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

Q1 2026

Institutions Reporting

439

Shares (Excl. Options)

108,343,643

Price

$37.42

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-821,939
Value change
-$24,869,965
Number of holders
439
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
127,124,268
SEC-reported price per share
$39.36
Insider filing price
$39.36
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • PECO - Phillips Edison & Company, Inc. - Common Stock is tracked under CUSIP 71844V201.
  • 439 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 417 to 439 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $3,870,241,935 to $4,054,740,781.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 439 institutions filings for Q1 2026.

Open SEC evidence

Security key

71844V201

Latest holder period

Q1 2026

13F holders

439

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
PECO
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 4.1% -18% $197,486,280 -$41,525,129 5,212,095 -17% Wellington Management Group LLP 31 Mar 2026

As of 31 Mar 2026, 439 institutional investors reported holding 108,343,643 shares of Phillips Edison & Company, Inc. - Common Stock (PECO). This represents 85% of the company’s total 127,124,268 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
68%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 17% 22,051,012 +0.53% 0.01% $825,148,864
VANGUARD PORTFOLIO MANAGEMENT LLC 11% 13,887,360 0% 0.03% $519,665,011
STATE STREET CORP 5.6% 7,129,625 -1.1% 0.01% $267,559,398
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 5,695,294 0% 0.01% $213,117,901
WELLINGTON MANAGEMENT GROUP LLP 4.1% 5,212,095 -17% 0.04% $195,036,596
FMR LLC 3.3% 4,132,592 -0.95% 0.01% $154,641,579
GEODE CAPITAL MANAGEMENT, LLC 2.8% 3,545,092 +3% 0.01% $132,678,431
CANADA PENSION PLAN INVESTMENT BOARD 2.6% 3,296,673 +226% 0.08% $123,361,504
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.9% 2,363,479 +1.7% 0.01% $88,441,384
DIMENSIONAL FUND ADVISORS LP 1.5% 1,899,214 +4.1% 0.01% $71,068,460
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.4% 1,801,516 +0.73% 0.7% $67,412,729
JPMORGAN CHASE & CO 1.4% 1,791,648 +71% 0% $66,989,718
Engineers Gate Manager LP 1.4% 1,754,637 -20% 0.82% $65,658,517
GOLDMAN SACHS GROUP INC 1.3% 1,703,172 +130% 0.01% $63,732,708
NORTHERN TRUST CORP 1.2% 1,490,487 -2.3% 0.01% $55,774,023
Nuveen, LLC 0.78% 992,853 -1.5% 0.01% $37,152,559
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.77% 979,325 -12% 0.06% $36,646,000
AMERICAN CENTURY COMPANIES INC 0.76% 959,858 +367% 0.02% $35,917,886
AMERIPRISE FINANCIAL INC 0.75% 947,321 +28% 0.01% $35,450,015
MORGAN STANLEY 0.74% 946,127 -17% 0% $35,404,154
Bank of New York Mellon Corp 0.74% 942,612 -2.4% 0.01% $35,272,546
Hudson Bay Capital Management LP 0.72% 910,029 +224% 0.2% $34,053,285
VANGUARD FIDUCIARY TRUST CO 0.65% 825,627 0% 0.01% $30,894,962
Legal & General Group Plc 0.64% 811,708 -7.6% 0.01% $30,374,113
Balyasny Asset Management L.P. 0.55% 704,622 -54% 0.05% $26,366,955

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
19
Latest
Q1 2026
Rows shown
1-19 of 19
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 108,343,643 $4,054,740,781 -$24,869,965 $37.42 439
2025 Q4 108,797,217 $3,870,241,935 +$121,567,343 $35.57 417
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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