Phillips Edison & Company Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 22.05 M | $825.15 M | 0.53% | 17.75% |
| 05/08/2026 | 13.89 M | $519.67 M | 100.00% | 11.18% | |
| STATE STREET CORP | 05/15/2026 | 7.13 M | $267.56 M | -1.13% | 5.74% |
| 05/15/2026 | 5.70 M | $213.12 M | 100.00% | 4.59% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 5.21 M | $195.04 M | -17.37% | 4.20% |
| FMR LLC | 05/15/2026 | 4.13 M | $154.64 M | -0.95% | 3.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.55 M | $132.68 M | 2.99% | 2.85% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 3.30 M | $123.36 M | 225.92% | 2.65% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.36 M | $88.44 M | 1.75% | 1.90% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.90 M | $71.07 M | 4.07% | 1.53% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 04/28/2026 | 1.80 M | $67.41 M | 0.73% | 1.45% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.79 M | $66.99 M | 70.60% | 1.44% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 1.75 M | $65.66 M | -19.58% | 1.41% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.70 M | $63.73 M | 130.10% | 1.37% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.49 M | $55.77 M | -2.27% | 1.20% |
| NUVEEN, LLC | 04/30/2026 | 992.85 K | $37.15 M | -1.52% | 0.80% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 979.33 K | $36.65 M | -12.29% | 0.79% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 959.86 K | $35.92 M | 366.61% | 0.77% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 947.32 K | $35.45 M | 27.57% | 0.76% |
| MORGAN STANLEY | 05/15/2026 | 946.13 K | $35.40 M | -17.38% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 942.61 K | $35.27 M | -2.37% | 0.76% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 910.03 K | $34.05 M | 223.77% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 825.63 K | $30.89 M | 100.00% | 0.66% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 811.71 K | $30.37 M | -7.61% | 0.65% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 704.62 K | $26.37 M | -53.97% | 0.57% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 657.02 K | $24.59 M | -12.69% | 0.53% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 615.05 K | $23.02 M | -5.26% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 612.13 K | $22.91 M | 2.03% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 553.78 K | $20.72 M | -11.87% | 0.45% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 496.71 K | $18.59 M | 42.09% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 489.96 K | $18.33 M | 0.00% | 0.39% |
| UBS GROUP AG | 05/05/2026 | 484.91 K | $18.15 M | -15.05% | 0.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 483.31 K | $18.09 M | 34.36% | 0.39% |
| INVESCO LTD. | 05/12/2026 | 462.52 K | $17.31 M | 1.47% | 0.37% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 450.00 K | $16.84 M | -42.42% | 0.36% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 393.00 K | $14.71 M | -1.52% | 0.32% |
| SOPHRON CAPITAL MANAGEMENT L.P. | 05/15/2026 | 383.75 K | $14.36 M | 3.30% | 0.31% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 369.44 K | $13.82 M | 2.79% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 358.97 K | $13.43 M | 2.23% | 0.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 345.51 K | $12.93 M | -3.07% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 320.35 K | $11.99 M | -37.74% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 311.34 K | $11.65 M | -6.91% | 0.25% |
| ALGERT GLOBAL LLC | 05/14/2026 | 292.90 K | $10.96 M | 17.86% | 0.24% |
| B&I CAPITAL AG | 05/06/2026 | 277.93 K | $10.40 M | 0.00% | 0.22% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 261.18 K | $9.77 M | 3.99% | 0.21% |
| HSBC HOLDINGS PLC | 04/30/2026 | 257.70 K | $9.65 M | 3.50% | 0.21% |
| SWISS NATIONAL BANK | 05/07/2026 | 248.90 K | $9.31 M | 0.48% | 0.20% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 235.27 K | $8.80 M | -54.15% | 0.19% |
| NORDEA INVESTMENT MANAGEMENT AB | 05/13/2026 | 231.71 K | $8.64 M | 130.31% | 0.19% |
| ASSET MANAGEMENT ONE CO., LTD. | 05/08/2026 | 227.39 K | $8.51 M | -16.46% | 0.18% |
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Phillips Edison & Company Inc institutional Ownership - FAQ's
During the previous two years, 531 institutional investors and hedge funds held shares of Phillips Edison & Company Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 22.05 M
STATE STREET CORP: 7.13 M
WELLINGTON MANAGEMENT GROUP LLP: 5.21 M
FMR LLC: 4.13 M
GEODE CAPITAL MANAGEMENT, LLC: 3.55 M
CANADA PENSION PLAN INVESTMENT BOARD: 3.3 M
87.23% of Phillips Edison & Company Inc stock is owned by institutional investors.
Institutional investors have bought a total of 136.48 M shares in the last 24 months. This purchase volume represents approximately $5.27 B in transactions.