Phillips Edison Ownership | Who Owns Phillips Edison?

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Phillips Edison Ownership Summary

Phillips Edison is owned by 85.95% institutional investors, 0.57% insiders, and 13.49% retail investors. Blackrock is the largest institutional shareholder, holding 17.52% of PECO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.94% of its assets in Phillips Edison shares.

PECO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phillips Edison	85.95%	0.57%	13.49%
Sector	Real Estate Stocks	70.14%	9.14%	20.72%
Industry	Retail REIT Stocks	82.88%	8.28%	8.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	21.41M	17.52%	$700.46M
Blackrock funding, inc. /de	21.39M	17.08%	$749.38M
Vanguard group	19.32M	15.76%	$723.81M
Wellington management group llp	7.54M	6.15%	$282.37M
State street	7.05M	5.77%	$231.29M
Geode capital management	3.18M	2.60%	$119.22M
Fmr	3.03M	2.47%	$113.37M
Charles schwab investment management	2.15M	1.75%	$80.37M
Jpmorgan chase	1.74M	1.42%	$65.08M
Norges bank	1.49M	1.22%	$55.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
B&i capital	227.29K	2.71%	$7.96M
Aew capital management l p	503.55K	0.93%	$17.64M
Dynamic financial group	22.78K	0.68%	$782.17K
Vert asset management	52.74K	0.67%	$1.85M
Duff & phelps investment management	1.52M	0.63%	$53.35M
Ldr capital management	13.68K	0.62%	$479.04K
Greenland capital management lp	163.80K	0.59%	$5.74M
My legacy advisors	47.37K	0.58%	$1.64M
Calton & associates	33.58K	0.56%	$1.26M
Longboard asset management, lp	9.05K	0.50%	$310.86K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.49M	0.01%	1.49M
Balyasny asset management	640.43K	0.03%	640.43K
Jpmorgan chase	1.74M	0.00%	606.05K
Goldman sachs group	1.38M	0.01%	541.47K
Fmr	3.03M	0.01%	385.98K

Top Sellers

Holder	Shares	% Assets	Change
Centersquare investment management	-	-	-1.14M
Grs advisors	-	-	-1.05M
Alyeska investment group	1.14M	0.14%	-877.20K
Exoduspoint capital management, lp	-	-	-505.80K
Verition fund management	-	-	-372.56K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.49M	0.01%	1.49M	$55.98M
Balyasny asset management	640.43K	0.03%	640.43K	$22.43M
Freestone grove partners lp	315.70K	0.08%	315.70K	$11.06M
Granite investment partners	221.93K	0.38%	221.93K	$7.77M
New age alpha advisors	28.30K	0.04%	28.30K	$991.17K

Sold Out

Holder	Change
Dunhill financial	-8.00
Mendota financial group	-10.00
Financial network wealth advisors	-15.00
Stephens consulting	-20.00
Nelson, van denburg & campbell wealth management group	-24.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	409	1.49%	107,644,864	3.92%	85	1.26%	205	13.89%	131	-5.07%
Mar 31, 2025	398	-0.75%	103,476,937	0.95%	82	1.18%	176	-7.85%	137	9.60%
Dec 31, 2024	231	-41.81%	71,445,245	-27.25%	58	0.91%	105	-37.87%	68	-52.45%
Sep 30, 2024	393	6.22%	98,188,413	1.17%	80	1.27%	167	6.37%	142	2.16%
Jun 30, 2024	363	0.55%	96,897,780	-1.28%	79	1.23%	154	1.32%	137	7.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.46M	5.94%	-
Vanguard Real Estate Index Investor	4.66M	3.71%	6.45K
Vanguard Total Stock Mkt Idx Inv	3.94M	3.14%	-82.86K
Vanguard US Total Market Shares ETF	3.91M	3.12%	2.78K
iShares Russell 2000 ETF	3.08M	2.45%	-
Vanguard Small Cap Index	3.05M	2.43%	-19.66K
Vanguard Explorer Inv	2.97M	2.37%	236.02K
Fidelity US REIT Mother Fund	1.72M	1.37%	206.10K
Vanguard Institutional Extnd Mkt Idx Tr	1.35M	1.07%	-585.33K
Fidelity Small Cap Index	1.28M	1.02%	22.77K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-

PECO Ownership FAQ

Who Owns Phillips Edison?

Phillips Edison shareholders are primarily institutional investors at 85.95%, followed by 0.57% insiders and 13.48% retail investors. The average institutional ownership in Phillips Edison's industry, Retail REIT Stocks , is 82.88%, which Phillips Edison exceeds.

Who owns the most shares of Phillips Edison?

Phillips Edison’s largest shareholders are Blackrock (21.41M shares, 17.52%), Blackrock funding, inc. /de (21.39M shares, 17.08%), and Vanguard group (19.32M shares, 15.76%). Together, they hold 50.36% 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?

B&i capital is Phillips Edison’s biggest shareholder by percentage of total assets invested, with 2.71% of its assets in 227.3K Phillips Edison shares, valued at 7.96M$.

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 5.94% of its total shares outstanding invested in 7.46M Phillips Edison shares.

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