Who owns Phillips Edison & Company (PECO)
Which tracked institutional funds hold PECO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PECO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
114 tracked funds added or opened PECO while 65 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PECO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PECO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 411 tracked filers holding PECO, 207 increased or opened the position and 205 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PECO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- JUPITER ASSET MANAGEMENT LTD$32M
- Jupiter Topco LLC$26M
- FEDERATED HERMES, INC.$8M
- TUDOR INVESTMENT CORP ET AL$6M
- Robeco Institutional Asset Management B.V.$4M
- Man Group plc$3M
Full exits 36
- JANUS HENDERSON GROUP PLC$23M
- Qube Research & Technologies Ltd$12M
- Cambridge Investment Research Advisors, Inc.$12M
- BESSEMER GROUP INC$7M
- State of Alaska, Department of Revenue$5M
- ExodusPoint Capital Management, LP$5M
Largest adds
- BlackRock, Inc.$251M
- VANGUARD PORTFOLIO MANAGEMENT LLC$80M
- GOLDMAN SACHS GROUP INC$59M
- NORTHERN TRUST CORP$42M
- Alyeska Investment Group, L.P.$38M
- STATE STREET CORP$37M
Largest trims
- Engineers Gate Manager LP$53M
- WELLINGTON MANAGEMENT GROUP LLP$28M
- AMERICAN CENTURY COMPANIES INC$13M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$9M
- Hudson Bay Capital Management LP$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 23,307,528 | $970M | 21.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 14,398,478 | $599M | 13.3% | 2026-Q2 |
| STATE STREET CORP added | 7,290,689 | $304M | 6.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,728,291 | $238M | 5.3% | 2026-Q2 |
| FMR LLC added | 4,220,531 | $176M | 3.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,011,362 | $167M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,767,699 | $157M | 3.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 3,351,653 | $139M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,939,127 | $122M | 2.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,468,884 | $103M | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,346,911 | $98M | 2.2% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,006,105 | $83M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,928,640 | $82M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,917,053 | $80M | 1.8% | 2026-Q2 |
| NORGES BANK added | 1,652,337 | $69M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,123,351 | $47M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 998,094 | $42M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 994,906 | $41M | 0.9% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 969,995 | $40M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 946,006 | $39M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 901,192 | $38M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 840,299 | $35M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 836,830 | $35M | 0.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 805,923 | $34M | 0.7% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 770,034 | $32M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 750,049 | $31M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 681,402 | $28M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 641,969 | $27M | 0.6% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 635,548 | $26M | 0.6% | 2026-Q2 |
| Jupiter Topco LLC new | 615,054 | $26M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 609,014 | $25M | 0.6% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 598,996 | $25M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 563,639 | $23M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 560,089 | $23M | 0.5% | 2026-Q2 |
| UBS Group AG added | 509,030 | $21M | 0.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 481,848 | $20M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 456,216 | $19M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 432,856 | $18M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 404,204 | $17M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 383,820 | $16M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 371,940 | $15M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 369,750 | $15M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 342,026 | $14M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 331,637 | $14M | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 297,382 | $12M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 274,388 | $11M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 265,798 | $11M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 263,965 | $11M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 252,800 | $11M | 0.2% | 2026-Q2 |
| Sophron Capital Management L.P. trimmed | 251,859 | $10M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 247,418 | $10M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 237,191 | $10M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 231,934 | $10M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 231,255 | $10M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 204,770 | $9M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 187,417 | $8M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 185,000 | $8M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 181,848 | $8M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 179,014 | $7M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 178,100 | $7M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 170,653 | $7M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 159,122 | $7M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 151,562 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 151,540 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 149,276 | $6M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 148,311 | $6M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 144,937 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 143,858 | $6M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 142,192 | $6M | 0.1% | 2026-Q2 |
| McAdam, LLC trimmed | 135,857 | $6M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 133,939 | $6M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 130,942 | $5M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 130,558 | $5M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 129,052 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 128,460 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 123,636 | $5M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 122,448 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 120,681 | $5M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 116,223 | $5M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 115,660 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 111,417 | $5M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 110,900 | $5M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 107,551 | $4M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. new | 107,380 | $4M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 98,566 | $4M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 98,466 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 97,465 | $4M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 96,847 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 96,281 | $4M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 90,538 | $4M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 89,536 | $4M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 89,136 | $4M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 87,770 | $4M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 85,259 | $4M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 81,516 | $3M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 80,746 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 80,531 | $3M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 79,001 | $3M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 78,595 | $3M | 0.1% | 2026-Q2 |
| Man Group plc added | 76,772 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.