Phillips Edison & Co Inc (PECO) Ownership

32.67 ↓0.03 (-0.09%)

As of May 1, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Phillips Edison & Co Inc (PECO), owning a total of 21.3 million shares. Combined, the top 31 institutional holders of PECO own 71.60% of the company with a total of 87.2 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of PECO by 1 million shares. 15 institutions bought 3,869,645 total additional shares and increased their ownership by an average of 65.35%. However 5 institutions sold 2,838,211 total shares and decreased their ownership by an average of 11.26%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Phillips Edison & Co increased by a net total of 1,031,434 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.390%	1.822%	21,259,846	380,437	2023-12-31
Vanguard Group Inc	15.345%	1.443%	18,759,585	266,832	2023-12-31
Wellington Management Company LLP	6.612%	-1.046%	8,083,622	-85,462	2023-12-31
State Street Corporation	5.450%	1.005%	6,663,043	66,293	2023-12-31
FMR Inc	3.487%	-12.549%	4,262,540	-611,666	2023-12-31
Massachusetts Financial Services Company	2.525%	-40.717%	3,087,214	-2,120,403	2023-12-31
Geode Capital Management, LLC	2.350%	4.979%	2,872,881	136,243	2023-12-31
Charles Schwab Investment Management Inc	1.532%	8.399%	1,872,476	145,078	2023-12-31
Macquarie Group Ltd	1.325%	0.560%	1,619,659	9,023	2023-12-31
Northern Trust Corp	1.264%	12.306%	1,545,774	169,382	2023-12-31
NORGES BANK	1.089%	837.440%	1,331,202	1,189,198	2023-12-31
Legal & General Group PLC	0.903%	4.323%	1,104,375	45,760	2023-12-31
Bank of New York Mellon Corp	0.840%	-1.967%	1,026,649	-20,603	2023-12-31
Dimensional Fund Advisors, Inc.	0.751%	33.824%	918,665	232,191	2023-12-31
Morgan Stanley - Brokerage Accounts	0.749%	9.547%	915,773	79,810	2023-12-31
JPMorgan Chase & Co	0.715%	28.832%	874,355	195,675	2023-12-31
UBS Asset Mgmt Americas Inc	0.658%	23.185%	804,084	151,339	2023-12-31
Nuveen Asset Management, LLC	0.650%	12.543%	794,234	88,519	2023-12-31
HHG PLC	0.623%	-0.010%	761,091	-77	2023-12-31
GRS Advisors, LLC	0.584%	0.000%	713,865	713,865	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.390%	1.822%	21,259,846	380,437	2023-12-31
Vanguard Group Inc	15.345%	1.443%	18,759,585	266,832	2023-12-31
Wellington Management Company LLP	6.612%	-1.046%	8,083,622	-85,462	2023-12-31
State Street Corporation	5.450%	1.005%	6,663,043	66,293	2023-12-31
FMR Inc	3.487%	-12.549%	4,262,540	-611,666	2023-12-31
Massachusetts Financial Services Company	2.525%	-40.717%	3,087,214	-2,120,403	2023-12-31
Geode Capital Management, LLC	2.350%	4.979%	2,872,881	136,243	2023-12-31
Charles Schwab Investment Management Inc	1.532%	8.399%	1,872,476	145,078	2023-12-31
Macquarie Group Ltd	1.325%	0.560%	1,619,659	9,023	2023-12-31
Northern Trust Corp	1.264%	12.306%	1,545,774	169,382	2023-12-31
NORGES BANK	1.089%	837.440%	1,331,202	1,189,198	2023-12-31
Keller Group Invmt Management Inc	1.074%	0.227%	1,260,163	2,853	2022-09-30
Legal & General Group PLC	0.903%	4.323%	1,104,375	45,760	2023-12-31
Bank of New York Mellon Corp	0.840%	-1.967%	1,026,649	-20,603	2023-12-31
CenterSquare Investment Management LLC	0.869%	0.000%	1,019,292	1,019,292	2022-12-31
Millennium Management LLC	0.806%	31.101%	946,021	224,422	2023-03-31
Dimensional Fund Advisors, Inc.	0.751%	33.824%	918,665	232,191	2023-12-31
Morgan Stanley - Brokerage Accounts	0.749%	9.547%	915,773	79,810	2023-12-31
JPMorgan Chase & Co	0.715%	28.832%	874,355	195,675	2023-12-31
UBS Asset Mgmt Americas Inc	0.658%	23.185%	804,084	151,339	2023-12-31
Nuveen Asset Management, LLC	0.650%	12.543%	794,234	88,519	2023-12-31
HHG PLC	0.623%	-0.010%	761,091	-77	2023-12-31
GRS Advisors, LLC	0.584%	0.000%	713,865	713,865	2023-12-31
Cetera Advisors LLC	0.548%	-10.264%	643,745	-73,629	2023-03-31
Principal Financial Group Inc	0.528%	-5.228%	631,625	-34,844	2023-09-30
Holocene Advisors, LP	0.517%	13.159%	618,320	71,905	2023-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.509%	-9.588%	609,037	-64,589	2023-06-30
Advisor Group Holdings, Inc.	0.505%	-5.193%	604,409	-33,107	2023-06-30
Cetera Investment Advisers	0.477%	-2.397%	558,010	-13,702	2022-06-30
Cetera Advisor Networks LLC	0.467%	1.504%	546,852	8,100	2022-09-30
AllianceBernstein L.P.	0.454%	-25.935%	531,572	-186,142	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Phillips Edison & Co Inc (PECO), owning a total of 8.2 million shares. Combined, the top 32 mutual fund holders of PECO own 46.49% of the company with a total of 56.4 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of PECO by 148 thousand shares. 7 funds bought 163,158 total additional shares and increased their ownership by an average of 1.27%. However 1 funds sold 14,714 total shares and decreased their ownership by an average of 1.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Phillips Edison & Co increased by a net total of 148,444 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.017%	0.616%	4,910,252	30,072	2024-03-31
Vanguard Small Cap Index	2.550%	1.105%	3,116,808	34,055	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.502%	4.155%	1,836,412	73,266	2024-03-31
Macquarie US Small Cap Core Equity	1.028%	-1.157%	1,257,253	-14,714	2024-03-31
Vanguard Small Cap Value Index Inv	0.859%	0.148%	1,050,658	1,549	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.770%	0.176%	941,037	1,651	2024-03-31
Vanguard Small Cap Growth Index Inv	0.722%	1.981%	882,266	17,138	2024-03-31
Vanguard Real Estate II Index	0.624%	0.717%	762,894	5,427	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.741%	-0.130%	8,240,610	-10,757	2024-03-28
Vanguard Real Estate Index Investor	4.017%	0.616%	4,910,252	30,072	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.062%	-0.202%	3,743,081	-7,581	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.028%	2.050%	3,620,921	72,730	2023-03-31
Fidelity US REIT Mother Fund	2.550%	8.016%	3,118,000	231,400	2023-09-15
Vanguard Small Cap Index	2.550%	1.105%	3,116,808	34,055	2024-03-31
iShares Russell 2000 ETF	2.412%	0.328%	2,948,980	9,648	2024-03-28
Vanguard Explorer Inv	1.959%	1.498%	2,394,573	35,335	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.502%	4.155%	1,836,412	73,266	2024-03-31
Vanguard Extended Market Index Investor	1.373%	-0.114%	1,612,118	-1,841	2023-08-31
MFS Global Real Estate I	1.294%	5.370%	1,547,708	78,869	2023-11-30
Delaware Small Cap Core I	1.028%	0.028%	1,257,253	353	2024-02-29
Macquarie US Small Cap Core Equity	1.028%	-1.157%	1,257,253	-14,714	2024-03-31
Fidelity® Real Estate Investment Port	1.013%	-8.700%	1,211,000	-115,400	2023-11-30
Fidelity Small Cap Index	0.986%	1.513%	1,205,121	17,956	2024-01-31
Fidelity® Small Cap Index	0.960%	2.702%	1,148,438	30,215	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.878%	0.103%	1,073,860	1,105	2024-03-28
Vanguard Small Cap Value Index Inv	0.859%	0.148%	1,050,658	1,549	2024-03-31
MFS New Discovery Value I	0.821%	-0.711%	1,003,162	-7,188	2024-02-29
Fidelity Real Estate Investment Port	0.796%	-11.280%	972,900	-123,700	2024-02-29
iShares Russell 2000 Value ETF	0.771%	0.440%	942,048	4,124	2024-03-28
Vanguard Tax-Managed Small Cap Adm	0.770%	0.176%	941,037	1,651	2024-03-31
iShares Russell 2000 Growth ETF	0.780%	0.022%	915,445	198	2023-06-21
Vanguard Small Cap Growth Index Inv	0.722%	1.981%	882,266	17,138	2024-03-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.679%	2.540%	812,601	20,131	2023-10-31
Vanguard Real Estate II Index	0.624%	0.717%	762,894	5,427	2024-03-31
iShares S&P Small-Cap 600 Value ETF	0.603%	-0.696%	736,616	-5,164	2024-03-28
Janus Henderson Small Cap Value L	0.582%	-26.322%	682,935	-243,979	2023-03-31
Fidelity Advisor® Strategic Div & Inc® I	0.568%	4.892%	664,700	31,000	2022-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.543%	1.143%	637,102	7,200	2023-05-31
Fidelity® Extended Market Index	0.510%	-2.200%	598,379	-13,462	2023-04-30
Schwab US REIT ETF™	0.486%	0.000%	570,177	0	2023-05-31