Phillips Edison & Co. Ownership | Who Owns Phillips Edison & Co.?

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Phillips Edison & Co. Ownership Summary

Phillips Edison & Co. is owned by 93.62% institutional investors, 0.56% insiders, and 5.81% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.65% of PECO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.96% of its assets in Phillips Edison & Co. shares.

PECO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phillips Edison & Co.	93.62%	0.56%	5.81%
Sector	Real Estate Stocks	73.63%	9.57%	16.80%
Industry	Retail REIT Stocks	92.56%	7.50%	-0.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	23.31M	18.65%	$970.06M
Blackrock	21.41M	17.52%	$700.46M
Vanguard group	20.22M	13.97%	$719.08M
State street	7.29M	5.83%	$304.20M
Vanguard capital management	5.73M	4.58%	$238.41M
Fmr	4.22M	3.38%	$175.66M
Wellington management group llp	4.01M	3.21%	$166.95M
Geode capital management	3.77M	3.01%	$156.84M
Canada pension plan investment board	3.35M	2.68%	$139.50M
Goldman sachs group	2.94M	2.35%	$122.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hgi capital management	47.27K	4.46%	$1.62M
Sophron capital management	251.86K	3.25%	$10.48M
B&i capital	35.07K	3.22%	$1.46M
Duff & phelps investment management	2.01M	0.79%	$83.49M
Vert asset management	63.61K	0.72%	$2.65M
My legacy advisors	47.37K	0.58%	$1.64M
Pensionfund sabic	12.50K	0.56%	$520.00K
Pensionfund dsm netherlands	25.50K	0.55%	$1.06M
Certior financial group	21.70K	0.49%	$903.17K
Dynamic financial group	14.39K	0.45%	$599.04K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	2.47M	0.01%	2.47M
Norges bank	1.65M	0.01%	1.65M
Blackrock funding, inc. /de	23.31M	0.01%	1.26M
Goldman sachs group	2.94M	0.01%	1.24M
Alyeska investment group	970.00K	0.10%	912.70K

Top Sellers

Holder	Shares	% Assets	Change
Engineers gate manager lp	297.38K	0.16%	-1.46M
Wellington management group llp	4.01M	0.03%	-1.20M
Centersquare investment management	-	-	-1.14M
Grs advisors	-	-	-1.05M
Massachusetts financial services co /ma/	-	-	-1.03M

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	2.47M	0.01%	2.47M	$102.75M
Norges bank	1.65M	0.01%	1.65M	$68.77M
Jupiter asset management	770.03K	0.16%	770.03K	$32.05M
Federated hermes	181.85K	0.01%	181.85K	$7.57M
Tudor investment corp et al	151.56K	0.01%	151.56K	$6.31M

Sold Out

Holder	Change
Caitong asset management	-1.00
Dogwood wealth management	-1.00
Tortoise investment management	-1.00
Transamerica financial advisors	-6.00
Abound wealth management	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	444	0.45%	117,028,371	8.01%	93	1.23%	222	4.23%	135	-12.90%
Mar 31, 2026	437	5.05%	108,283,623	-0.47%	87	1.14%	208	-3.26%	155	21.09%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.67M	5.96%	-2.64K
Vanguard Real Estate Index Investor	4.79M	3.72%	-1.21K
Vanguard Total Stock Mkt Idx Inv	4.00M	3.17%	-6.46K
Vanguard US Total Market Shares ETF	3.91M	3.12%	2.78K
Vanguard MStar Total Stk Mkt Idx Invest	4.01M	3.12%	14.48K
Vanguard Morn Total Stk Mkt Idx Investor	4.00M	3.11%	-6.46K
iShares Russell 2000 ETF	3.31M	2.57%	-58.85K
Vanguard Small Cap Index	2.90M	2.25%	7.60K
Vanguard Explorer Inv	2.10M	1.63%	-885.76K
Fidelity US REIT Mother Fund	1.72M	1.37%	206.10K

Insider Transactions Trends

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

PECO Ownership FAQ

Who Owns Phillips Edison & Co.?

Phillips Edison & Co. shareholders are primarily institutional investors at 93.62%, followed by 0.56% insiders and 5.82% retail investors. The average institutional ownership in Phillips Edison & Co.'s industry, Retail REIT Stocks , is 92.56%, which Phillips Edison & Co. exceeds.

Who owns the most shares of Phillips Edison & Co.?

Phillips Edison & Co.’s largest shareholders are Blackrock funding, inc. /de (23.31M shares, 18.65%), Blackrock (21.41M shares, 17.52%), and Vanguard group (20.22M shares, 13.97%). Together, they hold 50.14% of Phillips Edison & Co.’s total shares outstanding.

Does Blackrock own Phillips Edison & Co.?

Yes, BlackRock owns 17.52% of Phillips Edison & Co., 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 & Co.’s biggest shareholder by percentage of total assets invested?

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

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Phillips Edison & Co. shares, with 5.96% of its total shares outstanding invested in 7.67M Phillips Edison & Co. shares.

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