Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q1 2024 13F Holders as of 31 Mar 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 125,972,972
- Total 13F shares
- 98,539,101
- Share change
- -137,318
- Total reported value
- $3,533,760,483
- Put/Call ratio
- 1.2%
- Price per share
- $35.87
- Number of holders
- 361
- Value change
- -$6,118,755
- Number of buys
- 147
- Number of sells
- 174
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%
|
21,259,846
|
$775,559,182 | — | 31 Dec 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
15%
|
18,759,585
|
$684,349,661 | — | 31 Dec 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
6.4%
|
8,083,622
|
$294,890,530 | — | 31 Dec 2023 | |
| STATE STREET CORP |
13F
|
Company |
5.3%
|
6,663,043
|
$243,722,930 | — | 31 Dec 2023 | |
| FMR LLC |
13F
|
Company |
3.4%
|
4,262,540
|
$155,497,457 | — | 31 Dec 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.5%
|
3,087,214
|
$112,621,567 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
2,872,881
|
$104,813,643 | — | 31 Dec 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.5%
|
1,872,476
|
$68,307,924 | — | 31 Dec 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
1.3%
|
1,619,659
|
$59,085,101 | — | 31 Dec 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,545,774
|
$56,389,835 | — | 31 Dec 2023 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
1,331,202
|
$48,562,249 | — | 31 Dec 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.88%
|
1,104,375
|
$40,287,602 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.81%
|
1,026,649
|
$37,452,139 | — | 31 Dec 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.73%
|
918,665
|
$33,513,310 | — | 31 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.73%
|
915,773
|
$33,407,427 | — | 31 Dec 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.69%
|
874,355
|
$31,896,506 | — | 31 Dec 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.64%
|
804,084
|
$29,332,984 | — | 31 Dec 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.63%
|
794,234
|
$28,974,783 | — | 31 Dec 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.6%
|
761,091
|
$27,764,873 | — | 31 Dec 2023 | |
| GRS Advisors, LLC |
13F
|
Company |
0.57%
|
713,865
|
$26,041,795 | — | 31 Dec 2023 | |
| Holocene Advisors, LP |
13F
|
Company |
0.51%
|
644,625
|
$23,515,920 | — | 31 Dec 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
622,940
|
$22,724,851 | — | 31 Dec 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.45%
|
569,948
|
$20,791,703 | — | 31 Dec 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.43%
|
538,840
|
$19,657,000 | — | 31 Dec 2023 | |
| Cetera Advisors LLC |
13F
|
Company |
0.39%
|
493,202
|
$17,992,018 | — | 31 Dec 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.38%
|
479,524
|
$17,493,036 | — | 31 Dec 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.33%
|
415,275
|
$15,149,233 | — | 31 Dec 2023 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.32%
|
408,599
|
$14,906,000 | — | 31 Dec 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.31%
|
395,430
|
$14,425,266 | — | 31 Dec 2023 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.31%
|
389,781
|
$14,219,212 | — | 31 Dec 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.3%
|
373,368
|
$13,620,464 | — | 31 Dec 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.29%
|
361,488
|
$13,187,082 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.28%
|
353,697
|
$12,902,872 | — | 31 Dec 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.28%
|
347,054
|
$12,658,898 | — | 31 Dec 2023 | |
| Cetera Investment Advisers |
13F
|
Company |
0.27%
|
343,186
|
$12,519,443 | — | 31 Dec 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
0.25%
|
312,362
|
$11,079,003 | — | 31 Dec 2023 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.23%
|
294,243
|
$10,904,646 | — | 31 Dec 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.22%
|
278,980
|
$10,177,191 | — | 31 Dec 2023 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.2%
|
248,185
|
$9,053,789 | — | 31 Dec 2023 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.19%
|
240,051
|
$8,757,060 | — | 31 Dec 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.19%
|
234,157
|
$8,542,000 | — | 31 Dec 2023 | |
| Swiss National Bank |
13F
|
Company |
0.18%
|
231,400
|
$8,441,472 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.18%
|
230,460
|
$8,407,176 | — | 31 Dec 2023 | |
| B&I Capital AG |
13F
|
Company |
0.18%
|
222,795
|
$8,127,562 | — | 31 Dec 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.17%
|
211,172
|
$7,703,554 | — | 31 Dec 2023 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
0.16%
|
197,593
|
$7,208,193 | — | 31 Dec 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.15%
|
193,915
|
$7,074,019 | — | 31 Dec 2023 | |
| Mariner, LLC |
13F
|
Company |
0.15%
|
184,285
|
$6,722,707 | — | 31 Dec 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.14%
|
179,642
|
$6,553,340 | — | 31 Dec 2023 | |
| Focus Partners Wealth |
13F
|
Company |
0.14%
|
177,114
|
$6,461,000 | — | 31 Dec 2023 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q1 2024
As of 31 Mar 2024,
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
98,539,101 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
361
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
378
Q1 2024 holders
361
Holder diff
-17
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.