PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | +4 | 86.76M | $3.61B | +11 | −6 |
| Q1 2026 | 119 | +5 | 80.17M | $3.00B | +7 | −3 |
| Q4 2025 | 114 | -1 | 95.25M | $3.39B | +2 | −2 |
| Q3 2025 | 17 | +1 | 69.11M | $2.37B | +2 | −2 |
| Q2 2025 | 14 | 0 | 67.16M | $2.35B | — | — |
| Q1 2025 | 11 | +3 | 21.25M | $776.11M | +3 | — |
| Q4 2024 | 8 | -2 | 20.55M | $770.44M | — | −2 |
| Q3 2024 | 9 | -1 | 13.14M | $495.66M | +1 | −2 |
| Q2 2024 | 10 | — | 12.98M | $424.60M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 7.68M | — | $251.05M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 7.68M | — | $251.05M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 7.68M | — | $251.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 7.68M | — | $251.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 3.17M | — | $103.76M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 3.17M | — | $103.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 1.48M | — | $48.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 256.71K | — | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 125.00K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 89.29K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 89.29K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 77.24K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 69.97K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 26.22K | — | $857,591 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 8.47K | — | $277,184 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 8.47K | — | $277,184 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 436 holders, 106.49M shares, $3.91B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.