Latest Period
Q4 2025
Security Snapshot
Phillips Edison & Company, Inc. - Common Stock (PECO) Institutional Ownership
CUSIP: 71844V201
13F Institutional Holders and Ownership History from Q3 2021 to Q1 2026
Institutions Reporting
414
Shares (Excl. Options)
108,707,812
Price
$35.57
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- Type / Class
- Equity / Common Stock
- Symbol
- PECO on Nasdaq
- Shares outstanding
- 125,972,972
- Price per share
- $37.89
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 108,707,812
- Total reported value
- $3,867,060,854
- % of total 13F portfolios
- 0%
- Share change
- +3,394,373
- Value change
- +$121,875,538
- Number of holders
- 414
- Price from insider filings
- $37.89
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- PECO - Phillips Edison & Company, Inc. - Common Stock is tracked under CUSIP 71844V201.
- 414 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 414 to 293 between Q4 2025 and Q1 2026.
- Reported value moved from $3,867,060,854 to $2,426,265,238.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 414 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 71844V201?
CUSIP 71844V201 identifies PECO - Phillips Edison & Company, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 71844V201:
Significant Owners of Phillips Edison & Company, Inc. - Common Stock (PECO) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11% | $484,196,163 | 13,612,487 | Vanguard Portfolio Management | 30 Jan 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.4% | $252,194,111 | 6,739,554 | Vanguard Capital Management | 31 Mar 2026 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 5% | +4% | $224,376,769 | +$11,567,898 | 6,308,034 | +5.4% | Wellington Management Group LLP | 31 Dec 2025 |
As of 31 Dec 2025, 414 institutional investors reported holding 108,707,812 shares of Phillips Edison & Company, Inc. - Common Stock (PECO). This represents 86% of the company’s total 125,972,972 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Phillips Edison & Company, Inc. - Common Stock (PECO) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 21,933,999 | +2% | 0.01% | $780,192,330 |
| VANGUARD GROUP INC | 16% | 20,215,956 | -0.64% | 0.01% | $719,081,556 |
| STATE STREET CORP | 5.7% | 7,211,391 | -1.1% | 0.01% | $257,275,314 |
| WELLINGTON MANAGEMENT GROUP LLP | 5% | 6,308,034 | +5.4% | 0.04% | $224,376,770 |
| FMR LLC | 3.3% | 4,172,402 | +1.6% | 0.01% | $148,412,349 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7% | 3,442,222 | +0.05% | 0.01% | $122,456,241 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8% | 2,322,844 | +3.9% | 0.01% | $82,623,561 |
| Engineers Gate Manager LP | 1.7% | 2,181,911 | -13% | 0.92% | $77,610,574 |
| NORGES BANK | 1.6% | 1,991,837 | 0.01% | $70,849,642 | |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 1,824,940 | +3.7% | 0.01% | $64,914,416 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.4% | 1,788,426 | +5.3% | 0.72% | $63,614,313 |
| Balyasny Asset Management L.P. | 1.2% | 1,530,772 | -18% | 0.1% | $54,449,560 |
| NORTHERN TRUST CORP | 1.2% | 1,525,134 | -29% | 0.01% | $54,249,016 |
| MORGAN STANLEY | 0.91% | 1,145,114 | +3.8% | 0% | $40,731,759 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 0.89% | 1,116,494 | 0% | 0.06% | $39,714,000 |
| JPMORGAN CHASE & CO | 0.83% | 1,050,182 | -4.6% | 0% | $37,354,973 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.8% | 1,011,500 | 0.02% | $35,979,055 | |
| Nuveen, LLC | 0.8% | 1,008,126 | +45% | 0.01% | $35,859,042 |
| Bank of New York Mellon Corp | 0.77% | 965,497 | +3.4% | 0.01% | $34,342,738 |
| Legal & General Group Plc | 0.7% | 878,521 | +12% | 0.01% | $31,248,996 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.62% | 781,518 | -19% | 0.04% | $27,798,595 |
| Cetera Investment Advisers | 0.6% | 752,530 | -4.4% | 0.03% | $26,767,491 |
| AMERIPRISE FINANCIAL INC | 0.59% | 742,601 | +154% | 0.01% | $26,415,427 |
| GOLDMAN SACHS GROUP INC | 0.59% | 740,174 | -29% | 0% | $26,328,005 |
| JANUS HENDERSON GROUP PLC | 0.52% | 649,222 | +1.9% | 0.01% | $23,092,281 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 64,836,447 | $2,426,265,238 | -$8,550,093 | $37.42 | 293 |
| 2025 Q4 | 108,707,812 | $3,867,060,854 | +$121,875,538 | $35.57 | 414 |
| 2025 Q3 | 104,206,352 | $3,578,140,096 | -$128,247,583 | $34.33 | 397 |
| 2025 Q2 | 108,022,758 | $3,784,684,723 | +$156,571,577 | $35.03 | 416 |
| 2025 Q1 | 103,505,038 | $3,776,909,797 | +$32,619,008 | $36.49 | 397 |
| 2024 Q4 | 102,532,915 | $3,841,202,202 | +$80,285,254 | $37.46 | 398 |
| 2024 Q3 | 99,767,960 | $3,761,022,720 | +$98,719,641 | $37.71 | 399 |
| 2024 Q2 | 97,041,971 | $3,175,511,576 | -$50,330,534 | $32.71 | 370 |
| 2024 Q1 | 98,539,101 | $3,533,760,483 | -$6,118,755 | $35.87 | 361 |
| 2023 Q4 | 98,680,704 | $3,599,998,494 | -$1,717,754 | $36.48 | 378 |
| 2023 Q3 | 98,526,476 | $3,305,553,520 | -$14,153,021 | $33.54 | 355 |
| 2023 Q2 | 98,865,888 | $3,368,740,795 | +$530,031,578 | $34.08 | 361 |
| 2023 Q1 | 83,483,259 | $2,723,012,928 | -$9,893,731 | $32.62 | 346 |
| 2022 Q4 | 83,893,573 | $2,671,738,173 | +$49,869,697 | $31.84 | 343 |
| 2022 Q3 | 82,990,005 | $2,329,381,555 | +$15,738,093 | $28.05 | 329 |
| 2022 Q2 | 82,003,697 | $2,740,397,899 | +$443,196,016 | $33.41 | 338 |
| 2022 Q1 | 68,907,808 | $2,368,048,820 | +$1,592,227,008 | $34.39 | 300 |
| 2021 Q4 | 22,262,771 | $735,239,365 | +$49,445,016 | $33.04 | 94 |
| 2021 Q3 | 20,852,596 | $640,400,345 | +$640,400,345 | $30.71 | 79 |