PECO · NASDAQ · REIT - Retail

Phillips Edison (PECO)

Owns and operates U.S. grocery-anchored neighborhood shopping centers.

$37.16
vs last close+0.16 (+0.42%)

13F · 13D/G · Form 4

Institutions93.08%117.28M shares
451 holders · as of Jun 30, 2026
Insiders6.61%8.33M shares
9 holders · as of May 14, 2026
Strategic holders8.84%11.14M shares
1 holder · as of Jan 24, 2023
Adds to108.53%

126.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

1 position filed across a stock split leaves its adjustment unstated and stays out of the bar.

These groups come from separate filings that can overlap, so they add to 108.53%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
18.50%23.31Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
11.43%14.40Mas of Jun 30, 2026
BlackRock, Inc.Strategic
8.84%11.14Mfiled Jan 24, 2023
Jeffrey Edison1Insiderdirector, officer: Chairman and CEO
6.40%7.80Mfiled Jan 3, 2024
State Street CorpInstitution
5.79%7.29Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.55%5.73Mas of Jun 30, 2026
FMR LLCInstitution
3.35%4.22Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
3.18%4.01Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.99%3.77Mas of Jun 30, 2026
Canada Pension Plan Investment BoardInstitution
2.66%3.35Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.33%2.94Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.96%2.47Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.96%2.47Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.86%2.35Mas of Jun 30, 2026
Duff & Phelps Investment Management CoInstitution
1.59%2.01Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.53%1.93Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.52%1.92Mas of Jun 30, 2026
Norges BankInstitution
1.31%1.65Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.89%1.12Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.79%998,094as of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
0.79%994,906as of Jun 30, 2026
Alyeska Investment Group, L.P.Institution
0.77%969,995as of Jun 30, 2026
Ameriprise Financial IncInstitution
0.75%946,006as of Jun 30, 2026
Morgan StanleyInstitution
0.72%901,192as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.67%840,299as of Jun 30, 2026
  1. Jeffrey Edison's transaction reports restate only vehicles that traded; the 2021 ownership statement (7.80M) plus the 264.2K net shares acquired since is used instead.

13F, as of Jun 30, 2026

451 holders · 117.28M shares · 52 new positions · 225 increased · 136 reduced · 44 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.23.31M18.50%+1.26MAug 7, 2026
Vanguard Portfolio Management LLC14.40M11.43%+511.1KAug 13, 2026
State Street Corp7.29M5.79%+161.1KAug 7, 2026
Vanguard Capital Management LLC5.73M4.55%+33.0KAug 13, 2026
FMR LLC4.22M3.35%+87.9KAug 13, 2026
Wellington Management Group LLP4.01M3.18%−1.20MAug 14, 2026
Geode Capital Management, LLC3.77M2.99%+222.6KAug 12, 2026
Canada Pension Plan Investment Board3.35M2.66%+55.0KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Portfolio Management10.82%13.61M13GFeb 5, 2026
Vanguard Capital Management5.35%6.74M13GApr 30, 2026

Form 4

Latest trades

No open-market trades in the last 12 months.

House and Senate disclosures

Not reported.