Phillips Edison & Company, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 21.50 M | $738.11 M | 0.51% | 17.13% |
| VANGUARD GROUP INC | 11/07/2025 | 20.35 M | $698.45 M | -0.34% | 16.21% |
| STATE STREET CORP | 11/14/2025 | 7.29 M | $251.08 M | -0.79% | 5.81% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 5.98 M | $205.39 M | -19.98% | 4.77% |
| FMR LLC | 11/13/2025 | 4.11 M | $141.00 M | 4.28% | 3.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 3.44 M | $118.12 M | 1.34% | 2.74% |
| ENGINEERS GATE MANAGER LP | 11/14/2025 | 2.50 M | $85.69 M | 167.43% | 1.99% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 2.24 M | $76.77 M | 1.22% | 1.78% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.16 M | $74.13 M | 0.05% | 1.72% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 1.87 M | $64.18 M | 191.93% | 1.49% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.76 M | $60.39 M | 2.49% | 1.40% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/13/2025 | 1.70 M | $58.28 M | 11.47% | 1.35% |
| MACQUARIE GROUP LTD | 11/13/2025 | 1.31 M | $45.12 M | -7.99% | 1.05% |
| MORGAN STANLEY | 11/14/2025 | 1.10 M | $37.87 M | -9.76% | 0.88% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.10 M | $37.80 M | 9.90% | 0.88% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.04 M | $35.67 M | 66.20% | 0.83% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 960.00 K | $32.96 M | 5.49% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 934.17 K | $32.07 M | -5.81% | 0.74% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 849.69 K | $29.17 M | 57.24% | 0.68% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 787.08 K | $27.02 M | 12.84% | 0.63% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 782.97 K | $26.88 M | -9.34% | 0.62% |
| NUVEEN, LLC | 11/12/2025 | 694.80 K | $23.85 M | -16.57% | 0.55% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 636.85 K | $21.86 M | 5.48% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 606.67 K | $20.83 M | -2.45% | 0.48% |
| SOPHRON CAPITAL MANAGEMENT L.P. | 11/14/2025 | 573.66 K | $19.69 M | 46.70% | 0.46% |
| UBS GROUP AG | 11/13/2025 | 550.28 K | $18.89 M | 33.42% | 0.44% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 489.96 K | $16.82 M | 14.62% | 0.39% |
| INVESCO LTD. | 11/13/2025 | 438.70 K | $15.06 M | 4.86% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 427.90 K | $14.69 M | 216.04% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 414.81 K | $14.24 M | 2.72% | 0.33% |
| LPL FINANCIAL LLC | 11/12/2025 | 391.66 K | $13.45 M | -5.10% | 0.31% |
| RHUMBLINE ADVISERS | 11/06/2025 | 380.76 K | $13.07 M | -3.63% | 0.30% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 354.88 K | $12.18 M | 3.88% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 339.82 K | $11.67 M | -5.68% | 0.27% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 294.86 K | $10.12 M | 28.91% | 0.23% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 292.88 K | $10.06 M | -17.72% | 0.23% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 290.72 K | $9.98 M | 21.29% | 0.23% |
| JAIN GLOBAL LLC | 11/14/2025 | 288.05 K | $9.89 M | -21.28% | 0.23% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/22/2025 | 285.63 K | $9.81 M | 0.24% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 266.38 K | $9.25 M | -1.58% | 0.21% |
| SEI INVESTMENTS CO | 11/13/2025 | 257.52 K | $8.84 M | -13.84% | 0.21% |
| JANE STREET GROUP, LLC | 11/14/2025 | 253.78 K | $8.71 M | 63.63% | 0.20% |
| BARCLAYS PLC | 11/12/2025 | 253.66 K | $8.71 M | -9.28% | 0.20% |
| AEW CAPITAL MANAGEMENT L P | 11/10/2025 | 249.81 K | $8.58 M | -50.39% | 0.20% |
| SWISS NATIONAL BANK | 11/13/2025 | 243.10 K | $8.35 M | 1.50% | 0.19% |
| DARK FOREST CAPITAL MANAGEMENT LP | 11/17/2025 | 240.70 K | $8.26 M | 1,193.40% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 237.43 K | $8.15 M | 8.49% | 0.19% |
| B&I CAPITAL AG | 11/04/2025 | 231.83 K | $7.96 M | 2.00% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 207.33 K | $7.12 M | 4.88% | 0.17% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 203.23 K | $6.98 M | -1.00% | 0.16% |
Phillips Edison & Company, Inc. institutional Ownership - FAQ's
During the previous two years, 520 institutional investors and hedge funds held shares of Phillips Edison & Company, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 21.5 M
VANGUARD GROUP INC: 20.35 M
STATE STREET CORP: 7.29 M
WELLINGTON MANAGEMENT GROUP LLP: 5.98 M
FMR LLC: 4.11 M
GEODE CAPITAL MANAGEMENT, LLC: 3.44 M
83.02% of Phillips Edison & Company, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 131.14 M shares in the last 24 months. This purchase volume represents approximately $4.43 B in transactions.