Phillips Edison & Company Ownership 2024 | Who Owns Phillips Edison & Company Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

78.31%

Insider Ownership

0.54%

Retail Ownership

21.15%

Institutional Holders

353.00

Phillips Edison & Company Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.17.52%0.02%21,414,233-168,299-0.78%700,459,562Jun 30, 2024
VANGUARD GROUP INC15.73%0.01%19,229,875-107,155-0.55%629,009,210Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP6.28%0.04%7,675,051118,6671.57%251,050,919Jun 30, 2024
STATE STREET CORP5.77%0.01%7,050,255-59,506-0.84%231,289,688,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.60%0.01%3,171,631153,8965.10%103,762,373Jun 30, 2024
FMR LLC2.31%0.01%2,824,494-317,594-10.11%92,389,183Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.63%0.01%1,991,81229,7131.51%65,152,171Jun 30, 2024
MACQUARIE GROUP LTD1.30%0.06%1,593,33213,8600.88%52,118,190Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.1.28%0.29%1,558,5211,230,965375.80%50,979,222Jun 30, 2024
NORGES BANK1.21%0.01%1,480,5441,480,544100.00%48,428,594Jun 30, 2024
NORTHERN TRUST CORP1.09%0.01%1,333,821-107,731-7.47%43,629,285,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.02%0.01%1,250,731179,77516.79%40,910,842Jun 30, 2024
JPMORGAN CHASE & CO0.94%0.00%1,147,582488,04074.00%37,537,440Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.91%0.01%1,106,27727,6112.56%36,186,316Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.86%0.01%1,051,819-2,009,935-65.65%34,404,999Jun 30, 2024
MORGAN STANLEY0.84%0.00%1,031,59024,1742.40%33,743,326Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.82%0.01%1,007,205-108,781-9.75%32,945,676Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.80%0.41%981,970981,970100.00%32,120,239Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.72%0.01%883,86776,8189.52%28,927,338Jun 30, 2024
JANUS HENDERSON GROUP PLC0.62%0.01%760,3211,9150.25%24,869,827Jun 30, 2024

Phillips Edison & Company'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 AssetsCurrent SharesChange AmountChange %Market ValueDate
B&I CAPITAL AG0.18%2.33%222,795--7,287,624Jun 30, 2024
MY LEGACY ADVISORS, LLC0.05%0.66%63,021-3,646-5.47%2,061,414Jun 30, 2024
CALTON & ASSOCIATES, INC.0.03%0.60%36,592-3,273-8.21%1,196,912Jun 30, 2024
O'DELL GROUP, LLC0.05%0.58%66,427--2,382,754Jun 30, 2024
LAKERIDGE WEALTH MANAGEMENT LLC0.02%0.47%23,6731930.82%774,338Jun 30, 2024
ACCEL WEALTH MANAGEMENT0.03%0.45%34,4073,26510.48%1,125,446Jun 30, 2024
QUEST PARTNERS LLC0.08%0.43%97,15897,142607137.50%3,178,038Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.80%0.41%981,970981,970100.00%32,120,239Jun 30, 2024
ALPHA OMEGA GROUP, INC.0.01%0.40%9,681--316,666Jun 30, 2024
0.07%0.37%86,82186,821100.00%2,944,087Jun 30, 2024
BLUECHIP WEALTH ADVISORS LLC0.02%0.36%18,4427,34066.11%603,238Jun 30, 2024
MCADAM, LLC0.14%0.33%166,069-4,774-2.79%5,432,117Jun 30, 2024
CARMEL CAPITAL PARTNERS, LLC0.02%0.31%22,499--735,942Jun 30, 2024
RMR WEALTH BUILDERS0.06%0.29%77,969-4,710-5.70%2,550,366Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.1.28%0.29%1,558,5211,230,965375.80%50,979,222Jun 30, 2024
SAGE CAPITAL MANAGEMENT, LLC0.01%0.29%16,759-502-2.91%548,185Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC0.06%0.26%78,145870.11%2,556,123Jun 30, 2024
EWG ELEVATE INC.0.02%0.25%21,001--686,943Jun 30, 2024
WELL DONE, LLC0.03%0.25%36,729--1,201,406Jun 30, 2024
OLIVER LAGORE VANVALIN INVESTMENT GROUP0.02%0.23%25,0415,80330.16%819,076Jun 30, 2024

The largest Phillips Edison & Company shareholder by % of total assets is B&I CAPITAL AG. The company owns 222.79K shares of Phillips Edison & Company (PECO), representing 2.33% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.21%0.01%1,480,5441,480,544100.00%48,428,594Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.1.28%0.29%1,558,5211,230,965375.80%50,979,222Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.80%0.41%981,970981,970100.00%32,120,239Jun 30, 2024
JPMORGAN CHASE & CO0.94%0.00%1,147,582488,04074.00%37,537,440Jun 30, 2024
GOLDMAN SACHS GROUP INC0.51%0.00%626,036448,021251.68%20,477,643Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.33%0.02%403,631403,631100.00%13,202,770Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.21%0.00%256,714256,714100.00%8,397,115Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.02%0.01%1,250,731179,77516.79%40,910,842Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.60%0.01%3,171,631153,8965.10%103,762,373Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.10%0.01%125,000125,000100.00%4,088,750Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP6.28%0.04%7,675,051118,6671.57%251,050,919Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.09%0.08%114,687114,687100.00%3,751,412Jun 30, 2024
EMPLOYEES RETIREMENT SYSTEM OF TEXAS0.08%0.03%100,000100,000100.00%3,271,000Jun 30, 2024
QUEST PARTNERS LLC0.08%0.43%97,15897,142607137.50%3,178,038Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.26%0.02%321,34689,96138.88%10,511,228Jun 30, 2024
0.07%0.37%86,82186,821100.00%2,944,087Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.07%0.02%82,39682,396100.00%2,695,158Jun 30, 2024
MARSHALL WACE, LLP0.06%0.00%77,24177,241100.00%2,526,554Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.72%0.01%883,86776,8189.52%28,927,338Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%71,21071,210100.00%2,329,279Jun 30, 2024

As of Jun 30 2024, Phillips Edison & Company'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 AssetsCurrent SharesChange AmountChange %Market ValueDate
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.86%0.01%1,051,819-2,009,935-65.65%34,404,999Jun 30, 2024
GRS ADVISORS, LLC----1,045,540-100.00%-Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.12%0.00%150,746-607,746-80.13%4,930,902Jun 30, 2024
HOLOCENE ADVISORS, LP0.06%0.01%68,105-591,706-89.68%2,227,715Jun 30, 2024
FMR LLC2.31%0.01%2,824,494-317,594-10.11%92,389,183Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.32%0.01%389,473-233,105-37.44%12,739,662Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.05%0.09%56,149-199,829-78.06%1,836,634Jun 30, 2024
BLACKROCK INC.17.52%0.02%21,414,233-168,299-0.78%700,459,562Jun 30, 2024
FIRST TRUST ADVISORS LP0.01%0.00%16,360-109,565-87.01%535,135Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.82%0.01%1,007,205-108,781-9.75%32,945,676Jun 30, 2024
NORTHERN TRUST CORP1.09%0.01%1,333,821-107,731-7.47%43,629,285,000Jun 30, 2024
VANGUARD GROUP INC15.73%0.01%19,229,875-107,155-0.55%629,009,210Jun 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%7,640,745Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.0.36%0.05%442,061-80,211-15.36%14,460,000Jun 30, 2024
UBS GROUP AG0.04%0.00%43,925-70,375-61.57%1,436,787Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----65,003-100.00%-Jun 30, 2024
STATE STREET CORP5.77%0.01%7,050,255-59,506-0.84%231,289,688,000Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.50%0.04%609,499-54,391-8.19%19,937,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.22%0.00%270,348-52,446-16.25%8,843,083Jun 30, 2024

As of Jun 30 2024, Phillips Edison & Company'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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.21%0.01%1,480,5441,480,544100.00%48,428,594Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.80%0.41%981,970981,970100.00%32,120,239Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.33%0.02%403,631403,631100.00%13,202,770Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.10%0.01%125,000125,000100.00%4,088,750Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.09%0.08%114,687114,687100.00%3,751,412Jun 30, 2024
EMPLOYEES RETIREMENT SYSTEM OF TEXAS0.08%0.03%100,000100,000100.00%3,271,000Jun 30, 2024
0.07%0.37%86,82186,821100.00%2,944,087Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.07%0.02%82,39682,396100.00%2,695,158Jun 30, 2024
MARSHALL WACE, LLP0.06%0.00%77,24177,241100.00%2,526,554Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%71,21071,210100.00%2,329,279Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%61,82661,826100.00%2,022,328Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC0.04%0.02%46,75046,750100.00%1,529,193Jun 30, 2024
MAGNOLIA CAPITAL ADVISORS LLC0.04%0.00%43,89743,897100.00%1,342Jun 30, 2024
IFM INVESTORS PTY LTD0.02%0.01%28,33428,334100.00%926,805Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.02%0.00%20,50620,506100.00%670,751Jun 30, 2024
CAXTON ASSOCIATES LP0.02%0.02%19,54819,548100.00%639,415Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.02%0.10%18,71118,711100.00%612,037Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.09%14,74614,746100.00%482,342Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.01%12,30912,309100.00%403,000Jun 30, 2024
HARDY REED LLC0.01%0.04%11,48911,489100.00%375,806Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.01%8,7098,709100.00%284,887Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.01%0.00%8,4008,400100.00%274,764Jun 30, 2024
WEALTHCARE ADVISORY PARTNERS LLC0.01%0.01%6,6736,673100.00%218,274Jun 30, 2024
FIL LTD0.00%0.00%4,4324,432100.00%144,971Jun 30, 2024
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA0.00%0.06%4,3414,341100.00%142,000Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.17%3,4693,469100.00%113,471Jun 30, 2024
PFG PRIVATE WEALTH MANAGEMENT, LLC0.00%0.04%1,9031,903100.00%62,247Jun 30, 2024
HOBBS GROUP ADVISORS, LLC0.00%0.01%1,2011,201100.00%39,285Jun 30, 2024
FLPUTNAM INVESTMENT MANAGEMENT CO0.00%0.00%1,0001,000100.00%32,710Jun 30, 2024
WFA OF SAN DIEGO, LLC0.00%0.02%816816100.00%26,692Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.00%0.02%785785100.00%25,677Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC0.00%0.01%544544100.00%18,448Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-500500100.00%16,265Jun 30, 2024
MATHER GROUP, LLC.0.00%0.00%370370100.00%13,272Jun 30, 2024
QUARRY LP0.00%0.00%128128100.00%4,187Jun 30, 2024
C M BIDWELL & ASSOCIATES LTD0.00%0.00%124124100.00%4,056Jun 30, 2024
STEPHENS CONSULTING, LLC-0.00%4040100.00%1,309Jun 30, 2024
SIGNATUREFD, LLC--1717100.00%556Jun 30, 2024

Phillips Edison & Company'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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 & Company's largest sold out institutional shareholder by shares sold is GRS ADVISORS, LLC, sold -1.05M shares, valued at -, as of undefined.

Phillips Edison & Company Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
HARTFORD HLS SERIES FUND II INC0.78%191,758-9,849-4.89%Dec 31, 2023
MFS SERIES TRUST VII0.57%91,335--Jan 31, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.45%200,000--Dec 31, 2023
Virtus Total Return Fund Inc.0.31%610,000--Feb 29, 2024
PIONEER REAL ESTATE SHARES0.30%11,345-13,299-53.96%Mar 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.24%7,163--Mar 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.23%365,000--Mar 28, 2024
AB INSTITUTIONAL FUNDS INC0.22%38,250-24,240-38.79%Jan 31, 2024
Securian Funds Trust0.21%2,100,000--Mar 31, 2024
VANGUARD EXPLORER FUND0.19%2,394,57335,3351.50%Jan 31, 2024
abrdn Global Premier Properties Fund0.17%80,80680,806-Jan 31, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.17%9,020-11,130-55.24%Feb 29, 2024
VANGUARD ADMIRAL FUNDS0.17%716,54218,0412.58%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.15%80,421--Mar 31, 2024
FIDELITY SECURITIES FUND0.15%14,000,000--Jan 31, 2024
ETFis Series Trust I0.14%195,000--Jan 31, 2024
WEITZ FUNDS0.13%4,100,000--Mar 31, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.13%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 PORTFOLIOS0.10%60,7891,0071.68%Mar 31, 2024
VIRTUS EQUITY TRUST0.09%760,000--Mar 28, 2024
VANGUARD SPECIALIZED FUNDS0.09%4,741,978-95,839-1.98%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.08%239,696--Jan 31, 2024
Apollo Diversified Real Estate Fund0.07%240,350--Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.07%200,000--Mar 31, 2024
Total Fund Solution0.07%24,548--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.05%122,100--Mar 31, 2024
Columbia Funds Variable Series Trust II0.04%1,450,000--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.04%367,000--Mar 31, 2024
BNY MELLON FUNDS TRUST0.04%3,000,0003,000,000-Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.04%302,600--Mar 31, 2024
Forward Funds0.04%80,00080,000-Sep 30, 2022
AMERICAN CENTURY GOVERNMENT INCOME TRUST0.04%1,794,000--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.03%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 INC0.03%76,000--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%17,845-208-1.15%Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.03%3,973,000--Mar 31, 2024
VANGUARD INDEX FUNDS0.03%10,780,636-1,474,319-12.03%Mar 31, 2024
MFS SERIES TRUST XIII0.02%1,790,735-1,468,397-45.05%Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS V0.02%1,268,346-5,146-0.40%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%201,000--Jan 31, 2024
AMG Funds I0.02%39,886--Jan 31, 2024
FIDELITY SELECT PORTFOLIOS0.02%1,096,600-229,800-17.33%Jan 31, 2024
Nushares ETF Trust0.02%114,91679,200221.75%Jan 31, 2024
SEASONS SERIES TRUST0.01%355,000--Mar 31, 2024
Ultimus Managers Trust0.01%156,000--Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.01%693,700--Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,989--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%107,141-45,612-29.86%Mar 31, 2024
VANGUARD BOND INDEX FUNDS0.01%15,000,000--Mar 31, 2024
VANGUARD FIXED INCOME SECURITIES FUNDS0.01%20,000,000--Jan 31, 2024
IVY FUNDS0.01%3,425,000--Mar 28, 2024
FIDELITY COMMONWEALTH TRUST0.01%31,8594961.58%Feb 29, 2024
Fidelity Commonwealth Trust II0.01%66,057--Aug 31, 2023
MASTER INVESTMENT PORTFOLIO0.01%900,000--Mar 31, 2024
SYNTAX ETF TRUST0.01%3035522.18%Mar 31, 2024
HARTFORD SERIES FUND INC0.01%326,456171,429110.58%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 90.01%149,747--Jan 31, 2024
Humankind Benefit Corp0.01%130-4-2.99%Dec 31, 2023
TARGET PORTFOLIO TRUST0.01%115,000--Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%33,553-486-1.43%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,131,13961,7785.78%Feb 29, 2024
VANGUARD QUANTITATIVE FUNDS0.01%25,300-32,900-56.53%Mar 31, 2024
MML SERIES INVESTMENT FUND0.01%48,241-372-0.77%Dec 31, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%250,000--Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%941,0376,6660.71%Mar 31, 2024
Calvert Variable Products, Inc.0.00%12,222--Mar 31, 2024
VIRTUS OPPORTUNITIES TRUST0.00%1,265,000--Feb 29, 2024
THRIVENT SERIES FUND INC0.00%439,653153,83353.82%Mar 28, 2024
DELAWARE GROUP EQUITY FUNDS IV0.00%4,514--Mar 28, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%47,4875451.16%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%14,438-22,101-60.49%Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC0.00%126,119--Jan 31, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.00%936936-Feb 28, 2023
TIAA-CREF LIFE FUNDS0.00%9,492-271-2.78%Mar 31, 2024
MFS VARIABLE INSURANCE TRUST III0.00%58,295-32,961-36.12%Mar 31, 2024
Dunham Funds0.00%240,000--Jan 31, 2024
SHELTON FUNDS0.00%5,5692,50281.58%Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%7,510--Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%6,416,000-849,000-11.69%Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%2,23366842.68%Sep 30, 2023
IndexIQ ETF Trust0.00%7,124--Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%54,322-1,935-3.44%Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%1,479,899104,4987.60%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%76,263-2,673-3.39%Mar 31, 2024
VANGUARD HORIZON FUNDS0.00%53,343--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.00%47,300--Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%240,000--Mar 31, 2024
JANUS INVESTMENT FUND0.00%682,935--Dec 31, 2023
PAYDEN & RYGEL INVESTMENT GROUP0.00%3,600,000--Jan 31, 2024
Thrivent Core Funds0.00%128,632--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%1,135,000--Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%207,623-5,548-2.60%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%218,000--Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%94,007-2,245-2.33%Mar 31, 2024
FLEXSHARES TRUST0.00%141,92088,458165.46%Jan 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%72,388-4,084-5.34%Mar 31, 2024
SCHWAB INVESTMENTS0.00%100,000--Jan 31, 2024

Phillips Edison & Company'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 & Company Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24353-2.22%
31 Mar, 24361-4.24%
31 Dec, 233775.90%
30 Sep, 23356-0.84%
30 Jun, 233594.36%
31 Mar, 233440.58%
31 Dec, 223421.79%
30 Sep, 22336-2.04%
30 Jun, 2234311.73%
31 Mar, 22307226.60%
31 Dec, 219418.99%
30 Sep, 2179-
31 Mar, 101-

As of 30 Jun 24, 353 institutions are holding Phillips Edison & Company's shares, representing a decrease of -2.22% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2495,707,109-2.49%
31 Mar, 2498,149,597-0.28%
31 Dec, 2398,422,9651.12%
30 Sep, 2397,330,914-1.18%
30 Jun, 2398,498,10118.53%
31 Mar, 2383,102,400-0.54%
31 Dec, 2283,554,2740.98%
30 Sep, 2282,740,2381.00%
30 Jun, 2281,918,92319.27%
31 Mar, 2268,682,877208.51%
31 Dec, 2122,262,8076.76%
30 Sep, 2120,852,608-
31 Mar, 103,070-

Phillips Edison & Company (PECO) has 95.71M shares outstanding as of 30 Jun 24, down -2.49% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2478.31%1.21%
31 Mar, 2480.43%1.14%
31 Dec, 2384.03%1.22%
30 Sep, 2382.97%1.21%
30 Jun, 2382.98%1.69%
31 Mar, 2370.01%1.30%
31 Dec, 2273.30%1.46%
30 Sep, 2270.86%1.38%
30 Jun, 2271.78%1.96%
31 Mar, 2260.48%12.80%
31 Dec, 2121.74%5.94%
30 Sep, 2119.13%-
31 Mar, 100.01%-

As of 30 Jun 24, Phillips Edison & Company is held by 78.31% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24148-2.63%
31 Mar, 24152-11.63%
31 Dec, 2317228.36%
30 Sep, 23134-12.99%
30 Jun, 231549.22%
31 Mar, 23141-8.44%
31 Dec, 221540.65%
30 Sep, 22153-13.56%
30 Jun, 22177-37.23%
31 Mar, 22282302.86%
31 Dec, 2170-11.39%
30 Sep, 2179-
31 Mar, 101-

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

DateReduced PositionsChange %
30 Jun, 241333.91%
31 Mar, 241284.92%
31 Dec, 23122-9.63%
30 Sep, 2313510.66%
30 Jun, 23122-2.40%
31 Mar, 231256.84%
31 Dec, 221173.54%
30 Sep, 221131.80%
30 Jun, 22111692.86%
31 Mar, 2214-6.67%
31 Dec, 2115-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24353-2.22%95,707,109-2.49%78.31%1.21%148-2.63%1333.91%
31 Mar, 24361-4.24%98,149,597-0.28%80.43%1.14%152-11.63%1284.92%
31 Dec, 233775.90%98,422,9651.12%84.03%1.22%17228.36%122-9.63%
30 Sep, 23356-0.84%97,330,914-1.18%82.97%1.21%134-12.99%13510.66%
30 Jun, 233594.36%98,498,10118.53%82.98%1.69%1549.22%122-2.40%
31 Mar, 233440.58%83,102,400-0.54%70.01%1.30%141-8.44%1256.84%
31 Dec, 223421.79%83,554,2740.98%73.30%1.46%1540.65%1173.54%
30 Sep, 22336-2.04%82,740,2381.00%70.86%1.38%153-13.56%1131.80%
30 Jun, 2234311.73%81,918,92319.27%71.78%1.96%177-37.23%111692.86%
31 Mar, 22307226.60%68,682,877208.51%60.48%12.80%282302.86%14-6.67%
31 Dec, 219418.99%22,262,8076.76%21.74%5.94%70-11.39%15-
30 Sep, 2179-20,852,608-19.13%-79---
31 Mar, 101-3,070-0.01%-1---

Phillips Edison & Company Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Edison Jeffreydirector, officer Chairman and CEOJ-OtherSell2,128,500--2,150,000
Jul 17, 2024Robison Jennifer Lofficer Chief Accounting Officer & SVPF-InKindSell826$33.81$27.93K27,951
Jul 17, 2024Myers Robert F.officer PresidentM-ExemptSell26,695---
Jul 17, 2024Caulfield John Pofficer CFO, EVP & TreasurerM-ExemptSell16,949---
Jul 17, 2024Brady Tanyaofficer EVP, GC & SecretaryM-ExemptSell16,949---
Jul 17, 2024Edison Jeffreydirector, officer Chairman and CEOM-ExemptSell49,577---
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell---13,575
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell344,331---
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell10,859---
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell1,143---
May 06, 2024Edison Jeffreydirector, officer Chairman and CEOG-GiftSell2,128,500--1,227,437

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024Edison Jeffreydirector, officer Chairman and CEOJ-OtherBuy2,128,500--2,150,000
Aug 09, 2024Edison Jeffreydirector, officer Chairman and CEOJ-OtherSell2,128,500--2,150,000
Jul 17, 2024Robison Jennifer Lofficer Chief Accounting Officer & SVPF-InKindSell826$33.81$27.93K27,951
Jul 17, 2024Myers Robert F.officer PresidentM-ExemptBuy26,695--230,443
Jul 17, 2024Myers Robert F.officer PresidentM-ExemptSell26,695---
Jul 17, 2024Caulfield John Pofficer CFO, EVP & TreasurerM-ExemptBuy16,949--45,225
Jul 17, 2024Caulfield John Pofficer CFO, EVP & TreasurerM-ExemptSell16,949---
Jul 17, 2024Brady Tanyaofficer EVP, GC & SecretaryM-ExemptBuy16,949--40,221
Jul 17, 2024Brady Tanyaofficer EVP, GC & SecretaryM-ExemptSell16,949---
Jul 17, 2024Edison Jeffreydirector, officer Chairman and CEOM-ExemptBuy49,577--1,277,014
Jul 17, 2024Edison Jeffreydirector, officer Chairman and CEOM-ExemptSell49,577---
Jul 05, 2024Murphy Devin Ignatiusdirector-A-AwardBuy2,789--2,789
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell---13,575
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell344,331---
Jul 05, 2024Murphy Devin Ignatiusdirector-Buy378,487---
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell10,859---
Jul 05, 2024Murphy Devin Ignatiusdirector-Sell1,143---
May 06, 2024Edison Jeffreydirector, officer Chairman and CEOG-GiftBuy21,500--2,150,000
May 06, 2024Edison Jeffreydirector, officer Chairman and CEOG-GiftBuy2,128,500--2,128,500
May 06, 2024Edison Jeffreydirector, officer Chairman and CEOG-GiftSell2,128,500--1,227,437

The last insider sell of Phillips Edison & Company's stock was made by Edison Jeffrey on Aug 09 2024, selling 2,128,500 shares at - per share (valued at -).

Phillips Edison & Company Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202461060.00%
Q2 2024102500.00%
Q1 20242918161.11%
Q4 202381172.73%
Q3 202355100.00%
Q2 202381800.00%
Q1 2023262796.30%
Q4 202264150.00%
Q3 202232150.00%
Q2 20222210220.00%
Q1 20225937159.46%
Q4 20216966.67%
Q3 20213315220.00%
Q2 2021102500.00%
Q1 20213016187.50%
Q4 2020-5-
Q2 20207--
Q1 20201312108.33%
Q4 201991090.00%
Q3 20191714.29%

6 total buy trades, and 10 total sell trades (buy/sell ratio of 0.60%) were made by Phillips Edison & Company's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 2024---
Q4 2023---
Q3 2023---
Q2 20231--
Q1 2023---
Q4 2022-1-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 20213--
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 & Company's stocks.

Phillips Edison & Company Peer Ownership


TickerCompany
IVTInvenTrust Properties Corp.
SITCSITE Centers Corp.
AKRAcadia Realty Trust
BRXBrixmor Property Group Inc.
KRGKite Realty Group Trust
ROICRetail Opportunity Investments Corp.
NTSTNETSTREIT Corp.
UEUrban Edge Properties
CBLCBL & Associates Properties, Inc.

PECO Ownership FAQ


Phillips Edison & Company is owned by institutional shareholders (78.31%), insiders (0.54%), and public (21.15%). The largest institutional shareholder of Phillips Edison & Company is BLACKROCK INC. (17.52% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.96% of total shares).

Phillips Edison & Company'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.

As of Jun 2024, there are 353 institutional shareholders of Phillips Edison & Company.

BLACKROCK INC owns 21.41M shares of Phillips Edison & Company, representing 17.52% of the company's total shares outstanding, valued at $700.46M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 19.23M shares of Phillips Edison & Company (PECO), compromising 15.73% of the company, valued at $629.01M.

WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of Phillips Edison & Company. The company owns 7.68M of the company's shares outstanding (worth $251.05M).