13FBOX
PHILLIPS EDISON & CO INC · 13F Institutional Holdings
Options Calculator Rankings

PHILLIPS EDISON & CO INC

PECO
Institutions
449
Combined AUM (Q2 2026)
$4.78B
Combined Shares (Q2 2026)
114.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12.4M
219 · 51 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7.7M
176 · 40 Exit · ≈
⚖️ Net
+4.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.78B
Institutions
449
New Buys
51
Adds
168
Reduces
136
Exits
40
Unchanged
94
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#160$970.1M23.3M$825.1M22.1M+1.3M+5.70%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%0.03%#117$599.3M14.4M$519.7M13.9M+511,118+3.68%Add
STATE STREET CORP
0.01%0.01%#199$304.2M7.3M$267.6M7.1M+161,064+2.26%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#256$238.4M5.7M$213.1M5.7M+32,997+0.58%Add
FMR LLC
0.01%0.01%#219$175.7M4.2M$154.6M4.1M+87,939+2.13%Add
WELLINGTON MANAGEMENT GROUP LLP
0.03%0.04%#115$167.0M4.0M$195.0M5.2M-1.2M-23.04%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#205$156.8M3.8M$132.7M3.5M+222,607+6.28%Add
CANADA PENSION PLAN INVESTMENT BOARD
0.08%0.08%#57$139.5M3.4M$123.4M3.3M+54,980+1.67%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#185$122.3M2.9M$63.7M1.7M+1.2M+72.57%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#163$102.8M2.5M$88.4M2.4M+105,405+4.46%Add
NORTHERN TRUST CORP
0.01%0.01%#179$97.7M2.3M$55.8M1.5M+856,424+57.46%Add
DUFF & PHELPS INVESTMENT MANAGEMENT CO
0.79%0.7%#3$83.5M2.0M$67.4M1.8M+204,589+11.36%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#270$81.7M1.9M$67.0M1.8M+136,992+7.65%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#159$79.8M1.9M$71.1M1.9M+17,839+0.94%Add
NORGES BANK
0.01%0.01%#229$68.8M1.7M$55.2M1.5M+139,469+9.22%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#297$46.8M1.1M$20.7M553,777+569,574+102.85%Add
Bank of New York Mellon Corp
0.01%0.01%#230$41.5M998,094$35.3M942,612+55,482+5.89%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.02%0.01%#143$41.4M994,906$18.1M483,308+511,598+105.85%Add
Alyeska Investment Group, L.P.
0.1%0.01%#49$40.4M969,995$2.1M57,297+912,698+1,592.92%Add
AMERIPRISE FINANCIAL INC
0.01%0.01%#212$39.4M946,006$35.5M947,321-1,315-0.14%Reduce
MORGAN STANLEY
<0.01%<0.01%#330$37.5M901,192$37.9M1.1M-202,022-18.31%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#217$35.0M840,299$30.9M825,627+14,672+1.78%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%<0.01%#238$34.8M836,830$96,5442,580+834,250+32,335.27%Add
Nuveen, LLC
0.01%0.01%#210$33.5M805,923$37.2M992,853-186,930-18.83%Reduce
JUPITER ASSET MANAGEMENT LTD
0.16%#33$32.0M770,034$00+770,034New Buy
Legal & General Group Plc
0.01%0.01%#234$31.2M750,049$30.4M811,708-61,659-7.60%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.04%0.02%#98$28.4M681,402$14.7M393,002+288,400+73.38%Add
Cetera Investment Advisers
0.02%0.03%#125$26.7M641,969$24.6M657,017-15,048-2.29%Reduce
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.04%0.06%#96$26.5M635,548$36.6M979,325-343,777-35.10%Reduce
Jupiter Topco LLC
0.01%#187$25.6M615,054$00+615,054New Buy
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#171$25.3M609,014$22.9M612,129-3,115-0.51%Reduce
Hudson Bay Capital Management LP
0.07%0.12%#63$24.9M598,996$34.1M910,029-311,033-34.18%Reduce
BALYASNY ASSET MANAGEMENT L.P.
0.03%0.03%#112$23.5M563,639$26.4M704,622-140,983-20.01%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%0.02%#189$23.3M560,089$35.9M959,858-399,769-41.65%Reduce
UBS Group AG
<0.01%<0.01%#303$21.2M509,030$18.1M484,910+24,120+4.97%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.36%0.39%#10$20.1M481,848$18.6M496,709-14,861-2.99%Reduce
Invesco Ltd.
<0.01%<0.01%#353$19.0M456,216$17.3M462,515-6,299-1.36%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.05%0.06%#87$18.0M432,856$18.3M489,959-57,103-11.65%Reduce
MACKENZIE FINANCIAL CORP
0.02%<0.01%#149$16.8M404,204$1.6M44,047+360,157+817.67%Add
DEUTSCHE BANK AG\
<0.01%<0.01%#266$16.0M383,820$13.8M369,437+14,383+3.89%Add
LPL Financial LLC
<0.01%<0.01%#288$15.5M371,940$12.9M345,513+26,427+7.65%Add
ALGERT GLOBAL LLC
0.18%0.16%#28$15.4M369,750$11.0M292,900+76,850+26.24%Add
NORDEA INVESTMENT MANAGEMENT AB
0.01%0.01%#176$14.4M342,026$8.6M231,706+110,320+47.61%Add
RHUMBLINE ADVISERS
0.01%0.01%#188$13.8M331,637$13.4M358,965-27,328-7.61%Reduce
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#113$12.6M302,610$11.7M311,341-8,731-2.80%Reduce
Engineers Gate Manager LP
0.16%0.82%#32$12.4M297,382$65.7M1.8M-1.5M-83.05%Reduce
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
0.01%0.01%#235$11.4M274,388$9.8M261,183+13,205+5.06%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#166$11.1M265,798$7.7M206,601+59,197+28.65%Add
HSBC HOLDINGS PLC
<0.01%0.01%#267$11.0M263,965$9.7M257,698+6,267+2.43%Add
Swiss National Bank
0.01%0.01%#249$10.5M252,800$9.3M248,900+3,900+1.57%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow