Phillips Edison Ownership | Who Owns Phillips Edison?

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Phillips Edison Ownership Summary

Phillips Edison is owned by 58.06% institutional investors, 0.56% insiders, and 41.37% 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	58.06%	0.56%	41.37%
Sector	Real Estate Stocks	49.33%	9.10%	41.57%
Industry	Retail REIT Stocks	44.14%	8.16%	47.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	21.41M	17.52%	$700.46M
Blackrock funding, inc. /de	21.50M	17.13%	$738.11M
Vanguard group	20.35M	16.21%	$698.45M
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	2.74%	$118.12M
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	231.83K	2.75%	$7.96M
Engineers gate manager lp	2.50M	0.98%	$85.69M
Dynamic financial group	22.78K	0.68%	$782.17K
Vert asset management	58.13K	0.67%	$2.00M
Duff & phelps investment management	1.70M	0.66%	$58.28M
Certior financial group	26.23K	0.60%	$900.51K
My legacy advisors	47.37K	0.58%	$1.64M
Longboard asset management, lp	9.05K	0.50%	$310.86K

Top Buyers

Holder	Shares	% Assets	Change
Engineers gate manager lp	2.50M	0.98%	1.56M
Norges bank	1.49M	0.01%	1.49M
Balyasny asset management	640.43K	0.03%	640.43K
Goldman sachs group	1.04M	0.00%	413.84K
Qube research	849.69K	0.03%	309.32K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	5.98M	0.04%	-1.49M
Ubs asset management americas	-	-	-1.16M
Alyeska investment group	-	-	-1.14M
Centersquare investment management	-	-	-1.14M
Grs advisors	-	-	-1.05M

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
Westwood group	140.42K	0.03%	140.42K	$4.82M
Lighthouse investment partners	100.00K	0.10%	100.00K	$3.43M
Tudor investment corp et al	84.23K	0.00%	84.23K	$2.89M

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 %
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%
Sep 30, 2024	393	6.22%	98,188,413	1.17%	80	1.27%	167	6.37%	142	2.16%

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 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-

PECO Ownership FAQ

Who Owns Phillips Edison?

Phillips Edison shareholders are primarily institutional investors at 58.06%, followed by 0.56% insiders and 41.38% retail investors. The average institutional ownership in Phillips Edison's industry, Retail REIT Stocks , is 44.14%, 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 (21.5M shares, 17.13%), and Vanguard group (20.35M shares, 16.21%). Together, they hold 50.86% 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 5.94% of its total shares outstanding invested in 7.46M Phillips Edison shares.

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