PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +3.4% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 64.13K | $2.40M | n/a | −1 |
| Q2 2026 | 119 | +4 | 86.62M | $3.61B | +11 | −8 |
| 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 | n/a | n/a |
| Q1 2025 | 11 | +3 | 21.25M | $776.11M | +3 | n/a |
| Q4 2024 | 8 | -2 | 20.55M | $770.44M | n/a | −2 |
| Q3 2024 | 9 | -1 | 13.14M | $495.66M | +1 | −2 |
| Q2 2024 | 10 | n/a | 12.98M | $424.60M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 7.18M | -1.3% | $262.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 7.05M | -6.5% | $257.10M | 0.1% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | Geode Capital Management ✦ (passive) | 3.33M | +4.6% | $121.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 1.51M | +1.2% | $55.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Adage Capital Partners ✦ | 915.00K | +54.9% | $33.39M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 855.14K | +129.2% | $31.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 155.00K | New | $5.66M | 0.0% | New | 1 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 95.13K | New | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 89.95K | +12.7% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 56.56K | New | $2.06M | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 11.09K | +8.2% | $404,711 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $5.66M | 0.0% |
| Arrowstreet Capital | $3.47M | 0.0% |
| D. E. Shaw & Co. | $2.06M | 0.0% |
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.