Security key
71844V201
Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 98,526,476
- Total 13F value
- $3,305,553,520
- Share change
- -415,298
- Put/Call ratio
- 33%
- SEC-reported price per share
- $33.54
- Number of holders
- 355
- Value change
- -$14,153,021
- Number of buys
- 123
- Number of sells
- 171
- Shares outstanding
- 127,124,268
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
355
Top holders
10
PECO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
Phillips Edison & Company, Inc. SEC filings
Phillips Edison & Company, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 71844V201
Recent filing periods:
Ownership snapshot
Top reported holders of PECO - Phillips Edison & Company, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 17%
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. leads the comparable SEC ownership view at 17%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock Finance, Inc.
17%
VANGUARD GROUP INC
15%
WELLINGTON MANAGEMENT GROUP LLP
7.3%
STATE STREET CORP
5.2%
MASSACHUSETTS FINANCIAL SERVICES ...
4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
17%
|
$725,355,994
21,283,920 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
15%
|
$632,828,828
18,568,921 shares
|
— | 30 Jun 2023 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
7.3%
|
$314,286,818
9,222,031 shares
|
— | 30 Jun 2023 |
| STATE STREET CORP |
13F
Company
|
5.2%
|
$224,885,811
6,585,842 shares
|
— | 30 Jun 2023 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
4%
|
$174,088,615
5,108,234 shares
|
— | 30 Jun 2023 |
| FMR LLC |
13F
Company
|
3.7%
|
$159,751,861
4,687,555 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
355
Shares
98,526,476
Rows available
355
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
361
Q3 2023 holders
355
Holder diff
-6
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend