PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow +0.6% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 ✦ | 7.54M | +2.2% | $282.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 7.54M | +2.2% | $282.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 7.54M | +2.2% | $282.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 7.54M | +2.2% | $282.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 7.28M | — | $273.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 3.18M | -0.3% | $119.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 3.18M | -0.3% | $119.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 1.49M | +0.9% | $55.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 590.86K | +31.3% | $22.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 373.08K | -27.4% | $13.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 79.80K | +11.2% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 10.25K | +34.6% | $383,815 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 10.25K | +34.6% | $383,815 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 10.25K | +34.6% | $383,815 | 0.0% | ▲ Add | 3 | 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
| D. E. Shaw & Co. | $1.39M | was 0.0% |
| Point72 Asset Management | $588,276 | was 0.0% |
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.