PHILLIPS EDISON & COMPANY IN (PECO) Institutional Ownership Changes & 13F Activity

PHILLIPS EDISON & COMPANY IN (PECO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Engineers Gate Manager Lp, Goldman Sachs Group Inc, Wellington Management Group Llp, Ameriprise Financial Inc, and Alyeska Investment Group, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,039+5.8%18,992$790.46KQ2 2026Sep 23, 2026
State Street CorpBuy+161,064+2.3%7,290,689$304.20MQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+10+0.8%1,257$52.32KQ2 2026Sep 21, 2026
Manufacturers Life Insurance Company, TheBuy+5,424+8.9%66,130$2.75MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+281+2.6%11,205$466.34KQ2 2026Sep 09, 2026
Allianz Asset Management GmbhSell-22,138-22.7%75,322$3.13MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+3,605+4.5%84,230$3.51MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-4,162-2.8%143,858$5.99MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+36,027+80.6%80,746$3.36MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+35+0.7%5,386$224.19KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+20—20$845.00Q2 2026Aug 18, 2026
Centaurus Financial, Inc.Sell-2,048-3.2%61,379$2.56MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-370-0.3%144,937$6.03MQ2 2026Aug 17, 2026
Engineers Gate Manager LpSell-1,457,255-83.1%297,382$12.38MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+1,235,955+72.6%2,939,127$122.33MQ2 2026Aug 14, 2026
Wellington Management Group LlpSell-1,200,733-23.0%4,011,362$166.95MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+946,006—946,006$39.37MQ2 2026Aug 14, 2026
Alyeska Investment Group, L.P.Buy+912,698+1592.9%969,995$40.37MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+569,574+102.9%1,123,351$46.75MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+456,216—456,216$18.99MQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Sell-343,777-35.1%635,548$26.45MQ2 2026Aug 14, 2026
Hudson Bay Capital Management LpSell-311,033-34.2%598,996$24.93MQ2 2026Aug 14, 2026
Adage Capital Partners Gp, L.L.C.Sell-265,000-58.9%185,000$7.70MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+151,562—151,562$6.31MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-140,983-20.0%563,639$23.46MQ2 2026Aug 14, 2026
Sophron Capital Management L.P.Sell-131,887-34.4%251,859$10.48MQ2 2026Aug 14, 2026
Verition Fund Management LlcSell-124,369-52.9%110,900$4.62MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+114,995+98.3%231,934$9.65MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+105,405+4.5%2,468,884$102.75MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-97,392-89.0%12,049$501.48KQ2 2026Aug 14, 2026
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Frequently asked questions about PECO activity

  • Which institutional owners are buying PECO?

    Institutional owners buying PECO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PECO activity?

    "Buy" means an investor increased their reported position in PECO compared to the prior reporting period. This reflects growing exposure to PHILLIPS EDISON & COMPANY IN (PECO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PECO increasing?

    Institutional interest in PECO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.