Phillips Edison & Company, Inc. - Common Stock (PECO)
CUSIP: 71844V201
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,160,680
- Total 13F shares
- 238,327
- Share change
- -14,306
- Total reported value
- $8,924,247
- Price per share
- $37.42
- Number of holders
- 21
- Value change
- -$519,055
- Number of buys
- 13
- Number of sells
- 8
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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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
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, Inc. |
13F
|
Company |
17%
|
21,933,999
|
$780,192,330 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
16%
|
20,215,956
|
$719,081,556 | — | 31 Dec 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
11%
|
13,612,487
|
$484,196,163 | $0 | 30 Jan 2026 | |
| Jeffrey Edison |
3/4/5
|
Chairman and CEO, Director |
—
mixed-class rows
|
9,084,479
mixed-class rows
|
$306,632,835 | — | 01 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
5.7%
|
7,211,391
|
$257,275,314 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
|
Company |
5%
from 13D/G
|
6,308,034
|
$224,376,770 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
3.3%
|
4,172,402
|
$148,412,349 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.7%
|
3,442,222
|
$122,456,241 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.8%
|
2,322,844
|
$82,623,561 | — | 31 Dec 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
1.7%
|
2,181,911
|
$77,610,574 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.6%
|
1,991,837
|
$70,849,642 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.4%
|
1,824,940
|
$64,914,416 | — | 31 Dec 2025 | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
|
Company |
1.4%
|
1,788,426
|
$63,614,313 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
1.2%
|
1,530,772
|
$54,449,560 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,525,134
|
$54,249,016 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.91%
|
1,145,114
|
$40,731,759 | — | 31 Dec 2025 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
0.88%
|
1,116,494
|
$39,714,000 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.83%
|
1,050,182
|
$37,354,973 | — | 31 Dec 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.8%
|
1,011,500
|
$35,979,055 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.8%
|
1,008,126
|
$35,859,042 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.77%
|
965,497
|
$34,342,738 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.7%
|
878,521
|
$31,248,996 | — | 31 Dec 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.62%
|
781,518
|
$27,798,595 | — | 31 Dec 2025 | |
| Devin Ignatius Murphy |
3/4/5
|
Director |
—
class O/S missing
|
785,478
|
$27,718,216 | — | 01 Mar 2026 | |
| Cetera Investment Advisers |
13F
|
Company |
0.6%
|
752,530
|
$26,767,491 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.59%
|
742,601
|
$26,415,427 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.59%
|
740,174
|
$26,328,005 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.51%
|
649,222
|
$23,092,281 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.5%
|
628,399
|
$22,352,167 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
599,974
|
$21,341,075 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.45%
|
570,836
|
$20,304,637 | — | 31 Dec 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.43%
|
545,401
|
$19,399,914 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.41%
|
514,576
|
$18,303,468 | — | 31 Dec 2025 | |
| Verition Fund Management LLC |
13F
|
Company |
0.41%
|
513,076
|
$18,250,113 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.39%
|
489,959
|
$17,427,842 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.36%
|
455,798
|
$16,212,736 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.33%
|
421,522
|
$14,993,538 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.32%
|
399,077
|
$14,195,169 | — | 31 Dec 2025 | |
| Jain Global LLC |
13F
|
Company |
0.31%
|
394,947
|
$14,048,265 | — | 31 Dec 2025 | |
| Sophron Capital Management L.P. |
13F
|
Company |
0.29%
|
371,486
|
$13,213,757 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.29%
|
359,707
|
$12,794,778 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.28%
|
359,410
|
$12,784,214 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.28%
|
356,456
|
$12,679,151 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.28%
|
351,126
|
$12,489,525 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.28%
|
349,583
|
$12,434,667 | — | 31 Dec 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.27%
|
334,455
|
$11,897,000 | — | 31 Dec 2025 | |
| Robert F. Myers |
3/4/5
|
President |
—
mixed-class rows
|
322,618
mixed-class rows
|
$10,301,645 | — | 01 Mar 2026 | |
| Hudson Bay Capital Management LP |
13F
|
Company |
0.22%
|
281,072
|
$9,997,731 | — | 31 Dec 2025 | |
| B&I Capital AG |
13F
|
Company |
0.22%
|
277,931
|
$9,886,006 | — | 31 Dec 2025 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.22%
|
272,186
|
$9,798,696 | — | 31 Dec 2025 |
Institutional Holders of Phillips Edison & Company, Inc. - Common Stock (PECO) as of Q1 2026
As of 31 Mar 2026,
Phillips Edison & Company, Inc. - Common Stock (PECO) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
238,327 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Accel Wealth Management, Cooper Financial Group, Avior Wealth Management, LLC, Lakeridge Wealth Management LLC, Pensionfund PDN, TCP Asset Management, LLC, Stonebridge Financial Group, LLC, First Heartland Consultants, Inc., and Pensionfund Sabic.
This page lists
21
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
412
Q1 2026 holders
21
Holder diff
-391
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.