PECO Institutional Ownership & Shareholders

PHILLIPS EDISON & COMPANY IN (PECO) is currently held by 437 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.69B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of PECO tracked by InsiderSet, reporting ownership valued at approximately $970.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $905.03M, representing an estimated loss of -6.70% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PECO value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in PHILLIPS EDISON & COMPANY IN (PECO).

This page ranks the largest institutional PECO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

437

Total Reported Value

$4.69B

Largest Holder

Blackrock, Inc.

Largest Position

$970.06M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

37

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.01%23,307,528$970,059,332$905,031,312-$65,028,020-6.70%
Vanguard Portfolio Management Llc0.03%14,398,478$599,264,654$559,092,901-$40,171,753-6.70%
State Street Corp0.01%7,290,689$304,204,700$283,097,454-$21,107,246-6.94%
Vanguard Capital Management Llc0.01%5,728,291$238,411,471$222,429,540-$15,981,931-6.70%
Fmr Llc0.01%4,220,531$175,658,519$163,883,219-$11,775,300-6.70%
Wellington Management Group Llp0.03%4,011,362$166,952,887$155,761,186-$11,191,701-6.70%
Geode Capital Management, Llc0.01%3,767,699$156,837,215$146,299,752-$10,537,463-6.72%
Canada Pension Plan Investment Board0.08%3,351,653$139,495,798$130,144,686-$9,351,112-6.70%
Goldman Sachs Group Inc0.01%2,939,127$122,326,479$114,126,301-$8,200,178-6.70%
Charles Schwab Investment Management Inc0.01%2,468,884$102,754,952$95,866,766-$6,888,186-6.70%
Northern Trust Corp0.01%2,346,911$97,678,437$91,130,554-$6,547,883-6.70%
Duff & Phelps Investment Management Co0.79%2,006,105$83,494,090$77,897,057-$5,597,033-6.70%
Jpmorgan Chase & Co0.00%1,928,640$81,681,224$74,889,091-$6,792,133-8.32%
Dimensional Fund Advisors Lp0.01%1,917,053$79,790,388$74,439,168-$5,351,220-6.71%
Norges Bank0.01%1,652,337$68,770,266$64,160,246-$4,610,020-6.70%
Bank Of America Corp0.00%1,123,351$46,753,880$43,619,719-$3,134,161-6.70%
Bank Of New York Mellon Corp0.01%998,094$41,540,675$38,755,990-$2,784,685-6.70%
Arrowstreet Capital, Limited Partnership0.02%994,906$41,407,988$38,632,200-$2,775,788-6.70%
Alyeska Investment Group, L.P.0.10%969,995$40,371,192$37,664,906-$2,706,286-6.70%
Ameriprise Financial Inc0.01%946,006$39,374,110$36,733,413-$2,640,697-6.71%
Morgan Stanley0.00%901,192$37,507,674$34,993,285-$2,514,389-6.70%
Vanguard Fiduciary Trust Co0.01%840,299$34,973,244$32,628,810-$2,344,434-6.70%
Nuveen, Llc0.01%805,923$33,542,516$31,293,990-$2,248,526-6.70%
Jupiter Asset Management Ltd0.16%770,034$32,048,815$29,900,420-$2,148,395-6.70%
Principal Financial Group Inc0.02%847,196$31,634,298$32,896,621+$1,262,323+3.99%
Legal & General Group Plc0.01%750,049$31,217,037$29,124,403-$2,092,634-6.70%
Renaissance Technologies LLCJim Simons0.04%681,402$28,359,951$26,458,840-$1,901,111-6.70%
Cetera Investment Advisers0.02%641,969$26,718,737$24,927,656-$1,791,081-6.70%
Nomura Asset Management International Inc.0.04%635,548$26,452,000$24,678,329-$1,773,671-6.71%
Hudson Bay Capital Management Lp0.13%598,996$24,930,214$23,259,015-$1,671,199-6.70%
Balyasny Asset Management L.P.0.04%563,639$23,458,655$21,886,102-$1,572,553-6.70%
American Century Companies Inc0.01%560,089$23,310,904$21,748,256-$1,562,648-6.70%
Janus Henderson Group Plc0.01%615,054$23,015,594$23,882,547+$866,953+3.77%
Ubs Group Ag0.00%509,030$21,185,828$19,765,635-$1,420,193-6.70%
Kennedy Capital Management Llc0.36%481,848$20,054,530$18,710,158-$1,344,372-6.70%
Invesco Ltd.0.00%456,216$18,987,711$17,714,867-$1,272,844-6.70%
Public Sector Pension Investment Board0.05%432,856$18,015,467$16,807,798-$1,207,669-6.70%
Deutsche Bank Ag\0.00%383,820$15,974,589$14,903,731-$1,070,858-6.70%
Lpl Financial Llc0.00%371,940$15,480,128$14,442,430-$1,037,698-6.70%
Algert Global Llc0.18%369,750$15,388,995$14,357,393-$1,031,603-6.70%
Nordea Investment Management Ab0.01%342,026$14,426,657$13,280,870-$1,145,787-7.94%
Rhumbline Advisers0.01%331,637$13,802,707$12,877,465-$925,242-6.70%
Robeco Institutional Asset Management B.V.0.02%339,781$12,687,423$13,193,696+$506,273+3.99%
Engineers Gate Manager Lp0.16%297,382$12,377,039$11,547,343-$829,696-6.70%
California Public Employees Retirement System0.01%274,388$11,420,029$10,654,486-$765,543-6.70%
Osaic Holdings, Inc.0.01%265,798$11,062,912$10,320,936-$741,976-6.71%
Hsbc Holdings Plc0.01%263,965$10,994,396$10,249,761-$744,635-6.77%
Swiss National Bank0.01%252,800$10,521,536$9,816,224-$705,312-6.70%
Asset Management One Co., Ltd.0.03%267,614$9,992,707$10,391,452+$398,745+3.99%
Aqr Capital Management Llc0.00%237,191$9,871,893$9,210,127-$661,766-6.70%
Showing 50 of 437

Frequently asked questions about PECO

  • Who are the largest institutional holders of PECO?

    The largest institutional holders of PECO reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Vanguard Capital Management Llc, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported PECO position.

  • What is PECO institutional ownership?

    This page tracks PECO positions reported by institutional investment managers through SEC Form 13F. PHILLIPS EDISON & COMPANY IN (PECO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own PECO?

    InsiderSet currently tracks 437 institutional managers reporting PECO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PECO shareholders.

  • How much PECO stock do institutions own?

    Institutional investment managers disclosed approximately $4.69B in PECO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was PECO institutional ownership last updated?

    The latest PECO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional PECO holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PECO position after the reporting date.

  • Are institutions buying or selling PECO?

    Institutional buying and selling can be analyzed by comparing PECO positions across consecutive 13F reporting periods. InsiderSet's PECO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PECO ownership changes.

  • How has PECO institutional ownership changed over time?

    InsiderSet tracks PECO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.