Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q1 2023 13F Holders as of 31 Mar 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,160,680
- Total 13F shares
- 83,483,259
- Share change
- -312,495
- Total reported value
- $2,723,012,928
- Put/Call ratio
- 6.8%
- Price per share
- $32.62
- Number of holders
- 346
- Value change
- -$9,893,731
- Number of buys
- 138
- Number of sells
- 156
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 |
14%
|
17,097,620
|
$544,388,220 | — | 31 Dec 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.8%
|
11,138,855
|
$354,661,143 | — | 31 Dec 2022 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
7.3%
|
9,238,506
|
$294,154,032 | — | 31 Dec 2022 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4.7%
|
5,907,063
|
$188,080,885 | — | 31 Dec 2022 | |
| FMR LLC |
13F
|
Company |
4.5%
|
5,698,872
|
$181,452,073 | — | 31 Dec 2022 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
4,643,739
|
$148,280,608 | — | 31 Dec 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
2,425,308
|
$77,221,000 | — | 31 Dec 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
1,421,972
|
$45,275,588 | — | 31 Dec 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
1,349,863
|
$42,979,639 | — | 31 Dec 2022 | |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.81%
|
1,019,292
|
$32,454,257 | — | 31 Dec 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.78%
|
979,810
|
$31,196,923 | — | 31 Dec 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.72%
|
911,487
|
$29,022,000 | — | 31 Dec 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.59%
|
743,609
|
$23,677,000 | — | 31 Dec 2022 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.57%
|
721,599
|
$22,976,000 | — | 31 Dec 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.57%
|
717,997
|
$22,861,033 | — | 31 Dec 2022 | |
| Cetera Advisors LLC |
13F
|
Company |
0.57%
|
717,374
|
$22,841,195 | — | 31 Dec 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.56%
|
706,052
|
$22,481,356 | — | 31 Dec 2022 | |
| Legal & General Group Plc |
13F
|
Company |
0.56%
|
705,282
|
$22,456,181 | — | 31 Dec 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.5%
|
628,294
|
$20,004,000 | — | 31 Dec 2022 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.48%
|
611,865
|
$19,481,780 | — | 31 Dec 2022 | |
| Holocene Advisors, LP |
13F
|
Company |
0.47%
|
588,925
|
$18,751,372 | — | 31 Dec 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.45%
|
572,896
|
$18,241,001 | — | 31 Dec 2022 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.45%
|
564,028
|
$17,958,652 | — | 31 Dec 2022 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.4%
|
504,187
|
$16,053,318 | — | 31 Dec 2022 | |
| Cetera Investment Advisers |
13F
|
Company |
0.39%
|
497,036
|
$15,825,639 | — | 31 Dec 2022 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.28%
|
355,629
|
$11,323,925 | — | 31 Dec 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.26%
|
330,358
|
$10,518,599 | — | 31 Dec 2022 | |
| LPL Financial LLC |
13F
|
Company |
0.26%
|
327,370
|
$10,423,453 | — | 31 Dec 2022 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
0.26%
|
326,319
|
$10,390,000 | — | 31 Dec 2022 | |
| AE Wealth Management LLC |
13F
|
Company |
0.26%
|
324,777
|
$10,341,710 | — | 31 Dec 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.22%
|
282,288
|
$8,988,000 | — | 31 Dec 2022 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
281,800
|
$8,972,512 | — | 31 Dec 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.22%
|
280,310
|
$8,925,071 | — | 31 Dec 2022 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
0.22%
|
273,580
|
$8,710,801 | — | 31 Dec 2022 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.21%
|
264,000
|
$8,406,000 | — | 31 Dec 2022 | |
| COLONY GROUP LLC |
13F
|
Company |
0.2%
|
252,568
|
$8,042,000 | — | 31 Dec 2022 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
0.2%
|
247,722
|
$7,887,482 | — | 31 Dec 2022 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.19%
|
244,769
|
$7,793,430 | — | 31 Dec 2022 | |
| Mariner, LLC |
13F
|
Company |
0.19%
|
242,314
|
$7,715,000 | — | 31 Dec 2022 | |
| B&I Capital AG |
13F
|
Company |
0.19%
|
239,265
|
$7,618,198 | — | 31 Dec 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.17%
|
218,683
|
$6,962,866 | — | 31 Dec 2022 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.15%
|
183,589
|
$5,880,356 | — | 31 Dec 2022 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.14%
|
177,165
|
$5,641,000 | — | 31 Dec 2022 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.14%
|
176,885
|
$5,594,324 | — | 31 Dec 2022 | |
| FirstPurpose Wealth LLC |
13F
|
Company |
0.12%
|
151,487
|
$4,823,346 | — | 31 Dec 2022 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.12%
|
148,316
|
$4,722,381 | — | 31 Dec 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.12%
|
146,369
|
$4,660,395 | — | 31 Dec 2022 | |
| STRS OHIO |
13F
|
Company |
0.11%
|
143,290
|
$4,562,000 | — | 31 Dec 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.11%
|
142,387
|
$4,533,602 | — | 31 Dec 2022 | |
| NORGES BANK |
13F
|
Company |
0.11%
|
142,004
|
$4,521,407 | — | 31 Dec 2022 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q1 2023
As of 31 Mar 2023,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
346 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
83,483,259 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., WELLINGTON MANAGEMENT GROUP LLP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, STATE STREET CORP, FMR LLC, GEODE CAPITAL MANAGEMENT, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, NORTHERN TRUST CORP, and MILLENNIUM MANAGEMENT LLC.
This page lists
346
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
343
Q1 2023 holders
346
Holder diff
3
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 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.