Phillips Edison & Company Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 23.31 M | $970.06 M | 5.70% | 18.65% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 14.40 M | $599.26 M | 3.68% | 11.52% |
| STATE STREET CORP | 08/07/2026 | 7.29 M | $304.20 M | 2.26% | 5.83% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 5.73 M | $238.41 M | 0.58% | 4.58% |
| FMR LLC | 08/13/2026 | 4.22 M | $175.66 M | 2.13% | 3.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 4.01 M | $166.95 M | -23.04% | 3.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.77 M | $156.84 M | 6.28% | 3.01% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 3.35 M | $139.50 M | 1.67% | 2.68% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.94 M | $122.33 M | 72.57% | 2.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.47 M | $102.75 M | 4.46% | 1.98% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.47 M | $102.75 M | 100.00% | 1.98% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.35 M | $97.68 M | 57.46% | 1.88% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 08/13/2026 | 2.01 M | $83.49 M | 11.36% | 1.60% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.93 M | $81.68 M | 7.65% | 1.54% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.92 M | $79.79 M | 0.94% | 1.53% |
| NORGES BANK | 08/12/2026 | 1.65 M | $68.77 M | 100.00% | 1.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.12 M | $46.75 M | 102.85% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 998.09 K | $41.54 M | 5.89% | 0.80% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 994.91 K | $41.41 M | 105.85% | 0.80% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 970.00 K | $40.37 M | 1,592.92% | 0.78% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 946.01 K | $39.37 M | -0.14% | 0.76% |
| MORGAN STANLEY | 08/13/2026 | 901.19 K | $37.51 M | -4.75% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 840.30 K | $34.97 M | 1.78% | 0.67% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 836.83 K | $34.83 M | 32,335.27% | 0.67% |
| NUVEEN, LLC | 08/11/2026 | 805.92 K | $33.54 M | -18.83% | 0.64% |
| JUPITER ASSET MANAGEMENT LTD | 08/10/2026 | 770.03 K | $32.05 M | 100.00% | 0.62% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 750.05 K | $31.22 M | -7.60% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 681.40 K | $28.36 M | 73.38% | 0.55% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 641.97 K | $26.72 M | -2.29% | 0.51% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 635.55 K | $26.45 M | -35.10% | 0.51% |
| JUPITER TOPCO LLC | 08/14/2026 | 615.05 K | $25.60 M | 100.00% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 609.01 K | $25.35 M | -0.51% | 0.49% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 599.00 K | $24.93 M | -34.18% | 0.48% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 563.64 K | $23.46 M | -20.01% | 0.45% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 560.09 K | $23.31 M | -41.65% | 0.45% |
| UBS GROUP AG | 08/13/2026 | 509.03 K | $21.19 M | 4.97% | 0.41% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 481.85 K | $20.05 M | -2.99% | 0.39% |
| INVESCO LTD. | 08/14/2026 | 456.22 K | $18.99 M | -1.36% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 432.86 K | $18.02 M | -11.65% | 0.35% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 404.20 K | $16.82 M | 817.67% | 0.32% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 383.82 K | $15.97 M | 3.89% | 0.31% |
| LPL FINANCIAL LLC | 08/07/2026 | 371.94 K | $15.48 M | 7.65% | 0.30% |
| ALGERT GLOBAL LLC | 08/13/2026 | 369.75 K | $15.39 M | 26.24% | 0.30% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 342.03 K | $14.43 M | 47.61% | 0.27% |
| RHUMBLINE ADVISERS | 08/12/2026 | 331.64 K | $13.80 M | -7.61% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 302.58 K | $12.59 M | -2.82% | 0.24% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 297.38 K | $12.38 M | -83.05% | 0.24% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2026 | 274.39 K | $11.42 M | 5.06% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 265.80 K | $11.06 M | 28.65% | 0.21% |
| HSBC HOLDINGS PLC | 08/14/2026 | 263.97 K | $10.99 M | 2.43% | 0.21% |
Phillips Edison & Company Inc institutional Ownership - FAQ's
During the previous two years, 576 institutional investors and hedge funds held shares of Phillips Edison & Company Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 23.31 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 14.4 M
STATE STREET CORP: 7.29 M
VANGUARD CAPITAL MANAGEMENT LLC: 5.73 M
FMR LLC: 4.22 M
WELLINGTON MANAGEMENT GROUP LLP: 4.01 M
93.63% of Phillips Edison & Company Inc stock is owned by institutional investors.
Institutional investors have bought a total of 163.76 M shares in the last 24 months. This purchase volume represents approximately $6.32 B in transactions.