Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q3 2024 13F Holders as of 30 Sep 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,160,680
- Total 13F shares
- 99,767,960
- Share change
- +2,510,845
- Total reported value
- $3,761,022,720
- Put/Call ratio
- 1.4%
- Price per share
- $37.71
- Number of holders
- 399
- Value change
- +$98,719,641
- Number of buys
- 164
- Number of sells
- 170
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%
|
21,414,233
|
$700,459,562 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
15%
|
19,229,875
|
$629,009,210 | — | 30 Jun 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
6.1%
|
7,675,051
|
$251,050,919 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
5.6%
|
7,050,255
|
$231,289,688 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
3,171,631
|
$103,762,373 | — | 30 Jun 2024 | |
| FMR LLC |
13F
|
Company |
2.2%
|
2,824,494
|
$92,389,183 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
1,991,812
|
$65,152,171 | — | 30 Jun 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
1.3%
|
1,593,332
|
$52,118,190 | — | 30 Jun 2024 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.2%
|
1,558,521
|
$50,979,222 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
1,480,544
|
$48,428,594 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
1,333,821
|
$43,629,285 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.99%
|
1,250,731
|
$40,910,842 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.91%
|
1,147,582
|
$37,537,440 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.88%
|
1,106,277
|
$36,186,316 | — | 30 Jun 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.83%
|
1,051,819
|
$34,404,999 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.82%
|
1,031,590
|
$33,743,326 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.79%
|
995,734
|
$32,570,460 | — | 30 Jun 2024 | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.78%
|
981,970
|
$32,120,239 | — | 30 Jun 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.71%
|
901,201
|
$29,478,302 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.7%
|
883,867
|
$28,927,338 | — | 30 Jun 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.6%
|
760,321
|
$24,869,827 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.5%
|
626,036
|
$20,477,643 | — | 30 Jun 2024 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.48%
|
609,499
|
$19,937,000 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
604,480
|
$19,772,542 | — | 30 Jun 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.35%
|
442,061
|
$14,460,000 | — | 30 Jun 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.32%
|
403,631
|
$13,202,770 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.32%
|
402,078
|
$13,151,949 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.31%
|
389,473
|
$12,739,662 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.31%
|
387,351
|
$12,670,251 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.26%
|
331,052
|
$10,828,710 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.26%
|
329,714
|
$10,784,934 | — | 30 Jun 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.25%
|
321,346
|
$10,511,228 | — | 30 Jun 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.25%
|
310,155
|
$10,145,170 | — | 30 Jun 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.23%
|
286,494
|
$9,371,212 | — | 30 Jun 2024 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.22%
|
280,878
|
$9,187,519 | — | 30 Jun 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.21%
|
270,348
|
$8,843,083 | — | 30 Jun 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.21%
|
269,338
|
$8,810,046 | — | 30 Jun 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.2%
|
256,714
|
$8,397,115 | — | 30 Jun 2024 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
240,500
|
$7,866,755 | — | 30 Jun 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.19%
|
239,905
|
$7,847,000 | — | 30 Jun 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.19%
|
233,583
|
$7,640,745 | — | 30 Jun 2024 | |
| B&I Capital AG |
13F
|
Company |
0.18%
|
222,795
|
$7,287,624 | — | 30 Jun 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.16%
|
203,924
|
$6,670,356 | — | 30 Jun 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
187,303
|
$6,126,681 | — | 30 Jun 2024 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
13F
|
Company |
0.14%
|
174,473
|
$5,707,012 | — | 30 Jun 2024 | |
| Prime Capital Investment Advisors, LLC |
13F
|
Company |
0.14%
|
172,903
|
$5,655,657 | — | 30 Jun 2024 | |
| Mariner, LLC |
13F
|
Company |
0.14%
|
170,561
|
$5,579,034 | — | 30 Jun 2024 | |
| McAdam, LLC |
13F
|
Company |
0.13%
|
166,069
|
$5,432,117 | — | 30 Jun 2024 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.13%
|
158,353
|
$5,180,000 | — | 30 Jun 2024 | |
| NOMURA ASSET MANAGEMENT CO LTD |
13F
|
Company |
0.12%
|
152,710
|
$4,995,144 | — | 30 Jun 2024 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q3 2024
As of 30 Sep 2024,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
399 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
99,767,960 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, FMR LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MACQUARIE GROUP LTD, NORGES BANK, and DUFF & PHELPS INVESTMENT MANAGEMENT CO.
This page lists
400
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
370
Q3 2024 holders
399
Holder diff
29
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.