— Know what they know.
Not Investment Advice

PECO Smart Money

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
NASDAQ · Real Estate · REIT - Retail · Tech Score Neutral · Power 52 · $4.8B mcap · 128M float · 0.788% daily turnover · Short 71% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
485
Institutions Holding
+12 vs prior
100.2%
Ownership
+16.92%
52 New
174 Increased
171 Reduced
37 Closed

👔 Insider Trades

23 records
Date Name Title Type Shares Price Value Filing
2026-05-12 QUAZZO STEPHEN R director A-Grant/Award 2,901 $— $0 Filing
2026-05-12 CHAO LESLIE T director A-Grant/Award 2,901 $— $0 Filing
2026-05-12 Wood Gregory S. director A-Grant/Award 2,901 $— $0 Filing
2026-05-12 Strong John A. director A-Grant/Award 2,901 $— $0 Filing
2026-05-12 Fischer Elizabeth director A-Grant/Award 2,901 $— $0 Filing
2026-05-12 Silfen Jane director A-Grant/Award 2,901 $— $0 Filing
2026-05-12 Terry Anthony E director A-Grant/Award 2,901 $— $0 Filing
2026-03-01 Robison Jennifer L officer: chief accounting officer & svp A-Grant/Award 3,564 $— $0 Filing
2026-03-01 Robison Jennifer L officer: chief accounting officer & svp F-Tax Withholding 891 $39.28 $35K Filing
2026-03-01 Schlosser Joseph officer: evp, chief operating officer F-Tax Withholding 633 $39.28 $25K Filing
2026-02-04 Robison Jennifer L officer: chief accounting officer & svp A-Grant/Award 1,522 $— $0 Filing
2026-02-04 Robison Jennifer L officer: chief accounting officer & svp F-Tax Withholding 252 $37.22 $9K Filing
2026-02-04 Schlosser Joseph officer: evp, chief operating officer A-Grant/Award 1,018 $— $0 Filing
2026-02-04 Schlosser Joseph officer: evp, chief operating officer F-Tax Withholding 168 $37.22 $6K Filing
2025-12-31 Robison Jennifer L officer: chief accounting officer & svp F-Tax Withholding 470 $35.57 $17K Filing
2025-12-31 Schlosser Joseph officer: evp, chief operating officer F-Tax Withholding 314 $35.57 $11K Filing
2025-05-01 CHAO LESLIE T director A-Grant/Award 3,290 $— $0 Filing
2025-05-01 Fischer Elizabeth director A-Grant/Award 3,290 $— $0 Filing
2025-05-01 Wood Gregory S. director A-Grant/Award 3,290 $— $0 Filing
2025-05-01 Terry Anthony E director A-Grant/Award 3,290 $— $0 Filing
2025-05-01 Strong John A. director A-Grant/Award 3,290 $— $0 Filing
2025-05-01 Silfen Jane director A-Grant/Award 3,290 $— $0 Filing
2025-05-01 QUAZZO STEPHEN R director A-Grant/Award 3,290 $— $0 Filing

🏛️ Congressional Trades

6 records
Date Politician Chamber Type Amount Filing
2025-08-03 Lisa C. McClain House Sell $1,001 - $15,000 Filing
2025-07-16 Lisa McClain House Buy $1,001 - $15,000 Filing
2025-07-15 Lisa C. McClain House Buy $1,001 - $15,000 Filing
2023-07-12 Daniel Goldman House Sell $15,001 - $50,000 Filing
2022-02-18 Pat Toomey Senate Sell $15,001 - $50,000 Filing
2022-01-20 Pat Toomey Senate Sell $15,001 - $50,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 23,307,528 $970M +1,256,516 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 14,398,478 $599M +511,118 2026-06-30 Filing
STATE STREET CORP 7,290,689 $304M +161,064 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 5,728,291 $238M +32,997 2026-06-30 Filing
FMR LLC 4,220,531 $176M +87,939 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 4,011,362 $167M -1,200,733 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 3,767,699 $157M +222,607 2026-06-30 Filing
CANADA PENSION PLAN INVESTMENT BOARD 3,351,653 $139M +54,980 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 2,939,127 $122M +1,235,955 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,468,884 $103M +105,405 2026-06-30 Filing
Sixth Street Partners Management Company 2,468,884 $103M +2,468,884 2026-06-30 Filing
NORTHERN TRUST CORP 2,346,911 $98M +856,424 2026-06-30 Filing
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,006,105 $83M +204,589 2026-06-30 Filing
JPMORGAN CHASE & CO 1,928,640 $82M +136,992 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,917,053 $80M +17,839 2026-06-30 Filing
NORGES BANK 1,652,337 $69M +1,652,337 2026-06-30 Filing
BANK OF AMERICA CORP /DE 1,123,351 $47M +569,574 2026-06-30 Filing
Bank of New York Mellon Corp 998,094 $42M +55,482 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 994,906 $41M +511,598 2026-06-30 Filing
Alyeska Investment Group, L.P. 969,995 $40M +912,698 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms