​

Phillips Edison Ownership | Who Owns Phillips Edison?

OverviewForecastRevenueFinancialsChartTranscripts

Phillips Edison Ownership Summary

Phillips Edison is owned by 87.18% institutional investors, 0.57% insiders, and 12.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.75% of PECO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.09% of its assets in Phillips Edison shares.

PECO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPhillips Edison87.18%0.57%12.25%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryRetail REIT Stocks 68.93%8.06%23.02%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de22.05M17.75%$825.15M
Blackrock21.41M17.52%$700.46M
Vanguard group20.22M13.97%$719.08M
State street7.13M5.74%$267.56M
Wellington management group llp5.21M4.20%$195.04M
Fmr4.13M3.33%$154.64M
Geode capital management3.55M2.85%$132.68M
Canada pension plan investment board3.30M2.65%$123.36M
Charles schwab investment management2.36M1.90%$88.44M
Norges bank1.99M1.59%$70.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hgi capital management47.27K4.46%$1.62M
Sophron capital management383.75K4.23%$14.36M
B&i capital277.93K3.54%$10.40M
Engineers gate manager lp1.75M0.82%$65.66M
Vert asset management61.20K0.73%$2.29M
Duff & phelps investment management1.80M0.70%$67.41M
My legacy advisors47.37K0.58%$1.64M
Certior financial group23.87K0.57%$893.34K
Dynamic financial group14.39K0.44%$538.59K
O'dell group59.66K0.44%$2.05M

Top Buyers

HolderShares% AssetsChange
Canada pension plan investment board3.30M0.08%2.29M
Norges bank1.99M0.01%1.99M
Goldman sachs group1.70M0.01%963.00K
Vanguard fiduciary trust825.63K0.01%825.63K
American century companies959.86K0.02%754.15K

Top Sellers

HolderShares% AssetsChange
Centersquare investment management---1.14M
Wellington management group llp5.21M0.04%-1.10M
Grs advisors---1.05M
Massachusetts financial services co /ma/---1.03M
Balyasny asset management704.62K0.03%-826.15K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.99M0.01%1.99M$70.85M
Vanguard fiduciary trust825.63K0.01%825.63K$30.89M
Westwood group140.42K0.03%140.42K$4.82M
Vanguard investments australia115.22K0.01%115.22K$4.31M
Vanguard asset management112.87K0.00%112.87K$4.22M

Sold Out

HolderChange
Tortoise investment management-1.00
Dogwood wealth management-1.00
Transamerica financial advisors-6.00
Abound wealth management-9.00
Mendota financial group-10.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20264375.05%108,283,623-0.47%871.14%208-3.26%15521.09%
Dec 31, 2025288-28.18%78,435,038-24.73%540.79%137-19.41%92-39.47%
Sep 30, 2025281-31.46%72,881,139-31.04%580.82%103-49.76%117-10.69%
Jun 30, 20254091.49%107,644,8643.92%851.26%20513.89%131-5.07%
Mar 31, 2025398-0.75%103,476,9370.95%821.18%176-7.85%1379.60%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF7.67M6.09%1.63K
Vanguard Real Estate Index Investor4.67M3.71%-15.23K
Vanguard Total Stock Mkt Idx Inv4.02M3.19%11.61K
Vanguard US Total Market Shares ETF3.91M3.12%2.78K
iShares Russell 2000 ETF2.99M2.37%25.19K
Vanguard Explorer Inv2.98M2.37%-
Vanguard Small Cap Index2.90M2.30%-5.86K
Fidelity US REIT Mother Fund1.72M1.37%206.10K
Vanguard Institutional Extnd Mkt Idx Tr1.42M1.13%16.21K
Delaware Small Cap Core I1.22M0.99%-7.54K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1--
2025 Q4--
2025 Q3--
2025 Q2--

PECO Ownership FAQ

Who Owns Phillips Edison?

Phillips Edison shareholders are primarily institutional investors at 87.18%, followed by 0.57% insiders and 12.25% retail investors. The average institutional ownership in Phillips Edison's industry, Retail REIT Stocks , is 68.93%, which Phillips Edison exceeds.

Who owns the most shares of Phillips Edison?

Phillips Edison’s largest shareholders are Blackrock funding, inc. /de (22.05M shares, 17.75%), Blackrock (21.41M shares, 17.52%), and Vanguard group (20.22M shares, 13.97%). Together, they hold 49.24% of Phillips Edison’s total shares outstanding.

Does Blackrock own Phillips Edison?

Yes, BlackRock owns 17.52% of Phillips Edison, totaling 21.41M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 700.46M$. In the last quarter, BlackRock decreased its holdings by -168K shares, a -0.78% change.

Who is Phillips Edison’s biggest shareholder by percentage of total assets invested?

Hgi capital management is Phillips Edison’s biggest shareholder by percentage of total assets invested, with 4.46% of its assets in 47.27K Phillips Edison shares, valued at 1.62M$.

Who is the top mutual fund holder of Phillips Edison shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Phillips Edison shares, with 6.09% of its total shares outstanding invested in 7.67M Phillips Edison shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools