Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,160,680
- Total 13F shares
- 98,865,888
- Share change
- +15,440,272
- Total reported value
- $3,368,740,795
- Put/Call ratio
- 7.1%
- Price per share
- $34.08
- Number of holders
- 361
- Value change
- +$530,031,578
- Number of buys
- 152
- Number of sells
- 155
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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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%
|
17,453,610
|
$569,336,758 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.7%
|
10,968,111
|
$357,779,784 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
7.2%
|
9,049,894
|
$295,207,543 | — | 31 Mar 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4.7%
|
5,926,306
|
$193,316,101 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
3.8%
|
4,795,535
|
$156,855,389 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
3.6%
|
4,517,835
|
$147,371,790 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
2,525,064
|
$82,367,610 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,501,091
|
$48,965,588 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
1,334,251
|
$43,523,267 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.75%
|
946,021
|
$30,859,000 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.68%
|
855,598
|
$27,910,000 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.65%
|
826,183
|
$26,950,090 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
0.61%
|
771,781
|
$25,175,496 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.61%
|
766,681
|
$25,009,148 | — | 31 Mar 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.6%
|
761,758
|
$24,847,455 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.59%
|
739,169
|
$24,112,396 | — | 31 Mar 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.53%
|
673,626
|
$21,974,000 | — | 31 Mar 2023 | |
| Cetera Advisors LLC |
13F
|
Company |
0.51%
|
643,745
|
$20,998,973 | — | 31 Mar 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.51%
|
637,516
|
$20,681,505 | — | 31 Mar 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.49%
|
623,502
|
$20,338,636 | — | 31 Mar 2023 | |
| Holocene Advisors, LP |
13F
|
Company |
0.45%
|
569,287
|
$18,570,142 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.44%
|
556,053
|
$18,138,437 | — | 31 Mar 2023 | |
| AEW CAPITAL MANAGEMENT L P |
13F
|
Company |
0.41%
|
514,580
|
$16,785,600 | — | 31 Mar 2023 | |
| Cetera Investment Advisers |
13F
|
Company |
0.38%
|
474,277
|
$15,470,905 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.37%
|
466,262
|
$15,209,466 | — | 31 Mar 2023 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.32%
|
400,812
|
$13,074,483 | — | 31 Mar 2023 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.28%
|
358,197
|
$11,684,386 | — | 31 Mar 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
0.26%
|
323,317
|
$10,549,661 | — | 31 Mar 2023 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
0.25%
|
319,155
|
$10,411,000 | — | 31 Mar 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.25%
|
318,503
|
$10,233,501 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.24%
|
303,223
|
$9,891,134 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.22%
|
281,700
|
$9,189,000 | — | 31 Mar 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.22%
|
272,056
|
$8,874,000 | — | 31 Mar 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.21%
|
266,966
|
$8,708,422 | — | 31 Mar 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.21%
|
262,369
|
$8,558,476 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
252,700
|
$8,243,074 | — | 31 Mar 2023 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.2%
|
251,087
|
$8,190,458 | — | 31 Mar 2023 | |
| McAdam, LLC |
13F
|
Company |
0.19%
|
244,903
|
$7,988,736 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.19%
|
241,949
|
$7,892,376 | — | 31 Mar 2023 | |
| Mariner, LLC |
13F
|
Company |
0.19%
|
239,228
|
$7,804,000 | — | 31 Mar 2023 | |
| B&I Capital AG |
13F
|
Company |
0.18%
|
228,865
|
$7,465,576 | — | 31 Mar 2023 | |
| COLONY GROUP LLC |
13F
|
Company |
0.18%
|
226,156
|
$7,377,000 | — | 31 Mar 2023 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
0.15%
|
186,377
|
$6,079,598 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.14%
|
180,302
|
$5,881,451 | — | 31 Mar 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.14%
|
178,014
|
$5,839,929 | — | 31 Mar 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.14%
|
178,671
|
$5,828,000 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.14%
|
173,343
|
$5,654,449 | — | 31 Mar 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.14%
|
173,282
|
$5,652,458 | — | 31 Mar 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.14%
|
171,653
|
$5,599,321 | — | 31 Mar 2023 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.13%
|
161,434
|
$5,168,148 | — | 31 Mar 2023 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q2 2023
As of 30 Jun 2023,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
361 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
98,865,888 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, FMR LLC, GEODE CAPITAL MANAGEMENT, LLC, MACQUARIE GROUP LTD, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and NORTHERN TRUST CORP.
This page lists
361
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
346
Q2 2023 holders
361
Holder diff
15
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 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.