Phillips Edison & Co Inc (PECO) Ownership

32.41 ↑0.39 (1.22%)

As of April 18, 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 46.37% of the company with a total of 56.3 million shares.

In the latest ownership report on March 28th 2024, the top 32 fund holders increased their combined ownership of PECO by 1 thousand shares. 3 funds bought 14,877 total additional shares and increased their ownership by an average of 0.29%. However 2 funds sold 15,921 total shares and decreased their ownership by an average of 0.41%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Phillips Edison & Co decreased by a net total of -1,044 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

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
iShares Russell 2000 ETF	2.412%	0.328%	2,948,980	9,648	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.878%	0.103%	1,073,860	1,105	2024-03-28
iShares Russell 2000 Value ETF	0.771%	0.440%	942,048	4,124	2024-03-28
iShares S&P Small-Cap 600 Value ETF	0.603%	-0.696%	736,616	-5,164	2024-03-28

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	3.992%	1.946%	4,880,180	93,156	2024-02-29
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	2.522%	0.936%	3,082,753	28,596	2024-02-29
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	1.442%	0.424%	1,763,146	7,452	2024-02-29
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
Macquarie US Small Cap Core Equity	1.040%	0.000%	1,271,967	0	2023-12-31
Delaware Small Cap Core I	1.028%	0.028%	1,257,253	353	2024-02-29
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	0.858%	0.418%	1,049,109	4,368	2024-02-29
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	0.768%	0.000%	939,386	0	2024-02-29
iShares Russell 2000 Growth ETF	0.780%	0.022%	915,445	198	2023-06-21
Vanguard Small Cap Growth Index Inv	0.708%	1.691%	865,128	14,383	2024-02-29
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.679%	2.540%	812,601	20,131	2023-10-31
Vanguard Real Estate II Index	0.620%	1.603%	757,467	11,952	2024-02-29
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