| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 4.8% | -13% | $205,390,176 | -$36,490,112 | 5,982,819 | -15% | Wellington Management Group LLP | 30 Sep 2025 |
As of 30 Sep 2025, 397 institutional investors reported holding 104,206,375 shares of Phillips Edison & Company, Inc. - Common Stock (PECO). This represents 84% of the company’s total 124,642,063 outstanding shares.
The largest institutional shareholders of Phillips Edison & Company, Inc. - Common Stock (PECO) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 21,500,517 | +0.5% | 0.01% | $738,112,758 |
| VANGUARD GROUP INC | 16% | 20,345,174 | -0.34% | 0.01% | $698,449,823 |
| STATE STREET CORP | 5.8% | 7,290,973 | -0.79% | 0.01% | $251,080,260 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.8% | 5,982,819 | -20% | 0.04% | $205,390,176 |
| FMR LLC | 3.3% | 4,107,064 | +4.3% | 0.01% | $140,995,495 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 3,440,468 | +1.3% | 0.01% | $118,121,759 |
| Engineers Gate Manager LP | 2% | 2,496,040 | +167% | 0.98% | $85,689,054 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8% | 2,236,095 | +1.2% | 0.01% | $76,765,141 |
| NORTHERN TRUST CORP | 1.7% | 2,159,265 | +0.05% | 0.01% | $74,127,567 |
| Balyasny Asset Management L.P. | 1.5% | 1,869,618 | +192% | 0.13% | $64,183,986 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 1,759,226 | +2.5% | 0.01% | $60,393,753 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.4% | 1,697,608 | +11% | 0.66% | $58,278,883 |
| MACQUARIE GROUP LTD | 1.1% | 1,314,174 | -8% | 0.05% | $45,115,326 |
| MORGAN STANLEY | 0.89% | 1,103,214 | -9.8% | 0% | $37,873,411 |
| JPMORGAN CHASE & CO | 0.88% | 1,100,942 | +9.9% | 0% | $37,795,339 |
| GOLDMAN SACHS GROUP INC | 0.83% | 1,038,938 | +66% | 0.01% | $35,666,753 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.77% | 960,000 | +5.5% | 0.05% | $32,956,800 |
| Bank of New York Mellon Corp | 0.75% | 934,169 | -5.8% | 0.01% | $32,070,013 |
| Qube Research & Technologies Ltd | 0.68% | 849,693 | +57% | 0.04% | $29,169,961 |
| Cetera Investment Advisers | 0.63% | 787,077 | +13% | 0.03% | $27,020,354 |
| Legal & General Group Plc | 0.63% | 782,974 | -9.3% | 0.01% | $26,879,498 |
| Nuveen, LLC | 0.56% | 694,799 | -17% | 0.01% | $23,852,450 |
| JANUS HENDERSON GROUP PLC | 0.51% | 636,847 | +5.5% | 0.01% | $21,863,230 |
| PRINCIPAL FINANCIAL GROUP INC | 0.49% | 606,665 | -2.5% | 0.01% | $20,826,809 |
| Sophron Capital Management L.P. | 0.46% | 573,661 | +47% | 6.1% | $19,693,782 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,201,098 | $42,646,434 | +$7,855,783 | $35.57 | 48 |
| 2025 Q3 | 104,206,375 | $3,578,140,887 | -$130,262,284 | $34.33 | 397 |
| 2025 Q2 | 108,022,758 | $3,784,684,723 | +$156,571,584 | $35.03 | 416 |
| 2025 Q1 | 103,498,484 | $3,776,670,475 | +$32,619,015 | $36.49 | 395 |
| 2024 Q4 | 102,487,519 | $3,839,529,429 | +$135,374,200 | $37.46 | 396 |
| 2024 Q3 | 98,252,781 | $3,703,885,792 | +$49,711,183 | $37.71 | 398 |
| 2024 Q2 | 96,964,294 | $3,172,978,957 | -$2,454,475 | $32.71 | 366 |
| 2024 Q1 | 96,988,825 | $3,477,896,888 | -$61,194,875 | $35.87 | 359 |
| 2023 Q4 | 70,739 | $2,580,567 | -$1,040,566 | $36.48 | 5 |
| 2023 Q3 | 97,441,443 | $3,269,161,079 | -$12,158,813 | $33.54 | 350 |
| 2023 Q2 | 97,889,229 | $3,335,455,847 | +$500,887,556 | $34.08 | 355 |
| 2023 Q1 | 83,399,625 | $2,720,283,959 | -$18,011,848 | $32.62 | 342 |
| 2022 Q4 | 83,826,102 | $2,669,589,412 | +$54,349,451 | $31.84 | 337 |
| 2022 Q3 | 81,822,056 | $2,296,618,909 | +$21,600,760 | $28.05 | 324 |
| 2022 Q2 | 81,947,674 | $2,738,526,762 | +$423,911,923 | $33.41 | 335 |
| 2022 Q1 | 68,858,965 | $2,366,369,997 | +$1,581,796,478 | $34.39 | 298 |
| 2021 Q4 | 22,248,261 | $734,759,421 | +$48,965,065 | $33.04 | 93 |
| 2021 Q3 | 20,852,596 | $640,400,345 | +$640,400,272 | $30.71 | 79 |