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

Latest Period

Q4 2025

Institutions Reporting

412

Shares (Excl. Options)

108,699,844

Price

$35.57

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Type / Class
Equity / Common Stock
Symbol
PECO on Nasdaq
Shares outstanding
126,160,680
Price per share
$37.42
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
108,699,844
Total reported value
$3,866,777,444
% of total 13F portfolios
0%
Share change
+3,394,373
Value change
+$121,875,538
Number of holders
412
Price from insider filings
$37.42
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • PECO - Phillips Edison & Company, Inc. - Common Stock is tracked under CUSIP 71844V201.
  • 412 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 412 to 32 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,866,777,444 to $13,782,871.

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

Latest holder context comes from 412 institutions filings for Q4 2025.

Open SEC Evidence

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.

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
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, 412 institutional investors reported holding 108,699,844 shares of Phillips Edison & Company, Inc. - Common Stock (PECO). This represents 86% of the company’s total 126,160,680 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. 0.88% 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

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 368,144 $13,782,871 +$1,789,170 $37.42 32
2025 Q4 108,699,844 $3,866,777,444 +$121,875,538 $35.57 412
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

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