PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 64.13K | $2.40M | n/a | n/a |
| 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 | BlackRock ✦ (passive) | 21.50M | +0.5% | $738.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 20.35M | -0.3% | $698.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 7.29M | -0.8% | $251.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 5.98M | -20.0% | $205.39M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 4.11M | +4.3% | $141.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 3.44M | +1.3% | $118.12M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 2.20M | n/a | $75.59M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 8 | Morgan Stanley ✦ | 1.10M | n/a | $37.87M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 9 | Goldman Sachs Group ✦ | 1.04M | n/a | $35.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Adage Capital Partners ✦ | 960.00K | +5.5% | $32.96M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 427.90K | +216.0% | $14.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 294.86K | +28.9% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 207.33K | +4.9% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 105.10K | +6.2% | $3.61M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 84.56K | +145.8% | $2.90M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 16 | Citadel Advisors ✦ | 14.32K | New | $491,674 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | 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% |
| 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.