Security record · archived quarter
PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
17Tracked holders
+1Δ holders
69.11MShares held
$2.37BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -1.2% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 20.35M | -0.3% | $698.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 20.35M | -0.3% | $698.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 20.35M | -0.3% | $698.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 20.35M | -0.3% | $698.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 20.35M | -0.3% | $698.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passive) | 7.29M | -0.8% | $251.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 5.98M | -20.0% | $205.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Wellington Management ✦ | 5.98M | -20.0% | $205.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Wellington Management ✦ | 5.98M | -20.0% | $205.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Wellington Management ✦ | 5.98M | -20.0% | $205.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Wellington Management ✦ | 5.98M | -20.0% | $205.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 4.11M | +4.3% | $141.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 4.11M | +4.3% | $141.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.11M | +4.3% | $141.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 3.44M | +1.3% | $118.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 3.44M | +1.3% | $118.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 2.20M | — | $75.59M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.10M | — | $37.87M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 1.04M | — | $35.67M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 1.04M | — | $35.67M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 1.04M | — | $35.67M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Adage Capital Partners ✦ | 960.00K | +5.5% | $32.96M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 58 | Renaissance Technologies ✦ | 427.90K | +216.0% | $14.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Arrowstreet Capital ✦ | 294.86K | +28.9% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Millennium Management ✦ | 207.33K | +4.9% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 105.10K | +6.2% | $3.61M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 84.56K | +145.8% | $2.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 84.56K | +145.8% | $2.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 84.56K | +145.8% | $2.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 84.56K | +145.8% | $2.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 66 | Citadel Advisors ✦ | 14.32K | New | $491,674 | 0.0% | New | 1 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 14.32K | New | $491,674 | 0.0% | New | 1 | SEC ↗ |
| 68 | Point72 Asset Management ✦ | 5.20K | New | $178,662 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $491,674 | 0.0% |
| Citadel Advisors | $491,674 | 0.0% |
| Point72 Asset Management | $178,662 | 0.0% |
Exited
| Norges Bank | $55.41M | was 0.0% |
| D. E. Shaw & Co. | $291,345 | 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.
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: Q3 2025 ·
Methodology ·
Get this via the API