Security record · archived quarter
PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
114Tracked holders
-1Δ holders
95.25MShares held
$3.39BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow -0.6% ·
net new positions 0.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 21.93M | +2.0% | $780.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 20.22M | -0.6% | $719.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 7.21M | -1.1% | $257.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Wellington Management ✦ | 6.31M | +5.4% | $224.38M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 4.17M | +1.6% | $148.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 3.44M | +0.1% | $122.46M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Charles Schwab Investment… | 2.32M | n/a | $82.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 1.99M | New | $70.85M | 0.0% | New | 1 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 1.82M | n/a | $64.91M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Balyasny Asset Management L.P. | 1.53M | n/a | $54.45M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Northern Trust Corp | 1.53M | n/a | $54.25M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 12 | Morgan Stanley ✦ | 1.15M | +3.8% | $40.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 13 | Nomura Asset Management… | 1.12M | n/a | $39.71M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.05M | -52.3% | $37.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 15 | Canada Pension Plan Investment Board | 1.01M | n/a | $35.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Nuveen, LLC | 1.01M | n/a | $35.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Bank of New York Mellon Corp | 965.50K | n/a | $34.34M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 18 | Legal & General Group Plc | 878.52K | n/a | $31.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Adage Capital Partners ✦ | 781.52K | -18.6% | $27.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 20 | Cetera Investment Advisers | 752.53K | n/a | $26.77M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 742.60K | n/a | $26.42M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 22 | Goldman Sachs Group ✦ | 740.17K | -28.8% | $26.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Janus Henderson Group Plc | 649.22K | n/a | $23.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 628.40K | n/a | $22.35M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 25 | Principal Financial Group Inc | 599.97K | n/a | $21.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | UBS Group AG | 570.84K | n/a | $20.30M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Alyeska Investment Group, L.P. | 545.40K | n/a | $19.40M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 514.58K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 497.97K | n/a | $17.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 30 | Invesco Ltd. | 455.80K | n/a | $16.21M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 31 | Millennium Management ✦ | 421.52K | +103.3% | $14.99M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 399.08K | -6.7% | $14.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Arrowstreet Capital ✦ | 359.71K | +22.0% | $12.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 359.41K | n/a | $12.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | LPL Financial LLC | 356.46K | n/a | $12.68M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rhumbline Advisers | 351.13K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Asset Management One Co., Ltd. | 272.19K | n/a | $9.80M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | California Public Employees… | 251.17K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Swiss National Bank | 247.70K | n/a | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 228.51K | n/a | $8.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Barclays Plc | 221.56K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | American Century Companies Inc | 205.71K | n/a | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | State Of Wisconsin Investment Board | 192.82K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Nomura Asset Management Co Ltd | 190.53K | n/a | $6.78M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mariner, LLC | 183.32K | n/a | $6.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 171.88K | n/a | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Healthcare Of Ontario Pension Plan… | 161.67K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 161.14K | n/a | $5.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Commonwealth Equity Services, Llc | 159.90K | n/a | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Sei Investments Co | 152.44K | n/a | $5.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Wells Fargo & Company/Mn | 150.49K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | AQR Capital Management ✦ | 148.54K | +75.7% | $5.28M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 53 | Sumitomo Mitsui Trust Group, Inc. | 139.58K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cerity Partners LLC | 125.21K | n/a | $4.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | Marshall Wace ✦ | 122.97K | New | $4.37M | 0.0% | New | 1 | SEC ↗ ×2 |
| 56 | Allianz Asset Management GmbH | 122.23K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Aberdeen Group plc | 122.15K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | California State Teachers… | 119.98K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Prudential Financial Inc | 117.83K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Wealth Enhancement Advisory… | 112.13K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 108.62K | +3.4% | $3.86M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | Raymond James Financial Inc | 104.68K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | Nordea Investment Management Ab | 100.61K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Mitsubishi UFJ Asset Management… | 98.57K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Zurcher Kantonalbank (Zurich… | 87.83K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Amundi | 83.52K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Holocene Advisors, LP | 79.83K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 79.26K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Creative Planning | 68.44K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | New York State Common Retirement… | 65.14K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 63.86K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 60.75K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 58.69K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Royal Bank Of Canada | 52.88K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 75 | Russell Investments Group, Ltd. | 48.33K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 76 | Daiwa Securities Group Inc. | 48.02K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Lazard Asset Management Llc | 41.01K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | First Trust Advisors Lp | 38.59K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Victory Capital Management Inc | 37.83K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bnp Paribas Financial Markets | 35.20K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Voya Investment Management Llc | 34.73K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | State Board Of Administration Of… | 33.69K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Franklin Resources Inc | 32.97K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 84 | HighTower Advisors, LLC | 32.07K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cwm, Llc | 29.09K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Focus Partners Wealth | 28.31K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Quantinno Capital Management LP | 24.97K | n/a | $888,115 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | ProShare Advisors LLC | 24.52K | n/a | $872,212 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 20.07K | n/a | $713,961 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Envestnet Asset Management Inc | 12.74K | n/a | $453,262 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Jennison Associates Llc | 12.60K | n/a | $448,147 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Jane Street Group, Llc | 12.46K | n/a | $443,167 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Bank Of Montreal /Can/ | 11.43K | n/a | $406,423 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Td Asset Management Inc | 11.10K | n/a | $394,827 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Blair William & Co/Il | 11.01K | n/a | $391,661 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Mml Investors Services, Llc | 10.83K | n/a | $385,222 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Assetmark, Inc | 10.59K | n/a | $376,651 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Susquehanna International Group, Llp | 10.09K | n/a | $358,830 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Mackenzie Financial Corp | 8.61K | n/a | $308,305 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Ensign Peak Advisors, Inc | 7.72K | n/a | $274,494 | 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
| Norges Bank | $70.85M | 0.0% |
| Marshall Wace | $4.37M | 0.0% |
Exited
| Citadel Advisors | $491,674 | was 0.0% |
| Point72 Asset Management | $178,662 | 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: Q4 2025 ·
Methodology ·
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