Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q4 2022 13F Holders as of 31 Dec 2022
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,160,680
- Total 13F shares
- 83,893,573
- Share change
- +1,506,856
- Total reported value
- $2,671,738,173
- Put/Call ratio
- 3.1%
- Price per share
- $31.84
- Number of holders
- 343
- Value change
- +$49,869,697
- Number of buys
- 142
- Number of sells
- 148
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.
- Back to full security ownership history.
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%
|
16,901,198
|
$474,079,000 | — | 30 Sep 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8%
|
10,087,505
|
$282,955,000 | — | 30 Sep 2022 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
7.1%
|
9,010,131
|
$252,734,000 | — | 30 Sep 2022 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4.7%
|
5,888,586
|
$165,175,000 | — | 30 Sep 2022 | |
| FMR LLC |
13F
|
Company |
4.3%
|
5,415,351
|
$151,901,000 | — | 30 Sep 2022 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
4,535,288
|
$127,606,000 | — | 30 Sep 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
2,353,564
|
$66,017,000 | — | 30 Sep 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
1,377,216
|
$38,631,000 | — | 30 Sep 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
1,335,080
|
$37,449,000 | — | 30 Sep 2022 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
1%
|
1,260,163
|
$35,348,000 | — | 30 Sep 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.91%
|
1,152,495
|
$32,327,000 | — | 30 Sep 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.88%
|
1,107,139
|
$31,057,000 | — | 30 Sep 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.72%
|
911,465
|
$25,567,000 | — | 30 Sep 2022 | |
| Cetera Advisors LLC |
13F
|
Company |
0.64%
|
809,444
|
$22,705,000 | — | 30 Sep 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.61%
|
766,414
|
$21,498,000 | — | 30 Sep 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.55%
|
697,400
|
$19,563,000 | — | 30 Sep 2022 | |
| Legal & General Group Plc |
13F
|
Company |
0.53%
|
673,813
|
$18,903,000 | — | 30 Sep 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.49%
|
621,614
|
$17,436,000 | — | 30 Sep 2022 | |
| Holocene Advisors, LP |
13F
|
Company |
0.47%
|
595,957
|
$16,717,000 | — | 30 Sep 2022 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.43%
|
546,852
|
$15,339,000 | — | 30 Sep 2022 | |
| Cetera Investment Advisers |
13F
|
Company |
0.42%
|
532,929
|
$14,949,000 | — | 30 Sep 2022 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.42%
|
528,663
|
$14,828,997 | — | 30 Sep 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
519,717
|
$14,578,000 | — | 30 Sep 2022 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.39%
|
497,523
|
$13,956,000 | — | 30 Sep 2022 | |
| LPL Financial LLC |
13F
|
Company |
0.36%
|
457,171
|
$12,824,000 | — | 30 Sep 2022 | |
| B&I Capital AG |
13F
|
Company |
0.35%
|
444,515
|
$12,469,000 | — | 30 Sep 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.27%
|
346,310
|
$9,714,000 | — | 30 Sep 2022 | |
| ACG Wealth |
13F
|
Company |
0.26%
|
329,486
|
$9,242,000 | — | 30 Sep 2022 | |
| AE Wealth Management LLC |
13F
|
Company |
0.25%
|
314,926
|
$8,834,000 | — | 30 Sep 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.24%
|
304,847
|
$8,551,000 | — | 30 Sep 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.24%
|
296,508
|
$8,317,000 | — | 30 Sep 2022 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.22%
|
272,200
|
$7,635,000 | — | 30 Sep 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.22%
|
272,090
|
$7,633,000 | — | 30 Sep 2022 | |
| McAdam, LLC |
13F
|
Company |
0.22%
|
271,413
|
$7,613,000 | — | 30 Sep 2022 | |
| Swiss National Bank |
13F
|
Company |
0.21%
|
270,100
|
$7,576,000 | — | 30 Sep 2022 | |
| COLONY GROUP LLC |
13F
|
Company |
0.21%
|
269,391
|
$7,556,000 | — | 30 Sep 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.21%
|
258,919
|
$7,263,000 | — | 30 Sep 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.2%
|
257,550
|
$7,224,000 | — | 30 Sep 2022 | |
| Mariner, LLC |
13F
|
Company |
0.2%
|
254,550
|
$7,140,000 | — | 30 Sep 2022 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.19%
|
244,349
|
$6,854,000 | — | 30 Sep 2022 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.17%
|
219,690
|
$6,162,000 | — | 30 Sep 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.15%
|
191,494
|
$5,371,000 | — | 30 Sep 2022 | |
| RMR Wealth Builders |
13F
|
Company |
0.14%
|
177,424
|
$4,994,000 | — | 30 Sep 2022 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.14%
|
176,990
|
$4,965,000 | — | 30 Sep 2022 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.14%
|
175,675
|
$4,928,000 | — | 30 Sep 2022 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.14%
|
172,535
|
$4,839,000 | — | 30 Sep 2022 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.13%
|
167,319
|
$4,693,000 | — | 30 Sep 2022 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.13%
|
165,782
|
$4,650,000 | — | 30 Sep 2022 | |
| FirstPurpose Wealth LLC |
13F
|
Company |
0.12%
|
154,560
|
$4,335,000 | — | 30 Sep 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.12%
|
145,870
|
$4,092,000 | — | 30 Sep 2022 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q4 2022
As of 31 Dec 2022,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
343 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
83,893,573 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 CENTERSQUARE INVESTMENT MANAGEMENT LLC.
This page lists
343
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
329
Q4 2022 holders
343
Holder diff
14
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 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.