Vault-13

PHILLIPS EDISON & CO INC PECO

COMMON STOCK · REIT · CUSIP 71844V201 · ISIN US71844V2016

American real estate investment trust

421 institutional holders +14 vs Q1 2025
108,108,701108.1m shares reported held*
86.1% of all shares outstanding*
$3.8bnreported value*
46 new 162 added 131 reduced 32 sold out net bought ≈ $100.3m (+2.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Shares outstanding: 125.6m as of 2025-07-18, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $35.04. Options: 4 managers hold calls ($1.1m notional), 2 hold puts ($24.0k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 330Q4 22: 343Q1 23: 349Q2 23: 365Q3 23: 360Q4 23: 381Q1 24: 363Q2 24: 374Q3 24: 402Q4 24: 403Q1 25: 407Q2 25: 421421Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022330
Q4 2022343
Q1 2023349
Q2 2023365
Q3 2023360
Q4 2023381
Q1 2024363
Q2 2024374
Q3 2024402
Q4 2024403
Q1 2025407
Q2 2025421

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 128 bought or addedQ3 23: 172 cut or sold outQ4 23: 151 bought or addedQ4 23: 156 cut or sold outQ4 23Q1 24: 147 bought or addedQ1 24: 176 cut or sold outQ2 24: 152 bought or addedQ2 24: 173 cut or sold outQ2 24Q3 24: 164 bought or addedQ3 24: 171 cut or sold outQ4 24: 171 bought or addedQ4 24: 168 cut or sold outQ4 24Q1 25: 175 bought or addedQ1 25: 175 cut or sold outQ2 25: 208 bought or addedQ2 25: 163 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023128172
Q4 2023151156
Q1 2024147176
Q2 2024152173
Q3 2024164171
Q4 2024171168
Q1 2025175175
Q2 2025208163

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $2.9mQ3 24 puts: $41.5kQ3 24P/C 0.01Q4 24 calls: $1.8mQ4 24 puts: $277.2kQ4 24P/C 0.15Q1 25 calls: $1.8mQ1 25 puts: $178.3kQ1 25P/C 0.10Q2 25 calls: $1.1mQ2 25 puts: $24.0kQ2 25P/C 0.02
Numbers
QuarterCallsPutsP/C
Q3 2024$2.9m$41.5k0.01
Q4 2024$1.8m$277.2k0.15
Q1 2025$1.8m$178.3k0.10
Q2 2025$1.1m$24.0k0.02

Biggest buyers

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +1,025,938+1.0m
Engineers Gate Manager LP New +933,339+933.3k
VANGUARD GROUP INC Added +694,127+694.1k
Balyasny Asset Management L.P. New +640,432+640.4k
NORTHERN TRUST CORP Added +465,168+465.2k
WELLINGTON MANAGEMENT GROUP LLP Added +431,238+431.2k
Schonfeld Strategic Advisors LLC New +397,299+397.3k
Freestone Grove Partners LP New +315,698+315.7k
FMR LLC Added +294,767+294.8k
Granite Investment Partners, LLC New +221,929+221.9k

Biggest sellers

Alyeska Investment Group, L.P. Reduced -877,200-877.2k
MILLENNIUM MANAGEMENT LLC Reduced -657,450-657.5k
JPMORGAN CHASE & CO Reduced -527,605-527.6k
ExodusPoint Capital Management, LP Sold out -505,799-505.8k
GOLDMAN SACHS GROUP INC Reduced -496,813-496.8k
DARK FOREST CAPITAL MANAGEMENT LP Reduced -145,758-145.8k
SG Americas Securities, LLC Sold out -139,007-139.0k
Geneos Wealth Management Inc. Reduced -124,187-124.2k
BANK OF MONTREAL /CAN/ Reduced -105,935-105.9k
VOYA INVESTMENT MANAGEMENT LLC Reduced -104,895-104.9k

Biggest calls

CITADEL ADVISORS LLC Reduced $763.7k21.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $318.8k9.1k shares
SIMPLEX TRADING, LLC New $10.0k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SIMPLEX TRADING, LLC Unchanged $24.0k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-02-05 10.8% new 13.6m≈ $566.6m 2026-02-05
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 6.7m≈ $280.5m 2026-04-30

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.1%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 21,392,48621.4m $749.4m $749.4m 0.01% Reduced -61.4k -61,439
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 20,414,33120.4m $715.1m $715.1m 0.01% Added +694.1k +694,127
3 WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio Boston, MA 7,476,9437.5m $261.9m $261.9m 0.05% Added +431.2k +431,238
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 7,349,0807.3m $258.2m $258.2m 0.01% Added +166.1k +166,108
5 FMR LLC 0.01% of their portfolio BOSTON, MA 3,938,6063.9m $138.0m $138.0m 0.01% Added +294.8k +294,767
6 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,395,0703.4m $118.9m $118.9m 0.01% Added +65.8k +65,782
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,209,1582.2m $77.4m $77.4m 0.01% Added +35.1k +35,107
8 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,158,2882.2m $75.6m $75.6m 0.01% Added +465.2k +465,168
9 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,716,4071.7m $60.1m $60.1m 0.01% Added +139.7k +139,704
10 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,581,7911.6m $55.4m $55.4m 0.01% Added +68.9k +68,923
11 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.63% of their portfolio CHICAGO, IL 1,522,8831.5m $53.3m $53.3m 0.63% Added +14.4k +14,403
12 MACQUARIE GROUP LTD 0.06% of their portfolio Sydney, NSW 2000, C3 1,428,2321.4m $50.0m $50.0m 0.06% Added +35.3k +35,279
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,222,5771.2m $42.8m $42.8m 0.00% Added +217.6k +217,566
14 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 1,162,0461.2m $40.7m $40.7m 0.01% Added +1.0m +1,025,938
15 Alyeska Investment Group, L.P. 0.14% of their portfolio CHICAGO, IL 1,136,1081.1m $39.8m $39.8m 0.14% Reduced -877.2k -877,200
16 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 1,026,1151.0m $35.9m $35.9m 0.01% Reduced -51.3k -51,257
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,001,7751.0m $35.1m $35.1m 0.00% Reduced -527.6k -527,605
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 991,796991.8k $34.7m $34.7m 0.01% Added +59.1k +59,060
19 Engineers Gate Manager LP 0.41% of their portfolio NEW YORK, NY 933,339933.3k $32.7m $32.7m 0.41% New
20 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio Boston, MA 910,000910.0k $31.9m $31.9m 0.05% Reduced -5.0k -5,000
21 Legal & General Group Plc 0.01% of their portfolio London, X0 863,643863.6k $30.3m $30.3m 0.01% Added +14.0k +13,989
22 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 832,760832.8k $29.2m $29.2m 0.01% Reduced -56.9k -56,939
23 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 697,499697.5k $24.4m $24.4m 0.04% Reduced -32.1k -32,114
24 Balyasny Asset Management L.P. 0.05% of their portfolio Chicago, IL 640,432640.4k $22.4m $22.4m 0.05% New
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 625,102625.1k $21.9m $21.9m 0.00% Reduced -496.8k -496,813
26 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 621,916621.9k $21.8m $21.8m 0.01% Reduced -1.5k -1,504
27 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 603,749603.7k $21.1m $21.1m 0.01% Added +18.4k +18,401
28 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 540,372540.4k $18.9m $18.9m 0.03% Reduced -22.3k -22,328
29 AEW CAPITAL MANAGEMENT L P 0.93% of their portfolio BOSTON, MA 503,549503.5k $17.6m $17.6m 0.93% Reduced -71.3k -71,270
30 Public Sector Pension Investment Board 0.06% of their portfolio MONTREAL, A8 427,482427.5k $15.0m $15.0m 0.06% Added +30.5k +30,500
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 418,384418.4k $14.7m $14.7m 0.00% Reduced -13.5k -13,501
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 412,686412.7k $14.5m $14.5m 0.00% Added +24.6k +24,602
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 412,449412.4k $14.4m $14.4m 0.00% Added +135.0k +134,971
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 403,831403.8k $14.1m $14.1m 0.00% Added +12.2k +12,206
35 Schonfeld Strategic Advisors LLC 0.10% of their portfolio NEW YORK, NY 397,299397.3k $13.9m $13.9m 0.10% New
36 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 395,088395.1k $13.8m $13.8m 0.01% Added +10.1k +10,118
37 Sophron Capital Management L.P. 4.19% of their portfolio SUMMIT, NJ 391,032391.0k $13.7m $13.7m 4.19% Added +85.1k +85,059
38 Jain Global LLC 0.20% of their portfolio NEW YORK, NY 365,908365.9k $12.8m $12.8m 0.20% Reduced -55.9k -55,869
39 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 360,297360.3k $12.6m $12.6m 0.04% Reduced -7.6k -7,557
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 355,957356.0k $12.5m $12.5m 0.00% Reduced -46.4k -46,432
41 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 341,637341.6k $12.0m $12.0m 0.00% Reduced -8.1k -8,132
42 Freestone Grove Partners LP 0.08% of their portfolio San Francisco, CA 315,698315.7k $11.1m $11.1m 0.08% New
43 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 298,883298.9k $10.5m $10.5m 0.01% Added +6.4k +6,385
44 Asset Management One Co., Ltd. 0.03% of their portfolio TOKYO, M0 284,935284.9k $10.0m $10.0m 0.03% Reduced -253 -253
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 279,596279.6k $9.8m $9.8m 0.00% Added +15.9k +15,870
46 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 277,554277.6k $9.7m $9.7m 0.00% Added +103.2k +103,217
47 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 270,642270.6k $9.5m $9.5m 0.02% Added +64.5k +64,465
48 Eisler Capital Management Ltd. 0.31% of their portfolio LONDON, X0 253,932253.9k $8.9m $8.9m 0.31% Added +23.6k +23,571
49 KENNEDY CAPITAL MANAGEMENT LLC 0.20% of their portfolio ST LOUIS, MO 239,690239.7k $8.4m $8.4m 0.20% Reduced -40.2k -40,199
50 Swiss National Bank 0.01% of their portfolio ZURICH, V8 239,500239.5k $8.4m $8.4m 0.01% Added +2.0k +2,000
51 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 228,726228.7k $8.0m $8.0m 0.01% Added +133.6k +133,595
52 B&I Capital AG 2.71% of their portfolio ZURICH, V8 227,295227.3k $8.0m $8.0m 2.71% Reduced -12.8k -12,750
53 Granite Investment Partners, LLC 0.38% of their portfolio EL SEGUNDO, CA 221,929221.9k $7.8m $7.8m 0.38% New
54 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 218,856218.9k $7.7m $7.7m 0.00% Added +16.9k +16,922
55 J.W. COLE ADVISORS, INC. 0.15% of their portfolio TAMPA, FL 205,290205.3k $7.2m $7.2m 0.15% Added +11.8k +11,845
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 202,420202.4k $7.1m $7.1m 0.00% Reduced -15.7k -15,675
57 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 197,688197.7k $6.9m $6.9m 0.01% Reduced -657.5k -657,450
58 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 194,248194.2k $6.8m $6.8m 0.02% Reduced -20.8k -20,775
59 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 192,261192.3k $6.7m $6.7m 0.02% Added +31.5k +31,495
60 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 188,160188.2k $6.6m $6.6m 0.01% Reduced -43.4k -43,436
61 Mariner, LLC 0.01% of their portfolio Overland Park, KS 184,900184.9k $6.5m $6.5m 0.01% Added +19.7k +19,672
62 NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio TOKYO, M0 178,630178.6k $6.3m $6.3m 0.02% Added +7.3k +7,340
63 Greenland Capital Management LP 0.74% of their portfolio NEW YORK, NY 163,802163.8k $5.7m $5.7m 0.74% Added +103.6k +103,610
64 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 155,095155.1k $5.4m $5.4m 0.01% Reduced -10.9k -10,919
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 154,857154.9k $5.4m $5.4m 0.01% Added +3.4k +3,405
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 144,416144.4k $5.1m $5.1m 0.00% Added +62.7k +62,690
67 McAdam, LLC 0.28% of their portfolio Philadelphia, PA 143,484143.5k $5.0m $5.0m 0.28% Added +71 +71
68 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 137,505137.5k $4.8m $4.8m 0.00% Added +1.8k +1,776
69 State of Alaska, Department of Revenue 0.05% of their portfolio JUNEAU, AK 135,843135.8k $4.8m $4.8m 0.05% Added +6.9k +6,948
70 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 135,396135.4k $4.7m $4.7m 0.01% Reduced -19.6k -19,606
71 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 130,575130.6k $4.6m $4.6m 0.01% Added +7.8k +7,778
72 LORD, ABBETT & CO. LLC 0.01% of their portfolio JERSEY CITY, NJ 125,470125.5k $4.4m $4.4m 0.01% Added +22.4k +22,445
73 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 123,055123.1k $4.3m $4.3m 0.01% Reduced -31.5k -31,537
74 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 122,489122.5k $4.3m $4.3m 0.00% Added +7.1k +7,119
75 Aberdeen Group plc 0.01% of their portfolio EDINBURGH, X0 121,594121.6k $4.3m $4.3m 0.01% Added +4.2k +4,220
76 Prime Capital Investment Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 121,229121.2k $4.2m $4.2m 0.06% Reduced -20.8k -20,757
77 Modern Wealth Management, LLC 0.10% of their portfolio KANSAS CITY, MO 116,089116.1k $4.1m $4.1m 0.10% Reduced -2.1k -2,052
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 115,437115.4k $4.1m $4.1m 0.01% Added +17.4k +17,359
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 113,490113.5k $4.0m $4.0m 0.00% Added +185 +185
80 CENTAURUS FINANCIAL, INC. 0.23% of their portfolio ANAHEIM, CA 112,461112.5k $3.9m $3.9m 0.23% Reduced -5.1k -5,070
81 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 111,682111.7k $3.9m $3.9m 0.01% Added +19.7k +19,737
82 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 111,115111.1k $3.9m $3.9m 0.00% Added +4.4k +4,408
83 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 107,512107.5k $3.8m $3.8m 0.02% Added +33.4k +33,376
84 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 103,983104.0k $3.6m $3.6m 0.00% Reduced -104.9k -104,895
85 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 103,023103.0k $3.6m $3.6m 0.04% Added +5.3k +5,268
86 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.09% of their portfolio BALA CYNWYD, PA 99,75799.8k $3.5m $3.5m 0.09% Reduced -6.5k -6,458
87 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 98,99199.0k $3.5m $3.5m 0.00% Added +9.0k +9,038
88 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio FRANKFORT, KY 96,49196.5k $3.4m $3.4m 0.03% Added +7.2k +7,166
89 Edgestream Partners, L.P. 0.09% of their portfolio Princeton, NJ 96,37496.4k $3.4m $3.4m 0.09% Reduced -89.6k -89,605
90 Holocene Advisors, LP 0.01% of their portfolio New York, NY 91,66291.7k $3.2m $3.2m 0.01% Added +18.9k +18,944
91 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 91,40291.4k $3.2m $3.2m 0.02% Added +37.4k +37,392
92 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 89,50389.5k $3.1m $3.1m 0.00% Added +3.4k +3,398
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 86,82286.8k $3.0m $3.0m 0.00% Added +8.6k +8,630
94 Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio ZURICH, V8 85,18685.2k $3.0m $3.0m 0.01% Added +4.8k +4,801
95 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 84,65784.7k $3.0m $3.0m 0.00% Reduced -35.3k -35,286
96 Amundi 0.00% of their portfolio Paris, I0 82,80582.8k $2.9m $2.9m 0.00% Reduced -39.2k -39,213
97 MARTINGALE ASSET MANAGEMENT L P 0.07% of their portfolio BOSTON, MA 81,32481.3k $2.8m $2.8m 0.07% Reduced -13.6k -13,613
98 CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio PARIS, I0 79,52079.5k $2.8m $2.8m 0.03% Added +63.6k +63,555
99 MONEY CONCEPTS CAPITAL CORP 0.19% of their portfolio PALM BEACH GARDENS, FL 79,30779.3k $2.8m $2.8m 0.19% Reduced -381 -381
100 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 79,05279.1k $2.8m $2.8m 0.02% Added +2.4k +2,414