13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PECO

PHILLIPS EDISON & CO INC

462 institutions still hold PHILLIPS EDISON & CO INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 71844v201·462 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.4%
vs prior quarter
13F value held
$3.0B
57.0% inst. owned
of float
Holders
462
-72 QoQ
filers reporting
Activity
+8 / −39
+747 added · −675 reduced
this quarter
Concentration
27.47%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

462 institutions reported PECO in Q1 2026. BlackRock, Inc. leads at 27.5% of the visible book. -72 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$825M22.1M0.01%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$520M13.9M0.03%Q1 202603
STATE STREET CORP
CIK 0000093751
$268M7.1M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$213M5.7M0.01%Q1 202605
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$195M5.2M0.04%Q1 202606
FMR LLC
CIK 0000315066
$155M4.1M0.01%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$133M3.5M0.01%Q1 202608
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$88M2.4M0.01%Q1 202609
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$71M1.9M0.01%Q1 202610
DUFF & PHELPS INVESTMENT MANAGEMENT CO
CIK 0000765443
$67M1.8M0.70%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$67M1.8M0.00%Q1 202612
Engineers Gate Manager LP
CIK 0001620220
$66M1.8M0.82%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$64M1.7M0.01%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$56M1.5M0.01%Q1 202615
Nuveen, LLC
CIK 0001871926
$37M993K0.01%Q1 202616
Delaware Management Holdings, Inc.
CIK 0000921739
$37M979K0.06%Q1 202617
CANADA PENSION PLAN INVESTMENT BOARD
CIK 0001283718
$36M1.0M0.02%Q4 202518
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$36M960K0.02%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$35M947K0.01%Q1 202620
MORGAN STANLEY
CIK 0000895421
$35M946K0.00%Q1 2026
Page 1 of 24
442 more holders available. Log in →