Phillips Edison & Company Ownership | Who Owns Phillips Edison & Company?
Phillips Edison & Company Ownership Summary
Phillips Edison & Company is owned by 79.28% institutional investors, 0.54% insiders, and 20.18% 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 | 79.28% | 0.54% | 20.18% |
Sector | Real Estate Stocks | 64.18% | 7.35% | 28.47% |
Industry | Retail REIT Stocks | 77.11% | 7.94% | 14.95% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 360 | 4.65% | 98,505,599 | 18.54% | 82 | 1.69% | 155 | 9.93% | 122 | -2.40% |
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 | 1.83M | 1.50% | -26.52K |
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
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