PECO Institutional Ownership
Phillips Edison & Co.
1W: +1.0%
1M: -3.4%
3M: -9.4%
YTD: +7.7%
1Y: +11.6%
3Y: +21.4%
5Y: +45.4%
$37.76
+0.27 (+0.72%)
Weekly Expected Move ±1.5%
$37
$37
$38
$38
$39
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Institutional Ownership — PECO
485
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
52
New Positions
174
Increased
171
Reduced
37
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (518 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 23,307,528 | $$880M | +1,256,516 | +5.7% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,398,478 | $$544M | +511,118 | +3.7% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 7,290,689 | $$275M | +161,064 | +2.3% | 20Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5,728,291 | $$216M | +32,997 | +0.6% | 2Q | SEC ↗ |
| 5 | FMR LLC | 4,220,531 | $$159M | +87,939 | +2.1% | 20Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 4,011,362 | $$151M | -1,200,733 | -23.0% | 20Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3,767,699 | $$142M | +222,607 | +6.3% | 20Q | SEC ↗ |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 3,351,653 | $$127M | +54,980 | +1.7% | 3Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 2,939,127 | $$111M | +1,235,955 | +72.6% | 15Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,468,884 | $$93M | +105,405 | +4.5% | 15Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 2,468,884 | $$93M | — | +0.0% | 1Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 2,346,911 | $$89M | +856,424 | +57.5% | 20Q | SEC ↗ |
| 13 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,006,105 | $$76M | +204,589 | +11.4% | 9Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 1,928,640 | $$73M | +136,992 | +7.6% | 20Q | SEC ↗ |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1,917,053 | $$72M | +17,839 | +0.9% | 18Q | SEC ↗ |
| 16 | NORGES BANK NEW | 1,652,337 | $$62M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 1,123,351 | $$42M | +569,574 | +102.9% | 15Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 998,094 | $$38M | +55,482 | +5.9% | 20Q | SEC ↗ |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 994,906 | $$38M | +511,598 | +105.9% | 6Q | SEC ↗ |
| 20 | Alyeska Investment Group, L.P. | 969,995 | $$37M | +912,698 | +1592.9% | 3Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 946,006 | $$36M | -1,315 | -0.1% | 16Q | SEC ↗ |
| 22 | MORGAN STANLEY | 901,192 | $$34M | -44,935 | -4.7% | 20Q | SEC ↗ |
| 23 | VANGUARD FIDUCIARY TRUST CO | 840,299 | $$32M | +14,672 | +1.8% | 2Q | SEC ↗ |
| 24 | UBS AM, a distinct business unit of UB | 836,830 | $$32M | +834,250 | +32335.3% | 3Q | SEC ↗ |
| 25 | Nuveen, LLC | 805,923 | $$30M | -186,930 | -18.8% | 6Q | SEC ↗ |
| 26 | JUPITER ASSET MANAGEMENT LTD NEW | 770,034 | $$29M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Legal & General Group Plc | 750,049 | $$28M | -61,659 | -7.6% | 20Q | SEC ↗ |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 681,402 | $$26M | +288,400 | +73.4% | 6Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 641,969 | $$24M | -15,048 | -2.3% | 18Q | SEC ↗ |
| 30 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 635,548 | $$24M | -343,777 | -35.1% | 3Q | SEC ↗ |
| 31 | JANUS HENDERSON GROUP PLC | 615,054 | $$23M | -34,168 | -5.3% | 19Q | SEC ↗ |
| 32 | Jupiter Topco LLC NEW | 615,054 | $$23M | — | +0.0% | 1Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 609,014 | $$23M | -3,115 | -0.5% | 18Q | SEC ↗ |
| 34 | Hudson Bay Capital Management LP | 598,996 | $$23M | -311,033 | -34.2% | 3Q | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 563,639 | $$21M | -140,983 | -20.0% | 5Q | SEC ↗ |
| 36 | AMERICAN CENTURY COMPANIES INC | 560,089 | $$21M | -399,769 | -41.6% | 15Q | SEC ↗ |
| 37 | UBS Group AG | 509,030 | $$19M | +24,120 | +5.0% | 19Q | SEC ↗ |
| 38 | KENNEDY CAPITAL MANAGEMENT LLC | 481,848 | $$18M | -14,861 | -3.0% | 9Q | SEC ↗ |
| 39 | Invesco Ltd. | 456,216 | $$17M | -6,299 | -1.4% | 19Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board | 432,856 | $$16M | -57,103 | -11.7% | 13Q | SEC ↗ |
| 41 | MACKENZIE FINANCIAL CORP | 404,204 | $$15M | +360,157 | +817.7% | 18Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 383,820 | $$14M | +14,383 | +3.9% | 20Q | SEC ↗ |
| 43 | LPL Financial LLC | 371,940 | $$14M | +26,427 | +7.6% | 17Q | SEC ↗ |
| 44 | ALGERT GLOBAL LLC | 369,750 | $$14M | +76,850 | +26.2% | 4Q | SEC ↗ |
| 45 | NORDEA INVESTMENT MANAGEMENT AB | 342,026 | $$13M | +110,320 | +47.6% | 3Q | SEC ↗ |
| 46 | RHUMBLINE ADVISERS | 331,637 | $$13M | -27,328 | -7.6% | 20Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 302,576 | $$11M | -8,765 | -2.8% | 19Q | SEC ↗ |
| 48 | Engineers Gate Manager LP | 297,382 | $$11M | -1,457,255 | -83.1% | 5Q | SEC ↗ |
| 49 | California Public Employees Retirement | 274,388 | $$10M | +13,205 | +5.1% | 14Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 265,798 | $$10M | +59,197 | +28.7% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,468,884 | $$93M |
| NORGES BANK | 1,652,337 | $$62M |
| JUPITER ASSET MANAGEMENT LTD | 770,034 | $$29M |
| Jupiter Topco LLC | 615,054 | $$23M |
| FEDERATED HERMES, INC. | 181,848 | $$7M |
| TUDOR INVESTMENT CORP ET AL | 151,562 | $$6M |
| Robeco Institutional Asset Manageme | 107,380 | $$4M |
| Man Group plc | 76,772 | $$3M |
| Mitsubishi UFJ Trust & Banking Corp | 55,751 | $$2M |
| Polymer Capital Management (US) LLC | 34,990 | $$1M |
| Diversify Advisory Services, LLC | 24,371 | $$920K |
| Perbak Capital Partners LLP | 22,835 | $$862K |
| Coppell Advisory Solutions LLC | 17,048 | $$644K |
| Massar Capital Management, LP | 15,939 | $$602K |
| Arete Wealth Advisors, LLC | 14,140 | $$534K |
| Jackson Creek Investment Advisors L | 11,942 | $$451K |
| TWO SIGMA INVESTMENTS, LP | 11,689 | $$441K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 10,380 | $$392K |
| Elo Mutual Pension Insurance Co | 10,229 | $$386K |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,684 | $$366K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jain Global LLC | 394,947 | $$15M |
| Qube Research & Technologies Ltd | 320,353 | $$12M |
| Granite Investment Partners, LLC | 142,945 | $$5M |
| ExodusPoint Capital Management, LP | 130,153 | $$5M |
| DARK FOREST CAPITAL MANAGEMENT LP | 121,778 | $$5M |
| LORD, ABBETT & CO. LLC | 120,868 | $$5M |
| CITADEL ADVISORS LLC | 111,493 | $$4M |
| Neo Ivy Capital Management | 102,500 | $$4M |
| Lighthouse Investment Partners, LLC | 95,000 | $$4M |
| VARCOV Co. | 73,747 | $$3M |
| JANE STREET GROUP, LLC | 72,943 | $$3M |
| Y-Intercept (Hong Kong) Ltd | 48,641 | $$2M |
| Holocene Advisors, LP | 47,542 | $$2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 41,363 | $$2M |
| SummitTX Capital, L.P. | 29,490 | $$1M |
| Headlands Technologies LLC | 25,574 | $$966K |
| Schonfeld Strategic Advisors LLC | 25,307 | $$956K |
| Entropy Technologies, LP | 21,043 | $$795K |
| JENNISON ASSOCIATES LLC | 12,599 | $$476K |
| GSA CAPITAL PARTNERS LLP | 11,827 | $$447K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,256,516 | +5.7% | 23,307,528 |
| GOLDMAN SACHS GROUP INC | +1,235,955 | +72.6% | 2,939,127 |
| Alyeska Investment Group, L.P. | +912,698 | +1592.9% | 969,995 |
| NORTHERN TRUST CORP | +856,424 | +57.5% | 2,346,911 |
| UBS AM, a distinct business unit of | +834,250 | +32335.3% | 836,830 |
| BANK OF AMERICA CORP /DE | +569,574 | +102.9% | 1,123,351 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +511,598 | +105.9% | 994,906 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +511,118 | +3.7% | 14,398,478 |
| MACKENZIE FINANCIAL CORP | +360,157 | +817.7% | 404,204 |
| RENAISSANCE TECHNOLOGIES LLC | +288,400 | +73.4% | 681,402 |
| GEODE CAPITAL MANAGEMENT, LLC | +222,607 | +6.3% | 3,767,699 |
| DUFF & PHELPS INVESTMENT MANAGEMENT | +204,589 | +11.4% | 2,006,105 |
| STATE STREET CORP | +161,064 | +2.3% | 7,290,689 |
| JPMORGAN CHASE & CO | +136,992 | +7.6% | 1,928,640 |
| MILLENNIUM MANAGEMENT LLC | +114,995 | +98.3% | 231,934 |
| NORDEA INVESTMENT MANAGEMENT AB | +110,320 | +47.6% | 342,026 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +105,405 | +4.5% | 2,468,884 |
| PRUDENTIAL FINANCIAL INC | +101,535 | +78.3% | 231,255 |
| Susquehanna Portfolio Strategies, L | +97,302 | +216.8% | 142,192 |
| FMR LLC | +87,939 | +2.1% | 4,220,531 |