PECO · Company research
Phillips Edison & Company, Inc. Common Stock (PECO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableReal Estate
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3326 | 138428 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43905 | 1822497 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6820 | 283848 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3458 | 144 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66130 | 2752331 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36279 | 1509932 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sophron Capital Management L.P. | 2027142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251859 | 10482372 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aljian Capital Management, LLC | 1731260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8074 | 336040 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5952 | 247739 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6800 | 283752 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11515 | 479254 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257 | 10696 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11469 | 477321 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aspen Grove Capital, LLC | 1806027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9556 | 398785 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29983 | 1247899 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40540 | 1687264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79001 | 3288022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 606295 | 25233998 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 20810 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Foresight Group Ltd Liability Partnership | 1943441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22347 | 941926 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Hendershot Investments Inc. | 1541496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11021 | 458694 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14398478 | 599264654 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142192 | 5918031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 369750 | 15388995 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63710 | 2651610 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cornerstone Investment Partners, LLC | 1328062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6041 | 251426 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93789 | 3903498 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38200 | 1590 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| A&I FINANCIAL SERVICES, LLC | 1728031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9688 | 403215 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90538 | 3768192 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120681 | 5022743 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234103 | 9743367 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| First Heartland Consultants, Inc. | 1428793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8768 | 364907 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 331637 | 13802707 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TCW GROUP INC | 850401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19914 | 828821 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 765443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 626951 | 26093701 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2468884 | 102754952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Outlook Wealth Advisors, LLC | 1767151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41766 | 1738301 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 626 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170370 | 7090799 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5633 | 234445 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404204 | 16822970 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 481848 | 20054530 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kozak & Associates, Inc. | 1764970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1010 | 41957 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Provident Investment Management, Inc. | 1076964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21095 | 877974 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5245 | 218297 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Pensionfund PDN | 1297731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25500 | 1061 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80746 | 3360658 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147 | 6118 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2777864 | 115614713 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M Holdings Securities, Inc. | 1569638 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20475 | 862 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5704 | 237400 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9327 | 388190 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VSM Wealth Advisory, LLC | 2050660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110 | 4574 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127285 | 5297602 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 961 | 39997 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284818 | 11854125 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capital Asset Advisory Services LLC | 1666024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9684 | 403048 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6864 | 285 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 1207 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36228 | 1507809 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13970 | 581431 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9444 | 393059 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11205 | 466343 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18417 | 766516 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MSH Capital Advisors LLC | 2056306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4853 | 201982 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Buck Wealth Strategies, LLC | 1973259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1262 | 52510 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 724 | 30 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1411530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30538 | 1270992 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Pensionfund Sabic | 1637246 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12500 | 520 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Wilkerson Advisory Group LLC | 2079661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1740 | 72419 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26833 | 1116789 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vert Asset Management LLC | 1904664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63606 | 2647282 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235346 | 9795104 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 231 | 9623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 824 | 34314 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6045 | 251632 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1652337 | 68770266 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12769 | 531446 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.