Phillips Edison Ownership | Who Owns Phillips Edison?

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Phillips Edison Ownership Summary

Phillips Edison is owned by 54.21% institutional investors, 0.57% insiders, and 45.23% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.55% of PECO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.05% of its assets in Phillips Edison shares.

PECO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phillips Edison	54.21%	0.57%	45.23%
Sector	Real Estate Stocks	42.56%	9.05%	48.39%
Industry	Retail REIT Stocks	45.74%	8.10%	46.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	21.93M	17.55%	$780.19M
Blackrock	21.41M	17.52%	$700.46M
Vanguard group	20.22M	13.97%	$719.08M
State street	7.29M	5.81%	$251.08M
Wellington management group llp	5.98M	4.77%	$205.39M
Fmr	4.11M	3.27%	$141.00M
Geode capital management	3.44M	2.75%	$122.46M
Engineers gate manager lp	2.50M	1.99%	$85.69M
Charles schwab investment management	2.24M	1.78%	$76.77M
Northern trust	2.16M	1.72%	$74.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sophron capital management	573.66K	6.07%	$19.69M
Hgi capital management	47.27K	4.46%	$1.62M
B&i capital	277.93K	3.52%	$9.89M
Engineers gate manager lp	2.50M	0.98%	$85.69M
Vert asset management	61.20K	0.72%	$2.18M
Duff & phelps investment management	1.79M	0.72%	$63.61M
Dynamic financial group	22.22K	0.67%	$790.51K
Certior financial group	25.51K	0.61%	$907.42K
My legacy advisors	47.37K	0.58%	$1.64M
O'dell group	59.66K	0.44%	$2.05M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.99M	0.01%	1.99M
Engineers gate manager lp	2.50M	0.98%	1.56M
Balyasny asset management	640.43K	0.03%	640.43K
Verition fund management	513.08K	0.07%	492.08K
Blackrock funding, inc. /de	21.93M	0.01%	433.48K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	5.98M	0.04%	-1.49M
Alyeska investment group	-	-	-1.14M
Centersquare investment management	-	-	-1.14M
Grs advisors	-	-	-1.05M
Massachusetts financial services co /ma/	-	-	-1.03M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.99M	0.01%	1.99M	$70.85M
Balyasny asset management	640.43K	0.03%	640.43K	$22.43M
Westwood group	140.42K	0.03%	140.42K	$4.82M
Nordea investment management ab	100.61K	0.00%	100.61K	$3.57M
Lighthouse investment partners	100.00K	0.10%	100.00K	$3.43M

Sold Out

Holder	Change
Tortoise investment management	-1.00
Dogwood wealth management	-1.00
Mendota financial group	-10.00
Fortitude family office	-14.00
Financial network wealth advisors	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	288	-28.18%	78,435,038	-24.73%	54	0.79%	137	-19.41%	92	-39.47%
Sep 30, 2025	281	-31.46%	72,881,139	-31.04%	58	0.82%	103	-49.76%	117	-10.69%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.61M	6.05%	-545.79K
Vanguard Real Estate Index Investor	4.69M	3.73%	12.68K
Vanguard Total Stock Mkt Idx Inv	3.97M	3.16%	9.52K
Vanguard US Total Market Shares ETF	3.91M	3.12%	2.78K
iShares Russell 2000 ETF	3.07M	2.44%	607.16K
Vanguard Explorer Inv	2.98M	2.37%	35.66K
Vanguard Small Cap Index	2.85M	2.27%	242.00
Fidelity US REIT Mother Fund	1.72M	1.37%	206.10K
Vanguard Institutional Extnd Mkt Idx Tr	1.35M	1.08%	3.58K
Fidelity Small Cap Index	1.28M	1.02%	2.05K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-

PECO Ownership FAQ

Who Owns Phillips Edison?

Phillips Edison shareholders are primarily institutional investors at 54.21%, followed by 0.57% insiders and 45.22% retail investors. The average institutional ownership in Phillips Edison's industry, Retail REIT Stocks , is 45.74%, which Phillips Edison exceeds.

Who owns the most shares of Phillips Edison?

Phillips Edison’s largest shareholders are Blackrock funding, inc. /de (21.93M shares, 17.55%), Blackrock (21.41M shares, 17.52%), and Vanguard group (20.22M shares, 13.97%). Together, they hold 49.04% 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?

Sophron capital management is Phillips Edison’s biggest shareholder by percentage of total assets invested, with 6.07% of its assets in 573.66K Phillips Edison shares, valued at 19.69M$.

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 6.05% of its total shares outstanding invested in 7.61M Phillips Edison shares.

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