	Goldman Sachs Group Inc	0000886982	2,939,127	2.33%	▲1,235,955	+72.57%	$122.33Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,468,884	1.96%	▲105,405	+4.46%	$102.75Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	2,468,884	1.96%	▲2,468,884	0.00%	$102.75Mn
11	Northern Trust Corp	0000073124	2,346,911	1.86%	▲856,424	+57.46%	$97.68Mn
12	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0000765443	2,006,105	1.59%	▲204,589	+11.36%	$83.49Mn
13	Jpmorgan Chase & Co	0000019617	1,928,640	1.53%	▲136,992	+7.65%	$81.68Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	1,917,053	1.52%	▲17,839	+0.94%	$79.79Mn
15	NORGES BANK	0001374170	1,652,337	1.31%	▲1,652,337	0.00%	$68.77Mn
16	Bank Of America Corp /De/	0000070858	1,123,351	0.89%	▲569,574	+102.85%	$46.75Mn
17	Bank of New York Mellon Corp	0001390777	998,094	0.79%	▲55,482	+5.89%	$41.54Mn
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	994,906	0.79%	▲511,598	+105.85%	$41.41Mn
19	Alyeska Investment Group, L.P.	0001453072	969,995	0.77%	▲912,698	+1,592.92%	$40.37Mn

Showing 1 to 20 of 443 holders