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Security record · archived quarter

PECO

Phillips Edison & Co. · Real Estate · REIT - Retail

39.68 -0.6% mkt cap $5.10B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
Δ holders
12.98MShares held
$424.60MReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API