Phillips Edison & Ownership 2024 | Who Owns Phillips Edison & Now?
Institutional Ownership
78.31%
Insider Ownership
0.54%
Retail Ownership
21.15%
Institutional Holders
353.00
Phillips Edison & Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.52% | 0.02% | 21,414,233 | -168,299 | -0.78% | 700,459,562 | Jun 30, 2024 |
| VANGUARD GROUP INC | 15.73% | 0.01% | 19,229,875 | -107,155 | -0.55% | 629,009,210 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.28% | 0.04% | 7,675,051 | 118,667 | 1.57% | 251,050,919 | Jun 30, 2024 |
| STATE STREET CORP | 5.77% | 0.01% | 7,050,255 | -59,506 | -0.84% | 231,289,688,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.60% | 0.01% | 3,171,631 | 153,896 | 5.10% | 103,762,373 | Jun 30, 2024 |
| FMR LLC | 2.31% | 0.01% | 2,824,494 | -317,594 | -10.11% | 92,389,183 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.63% | 0.01% | 1,991,812 | 29,713 | 1.51% | 65,152,171 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.30% | 0.06% | 1,593,332 | 13,860 | 0.88% | 52,118,190 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 1.28% | 0.29% | 1,558,521 | 1,230,965 | 375.80% | 50,979,222 | Jun 30, 2024 |
| NORGES BANK | 1.21% | 0.01% | 1,480,544 | 1,480,544 | 100.00% | 48,428,594 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.09% | 0.01% | 1,333,821 | -107,731 | -7.47% | 43,629,285,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.02% | 0.01% | 1,250,731 | 179,775 | 16.79% | 40,910,842 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.94% | 0.00% | 1,147,582 | 488,040 | 74.00% | 37,537,440 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.91% | 0.01% | 1,106,277 | 27,611 | 2.56% | 36,186,316 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.86% | 0.01% | 1,051,819 | -2,009,935 | -65.65% | 34,404,999 | Jun 30, 2024 |
| MORGAN STANLEY | 0.84% | 0.00% | 1,031,590 | 24,174 | 2.40% | 33,743,326 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.82% | 0.01% | 1,007,205 | -108,781 | -9.75% | 32,945,676 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.80% | 0.41% | 981,970 | 981,970 | 100.00% | 32,120,239 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.72% | 0.01% | 883,867 | 76,818 | 9.52% | 28,927,338 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.62% | 0.01% | 760,321 | 1,915 | 0.25% | 24,869,827 | Jun 30, 2024 |
Phillips Edison &'s largest institutional shareholder is BLACKROCK INC., holding 17.52% of the company's total share outstanding, currently valued at $700.46M. The top 10 institutional shareholders own together 55.63% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| B&I CAPITAL AG | 0.18% | 2.33% | 222,795 | - | - | 7,287,624 | Jun 30, 2024 |
| MY LEGACY ADVISORS, LLC | 0.05% | 0.66% | 63,021 | -3,646 | -5.47% | 2,061,414 | Jun 30, 2024 |
| CALTON & ASSOCIATES, INC. | 0.03% | 0.60% | 36,592 | -3,273 | -8.21% | 1,196,912 | Jun 30, 2024 |
| O'DELL GROUP, LLC | 0.05% | 0.58% | 66,427 | - | - | 2,382,754 | Jun 30, 2024 |
| LAKERIDGE WEALTH MANAGEMENT LLC | 0.02% | 0.47% | 23,673 | 193 | 0.82% | 774,338 | Jun 30, 2024 |
| ACCEL WEALTH MANAGEMENT | 0.03% | 0.45% | 34,407 | 3,265 | 10.48% | 1,125,446 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.08% | 0.43% | 97,158 | 97,142 | 607137.50% | 3,178,038 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.80% | 0.41% | 981,970 | 981,970 | 100.00% | 32,120,239 | Jun 30, 2024 |
| ALPHA OMEGA GROUP, INC. | 0.01% | 0.40% | 9,681 | - | - | 316,666 | Jun 30, 2024 |
| 0.07% | 0.37% | 86,821 | 86,821 | 100.00% | 2,944,087 | Jun 30, 2024 | |
| BLUECHIP WEALTH ADVISORS LLC | 0.02% | 0.36% | 18,442 | 7,340 | 66.11% | 603,238 | Jun 30, 2024 |
| MCADAM, LLC | 0.14% | 0.33% | 166,069 | -4,774 | -2.79% | 5,432,117 | Jun 30, 2024 |
| CARMEL CAPITAL PARTNERS, LLC | 0.02% | 0.31% | 22,499 | - | - | 735,942 | Jun 30, 2024 |
| RMR WEALTH BUILDERS | 0.06% | 0.29% | 77,969 | -4,710 | -5.70% | 2,550,366 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 1.28% | 0.29% | 1,558,521 | 1,230,965 | 375.80% | 50,979,222 | Jun 30, 2024 |
| SAGE CAPITAL MANAGEMENT, LLC | 0.01% | 0.29% | 16,759 | -502 | -2.91% | 548,185 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.06% | 0.26% | 78,145 | 87 | 0.11% | 2,556,123 | Jun 30, 2024 |
| EWG ELEVATE INC. | 0.02% | 0.25% | 21,001 | - | - | 686,943 | Jun 30, 2024 |
| WELL DONE, LLC | 0.03% | 0.25% | 36,729 | - | - | 1,201,406 | Jun 30, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 0.02% | 0.23% | 25,041 | 5,803 | 30.16% | 819,076 | Jun 30, 2024 |
The largest Phillips Edison & shareholder by % of total assets is B&I CAPITAL AG. The company owns 222.79K shares of Phillips Edison & (PECO), representing 2.33% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.21% | 0.01% | 1,480,544 | 1,480,544 | 100.00% | 48,428,594 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 1.28% | 0.29% | 1,558,521 | 1,230,965 | 375.80% | 50,979,222 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.80% | 0.41% | 981,970 | 981,970 | 100.00% | 32,120,239 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.94% | 0.00% | 1,147,582 | 488,040 | 74.00% | 37,537,440 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.51% | 0.00% | 626,036 | 448,021 | 251.68% | 20,477,643 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.33% | 0.02% | 403,631 | 403,631 | 100.00% | 13,202,770 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.21% | 0.00% | 256,714 | 256,714 | 100.00% | 8,397,115 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.02% | 0.01% | 1,250,731 | 179,775 | 16.79% | 40,910,842 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.60% | 0.01% | 3,171,631 | 153,896 | 5.10% | 103,762,373 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.10% | 0.01% | 125,000 | 125,000 | 100.00% | 4,088,750 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.28% | 0.04% | 7,675,051 | 118,667 | 1.57% | 251,050,919 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.09% | 0.08% | 114,687 | 114,687 | 100.00% | 3,751,412 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.08% | 0.03% | 100,000 | 100,000 | 100.00% | 3,271,000 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.08% | 0.43% | 97,158 | 97,142 | 607137.50% | 3,178,038 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.26% | 0.02% | 321,346 | 89,961 | 38.88% | 10,511,228 | Jun 30, 2024 |
| 0.07% | 0.37% | 86,821 | 86,821 | 100.00% | 2,944,087 | Jun 30, 2024 | |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.07% | 0.02% | 82,396 | 82,396 | 100.00% | 2,695,158 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.06% | 0.00% | 77,241 | 77,241 | 100.00% | 2,526,554 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.72% | 0.01% | 883,867 | 76,818 | 9.52% | 28,927,338 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 71,210 | 71,210 | 100.00% | 2,329,279 | Jun 30, 2024 |
As of Jun 30 2024, Phillips Edison &'s largest institutional buyer is NORGES BANK. The company purchased 1.48M stocks of PECO, valued at $48.43M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.86% | 0.01% | 1,051,819 | -2,009,935 | -65.65% | 34,404,999 | Jun 30, 2024 |
| GRS ADVISORS, LLC | - | - | - | -1,045,540 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.12% | 0.00% | 150,746 | -607,746 | -80.13% | 4,930,902 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.06% | 0.01% | 68,105 | -591,706 | -89.68% | 2,227,715 | Jun 30, 2024 |
| FMR LLC | 2.31% | 0.01% | 2,824,494 | -317,594 | -10.11% | 92,389,183 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.32% | 0.01% | 389,473 | -233,105 | -37.44% | 12,739,662 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.05% | 0.09% | 56,149 | -199,829 | -78.06% | 1,836,634 | Jun 30, 2024 |
| BLACKROCK INC. | 17.52% | 0.02% | 21,414,233 | -168,299 | -0.78% | 700,459,562 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.01% | 0.00% | 16,360 | -109,565 | -87.01% | 535,135 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.82% | 0.01% | 1,007,205 | -108,781 | -9.75% | 32,945,676 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.09% | 0.01% | 1,333,821 | -107,731 | -7.47% | 43,629,285,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 15.73% | 0.01% | 19,229,875 | -107,155 | -0.55% | 629,009,210 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -103,200 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.19% | 0.02% | 233,583 | -101,543 | -30.30% | 7,640,745 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 0.05% | 442,061 | -80,211 | -15.36% | 14,460,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | 0.00% | 43,925 | -70,375 | -61.57% | 1,436,787 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -65,003 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 5.77% | 0.01% | 7,050,255 | -59,506 | -0.84% | 231,289,688,000 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.50% | 0.04% | 609,499 | -54,391 | -8.19% | 19,937,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.22% | 0.00% | 270,348 | -52,446 | -16.25% | 8,843,083 | Jun 30, 2024 |
As of Jun 30 2024, Phillips Edison &'s biggest institutional seller is MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The company sold -2.01M shares of PECO, valued at $34.40M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.21% | 0.01% | 1,480,544 | 1,480,544 | 100.00% | 48,428,594 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.80% | 0.41% | 981,970 | 981,970 | 100.00% | 32,120,239 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.33% | 0.02% | 403,631 | 403,631 | 100.00% | 13,202,770 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.10% | 0.01% | 125,000 | 125,000 | 100.00% | 4,088,750 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.09% | 0.08% | 114,687 | 114,687 | 100.00% | 3,751,412 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.08% | 0.03% | 100,000 | 100,000 | 100.00% | 3,271,000 | Jun 30, 2024 |
| 0.07% | 0.37% | 86,821 | 86,821 | 100.00% | 2,944,087 | Jun 30, 2024 | |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.07% | 0.02% | 82,396 | 82,396 | 100.00% | 2,695,158 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.06% | 0.00% | 77,241 | 77,241 | 100.00% | 2,526,554 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 71,210 | 71,210 | 100.00% | 2,329,279 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 61,826 | 61,826 | 100.00% | 2,022,328 | Jun 30, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.04% | 0.02% | 46,750 | 46,750 | 100.00% | 1,529,193 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.04% | 0.00% | 43,897 | 43,897 | 100.00% | 1,342 | Jun 30, 2024 |
| IFM INVESTORS PTY LTD | 0.02% | 0.01% | 28,334 | 28,334 | 100.00% | 926,805 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.02% | 0.00% | 20,506 | 20,506 | 100.00% | 670,751 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.02% | 0.02% | 19,548 | 19,548 | 100.00% | 639,415 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.02% | 0.10% | 18,711 | 18,711 | 100.00% | 612,037 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.09% | 14,746 | 14,746 | 100.00% | 482,342 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 12,309 | 12,309 | 100.00% | 403,000 | Jun 30, 2024 |
| HARDY REED LLC | 0.01% | 0.04% | 11,489 | 11,489 | 100.00% | 375,806 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.01% | 0.01% | 8,709 | 8,709 | 100.00% | 284,887 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.00% | 8,400 | 8,400 | 100.00% | 274,764 | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | 0.01% | 0.01% | 6,673 | 6,673 | 100.00% | 218,274 | Jun 30, 2024 |
| FIL LTD | 0.00% | 0.00% | 4,432 | 4,432 | 100.00% | 144,971 | Jun 30, 2024 |
| FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | 0.00% | 0.06% | 4,341 | 4,341 | 100.00% | 142,000 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.17% | 3,469 | 3,469 | 100.00% | 113,471 | Jun 30, 2024 |
| PFG PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 1,903 | 1,903 | 100.00% | 62,247 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.01% | 1,201 | 1,201 | 100.00% | 39,285 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 32,710 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.02% | 816 | 816 | 100.00% | 26,692 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.02% | 785 | 785 | 100.00% | 25,677 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | 0.00% | 0.01% | 544 | 544 | 100.00% | 18,448 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 500 | 500 | 100.00% | 16,265 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 370 | 370 | 100.00% | 13,272 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 128 | 128 | 100.00% | 4,187 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 124 | 124 | 100.00% | 4,056 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | - | 0.00% | 40 | 40 | 100.00% | 1,309 | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | 17 | 17 | 100.00% | 556 | Jun 30, 2024 |
Phillips Edison &'s largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.48M shares, valued at $48.43M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GRS ADVISORS, LLC | - | - | - | -1,045,540 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -103,200 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -65,003 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -23,525 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -21,804 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -18,102 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -13,182 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -11,711 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL BANKSHARES INC | - | - | - | -11,500 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | - | - | - | -10,550 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -10,230 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -8,430 | -100.00% | - | Jun 30, 2024 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -7,597 | -100.00% | - | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | - | - | - | -7,326 | -100.00% | - | Jun 30, 2024 |
| WORLD EQUITY GROUP, INC. | - | - | - | -6,842 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | - | - | - | -6,564 | -100.00% | - | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | - | - | - | -6,424 | -100.00% | - | Jun 30, 2024 |
| GERMAN AMERICAN BANCORP, INC. | - | - | - | -6,027 | -100.00% | - | Jun 30, 2024 |
| GW HENSSLER & ASSOCIATES LTD | - | - | - | -6,008 | -100.00% | - | Jun 30, 2024 |
| GENTRUST, LLC | - | - | - | -5,833 | -100.00% | - | Jun 30, 2024 |
| NORINCHUKIN BANK, THE | - | - | - | -5,794 | -100.00% | - | Jun 30, 2024 |
| COASTAL INVESTMENT ADVISORS, INC. | - | - | - | -5,709 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | - | - | - | -5,619 | -100.00% | - | Jun 30, 2024 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | - | - | - | -5,598 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -3,178 | -100.00% | - | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | - | -2,738 | -100.00% | - | Jun 30, 2024 |
| PINERIDGE ADVISORS LLC | - | - | - | -1,609 | -100.00% | - | Jun 30, 2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | - | - | - | -609 | -100.00% | - | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -255 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
Phillips Edison &'s largest sold out institutional shareholder by shares sold is GRS ADVISORS, LLC, sold -1.05M shares, valued at -, as of undefined.
Phillips Edison & Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.78% | 191,758 | -9,849 | -4.89% | Dec 31, 2023 |
| MFS SERIES TRUST VII | 0.57% | 91,335 | - | - | Jan 31, 2024 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.45% | 200,000 | - | - | Dec 31, 2023 |
| Virtus Total Return Fund Inc. | 0.31% | 610,000 | - | - | Feb 29, 2024 |
| PIONEER REAL ESTATE SHARES | 0.30% | 11,345 | -13,299 | -53.96% | Mar 31, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.24% | 7,163 | - | - | Mar 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.23% | 365,000 | - | - | Mar 28, 2024 |
| AB INSTITUTIONAL FUNDS INC | 0.22% | 38,250 | -24,240 | -38.79% | Jan 31, 2024 |
| Securian Funds Trust | 0.21% | 2,100,000 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.19% | 2,394,573 | 35,335 | 1.50% | Jan 31, 2024 |
| abrdn Global Premier Properties Fund | 0.17% | 80,806 | 80,806 | - | Jan 31, 2024 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.17% | 9,020 | -11,130 | -55.24% | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.17% | 716,542 | 18,041 | 2.58% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.15% | 80,421 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.15% | 14,000,000 | - | - | Jan 31, 2024 |
| ETFis Series Trust I | 0.14% | 195,000 | - | - | Jan 31, 2024 |
| WEITZ FUNDS | 0.13% | 4,100,000 | - | - | Mar 31, 2024 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.13% | 1,160,000 | - | - | Dec 31, 2023 |
| BNY MELLON INDEX FUNDS, INC. | 0.11% | 121,936 | -14,293 | -10.49% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.10% | 60,789 | 1,007 | 1.68% | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.09% | 760,000 | - | - | Mar 28, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.09% | 4,741,978 | -95,839 | -1.98% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.08% | 239,696 | - | - | Jan 31, 2024 |
| Apollo Diversified Real Estate Fund | 0.07% | 240,350 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.07% | 200,000 | - | - | Mar 31, 2024 |
| Total Fund Solution | 0.07% | 24,548 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.05% | 122,100 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.04% | 1,450,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.04% | 367,000 | - | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.04% | 3,000,000 | 3,000,000 | - | Feb 29, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.04% | 302,600 | - | - | Mar 31, 2024 |
| Forward Funds | 0.04% | 80,000 | 80,000 | - | Sep 30, 2022 |
| AMERICAN CENTURY GOVERNMENT INCOME TRUST | 0.04% | 1,794,000 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.03% | 208,449 | -6,536 | -3.04% | Mar 31, 2024 |
| BNY Mellon Investment Funds V, Inc. | 0.03% | 26,090 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 76,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 17,845 | -208 | -1.15% | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 3,973,000 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 10,780,636 | -1,474,319 | -12.03% | Mar 31, 2024 |
| MFS SERIES TRUST XIII | 0.02% | 1,790,735 | -1,468,397 | -45.05% | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,268,346 | -5,146 | -0.40% | Feb 29, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.02% | 201,000 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.02% | 39,886 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.02% | 1,096,600 | -229,800 | -17.33% | Jan 31, 2024 |
| Nushares ETF Trust | 0.02% | 114,916 | 79,200 | 221.75% | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.01% | 355,000 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.01% | 156,000 | - | - | Jan 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.01% | 693,700 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,989 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 107,141 | -45,612 | -29.86% | Mar 31, 2024 |
| VANGUARD BOND INDEX FUNDS | 0.01% | 15,000,000 | - | - | Mar 31, 2024 |
| VANGUARD FIXED INCOME SECURITIES FUNDS | 0.01% | 20,000,000 | - | - | Jan 31, 2024 |
| IVY FUNDS | 0.01% | 3,425,000 | - | - | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 31,859 | 496 | 1.58% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 66,057 | - | - | Aug 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.01% | 900,000 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 303 | 55 | 22.18% | Mar 31, 2024 |
| HARTFORD SERIES FUND INC | 0.01% | 326,456 | 171,429 | 110.58% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.01% | 149,747 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 130 | -4 | -2.99% | Dec 31, 2023 |
| TARGET PORTFOLIO TRUST | 0.01% | 115,000 | - | - | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 33,553 | -486 | -1.43% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,131,139 | 61,778 | 5.78% | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.01% | 25,300 | -32,900 | -56.53% | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.01% | 48,241 | -372 | -0.77% | Dec 31, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 250,000 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 941,037 | 6,666 | 0.71% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 12,222 | - | - | Mar 31, 2024 |
| VIRTUS OPPORTUNITIES TRUST | 0.00% | 1,265,000 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 439,653 | 153,833 | 53.82% | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 4,514 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 47,487 | 545 | 1.16% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 14,438 | -22,101 | -60.49% | Jan 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 126,119 | - | - | Jan 31, 2024 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.00% | 936 | 936 | - | Feb 28, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 9,492 | -271 | -2.78% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 58,295 | -32,961 | -36.12% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 240,000 | - | - | Jan 31, 2024 |
| SHELTON FUNDS | 0.00% | 5,569 | 2,502 | 81.58% | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,510 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,416,000 | -849,000 | -11.69% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,233 | 668 | 42.68% | Sep 30, 2023 |
| IndexIQ ETF Trust | 0.00% | 7,124 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 54,322 | -1,935 | -3.44% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 1,479,899 | 104,498 | 7.60% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 76,263 | -2,673 | -3.39% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 53,343 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 47,300 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 240,000 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 682,935 | - | - | Dec 31, 2023 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.00% | 3,600,000 | - | - | Jan 31, 2024 |
| Thrivent Core Funds | 0.00% | 128,632 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 1,135,000 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 207,623 | -5,548 | -2.60% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 218,000 | - | - | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 94,007 | -2,245 | -2.33% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 141,920 | 88,458 | 165.46% | Jan 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 72,388 | -4,084 | -5.34% | Mar 31, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 100,000 | - | - | Jan 31, 2024 |
Phillips Edison &'s largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 500.00K shares, compromising 0.96% of its total assets.
Phillips Edison & Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 353 | -2.22% |
| 31 Mar, 24 | 361 | -4.24% |
| 31 Dec, 23 | 377 | 5.90% |
| 30 Sep, 23 | 356 | -0.84% |
| 30 Jun, 23 | 359 | 4.36% |
| 31 Mar, 23 | 344 | 0.58% |
| 31 Dec, 22 | 342 | 1.79% |
| 30 Sep, 22 | 336 | -2.04% |
| 30 Jun, 22 | 343 | 11.73% |
| 31 Mar, 22 | 307 | 226.60% |
| 31 Dec, 21 | 94 | 18.99% |
| 30 Sep, 21 | 79 | - |
| 31 Mar, 10 | 1 | - |
As of 30 Jun 24, 353 institutions are holding Phillips Edison &'s shares, representing a decrease of -2.22% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 95,707,109 | -2.49% |
| 31 Mar, 24 | 98,149,597 | -0.28% |
| 31 Dec, 23 | 98,422,965 | 1.12% |
| 30 Sep, 23 | 97,330,914 | -1.18% |
| 30 Jun, 23 | 98,498,101 | 18.53% |
| 31 Mar, 23 | 83,102,400 | -0.54% |
| 31 Dec, 22 | 83,554,274 | 0.98% |
| 30 Sep, 22 | 82,740,238 | 1.00% |
| 30 Jun, 22 | 81,918,923 | 19.27% |
| 31 Mar, 22 | 68,682,877 | 208.51% |
| 31 Dec, 21 | 22,262,807 | 6.76% |
| 30 Sep, 21 | 20,852,608 | - |
| 31 Mar, 10 | 3,070 | - |
Phillips Edison & (PECO) has 95.71M shares outstanding as of 30 Jun 24, down -2.49% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 78.31% | 1.21% |
| 31 Mar, 24 | 80.43% | 1.14% |
| 31 Dec, 23 | 84.03% | 1.22% |
| 30 Sep, 23 | 82.97% | 1.21% |
| 30 Jun, 23 | 82.98% | 1.69% |
| 31 Mar, 23 | 70.01% | 1.30% |
| 31 Dec, 22 | 73.30% | 1.46% |
| 30 Sep, 22 | 70.86% | 1.38% |
| 30 Jun, 22 | 71.78% | 1.96% |
| 31 Mar, 22 | 60.48% | 12.80% |
| 31 Dec, 21 | 21.74% | 5.94% |
| 30 Sep, 21 | 19.13% | - |
| 31 Mar, 10 | 0.01% | - |
As of 30 Jun 24, Phillips Edison & is held by 78.31% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 148 | -2.63% |
| 31 Mar, 24 | 152 | -11.63% |
| 31 Dec, 23 | 172 | 28.36% |
| 30 Sep, 23 | 134 | -12.99% |
| 30 Jun, 23 | 154 | 9.22% |
| 31 Mar, 23 | 141 | -8.44% |
| 31 Dec, 22 | 154 | 0.65% |
| 30 Sep, 22 | 153 | -13.56% |
| 30 Jun, 22 | 177 | -37.23% |
| 31 Mar, 22 | 282 | 302.86% |
| 31 Dec, 21 | 70 | -11.39% |
| 30 Sep, 21 | 79 | - |
| 31 Mar, 10 | 1 | - |
148 institutional shareholders have increased their position in PECO stock as of 30 Jun 24 compared to 152 in the previous quarter (a -2.63% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 133 | 3.91% |
| 31 Mar, 24 | 128 | 4.92% |
| 31 Dec, 23 | 122 | -9.63% |
| 30 Sep, 23 | 135 | 10.66% |
| 30 Jun, 23 | 122 | -2.40% |
| 31 Mar, 23 | 125 | 6.84% |
| 31 Dec, 22 | 117 | 3.54% |
| 30 Sep, 22 | 113 | 1.80% |
| 30 Jun, 22 | 111 | 692.86% |
| 31 Mar, 22 | 14 | -6.67% |
| 31 Dec, 21 | 15 | - |
| 30 Sep, 21 | - | - |
| 31 Mar, 10 | - | - |
133 institutional shareholders have reduced their position in PECO stock as of 30 Jun 24 compared to 128 in the previous quarter (a 3.91% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 353 | -2.22% | 95,707,109 | -2.49% | 78.31% | 1.21% | 148 | -2.63% | 133 | 3.91% |
| 31 Mar, 24 | 361 | -4.24% | 98,149,597 | -0.28% | 80.43% | 1.14% | 152 | -11.63% | 128 | 4.92% |
| 31 Dec, 23 | 377 | 5.90% | 98,422,965 | 1.12% | 84.03% | 1.22% | 172 | 28.36% | 122 | -9.63% |
| 30 Sep, 23 | 356 | -0.84% | 97,330,914 | -1.18% | 82.97% | 1.21% | 134 | -12.99% | 135 | 10.66% |
| 30 Jun, 23 | 359 | 4.36% | 98,498,101 | 18.53% | 82.98% | 1.69% | 154 | 9.22% | 122 | -2.40% |
| 31 Mar, 23 | 344 | 0.58% | 83,102,400 | -0.54% | 70.01% | 1.30% | 141 | -8.44% | 125 | 6.84% |
| 31 Dec, 22 | 342 | 1.79% | 83,554,274 | 0.98% | 73.30% | 1.46% | 154 | 0.65% | 117 | 3.54% |
| 30 Sep, 22 | 336 | -2.04% | 82,740,238 | 1.00% | 70.86% | 1.38% | 153 | -13.56% | 113 | 1.80% |
| 30 Jun, 22 | 343 | 11.73% | 81,918,923 | 19.27% | 71.78% | 1.96% | 177 | -37.23% | 111 | 692.86% |
| 31 Mar, 22 | 307 | 226.60% | 68,682,877 | 208.51% | 60.48% | 12.80% | 282 | 302.86% | 14 | -6.67% |
| 31 Dec, 21 | 94 | 18.99% | 22,262,807 | 6.76% | 21.74% | 5.94% | 70 | -11.39% | 15 | - |
| 30 Sep, 21 | 79 | - | 20,852,608 | - | 19.13% | - | 79 | - | - | - |
| 31 Mar, 10 | 1 | - | 3,070 | - | 0.01% | - | 1 | - | - | - |
Phillips Edison & Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Phillips Edison &'s stock was made by Edison Jeffrey on Aug 09 2024, selling 2,128,500 shares at - per share (valued at -).
Phillips Edison & Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 6 | 10 | 60.00% |
| Q2 2024 | 10 | 2 | 500.00% |
| Q1 2024 | 29 | 18 | 161.11% |
| Q4 2023 | 8 | 11 | 72.73% |
| Q3 2023 | 5 | 5 | 100.00% |
| Q2 2023 | 8 | 1 | 800.00% |
| Q1 2023 | 26 | 27 | 96.30% |
| Q4 2022 | 6 | 4 | 150.00% |
| Q3 2022 | 3 | 2 | 150.00% |
| Q2 2022 | 22 | 10 | 220.00% |
| Q1 2022 | 59 | 37 | 159.46% |
| Q4 2021 | 6 | 9 | 66.67% |
| Q3 2021 | 33 | 15 | 220.00% |
| Q2 2021 | 10 | 2 | 500.00% |
| Q1 2021 | 30 | 16 | 187.50% |
| Q4 2020 | - | 5 | - |
| Q2 2020 | 7 | - | - |
| Q1 2020 | 13 | 12 | 108.33% |
| Q4 2019 | 9 | 10 | 90.00% |
| Q3 2019 | 1 | 7 | 14.29% |
6 total buy trades, and 10 total sell trades (buy/sell ratio of 0.60%) were made by Phillips Edison &'s insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 3 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Phillips Edison &'s stocks.
PECO Ownership FAQ
Who Owns Phillips Edison &?
Phillips Edison & is owned by institutional shareholders (78.31%), insiders (0.54%), and public (21.15%). The largest institutional shareholder of Phillips Edison & is BLACKROCK INC. (17.52% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.96% of total shares).
Who are the major institutional shareholders of Phillips Edison &?
Phillips Edison &'s major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 47.90% of the company's share outstanding.
How many Phillips Edison & shareholders are there?
As of Jun 2024, there are 353 institutional shareholders of Phillips Edison &.
What percentage of Phillips Edison & is owned by BLACKROCK INC?
BLACKROCK INC owns 21.41M shares of Phillips Edison &, representing 17.52% of the company's total shares outstanding, valued at $700.46M (as of Jun 2024).
What percentage of Phillips Edison & is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 19.23M shares of Phillips Edison & (PECO), compromising 15.73% of the company, valued at $629.01M.
What percentage of Phillips Edison & is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of Phillips Edison &. The company owns 7.68M of the company's shares outstanding (worth $251.05M).