Who Owns Phillips Edison & Company, Inc. (PECO)?Hedge Fund & Institutional Holders

$38.07-0.21 (-0.55%)Real EstateNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

3.0632738468267126e+299%

QoQ Change in Holders

+7 / -2

Price History

$33.04$34.73$36.42$38.11$39.80Sep 24Jun 25Mar 26

PECO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Entropy Technologies, LPIncreased+25K+$1000.0B
FMR LLCIncreased+65K+$146.9B
M&T BANK CORPNew Position+763K+$142.3B
CANADA PENSION PLAN INVESTMENT BOARDNew Position+1.0M+$35.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+600K+$21.3B
BANK OF AMERICA CORP /DE/Increased+214K+$20.0B
Alyeska Investment Group, L.P.New Position+545K+$19.0B
WELLINGTON MANAGEMENT GROUP LLPIncreased+325K+$17.6B
AMERIPRISE FINANCIAL INCIncreased+450K+$13.9B
Nuveen, LLCIncreased+313K+$10.1B
B&I Capital AGNew Position+278K+$9.9B
Asset Management One Co., Ltd.New Position+272K+$9.8B
MILLENNIUM MANAGEMENT LLCIncreased+214K+$6.9B
J.W. COLE ADVISORS, INC.New Position+173K+$5.6B
DUFF & PHELPS INVESTMENT MANAGEMENT COIncreased+91K+$5.3B

PECO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Engineers Gate Manager LPDecreased-314K-$85.6B
MACQUARIE GROUP LTDDecreased-1.2M-$42.1B
Qube Research & Technologies LtdDecreased-335K-$29.2B
Cetera Investment AdvisersDecreased-35K-$27.0B
NORTHERN TRUST CORPDecreased-634K-$24.1B
LPL Financial LLCDecreased-35K-$13.4B
GOLDMAN SACHS GROUP INCDecreased-299K-$10.7B
BALYASNY ASSET MANAGEMENT L.P.Decreased-339K-$10.2B
JANE STREET GROUP, LLCDecreased-241K-$8.7B
AEW CAPITAL MANAGEMENT L PClosed Position-250K-$8.6B
Sophron Capital Management L.P.Decreased-202K-$6.5B
ADAGE CAPITAL PARTNERS GP, L.L.C.Decreased-178K-$6.0B
WESTWOOD HOLDINGS GROUP INCClosed Position-140K-$4.8B
SEI INVESTMENTS CODecreased-105K-$3.8B
Lighthouse Investment Partners, LLCDecreased-5K-$3.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Entropy Technologies, LP38,295$1.0T54.26%Share
2WELLINGTON MANAGEMENT GROUP LLP5,204,467$185.0B32.42%Share
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,322,844$82.0B12.74%Share
4FMR LLC2,257,919$80.0B4.08%Share
5M&T BANK CORP404,427$75.4B242.16%Share
6FMR LLC1,904,564$67.0B3.42%Share
7DUFF & PHELPS INVESTMENT MANAGEMENT CO1,788,426$63.6B721.13%Share
8DIMENSIONAL FUND ADVISORS LP1,703,357$60.0B12.59%Share
9BALYASNY ASSET MANAGEMENT L.P.1,530,772$54.0B68.55%Share
10M&T BANK CORP224,090$41.8B134.18%Share
11NORTHERN TRUST CORP1,175,441$41.0B5.23%Share
12CANADA PENSION PLAN INVESTMENT BOARD1,011,500$35.0B23.41%Share
13ADAGE CAPITAL PARTNERS GP, L.L.C.781,518$27.0B40.86%Share
14Nuveen, LLC696,533$24.0B6.28%Share
15JPMORGAN CHASE & CO697,266$24.0B1.51%Share
16Legal & General Group Plc661,604$23.0B5.10%Share
17AMERIPRISE FINANCIAL INC628,799$22.0B4.97%Share
18PRINCIPAL FINANCIAL GROUP INC594,147$21.1B10.79%Share
19JANUS HENDERSON GROUP PLC594,693$21.0B9.40%Share
20UBS Group AG545,022$19.4B3.14%Share
21Alyeska Investment Group, L.P.545,401$19.0B53.67%Share
22WELLINGTON MANAGEMENT GROUP LLP540,617$19.0B3.33%Share
23PUBLIC SECTOR PENSION INVESTMENT BOARD489,959$17.0B57.08%Share
24GOLDMAN SACHS GROUP INC432,397$15.0B1.85%Share
25RENAISSANCE TECHNOLOGIES LLC399,077$14.0B21.72%Share
26MILLENNIUM MANAGEMENT LLC421,522$14.0B5.89%Share
27Jain Global LLC394,947$14.0B67.68%Share
28Sophron Capital Management L.P.371,486$13.2B4.25%Share
29KENNEDY CAPITAL MANAGEMENT LLC349,583$12.4B0.26%Share
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP359,707$12.0B7.03%Share
31RHUMBLINE ADVISERS351,126$12.0B9.70%Share
32BANK OF AMERICA CORP /DE/351,134$12.0B0.87%Share
33WELLINGTON MANAGEMENT GROUP LLP344,936$12.0B2.10%Share
34M&T BANK CORP59,288$11.1B35.50%Share
35GOLDMAN SACHS GROUP INC301,100$10.0B1.23%Share
36Nuveen, LLC287,910$10.0B2.62%Share
37B&I Capital AG277,931$9.9B3.52%Share
38Asset Management One Co., Ltd.272,186$9.8B27.24%Share
39Invesco Ltd.260,806$9.3B1.42%Share
40M&T BANK CORP49,300$9.2B29.52%Share
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM251,166$8.0B4.57%Share
42DEUTSCHE BANK AG\234,075$8.0B2.61%Share
43Swiss National Bank247,700$8.0B4.76%Share
44Legal & General Group Plc199,677$7.0B1.55%Share
45AMERICAN CENTURY COMPANIES INC205,711$7.0B3.52%Share
46BARCLAYS PLC221,473$7.0B1.68%Share
47HSBC HOLDINGS PLC179,564$6.4B3.63%Share
48JPMORGAN CHASE & CO170,581$6.0B0.38%Share
49JPMORGAN CHASE & CO176,734$6.0B0.38%Share
50NOMURA ASSET MANAGEMENT CO LTD190,530$6.0B15.19%Share

PECO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025408$2.5T+131
Q3 2025277$1.3T-90
Q2 2025367$1.2T-33
Q1 2025400$2.5T+38
Q4 2024362$12.4T+63
Q3 2024299$115.3T+17
Q2 2024282$119.5T+16
Q1 2024266$310.0T—

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As of Q4 2025, 50 institutional investors hold PECO (Phillips Edison & Company, Inc.). The largest holder is Entropy Technologies, LP with $1.0T in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PECO?

As of Q4 2025, 50 institutional investors report holding PECO (Phillips Edison & Company, Inc.) in their 13F filings.

Who is the largest institutional holder of PECO?

The largest institutional holder of PECO is Entropy Technologies, LP with $1.0T in shares.

Is institutional ownership of PECO increasing or decreasing?

This quarter, 7 institutions opened new positions in PECO and 2 closed their positions.