Security record · archived quarter
PECO
Phillips Edison & Co. · Real Estate · REIT - Retail
119Tracked holders
+5Δ holders
80.17MShares held
$3.00BReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.4% ·
share flow +1.8% ·
net new positions +3.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 22.05M | +0.5% | $825.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | State Street Global Advisors ✦ (passive) | 7.13M | -1.1% | $267.56M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 5.70M | — | $213.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 5.21M | -17.4% | $195.04M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 5 | Fidelity (FMR) ✦ | 4.13M | -0.9% | $154.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 3.55M | +3.0% | $132.68M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Canada Pension Plan Investment Board | 3.30M | +225.9% | $123.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Charles Schwab Investment… | 2.36M | +1.8% | $88.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 1.90M | +4.1% | $71.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | JPMorgan Chase ✦ | 1.79M | +70.6% | $66.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Goldman Sachs Group ✦ | 1.70M | +130.1% | $63.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 1.49M | -2.3% | $55.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 13 | Nuveen, LLC | 992.85K | -1.5% | $37.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Nomura Asset Management… | 979.33K | -12.3% | $36.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | American Century Companies Inc | 959.86K | +366.6% | $35.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 947.32K | +27.6% | $35.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Morgan Stanley ✦ | 946.13K | -17.4% | $35.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 18 | Bank of New York Mellon Corp | 942.61K | -2.4% | $35.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 19 | Legal & General Group Plc | 811.71K | -7.6% | $30.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Balyasny Asset Management L.P. | 704.62K | -54.0% | $26.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 657.02K | -12.7% | $24.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Janus Henderson Group Plc | 615.05K | -5.3% | $23.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Principal Financial Group Inc | 612.13K | +2.0% | $22.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 553.78K | -11.9% | $20.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | UBS Group AG | 484.91K | -15.1% | $18.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Arrowstreet Capital ✦ | 483.31K | +34.4% | $18.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Invesco Ltd. | 462.51K | +1.5% | $17.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | Adage Capital Partners ✦ | 450.00K | -42.4% | $16.84M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 393.00K | -1.5% | $14.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 369.44K | +2.8% | $13.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Rhumbline Advisers | 358.96K | +2.2% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | LPL Financial LLC | 345.51K | -3.1% | $12.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 320.35K | -37.7% | $11.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | California Public Employees… | 261.18K | +4.0% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 257.70K | -48.2% | $9.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Swiss National Bank | 248.90K | +0.5% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Nordea Investment Management Ab | 231.71K | +130.3% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Asset Management One Co., Ltd. | 227.39K | -16.5% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 206.60K | -9.6% | $7.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Nomura Asset Management Co Ltd | 193.69K | +1.7% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 191.22K | +28.7% | $7.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 42 | Mariner, LLC | 188.06K | +2.6% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | State Of Wisconsin Investment Board | 183.35K | -4.9% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 183.12K | +6.5% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Sei Investments Co | 167.44K | +9.8% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Citigroup Inc | 165.41K | +2.6% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | California State Teachers… | 148.02K | +23.4% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Raymond James Financial Inc | 137.16K | +31.0% | $5.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 136.81K | -2.0% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Prudential Financial Inc | 129.72K | +10.1% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Commonwealth Equity Services, Llc | 129.28K | -19.1% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 128.90K | +18.7% | $4.82M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Aberdeen Group plc | 120.76K | -1.1% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | First Trust Advisors Lp | 119.89K | +210.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Millennium Management ✦ | 116.94K | -72.3% | $4.38M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 56 | Zurcher Kantonalbank (Zurich… | 114.66K | +30.6% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 111.49K | New | $4.17M | 0.0% | New | 1 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 109.44K | New | $4.10M | 0.0% | New | 1 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 104.28K | +317.7% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Mitsubishi UFJ Asset Management… | 101.01K | +2.5% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Allianz Asset Management GmbH | 97.46K | -20.3% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Amundi | 93.53K | +12.0% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Creative Planning | 86.22K | +26.0% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Corient Private Wealth LP | 80.62K | New | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 65 | Universal- Beteiligungs- und… | 80.46K | +26.0% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 78.82K | +63.1% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 67 | Jane Street Group, Llc | 72.94K | +485.5% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Cerity Partners LLC | 62.66K | -50.0% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Manufacturers Life Insurance… | 60.71K | -0.1% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 59.27K | +1.0% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 57.84K | -61.6% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | Alyeska Investment Group, L.P. | 57.30K | -89.5% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Point72 Asset Management ✦ | 55.22K | New | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 74 | Squarepoint Ops LLC | 53.81K | New | $2.01M | 0.0% | New | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 53.09K | -52.6% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Daiwa Securities Group Inc. | 49.89K | +3.9% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 49.47K | +390.4% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Holocene Advisors, LP | 47.54K | -40.5% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Royal Bank Of Canada | 46.12K | -12.8% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | Mercer Global Advisors Inc /Adv | 44.72K | -43.6% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | HighTower Advisors, LLC | 44.51K | +38.8% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Mackenzie Financial Corp | 44.05K | +411.5% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Lazard Asset Management Llc | 41.80K | +1.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Healthcare Of Ontario Pension Plan… | 41.36K | -74.4% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | New York State Common Retirement… | 40.91K | -37.2% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Franklin Resources Inc | 39.80K | +20.7% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 87 | Victory Capital Management Inc | 39.10K | +3.4% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bnp Paribas Financial Markets | 37.17K | +5.6% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Fifth Third Bancorp | 34.22K | +4823.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Voya Investment Management Llc | 33.97K | -2.2% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | State Board Of Administration Of… | 33.69K | 0.0% | $1.26M | 0.0% | Held | 2 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 33.22K | +541.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 93 | Barclays Plc | 29.39K | -86.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 94 | Focus Partners Wealth | 29.20K | +3.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Cwm, Llc | 26.63K | -8.4% | $996,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 20.18K | +0.5% | $755,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | ProShare Advisors LLC | 19.65K | -19.9% | $735,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Envestnet Asset Management Inc | 17.95K | +40.9% | $671,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | CIBC Bancorp USA Inc. | 16.64K | — | $619,488 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 100 | Blair William & Co/Il | 16.40K | +49.0% | $613,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.17M | 0.0% |
| D. E. Shaw & Co. | $4.10M | 0.0% |
| Corient Private Wealth LP | $3.02M | 0.0% |
| Point72 Asset Management | $2.07M | 0.0% |
| Squarepoint Ops LLC | $2.01M | 0.0% |
Exited
| Norges Bank | $70.85M | was 0.0% |
| Marshall Wace | $4.37M | was 0.0% |
| Jennison Associates Llc | $448,147 | 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: Q1 2026 ·
Methodology ·
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