Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q3 2022 13F Holders as of 30 Sep 2022
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,160,680
- Total 13F shares
- 82,990,005
- Share change
- +819,998
- Total reported value
- $2,329,381,555
- Put/Call ratio
- 296%
- Price per share
- $28.05
- Number of holders
- 329
- Value change
- +$15,738,093
- Number of buys
- 147
- Number of sells
- 161
Quarterly Holders Quick Answers
What is CUSIP 71844V201?
CUSIP 71844V201 identifies PECO - Phillips Edison & Company, Inc. - Common Stock in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 71844V201:
Top shareholders of PECO - Phillips Edison & Company, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
13%
|
16,776,017
|
$560,488,000 | — | 30 Jun 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
7.5%
|
9,445,671
|
$315,581,000 | — | 30 Jun 2022 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
7.1%
|
9,010,199
|
$301,031,000 | — | 30 Jun 2022 | |
| FMR LLC |
13F
|
Company |
4.7%
|
5,874,142
|
$196,255,000 | — | 30 Jun 2022 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4.4%
|
5,592,250
|
$186,837,000 | — | 30 Jun 2022 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
4,480,286
|
$149,905,000 | — | 30 Jun 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
2,302,799
|
$76,936,000 | — | 30 Jun 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.4%
|
1,785,576
|
$59,657,000 | — | 30 Jun 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
1,294,607
|
$43,253,000 | — | 30 Jun 2022 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
1,290,911
|
$43,130,000 | — | 30 Jun 2022 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
1%
|
1,257,310
|
$42,007,000 | — | 30 Jun 2022 | |
| Cetera Advisors LLC |
13F
|
Company |
0.67%
|
851,050
|
$28,434,000 | — | 30 Jun 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.66%
|
829,074
|
$27,699,000 | — | 30 Jun 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.64%
|
810,792
|
$27,089,000 | — | 30 Jun 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.61%
|
764,806
|
$25,702,000 | — | 30 Jun 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.61%
|
767,751
|
$25,651,000 | — | 30 Jun 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.5%
|
632,335
|
$21,126,000 | — | 30 Jun 2022 | |
| Legal & General Group Plc |
13F
|
Company |
0.48%
|
601,343
|
$20,091,000 | — | 30 Jun 2022 | |
| Holocene Advisors, LP |
13F
|
Company |
0.45%
|
562,813
|
$18,804,000 | — | 30 Jun 2022 | |
| Cetera Investment Advisers |
13F
|
Company |
0.44%
|
558,010
|
$18,643,000 | — | 30 Jun 2022 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.43%
|
538,752
|
$18,000,000 | — | 30 Jun 2022 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.42%
|
531,572
|
$17,760,000 | — | 30 Jun 2022 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.37%
|
469,728
|
$15,693,613 | — | 30 Jun 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.36%
|
451,927
|
$15,099,000 | — | 30 Jun 2022 | |
| Vision Capital Corp |
13F
|
Company |
0.35%
|
447,773
|
$14,960,000 | — | 30 Jun 2022 | |
| B&I Capital AG |
13F
|
Company |
0.35%
|
447,115
|
$14,938,000 | — | 30 Jun 2022 | |
| LPL Financial LLC |
13F
|
Company |
0.33%
|
415,682
|
$13,888,000 | — | 30 Jun 2022 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.29%
|
369,600
|
$12,348,000 | — | 30 Jun 2022 | |
| AE Wealth Management LLC |
13F
|
Company |
0.27%
|
335,892
|
$11,222,000 | — | 30 Jun 2022 | |
| ACG Wealth |
13F
|
Company |
0.26%
|
330,395
|
$11,038,000 | — | 30 Jun 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.24%
|
302,535
|
$10,107,000 | — | 30 Jun 2022 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.23%
|
286,849
|
$9,584,000 | — | 30 Jun 2022 | |
| COLONY GROUP LLC |
13F
|
Company |
0.22%
|
279,465
|
$9,337,000 | — | 30 Jun 2022 | |
| Swiss National Bank |
13F
|
Company |
0.21%
|
267,000
|
$8,920,000 | — | 30 Jun 2022 | |
| McAdam, LLC |
13F
|
Company |
0.21%
|
261,067
|
$8,722,000 | — | 30 Jun 2022 | |
| Mariner, LLC |
13F
|
Company |
0.2%
|
254,052
|
$8,488,000 | — | 30 Jun 2022 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.19%
|
236,305
|
$7,895,000 | — | 30 Jun 2022 | |
| RMR Wealth Builders |
13F
|
Company |
0.17%
|
211,851
|
$7,097,000 | — | 30 Jun 2022 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.15%
|
184,576
|
$6,167,000 | — | 30 Jun 2022 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.15%
|
184,139
|
$6,152,000 | — | 30 Jun 2022 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.15%
|
183,528
|
$6,132,000 | — | 30 Jun 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.15%
|
183,369
|
$6,126,000 | — | 30 Jun 2022 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.14%
|
178,598
|
$5,966,000 | — | 30 Jun 2022 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.14%
|
175,905
|
$5,877,000 | — | 30 Jun 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.14%
|
171,967
|
$5,746,000 | — | 30 Jun 2022 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
0.14%
|
171,588
|
$5,733,000 | — | 30 Jun 2022 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
168,043
|
$5,614,000 | — | 30 Jun 2022 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.13%
|
165,887
|
$5,542,000 | — | 30 Jun 2022 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.13%
|
161,328
|
$5,483,000 | — | 30 Jun 2022 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.13%
|
162,566
|
$5,432,000 | — | 30 Jun 2022 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q3 2022
As of 30 Sep 2022,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
329 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
82,990,005 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., WELLINGTON MANAGEMENT GROUP LLP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, FMR LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, NORTHERN TRUST CORP, and FIRST FOUNDATION ADVISORS.
This page lists
329
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2022 vs Q2 2022 Across Filers
Q2 2022 holders
338
Q3 2022 holders
329
Holder diff
-9
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.