| 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 | |||
| 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, 406 institutional investors reported holding 108,431,020 shares of Phillips Edison & Company, Inc. - Common Stock (PECO). This represents 86% of the company’s total 126,160,680 outstanding shares.
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. | 0.88% | 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 | 0.51% | 649,222 | +1.9% | 0.01% | $23,092,281 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 108,431,020 | $3,857,215,778 | +$119,270,289 | $35.57 | 406 |
| 2025 Q3 | 104,206,375 | $3,578,140,886 | -$128,246,794 | $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 |