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Phillips Edison & Company, Inc. (PECO) Institutional Ownership

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$32.55
-0.32 (-0.97%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for Phillips Edison & Company, Inc. (NASDAQ:PECO)

Current
Institutional Ownership
Percentage
80.70%
Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$700.99M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$211.09M
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PECO Institutional Buying and Selling by Quarter

Phillips Edison & Company, Inc. Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Westwood Holdings Group Inc.139,500$5.00M0.0%-10.6%0.114%
5/14/2024Sheaff Brock Investment Advisors LLC7,597$273K0.0%-22.3%0.006%
5/14/2024Cadence Bank11,489$412K0.0%-14.2%0.009%
5/14/2024Axxcess Wealth Management LLC14,228$510K0.0%-6.9%0.012%
5/14/2024 American International Group Inc.65,003$2.33M0.0%+1.1%0.053%
5/13/2024 UniSuper Management Pty Ltd62,216$2.23M0.0%+86.3%0.051%
5/11/2024 Edgestream Partners L.P.255,978$9.18M0.5%+172.4%0.209%
5/10/2024 Osaic Holdings Inc.335,126$12.02M0.0%-3.4%0.274%
5/10/2024 Vanguard Group Inc.19,337,030$693.62M0.0%+3.1%15.798%
5/10/2024 First Foundation Advisors77,312$2.77M0.1%-11.5%0.063%
5/9/2024 Orion Portfolio Solutions LLC48,013$1.72M0.0%+21.9%0.039%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.74,436$2.67M0.0%+3.2%0.061%
5/9/2024 State Board of Administration of Florida Retirement System11,900$388K0.0%-64.7%0.010%
5/9/2024 Koshinski Asset Management Inc.58,621$2.10M0.2%-48.3%0.048%
5/8/2024 Entropy Technologies LP13,182$473K0.1%-7.6%0.011%
5/8/2024 ProShare Advisors LLC24,304$872K0.0%+9.5%0.020%
5/8/2024 Russell Investments Group Ltd.37,603$1.35M0.0%+49.8%0.031%
5/8/2024 O Dell Group LLC66,427$2.38M0.6%-3.0%0.054%
5/7/2024 Sei Investments Co.33,519$1.20M0.0%N/A0.027%
5/7/2024Susquehanna Fundamental Investments LLC6,100$219K0.0%N/A0.005%
5/7/2024Susquehanna Portfolio Strategies LLC90,767$3.26M0.1%-10.3%0.074%
5/7/2024 Swiss National Bank236,100$8.47M0.0%+2.0%0.193%
5/7/2024 Illinois Municipal Retirement Fund67,554$2.42M0.0%+0.6%0.055%
5/7/2024 ClariVest Asset Management LLC78,058$2.80M0.3%+69.6%0.064%
5/7/2024 SG Americas Securities LLC13,234$475K0.0%N/A0.011%
5/6/2024 Quantbot Technologies LP21,804$782K0.0%+120.2%0.018%
5/6/2024 Texas Permanent School Fund Corp106,794$3.83M0.0%+3.4%0.087%
5/4/2024 Geneos Wealth Management Inc.16,220$582K0.0%-80.0%0.013%
5/2/2024 Mutual Advisors LLC59,766$2.14M0.1%-0.9%0.049%
5/2/2024 Mutual of America Capital Management LLC72,388$2.60M0.0%-5.3%0.059%
5/2/2024 FORA Capital LLC11,711$420K0.0%-41.1%0.010%
5/2/2024 Daiwa Securities Group Inc.39,557$1.42M0.0%+9.6%0.032%
5/2/2024 Fidelis Capital Partners LLC3,178$114K0.0%N/A0.003%
5/1/2024 Mirae Asset Global Investments Co. Ltd.54,134$1.94M0.0%-4.8%0.044%
5/1/2024 Diversify Advisory Services LLC8,430$296K0.0%N/A0.007%
4/30/2024 J.W. Cole Advisors Inc.70,871$2.54M0.1%-2.1%0.058%
4/30/2024 Arkadios Wealth Advisors42,010$1.51M0.1%-16.9%0.034%
4/30/2024 Lakeridge Wealth Management LLC23,480$842K0.5%-2.1%0.019%
4/29/2024Commonwealth Equity Services LLC237,642$8.52M0.0%+1.5%0.194%
4/29/2024 Principal Financial Group Inc.633,707$22.73M0.0%+1.7%0.519%
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4/26/2024 Yousif Capital Management LLC55,327$1.99M0.0%-7.0%0.045%
4/25/2024 Cambridge Investment Research Advisors Inc.522,272$18.73M0.1%-3.1%0.427%
4/24/2024 Newbridge Financial Services Group Inc.7,780$279K0.1%+26.4%0.006%
4/24/2024 Spire Wealth Management35,510$1.27M0.1%-6.0%0.029%
4/23/2024 Louisiana State Employees Retirement System60,400$2.17M0.0%+1.0%0.049%
4/23/2024 McAdam LLC170,843$6.13M0.4%-3.4%0.140%
4/23/2024 Revisor Wealth Management LLC19,128$692K0.3%N/A0.016%
4/22/2024 PFG Investments LLC36,819$1.32M0.1%+403.6%0.030%
4/20/2024 Maryland State Retirement & Pension System43,970$1.58M0.0%+1.2%0.036%
4/19/2024 GenTrust LLC5,833$210K0.0%-55.7%0.005%
4/19/2024 Accel Wealth Management31,142$1.12M0.5%+2.3%0.025%
4/19/2024 Kovack Advisors Inc.21,235$762K0.1%-9.8%0.017%
4/19/2024 State of Alaska Department of Revenue131,259$4.71M0.1%+1.7%0.107%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.135,908$4.88M0.0%-2.2%0.111%
4/18/2024 AlphaMark Advisors LLC8,501$305K0.1%+5,420.1%0.007%
4/16/2024 MCF Advisors LLC4,394$158K0.0%-31.3%0.004%
4/16/2024 Calton & Associates Inc.39,865$1.43M0.7%-17.4%0.033%
4/16/2024 Wealth Enhancement Advisory Services LLC131,127$4.70M0.0%-7.1%0.107%
4/15/2024 Brookstone Capital Management51,914$1.86M0.0%-4.5%0.042%
4/15/2024 RMR Wealth Builders82,679$2.97M0.4%-5.1%0.068%
4/15/2024 Sound Income Strategies LLC21,288$764K0.1%-35.9%0.017%
4/12/2024 Ignite Planners LLC13,064$458K0.1%-7.5%0.011%
4/11/2024 Cooper Financial Group40,968$1.47M0.2%+6.3%0.034%
4/11/2024 RFG Advisory LLC7,341$263K0.0%N/A0.006%
4/11/2024 Midwest Financial Group LLC8,733$313K0.2%-10.3%0.007%
4/10/2024 Marcum Wealth LLC12,544$450K0.0%-18.2%0.010%
4/9/2024 Massmutual Trust Co. FSB ADV2,106$76K0.0%N/A0.002%
4/5/2024 NBC Securities Inc.8,667$311K0.0%-10.4%0.007%
3/29/2024Kapitalo Investimentos Ltda6,982$255K0.1%+127.2%0.006%
3/28/2024 Newbridge Financial Services Group Inc.6,155$225K0.1%-5.0%0.005%
3/22/2024 PNC Financial Services Group Inc.5,025$183K0.0%-40.0%0.004%
3/15/2024 BlueChip Wealth Advisors LLC11,102$405K0.3%N/A0.009%
3/15/2024B. Riley Wealth Advisors Inc.17,382$636K0.0%-3.9%0.014%
3/11/2024 Vanguard Group Inc.18,759,585$684.35M0.0%+1.4%15.352%
3/8/2024ICA Group Wealth Management LLC5,188$189K0.0%N/A0.004%
3/6/2024 SageView Advisory Group LLC6,813$242K0.0%N/A0.006%
3/5/2024Wellington Management Group LLP8,083,622$294.89M0.1%-1.0%6.615%
3/1/2024Creekmur Asset Management LLC890$32K0.0%N/A0.001%
3/1/2024Pineridge Advisors LLC2,997$109K0.0%N/A0.002%
2/28/2024 American International Group Inc.64,304$2.35M0.0%-0.7%0.053%
2/26/2024Centaurus Financial Inc.126,727$4.62M0.4%+1.1%0.104%
2/26/2024 Integrated Advisors Network LLC63,409$2.31M0.1%-1.8%0.052%
2/16/2024 O Dell Group LLC68,500$2.50M0.7%-14.3%0.057%
2/15/2024GRS Advisors LLC713,865$26.04M4.3%N/A0.597%
2/15/2024Comerica Bank55,012$2.01M0.0%+1.5%0.046%
2/14/2024First Financial Bankshares Inc13,517$493K0.0%N/A0.011%
2/14/2024HGI Capital Management LLC20,600$751K0.9%N/A0.017%
2/13/2024Cetera Advisor Networks LLC389,781$14.22M0.1%-4.8%0.326%
2/13/2024 Belpointe Asset Management LLC6,689$244K0.0%-80.4%0.006%
2/13/2024 Ratio Wealth Group5,847$213K0.0%N/A0.005%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
2/12/2024Hsbc Holdings PLC67,952$2.48M0.0%+14.9%0.057%
2/12/2024Cape Investment Advisory Inc.2,210$81K0.0%N/A0.002%
2/12/2024 Glassman Wealth Services9,293$339K0.0%-17.9%0.008%
2/9/2024 Nomura Asset Management Co. Ltd.134,050$4.89M0.0%+2.7%0.112%
2/9/2024 Advisory Services Network LLC6,688$244K0.0%-26.5%0.006%
2/9/2024 Orion Portfolio Solutions LLC39,372$1.42M0.0%-25.4%0.033%
2/9/2024 SageView Advisory Group LLC6,813$242K0.0%N/A0.006%
2/9/2024 Cambridge Investment Research Advisors Inc.538,840$19.66M0.1%-10.2%0.451%
2/9/2024CreativeOne Wealth LLC7,313$267K0.0%-18.5%0.006%
2/9/2024Coldstream Capital Management Inc.6,466$236K0.0%-14.6%0.005%
(Data available from 1/1/2016 forward)

PECO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PECO shares?

During the previous two years, 397 institutional investors and hedge funds held shares of Phillips Edison & Company, Inc.. The most heavily invested institutionals were BlackRock Inc. ($725.36M), Vanguard Group Inc. ($693.62M), Wellington Management Group LLP ($294.89M), FMR LLC ($163.48M), Massachusetts Financial Services Co. MA ($112.62M), Geode Capital Management LLC ($90.15M), and Charles Schwab Investment Management Inc. ($68.31M).Learn more on PECO's institutional investors.

What percentage of Phillips Edison & Company, Inc. stock is owned by institutional investors?

80.70% of Phillips Edison & Company, Inc. stock is owned by institutional investors. Learn more on PECO's institutional investor holdings.

Which institutional investors have been buying Phillips Edison & Company, Inc. stock?

Of the 323 institutional investors that purchased Phillips Edison & Company, Inc. stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($10.96M), Massachusetts Financial Services Co. MA ($1.57M), Norges Bank ($1.33M), Osaic Holdings Inc. ($1.31M), Centersquare Investment Management LLC ($1.02M), FMR LLC ($877.71K), and Vanguard Group Inc. ($844.28K).

How much institutional buying is happening at Phillips Edison & Company, Inc.?

Institutional investors have bought a total of 34,136,504 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Which Phillips Edison & Company, Inc. major shareholders have been selling company stock?

Of the 228 institutional investors that sold Phillips Edison & Company, Inc. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($2.12M), Wellington Management Group LLP ($1.33M), FMR LLC ($1.18M), Kalos Management Inc. ($801.06K), B&I Capital AG ($344.50K), Cambridge Investment Research Advisors Inc. ($296.72K), and Prime Capital Investment Advisors LLC ($224.79K).

How much institutional selling is happening at Phillips Edison & Company, Inc.?

Institutional investors have sold a total of 11,732,928 shares in the last 24 months. This volume of shares sold represents approximately $395.35M in transactions.


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This page (NASDAQ:PECO) was last updated on 5/15/2024 by MarketBeat.com Staff

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