Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 125,972,972
- Total 13F shares
- 98,680,704
- Share change
- -149,208
- Total reported value
- $3,599,998,494
- Put/Call ratio
- 43%
- Price per share
- $36.48
- Number of holders
- 378
- Value change
- -$1,717,754
- Number of buys
- 150
- Number of sells
- 154
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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
17%
|
20,879,409
|
$700,295,378 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
15%
|
18,492,753
|
$620,246,935 | — | 30 Sep 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
6.5%
|
8,169,084
|
$273,991,078 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
5.2%
|
6,596,750
|
$221,880,808 | — | 30 Sep 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4.1%
|
5,207,617
|
$174,663,474 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
3.9%
|
4,874,206
|
$163,480,870 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
2,736,638
|
$91,797,075 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.4%
|
1,727,398
|
$57,936,929 | — | 30 Sep 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
1.3%
|
1,610,636
|
$54,020,347 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
1,376,392
|
$46,164,188 | — | 30 Sep 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.84%
|
1,058,615
|
$35,505,945 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.83%
|
1,047,252
|
$35,124,829 | — | 30 Sep 2023 | |
| NORGES BANK |
13F
|
Company |
0.71%
|
893,439
|
$29,965,944 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.66%
|
835,963
|
$28,038,250 | — | 30 Sep 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.6%
|
761,168
|
$25,528,211 | — | 30 Sep 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.56%
|
705,715
|
$23,669,681 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.54%
|
686,474
|
$23,024,537 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.54%
|
678,680
|
$22,762,909 | — | 30 Sep 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.52%
|
652,745
|
$21,893,068 | — | 30 Sep 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.5%
|
631,625
|
$21,184,702 | — | 30 Sep 2023 | |
| Holocene Advisors, LP |
13F
|
Company |
0.49%
|
618,320
|
$20,738,453 | — | 30 Sep 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.48%
|
600,200
|
$20,131,000 | — | 30 Sep 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.46%
|
573,561
|
$19,237,236 | — | 30 Sep 2023 | |
| Cetera Advisors LLC |
13F
|
Company |
0.4%
|
509,697
|
$17,095,244 | — | 30 Sep 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.38%
|
483,743
|
$16,225,000 | — | 30 Sep 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.38%
|
480,527
|
$16,116,876 | — | 30 Sep 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.36%
|
447,801
|
$15,019,364 | — | 30 Sep 2023 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.33%
|
409,425
|
$13,732,109 | — | 30 Sep 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.32%
|
397,515
|
$13,332,628 | — | 30 Sep 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.31%
|
396,744
|
$13,306,793 | — | 30 Sep 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.31%
|
392,637
|
$13,169,045 | — | 30 Sep 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.3%
|
373,592
|
$12,530,277 | — | 30 Sep 2023 | |
| Cetera Investment Advisers |
13F
|
Company |
0.29%
|
371,269
|
$12,452,358 | — | 30 Sep 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.28%
|
348,035
|
$11,673,088 | — | 30 Sep 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
0.26%
|
333,243
|
$11,177,626 | — | 30 Sep 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.23%
|
291,291
|
$9,880,591 | — | 30 Sep 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.22%
|
280,269
|
$9,400,222 | — | 30 Sep 2023 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.22%
|
272,762
|
$9,148,437 | — | 30 Sep 2023 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
257,900
|
$8,649,966 | — | 30 Sep 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.2%
|
253,772
|
$8,511,513 | — | 30 Sep 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.19%
|
241,157
|
$8,088,000 | — | 30 Sep 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.17%
|
218,846
|
$7,340,095 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
216,514
|
$7,261,879 | — | 30 Sep 2023 | |
| B&I Capital AG |
13F
|
Company |
0.17%
|
215,495
|
$7,227,702 | — | 30 Sep 2023 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
0.16%
|
205,710
|
$6,899,513 | — | 30 Sep 2023 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.16%
|
203,332
|
$6,820,000 | — | 30 Sep 2023 | |
| COLONY GROUP LLC |
13F
|
Company |
0.15%
|
186,135
|
$6,243,000 | — | 30 Sep 2023 | |
| Mariner, LLC |
13F
|
Company |
0.15%
|
183,023
|
$6,138,595 | — | 30 Sep 2023 | |
| McAdam, LLC |
13F
|
Company |
0.14%
|
178,806
|
$5,997,153 | — | 30 Sep 2023 | |
| Greenland Capital Management LP |
13F
|
Company |
0.13%
|
160,000
|
$5,366,400 | — | 30 Sep 2023 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q4 2023
As of 31 Dec 2023,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
378 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
98,680,704 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, FMR LLC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, GEODE CAPITAL MANAGEMENT, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MACQUARIE GROUP LTD, and NORTHERN TRUST CORP.
This page lists
378
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
355
Q4 2023 holders
378
Holder diff
23
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.