Phillips Edison & Company Ownership | Who Owns Phillips Edison & Company?

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Phillips Edison & Company Ownership Summary

Phillips Edison & Company is owned by 80.14% institutional investors, 0.54% insiders, and 19.32% retail investors. Blackrock is the largest institutional shareholder, holding 17.52% of PECO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.37% of its assets in Phillips Edison & Company shares.

PECO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phillips Edison & Company	80.14%	0.54%	19.32%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Retail REIT Stocks	76.66%	8.21%	15.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	21.41M	17.52%	$700.46M
Vanguard group	19.23M	15.73%	$629.01M
Wellington management group llp	7.68M	6.28%	$251.05M
State street	7.05M	5.77%	$231.29M
Geode capital management	3.17M	2.60%	$103.76M
Fmr	2.82M	2.31%	$92.39M
Charles schwab investment management	1.99M	1.63%	$65.15M
Macquarie group	1.59M	1.30%	$52.12M
Alyeska investment group	1.56M	1.28%	$50.98M
Norges bank	1.48M	1.21%	$48.43M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
B&i capital	222.79K	2.33%	$7.29M
My legacy advisors	63.02K	0.66%	$2.06M
Calton & associates	36.59K	0.60%	$1.20M
O'dell group	66.43K	0.58%	$2.38M
Lakeridge wealth management	23.67K	0.47%	$774.34K
Accel wealth management	34.41K	0.45%	$1.13M
Quest partners	97.16K	0.43%	$3.18M
Duff & phelps investment management	981.97K	0.41%	$32.12M
Alpha omega group	9.68K	0.40%	$316.67K
Diversify wealth management	86.82K	0.37%	$2.94M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.48M	0.01%	1.48M
Alyeska investment group	1.56M	0.29%	1.23M
Duff & phelps investment management	981.97K	0.41%	981.97K
Jpmorgan chase	1.15M	0.00%	488.04K
Goldman sachs group	626.04K	0.00%	448.02K

Top Sellers

Holder	Shares	% Assets	Change
Massachusetts financial services co /ma/	1.05M	0.01%	-2.01M
Grs advisors	-	-	-1.05M
Ubs asset management americas	150.75K	0.00%	-607.75K
Holocene advisors, lp	68.11K	0.01%	-591.71K
Balyasny asset management	-	-	-403.63K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.48M	0.01%	1.48M	$48.43M
Duff & phelps investment management	981.97K	0.41%	981.97K	$32.12M
Adage capital partners gp	125.00K	0.01%	125.00K	$4.09M
Kennedy capital management	114.69K	0.08%	114.69K	$3.75M
Employees retirement system of texas	100.00K	0.03%	100.00K	$3.27M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-24.00
Stephens consulting	-40.00
Private wealth management group	-50.00
Quarry lp	-128.00
Versant capital management	-255.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	393	6.22%	98,188,413	1.17%	80	1.27%	167	6.37%	142	2.16%
Jun 30, 2024	363	0.55%	96,897,780	-1.28%	79	1.23%	154	1.32%	137	7.03%
Mar 31, 2024	361	-4.24%	98,149,597	-0.28%	80	1.14%	152	-11.63%	128	4.92%
Dec 31, 2023	377	5.90%	98,422,965	1.12%	84	1.22%	172	29.32%	122	-10.29%
Sep 30, 2023	356	-1.11%	97,330,914	-1.19%	82	1.21%	133	-14.19%	136	11.48%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.81M	6.37%	6.86K
Vanguard Real Estate Index Investor	4.82M	3.93%	-12.90K
Vanguard Total Stock Mkt Idx Inv	3.89M	3.17%	-16.10K
iShares Russell 2000 ETF	3.17M	2.59%	-7.14K
Vanguard Small Cap Index	3.07M	2.50%	6.00K
Vanguard Explorer Inv	2.39M	1.95%	-
Fidelity US REIT Mother Fund	2.23M	1.82%	-883.00K
Vanguard Institutional Extnd Mkt Idx Tr	1.82M	1.48%	-15.82K
Fidelity Small Cap Index	1.28M	1.04%	-33.50K
Delaware Small Cap Core I	1.22M	0.99%	-7.54K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-

PECO Ownership FAQ

Who Owns Phillips Edison & Company?

Phillips Edison & Company shareholders are primarily institutional investors at 80.14%, followed by 0.54% insiders and 19.32% retail investors. The average institutional ownership in Phillips Edison & Company's industry, Retail REIT Stocks , is 76.66%, which Phillips Edison & Company exceeds.

Who owns the most shares of Phillips Edison & Company?

Phillips Edison & Company’s largest shareholders are Blackrock (21.41M shares, 17.52%), Vanguard group (19.23M shares, 15.73%), and Wellington management group llp (7.68M shares, 6.28%). Together, they hold 39.53% of Phillips Edison & Company’s total shares outstanding.

Does Blackrock own Phillips Edison & Company?

Yes, BlackRock owns 17.52% of Phillips Edison & Company, totaling 21.41M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 700.46M$. In the last quarter, BlackRock decreased its holdings by -168K shares, a -0.78% change.

Who is Phillips Edison & Company’s biggest shareholder by percentage of total assets invested?

B&i capital is Phillips Edison & Company’s biggest shareholder by percentage of total assets invested, with 2.33% of its assets in 222.8K Phillips Edison & Company shares, valued at 7.29M$.

Who is the top mutual fund holder of Phillips Edison & Company shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Phillips Edison & Company shares, with 6.37% of its total shares outstanding invested in 7.81M Phillips Edison & Company shares.

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