Phillips Edison & Company, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 22.13 M | $829.02 M | 2.88% | 18.03% |
VANGUARD GROUP INC | 02/11/2025 | 19.32 M | $723.81 M | 0.43% | 15.76% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 7.54 M | $282.37 M | 2.20% | 6.15% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 3.18 M | $119.22 M | -0.28% | 2.60% |
FMR LLC | 02/13/2025 | 3.03 M | $113.37 M | 14.62% | 2.47% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.15 M | $80.37 M | 2.44% | 1.75% |
JPMORGAN CHASE & CO | 02/12/2025 | 1.74 M | $65.08 M | 53.57% | 1.42% |
NORGES BANK | 02/12/2025 | 1.49 M | $55.98 M | 100.00% | 1.22% |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 02/12/2025 | 1.46 M | $54.58 M | -1.16% | 1.19% |
ALYESKA INVESTMENT GROUP, L.P. | 02/14/2025 | 1.42 M | $53.09 M | -2.24% | 1.15% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.40 M | $52.33 M | 4.41% | 1.14% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.38 M | $51.81 M | 64.34% | 1.13% |
MACQUARIE GROUP LTD | 02/14/2025 | 1.36 M | $50.85 M | -12.79% | 1.11% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 1.10 M | $41.34 M | -0.47% | 0.90% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 969,592 | $36.32 M | 0.52% | 0.79% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 840,406 | $31.48 M | -8.13% | 0.69% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 832,117 | $31.17 M | 13.93% | 0.68% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 785,928 | $29.44 M | 2.63% | 0.64% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 777,242 | $29.12 M | -8.77% | 0.63% |
AEW CAPITAL MANAGEMENT L P | 02/05/2025 | 627,889 | $23.52 M | 47.02% | 0.51% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 595,165 | $22.29 M | 2.98% | 0.49% |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/14/2025 | 590,861 | $22.13 M | 31.30% | 0.48% |
JANUS HENDERSON GROUP PLC | 02/14/2025 | 586,075 | $21.95 M | -0.01% | 0.48% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 510,817 | $19.14 M | 27.83% | 0.42% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 499,336 | $18.71 M | 341.14% | 0.41% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 406,845 | $15.24 M | -2.85% | 0.33% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 401,131 | $15.03 M | -4.95% | 0.33% |
INVESCO LTD. | 02/13/2025 | 393,621 | $14.75 M | 3.29% | 0.32% |
RHUMBLINE ADVISERS | 01/30/2025 | 391,550 | $14.67 M | 0.74% | 0.32% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 373,081 | $13.98 M | -27.43% | 0.30% |
VERITION FUND MANAGEMENT LLC | 02/14/2025 | 372,560 | $13.96 M | 1,533.89% | 0.30% |
DEUTSCHE BANK AG\ | 02/14/2025 | 359,788 | $13.48 M | 10.41% | 0.29% |
BARCLAYS PLC | 02/13/2025 | 333,297 | $12.49 M | 19.28% | 0.27% |
UBS GROUP AG | 02/14/2025 | 314,430 | $11.78 M | 112.24% | 0.26% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 305,459 | $11.44 M | 17.51% | 0.25% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 303,729 | $11.38 M | -2.99% | 0.25% |
02/14/2025 | 282,679 | $10.59 M | 100.00% | 0.23% | |
ASSET MANAGEMENT ONE CO., LTD. | 01/30/2025 | 279,426 | $10.53 M | 2.38% | 0.23% |
B&I CAPITAL AG | 02/06/2025 | 259,045 | $9.70 M | 21.88% | 0.21% |
SEI INVESTMENTS CO | 02/11/2025 | 248,159 | $9.30 M | 32.67% | 0.20% |
SWISS NATIONAL BANK | 02/10/2025 | 240,900 | $9.02 M | 0.75% | 0.20% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 197,701 | $7.41 M | -0.71% | 0.16% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 197,673 | $7.43 M | -9.12% | 0.16% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 195,127 | $7.31 M | -0.34% | 0.16% |
CITIGROUP INC | 02/12/2025 | 193,523 | $7.25 M | 8.98% | 0.16% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 180,760 | $6.77 M | -1.93% | 0.15% |
MARINER, LLC | 02/13/2025 | 169,730 | $6.36 M | 0.02% | 0.14% |
NOMURA ASSET MANAGEMENT CO LTD | 02/12/2025 | 162,380 | $6.08 M | 5.74% | 0.13% |
PRIME CAPITAL INVESTMENT ADVISORS, LLC | 02/12/2025 | 147,591 | $5.53 M | -9.38% | 0.12% |
MCADAM, LLC | 01/24/2025 | 145,696 | $5.46 M | -2.49% | 0.12% |
Phillips Edison & Company, Inc. institutional Ownership - FAQ's
During the previous two years, 464 institutional investors and hedge funds held shares of Phillips Edison & Company, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 22.13 M
VANGUARD GROUP INC: 19.32 M
WELLINGTON MANAGEMENT GROUP LLP: 7.54 M
GEODE CAPITAL MANAGEMENT, LLC: 3.18 M
FMR LLC: 3.03 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2.15 M
83.33% of Phillips Edison & Company, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 118.42 M shares in the last 24 months. This purchase volume represents approximately $4.34 B in transactions.