PECO NASDAQ
Phillips Edison & Company, Inc.
1W: +2.3%
1M: +6.0%
3M: +3.3%
YTD: +15.6%
1Y: +16.8%
3Y: +54.5%
5Y: +130.2%
$40.30
-0.23 (-0.57%)
Weekly Expected Move ±2.3%
$37
$38
$39
$40
$41
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — PECO
471
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
56
New Positions
133
Increased
213
Reduced
70
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (543 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22,051,012 | $$889M | +117,013 | +0.5% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 20,215,956 | $$815M | -129,218 | -0.6% | 12Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 13,887,360 | $$560M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 11,390,588 | $$459M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 7,129,625 | $$287M | -81,766 | -1.1% | 13Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 5,212,095 | $$210M | -1,095,939 | -17.4% | 13Q | SEC ↗ |
| 7 | FMR LLC | 4,132,592 | $$167M | -39,810 | -1.0% | 13Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3,545,092 | $$143M | +102,870 | +3.0% | 13Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,363,479 | $$95M | +40,635 | +1.7% | 13Q | SEC ↗ |
| 10 | NORGES BANK NEW | 1,991,837 | $$80M | — | +0.0% | 1Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,899,214 | $$77M | +74,274 | +4.1% | 13Q | SEC ↗ |
| 12 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,801,516 | $$73M | +13,090 | +0.7% | 8Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 1,791,648 | $$72M | +741,466 | +70.6% | 13Q | SEC ↗ |
| 14 | Engineers Gate Manager LP | 1,754,637 | $$71M | -427,274 | -19.6% | 4Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 1,703,172 | $$69M | +222,824 | +15.1% | 13Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 1,490,487 | $$60M | -34,647 | -2.3% | 13Q | SEC ↗ |
| 17 | JANUS HENDERSON GROUP PLC | 1,230,108 | $$50M | +580,886 | +89.5% | 13Q | SEC ↗ |
| 18 | MORGAN STANLEY | 1,145,114 | $$46M | +41,900 | +3.8% | 12Q | SEC ↗ |
| 19 | CANADA PENSION PLAN INVESTMENT BOARD NEW | 1,011,500 | $$41M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Nuveen, LLC | 992,853 | $$40M | -15,273 | -1.5% | 5Q | SEC ↗ |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 979,325 | $$39M | -137,169 | -12.3% | 2Q | SEC ↗ |
| 22 | AMERICAN CENTURY COMPANIES INC | 959,858 | $$39M | +754,147 | +366.6% | 13Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 947,321 | $$38M | +204,720 | +27.6% | 13Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 942,612 | $$38M | -22,885 | -2.4% | 13Q | SEC ↗ |
| 25 | Hudson Bay Capital Management LP | 910,029 | $$37M | +628,957 | +223.8% | 2Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO NEW | 825,627 | $$33M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Legal & General Group Plc | 811,708 | $$33M | -66,813 | -7.6% | 13Q | SEC ↗ |
| 28 | Balyasny Asset Management L.P. | 704,622 | $$28M | -826,150 | -54.0% | 4Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 657,017 | $$26M | -95,513 | -12.7% | 13Q | SEC ↗ |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 612,129 | $$25M | +12,155 | +2.0% | 13Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 553,777 | $$22M | -74,622 | -11.9% | 13Q | SEC ↗ |
| 32 | Alyeska Investment Group, L.P. NEW | 545,401 | $$22M | — | +0.0% | 1Q | SEC ↗ |
| 33 | KENNEDY CAPITAL MANAGEMENT LLC | 496,709 | $$20M | +147,126 | +42.1% | 8Q | SEC ↗ |
| 34 | Public Sector Pension Investment Board | 489,959 | $$20M | — | +0.0% | 12Q | SEC ↗ |
| 35 | UBS Group AG | 484,910 | $$20M | -85,926 | -15.1% | 13Q | SEC ↗ |
| 36 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 483,308 | $$19M | +123,601 | +34.4% | 5Q | SEC ↗ |
| 37 | Invesco Ltd. | 462,515 | $$19M | +6,717 | +1.5% | 13Q | SEC ↗ |
| 38 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 450,000 | $$18M | -331,518 | -42.4% | 8Q | SEC ↗ |
| 39 | MILLENNIUM MANAGEMENT LLC | 421,522 | $$17M | +214,191 | +103.3% | 7Q | SEC ↗ |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 393,002 | $$16M | -6,075 | -1.5% | 5Q | SEC ↗ |
| 41 | Sophron Capital Management L.P. | 371,486 | $$15M | -202,175 | -35.2% | 5Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 369,437 | $$15M | +10,027 | +2.8% | 13Q | SEC ↗ |
| 43 | RHUMBLINE ADVISERS | 358,965 | $$14M | +7,839 | +2.2% | 13Q | SEC ↗ |
| 44 | LPL Financial LLC | 345,513 | $$14M | -10,943 | -3.1% | 13Q | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 320,353 | $$13M | -194,223 | -37.7% | 10Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 311,341 | $$13M | -23,114 | -6.9% | 13Q | SEC ↗ |
| 47 | ALGERT GLOBAL LLC | 292,900 | $$12M | +44,380 | +17.9% | 3Q | SEC ↗ |
| 48 | B&I Capital AG | 277,931 | $$11M | — | +0.0% | 13Q | SEC ↗ |
| 49 | California Public Employees Retirement | 261,183 | $$11M | +10,017 | +4.0% | 13Q | SEC ↗ |
| 50 | HSBC HOLDINGS PLC | 257,698 | $$10M | -240,272 | -48.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,887,360 | $$560M |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,390,588 | $$459M |
| NORGES BANK | 1,991,837 | $$80M |
| CANADA PENSION PLAN INVESTMENT BOAR | 1,011,500 | $$41M |
| VANGUARD FIDUCIARY TRUST CO | 825,627 | $$33M |
| Alyeska Investment Group, L.P. | 545,401 | $$22M |
| MARSHALL WACE, LLP | 122,966 | $$5M |
| Vanguard Investments Australia, Ltd | 115,221 | $$5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 112,872 | $$5M |
| Corient Private Wealth LLC | 80,625 | $$3M |
| VARCOV Co. | 73,747 | $$3M |
| Point72 Asset Management, L.P. | 55,217 | $$2M |
| Squarepoint Ops LLC | 53,814 | $$2M |
| Vanguard Global Advisers, LLC | 50,128 | $$2M |
| Y-Intercept (Hong Kong) Ltd | 48,641 | $$2M |
| Cubist Systematic Strategies, LLC | 48,627 | $$2M |
| HGI Capital Management, LLC | 47,268 | $$2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 40,000 | $$2M |
| ALLSTATE CORP | 36,472 | $$1M |
| Quantbot Technologies LP | 35,760 | $$1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | 1,026,115 | $$41M |
| Jain Global LLC | 394,947 | $$16M |
| Freestone Grove Partners LP | 315,698 | $$13M |
| Eisler Capital Management Ltd. | 253,932 | $$10M |
| AEW CAPITAL MANAGEMENT L P | 249,810 | $$10M |
| TUDOR INVESTMENT CORP ET AL | 168,452 | $$7M |
| Greenland Capital Management LP | 163,802 | $$7M |
| Granite Investment Partners, LLC | 142,945 | $$6M |
| WESTWOOD HOLDINGS GROUP INC | 140,416 | $$6M |
| DARK FOREST CAPITAL MANAGEMENT LP | 121,778 | $$5M |
| Neo Ivy Capital Management | 102,500 | $$4M |
| Edgestream Partners, L.P. | 96,374 | $$4M |
| Lighthouse Investment Partners, LLC | 95,000 | $$4M |
| Man Group plc | 66,626 | $$3M |
| TEXAS PERMANENT SCHOOL FUND CORP | 57,536 | $$2M |
| NewEdge Advisors, LLC | 55,845 | $$2M |
| Atom Investors LP | 50,922 | $$2M |
| FJ Capital Management LLC | 47,768 | $$2M |
| CAPITAL FUND MANAGEMENT S.A. | 37,512 | $$2M |
| Arete Wealth Advisors, LLC | 25,684 | $$1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +754,147 | +366.6% | 959,858 |
| JPMORGAN CHASE & CO | +741,466 | +70.6% | 1,791,648 |
| Hudson Bay Capital Management LP | +628,957 | +223.8% | 910,029 |
| JANUS HENDERSON GROUP PLC | +580,886 | +89.5% | 1,230,108 |
| GOLDMAN SACHS GROUP INC | +222,824 | +15.1% | 1,703,172 |
| MILLENNIUM MANAGEMENT LLC | +214,191 | +103.3% | 421,522 |
| AMERIPRISE FINANCIAL INC | +204,720 | +27.6% | 947,321 |
| KENNEDY CAPITAL MANAGEMENT LLC | +147,126 | +42.1% | 496,709 |
| NORDEA INVESTMENT MANAGEMENT AB | +131,098 | +130.3% | 231,706 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +123,601 | +34.4% | 483,308 |
| BlackRock, Inc. | +117,013 | +0.5% | 22,051,012 |
| GEODE CAPITAL MANAGEMENT, LLC | +102,870 | +3.0% | 3,545,092 |
| FIRST TRUST ADVISORS LP | +81,293 | +210.6% | 119,885 |
| Quantinno Capital Management LP | +79,315 | +317.7% | 104,283 |
| ExodusPoint Capital Management, LP | +76,001 | +140.3% | 130,153 |
| DIMENSIONAL FUND ADVISORS LP | +74,274 | +4.1% | 1,899,214 |
| INDEPENDENT FINANCIAL GROUP, LLC | +73,729 | +93.3% | 152,781 |
| JANE STREET GROUP, LLC | +60,484 | +485.5% | 72,943 |
| EXCHANGE TRADED CONCEPTS, LLC | +57,082 | +1979.3% | 59,966 |
| BESSEMER GROUP INC | +50,940 | +37.0% | 188,495 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -1,095,939 | -17.4% | 5,212,095 |
| Balyasny Asset Management L.P. | -826,150 | -54.0% | 704,622 |
| M&T Bank Corp | -762,994 | -98.4% | 12,251 |
| Engineers Gate Manager LP | -427,274 | -19.6% | 1,754,637 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -331,518 | -42.4% | 450,000 |
| Verition Fund Management LLC | -277,807 | -54.1% | 235,269 |
| HSBC HOLDINGS PLC | -240,272 | -48.3% | 257,698 |
| Sophron Capital Management L.P. | -202,175 | -35.2% | 371,486 |
| Qube Research & Technologies Ltd | -194,223 | -37.7% | 320,353 |
| BARCLAYS PLC | -192,177 | -86.7% | 29,386 |
| SG Americas Securities, LLC | -164,750 | -79.9% | 41,425 |
| NOMURA ASSET MANAGEMENT INTERNATION | -137,169 | -12.3% | 979,325 |
| VANGUARD GROUP INC | -129,218 | -0.6% | 20,215,956 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -120,307 | -74.4% | 41,363 |
| Cetera Investment Advisers | -95,513 | -12.7% | 657,017 |
| UBS Group AG | -85,926 | -15.1% | 484,910 |
| STATE STREET CORP | -81,766 | -1.1% | 7,129,625 |
| BANK OF AMERICA CORP /DE | -74,622 | -11.9% | 553,777 |
| Legal & General Group Plc | -66,813 | -7.6% | 811,708 |
| Cerity Partners LLC | -62,556 | -50.0% | 62,656 |