Phillips Edison & Company PECO Institutional Ownership

NASDAQ PECO

$37.27 -0.87 (-2.28%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

444 Institutions

Increased 225 50.7%

Unchanged 87 19.6%

Reduced 132 29.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.10%

▲+3.10 pp QoQ

Shares Held by Institutions

114.67Mn

of 128.70Mn outstanding

▲+5.83% QoQ

Shares Outstanding

128.70Mn

14.03Mn held outside 13F filers

Institutional Investors

444

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+6.32Mn

accumulated since last quarter

Value of Holdings

$4.37Bn

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

Updated Oct 11, 2026

Phillips Edison & Company, Inc. (NASDAQ:PECO) appeared in the 13F filings of 444 institutional investors for the quarter ended June 30, 2026.

Together they owned 89.10% of the outstanding stock in Q2 2026, up from 85.99% a quarter earlier.
Total shares held in Phillips Edison & Company rose 5.83% versus Q1 2026, while the number of holders rose 6.73% versus Q2 2025.
Looking at the 444 holders of PECO individually, 225 added to their positions, 132 reduced their stakes and 87 left their positions unchanged.
Combined, institutional investors held 114.67Mn shares of PECO as of Q2 2026, up 6.32Mn from the prior quarter and up 7.9Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Phillips Edison & Company with 23.31Mn shares, or 18.11% of shares outstanding.
Holders that added the most shares of Phillips Edison & Company in Q2 2026 were BlackRock, Inc. (+1.26Mn shares), Goldman Sachs Group Inc (+1.24Mn shares), Alyeska Investment Group, L.P. (+912.7K shares), Northern Trust Corp (+856.42K shares) and UBS Asset Management Americas (+834.25K shares).
The largest position reductions in PECO for Q2 2026 were by Engineers Gate Manager LP (-1.46Mn shares), Wellington Management Group LLP (-1.2Mn shares), American Century Companies Inc (-399.77K shares), Nomura Asset Management International Inc. (-343.78K shares) and Hudson Bay Capital Management LP (-311.03K shares).
Business Quant data shows the 10 biggest positions in Phillips Edison & Company as of Q2 2026 were held by BlackRock, Inc. (23.31Mn shares), Vanguard Portfolio Management LLC (14.4Mn shares), State Street Corp (7.29Mn shares), Vanguard Capital Management LLC (5.73Mn shares), FMR LLC (4.22Mn shares), Wellington Management Group LLP (4.01Mn shares), Geode Capital Management, LLC (3.77Mn shares), Canada Pension Plan Investment Board (3.35Mn shares), Goldman Sachs Group Inc (2.94Mn shares) and Charles Schwab Investment Management Inc (2.47Mn shares).

Form 13F Holdings

444 Institutional Holders

Report period 30 Jun, 2026

Total shares held 114.67Mn

Of outstanding 89.10%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	23,307,528	18.11%	▲1,256,516	+5.70%	$970.06Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	14,398,478	11.19%	▲511,118	+3.68%	$599.26Mn
3	State Street Corp	0000093751	7,290,689	5.66%	▲161,064	+2.26%	$304.20Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,728,291	4.45%	▲32,997	+0.58%	$238.41Mn
5	FMR LLC	0000315066	4,220,531	3.28%	▲87,939	+2.13%	$175.66Mn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	4,011,362	3.12%	▼1,200,733	-23.04%	$166.95Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,767,699	2.93%	▲222,607	+6.28%	$156.84Mn
8	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	3,351,653	2.60%	▲54,980	+1.67%	$139.50Mn
9	Goldman Sachs Group Inc	0000886982	2,939,127	2.28%	▲1,235,955	+72.57%	$122.33Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,468,884	1.92%	▲105,405	+4.46%	$102.75Mn
11	Northern Trust Corp	0000073124	2,346,911	1.82%	▲856,424	+57.46%	$97.68Mn
12	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0000765443	2,006,105	1.56%	▲204,589	+11.36%	$83.49Mn
13	Jpmorgan Chase & Co	0000019617	1,928,640	1.50%	▲136,992	+7.65%	$81.68Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	1,917,053	1.49%	▲17,839	+0.94%	$79.79Mn
15	NORGES BANK	0001374170	1,652,337	1.28%	▲1,652,337	0.00%	$68.77Mn
16	Bank Of America Corp /De/	0000070858	1,123,351	0.87%	▲569,574	+102.85%	$46.75Mn
17	Bank of New York Mellon Corp	0001390777	998,094	0.78%	▲55,482	+5.89%	$41.54Mn
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	994,906	0.77%	▲511,598	+105.85%	$41.41Mn
19	Alyeska Investment Group, L.P.	0001453072	969,995	0.75%	▲912,698	+1,592.92%	$40.37Mn
20	Ameriprise Financial Inc	0000820027	946,006	0.74%	▼1,315	-0.14%	$39.37Mn

Showing 1 to 20 of 444 holders