Phillips Edison Ownership | Who Owns Phillips Edison?

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Phillips Edison Ownership Summary

Phillips Edison is owned by 58.27% institutional investors, 0.62% insiders, and 41.11% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.05% of PECO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.17% of its assets in Phillips Edison shares.

PECO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phillips Edison	58.27%	0.62%	41.11%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Retail REIT Stocks	68.11%	8.29%	23.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	22.13M	18.05%	$829.02M
Blackrock	21.41M	17.52%	$700.46M
Vanguard group	19.32M	15.76%	$723.81M
Wellington management group llp	7.54M	6.15%	$282.37M
State street	7.05M	5.77%	$231.29M
Geode capital management	3.18M	2.60%	$119.22M
Fmr	3.03M	2.47%	$113.37M
Charles schwab investment management	2.15M	1.75%	$80.37M
Jpmorgan chase	1.74M	1.42%	$65.08M
Norges bank	1.49M	1.22%	$55.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
B&i capital	259.05K	3.16%	$9.70M
Aew capital management l p	627.89K	1.14%	$23.52M
My legacy advisors	47.69K	0.66%	$1.69M
Duff & phelps investment management	1.46M	0.65%	$54.58M
Calton & associates	33.58K	0.56%	$1.26M
O'dell group	64.14K	0.54%	$2.40M
Accel wealth management	33.05K	0.47%	$1.24M
Outlook wealth advisors	41.77K	0.45%	$1.56M
Lakeridge wealth management	22.11K	0.43%	$828.34K
Alpha omega group	9.68K	0.43%	$362.65K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.49M	0.01%	1.49M
Blackrock funding, inc. /de	22.13M	0.02%	619.08K
Jpmorgan chase	1.74M	0.00%	606.05K
Goldman sachs group	1.38M	0.01%	541.47K
Exoduspoint capital management, lp	499.34K	0.13%	386.14K

Top Sellers

Holder	Shares	% Assets	Change
Centersquare investment management	-	-	-1.14M
Grs advisors	-	-	-1.05M
Balyasny asset management	-	-	-403.63K
Schonfeld strategic advisors	-	-	-243.30K
Macquarie group	1.36M	0.06%	-199.03K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.49M	0.01%	1.49M	$55.98M
Raymond james financial	110.55K	0.00%	110.55K	$4.14M
Susquehanna fundamental investments	77.98K	0.04%	77.98K	$2.92M
Martingale asset management l p	66.16K	0.06%	66.16K	$2.48M
Foresight group ltd liability partnership	35.53K	0.20%	35.53K	$1.32B

Sold Out

Holder	Change
Mendota financial group	-10.00
Financial network wealth advisors	-15.00
Nelson, van denburg & campbell wealth management group	-24.00
Stephens consulting	-40.00
Private wealth management group	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	231	-41.81%	71,445,245	-27.25%	58	0.91%	105	-37.87%	68	-52.45%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.74M	6.17%	4.46K
Vanguard Real Estate Index Investor	4.69M	3.74%	-53.22K
Vanguard US Total Market Shares ETF	3.91M	3.12%	2.78K
Vanguard Total Stock Mkt Idx Inv	3.88M	3.10%	2.33K
iShares Russell 2000 ETF	3.25M	2.59%	-28.16K
Vanguard Small Cap Index	3.13M	2.50%	2.57K
Vanguard Explorer Inv	2.60M	2.12%	203.27K
Vanguard Institutional Extnd Mkt Idx Tr	1.86M	1.49%	2.36K
Fidelity US REIT Mother Fund	1.51M	1.21%	-721.20K
Delaware Small Cap Core I	1.22M	0.99%	-7.54K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-

PECO Ownership FAQ

Who Owns Phillips Edison?

Phillips Edison shareholders are primarily institutional investors at 58.27%, followed by 0.62% insiders and 41.11% retail investors. The average institutional ownership in Phillips Edison's industry, Retail REIT Stocks , is 68.11%, which Phillips Edison falls below.

Who owns the most shares of Phillips Edison?

Phillips Edison’s largest shareholders are Blackrock funding, inc. /de (22.13M shares, 18.05%), Blackrock (21.41M shares, 17.52%), and Vanguard group (19.32M shares, 15.76%). Together, they hold 51.33% of Phillips Edison’s total shares outstanding.

Does Blackrock own Phillips Edison?

Yes, BlackRock owns 17.52% of Phillips Edison, 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’s biggest shareholder by percentage of total assets invested?

B&i capital is Phillips Edison’s biggest shareholder by percentage of total assets invested, with 3.16% of its assets in 259.04K Phillips Edison shares, valued at 9.7M$.

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Phillips Edison shares, with 6.17% of its total shares outstanding invested in 7.74M Phillips Edison shares.

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