Phillips Edison & Company Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 21.93 M | $780.19 M | 2.02% | 17.66% |
| VANGUARD GROUP INC | 01/29/2026 | 20.22 M | $719.08 M | -0.64% | 16.28% |
| STATE STREET CORP | 02/13/2026 | 7.21 M | $257.28 M | -1.09% | 5.81% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 6.31 M | $224.38 M | 5.44% | 5.05% |
| FMR LLC | 02/17/2026 | 4.17 M | $148.41 M | 1.59% | 3.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 3.44 M | $122.46 M | 0.05% | 2.77% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 2.32 M | $82.62 M | 3.88% | 1.86% |
| ENGINEERS GATE MANAGER LP | 02/17/2026 | 2.18 M | $77.61 M | -12.59% | 1.75% |
| NORGES BANK | 02/10/2026 | 1.99 M | $70.85 M | 100.00% | 1.59% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.82 M | $64.91 M | 3.74% | 1.46% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 01/26/2026 | 1.79 M | $63.61 M | 5.35% | 1.24% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 1.53 M | $54.45 M | -18.12% | 1.22% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.53 M | $54.25 M | -29.37% | 1.22% |
| MORGAN STANLEY | 02/13/2026 | 1.15 M | $40.73 M | 3.80% | 0.92% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 1.12 M | $39.71 M | 100.00% | 0.90% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 1.01 M | $35.98 M | 100.00% | 0.81% |
| NUVEEN, LLC | 02/12/2026 | 1.01 M | $35.86 M | 45.10% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 965.50 K | $34.34 M | 3.35% | 0.77% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.05 M | $37.35 M | -4.61% | 0.73% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 878.52 K | $31.25 M | 12.20% | 0.70% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 781.52 K | $27.80 M | -18.59% | 0.63% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 752.53 K | $26.77 M | -4.39% | 0.61% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 740.17 K | $26.33 M | -28.76% | 0.60% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 742.60 K | $26.42 M | 153.55% | 0.59% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 649.22 K | $23.09 M | 1.94% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 628.40 K | $22.35 M | 51.49% | 0.51% |
| UBS GROUP AG | 01/29/2026 | 570.84 K | $20.30 M | 3.74% | 0.46% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 545.40 K | $19.40 M | 100.00% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 599.97 K | $21.34 M | -1.10% | 0.41% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 514.58 K | $18.30 M | -39.44% | 0.41% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 513.08 K | $18.25 M | 2,343.22% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 489.96 K | $17.43 M | 0.00% | 0.39% |
| INVESCO LTD. | 02/19/2026 | 455.80 K | $16.21 M | 3.90% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 421.52 K | $14.99 M | 103.31% | 0.34% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 399.08 K | $14.20 M | -6.74% | 0.32% |
| JAIN GLOBAL LLC | 02/17/2026 | 394.95 K | $14.05 M | 37.11% | 0.32% |
| SOPHRON CAPITAL MANAGEMENT L.P. | 02/17/2026 | 371.49 K | $13.21 M | -35.24% | 0.30% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 359.71 K | $12.79 M | 21.99% | 0.29% |
| LPL FINANCIAL LLC | 02/11/2026 | 356.46 K | $12.68 M | -8.99% | 0.29% |
| RHUMBLINE ADVISERS | 02/13/2026 | 351.13 K | $12.49 M | -7.78% | 0.28% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 349.58 K | $12.43 M | 20.25% | 0.28% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 359.41 K | $12.78 M | 1.28% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 334.46 K | $11.90 M | -1.58% | 0.23% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 281.07 K | $10.00 M | 100.00% | 0.23% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 251.17 K | $8.93 M | 5.79% | 0.20% |
| HSBC HOLDINGS PLC | 03/20/2026 | 248.99 K | $8.86 M | 33.53% | 0.20% |
| ALGERT GLOBAL LLC | 02/17/2026 | 248.52 K | $8.84 M | 744.16% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 247.70 K | $8.81 M | 1.89% | 0.20% |
| B&I CAPITAL AG | 01/26/2026 | 277.93 K | $9.89 M | 19.89% | 0.19% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/27/2026 | 272.19 K | $9.80 M | -4.71% | 0.19% |
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Phillips Edison & Company Inc institutional Ownership - FAQ's
During the previous two years, 545 institutional investors and hedge funds held shares of Phillips Edison & Company Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.9 M
DUFF & PHELPS INVESTMENT MANAGEMENT CO: 1.8 M
Nuveen, LLC: 992,853
Bank of New York Mellon Corp: 942,612
VANGUARD FIDUCIARY TRUST CO: 825,627
Legal & General Group Plc: 811,708
87.52% of Phillips Edison & Company Inc stock is owned by institutional investors.
Institutional investors have bought a total of 135.55 M shares in the last 24 months. This purchase volume represents approximately $5.23 B in transactions.