Who owns PHILLIPS EDISON & CO?
- Ticker: PECO
- CUSIP Number: 71844v201
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Analyze quarterly positions in Phillips Edison & Co with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Phillips Edison & Co stock
Who bought or sold PHILLIPS EDISON & CO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 19M | $684M | 1% | Dec 2023 |
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| Wellington Management Company | 8.1M | $295M | -1% | Dec 2023 |
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| Massachusetts Financial Services | 3.1M | $113M | -41% | Dec 2023 |
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| Charles Schwab Investment Management | 1.9M | $68M | 8% | Dec 2023 |
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| Norges Bank Investment Management | 1.3M | $49M | 100% | Dec 2023 |
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| Legal & General Group | 1.1M | $40M | 4% | Dec 2023 |
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| Bank of New York Mellon | 1.1M | $39M | 5% | Mar 2024 |
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| Dimensional Fund Advisors | 919k | $34M | 34% | Dec 2023 |
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| Jpmorgan Chase & Co | 874k | $32M | 29% | Dec 2023 |
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| Ubs Global Asset Management Americas | 804k | $29M | 23% | Dec 2023 |
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| Henderson Group | 761k | $28M | 0% | Dec 2023 |
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| Holocene Advisors | 645k | $24M | 4% | Dec 2023 |
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| Principal Financial Group | 623k | $23M | -1% | Dec 2023 |
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| Citadel Advisors | 621k | $23M | -4% | Dec 2023 |
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| Cambridge Investment Research Advisors | 522k | $19M | -3% | Mar 2024 |
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| Alliancebernstein | 480k | $18M | 0% | Dec 2023 |
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| Rhumbline Advisers | 395k | $14M | -1% | Dec 2023 |
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| Goldman Sachs Group | 354k | $13M | -11% | Dec 2023 |
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| Advisor Group Holdings | 347k | $13M | -22% | Dec 2023 |
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| AE Wealth Management | 312k | $11M | -6% | Dec 2023 |
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| Diam | 294k | $11M | 8% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 279k | $10M | 0% | Dec 2023 |
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| Alyeska Investment Group | 240k | $8.8M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 234k | $8.5M | -3% | Dec 2023 |
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| Swiss National Bank | 231k | $8.4M | -10% | Dec 2023 |
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| Bank of America Corporation | 231k | $8.4M | 6% | Dec 2023 |
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| B&I Capital | 223k | $8.0M | 0% | Mar 2024 |
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| Barclays | 211k | $7.7M | 181% | Dec 2023 |
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| Prime Capital Investment Advisors | 198k | $7.2M | -4% | Dec 2023 |
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| Mariner Wealth Advisors | 184k | $6.7M | 1% | Dec 2023 |
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| CalPERS | 180k | $6.6M | 13% | Dec 2023 |
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| Colony | 177k | $6.5M | 100% | Dec 2023 |
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| McAdam | 171k | $6.1M | -3% | Mar 2024 |
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| Credit Suisse | 157k | $5.7M | -38% | Dec 2023 |
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| D. E. Shaw & Co | 136k | $5.0M | 39% | Dec 2023 |
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| Sumitomo Mitsui Trust Holdings | 136k | $4.9M | -2% | Mar 2024 |
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| Nomura Asset Management | 134k | $4.9M | 3% | Dec 2023 |
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| Alaska Retirement Management Board | 131k | $4.7M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 131k | $4.7M | -7% | Mar 2024 |
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| Centaurus Financial | 127k | $4.6M | 1% | Dec 2023 |
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| Mercer Global Advisors | 116k | $4.2M | -21% | Dec 2023 |
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| Koshinski Asset Management | 113k | $4.1M | 54% | Dec 2023 |
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| Citigroup | 111k | $4.0M | 19% | Dec 2023 |
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| UBS Group | 108k | $4.0M | 122% | Dec 2023 |
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| FirstPurpose Wealth | 108k | $3.6M | -11% | Mar 2024 |
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| Standard Life Aberdeen | 104k | $3.8M | 313% | Dec 2023 |
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| Texas Permanent School Fund | 103k | $3.8M | 4% | Dec 2023 |
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| Teachers Retirement System Of The State Of Kentucky | 102k | $3.7M | 0% | Dec 2023 |
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| Victory Capital Management | 102k | $3.7M | 59% | Dec 2023 |
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| Royal Bank of Canada | 101k | $3.7M | 29% | Dec 2023 |
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| Edgestream Partners | 94k | $3.4M | 100% | Dec 2023 |
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| First Foundation Advisors | 87k | $3.2M | -33% | Dec 2023 |
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| Money Concepts Capital Corp | 85k | $3.1M | 3% | Dec 2023 |
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| Voloridge Investment Management | 84k | $3.1M | -62% | Dec 2023 |
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| RMR Wealth Builders | 83k | $3.0M | -5% | Mar 2024 |
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| Geneos Wealth Management | 81k | $3.0M | 20% | Dec 2023 |
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| Mutual Of America Capital Management | 77k | $2.8M | -3% | Dec 2023 |
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| Amundi | 75k | $2.7M | -15% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 73k | $2.6M | 0% | Dec 2023 |
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| J.w. Cole Advisors | 72k | $2.6M | -8% | Dec 2023 |
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| Mitsubishi UFJ Asset Management | 72k | $2.6M | 2% | Dec 2023 |
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| Atria Wealth Solutions | 71k | $2.6M | 13% | Dec 2023 |
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| Jane Street | 70k | $2.5M | -9% | Dec 2023 |
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| O'Dell Group | 69k | $2.5M | -14% | Dec 2023 |
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| My Legacy Advisors | 68k | $2.4M | -5% | Dec 2023 |
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| Hsbc Holdings | 68k | $2.5M | 15% | Dec 2023 |
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| Illinois Municipal Retirement Fund | 67k | $2.5M | 4% | Dec 2023 |
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| American International | 64k | $2.3M | -1% | Dec 2023 |
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| Integrated Advisors Network | 63k | $2.3M | -2% | Dec 2023 |
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| MetLife Investment Advisors | 62k | $2.3M | 0% | Dec 2023 |
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| Louisiana State Employees Retirement System | 60k | $2.2M | 1% | Mar 2024 |
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| Mutual Advisors | 60k | $2.2M | 23% | Dec 2023 |
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| Yousif Capital Management | 60k | $2.2M | 1% | Dec 2023 |
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| T. Rowe Price Associates | 58k | $2.1M | 12% | Dec 2023 |
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| Mirae Asset Global Investments | 57k | $2.1M | 1% | Dec 2023 |
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| Ameritas Advisory Services | 56k | $2.0M | -63% | Dec 2023 |
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| Creative Planning | 55k | $2.0M | 4% | Dec 2023 |
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| Stratos Wealth Partners | 53k | $1.9M | -3% | Mar 2024 |
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| Brookstone Capital Management | 52k | $1.9M | -5% | Mar 2024 |
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| Arkadios Wealth Advisors | 51k | $1.8M | -24% | Dec 2023 |
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| New York State Common Retirement Fund | 48k | $1.7M | -1% | Dec 2023 |
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| Zurcher Kantonalbank | 47k | $1.7M | -2% | Mar 2024 |
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| Commonwealth of Pennsylvania | 47k | $1.7M | -40% | Dec 2023 |
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| Maryland State Retirement & Pension System | 44k | $1.4M | 1% | Mar 2024 |
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| Wells Fargo & Company | 44k | $1.6M | 29% | Dec 2023 |
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| Kestra Advisory Services | 42k | $1.5M | -2% | Dec 2023 |
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| Twinbeech Capital | 42k | $1.5M | 100% | Dec 2023 |
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| Outlook Wealth Advisors | 42k | $1.5M | 0% | Mar 2024 |
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| Cooper Financial Group | 41k | $1.5M | 6% | Mar 2024 |
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| Squarepoint Ops | 41k | $1.5M | 152% | Dec 2023 |
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| Calton & Associates | 40k | $1.4M | -17% | Mar 2024 |
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| NISA Investment Advisors | 40k | $1.4M | -14% | Dec 2023 |
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| Orion Portfolio Solutions | 39k | $1.4M | -25% | Dec 2023 |
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| FJ Capital Management | 38k | $1.4M | -7% | Dec 2023 |
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| Amalgamated Bank | 38k | $1.4M | -17% | Mar 2024 |
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| Teacher Retirement System Of Texas | 37k | $1.4M | -32% | Dec 2023 |
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| PFG Investments | 37k | $1.3M | 404% | Mar 2024 |
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| Well Done | 37k | $1.3M | 0% | Mar 2024 |
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| Daiwa Securities Group | 36k | $1.3M | -4% | Dec 2023 |
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| Spire Wealth Management | 36k | $1.3M | -6% | Mar 2024 |
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| HPM Partners | 36k | $1.3M | 30% | Dec 2023 |
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| Vident Advisory | 35k | $1.3M | 4% | Dec 2023 |
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| Oregon Public Employees Retirement Fund | 35k | $1.3M | 0% | Dec 2023 |
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| Florida State Board of Administration | 34k | $1.2M | 0% | Dec 2023 |
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| Arizona State Retirement System | 33k | $1.2M | -2% | Dec 2023 |
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| Natixis Asset Management Advisors | 32k | $1.1M | 4% | Mar 2024 |
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| Accel Wealth Management | 31k | $1.1M | 2% | Mar 2024 |
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| Handelsbanken Fonder AB | 31k | $1.1M | 0% | Dec 2023 |
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| New York State Teachers Retirement System | 31k | $1.1M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 31k | $1.1M | 0% | Dec 2023 |
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| Arete Wealth Advisors | 30k | $1.1M | 2% | Dec 2023 |
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| CWM | 29k | $1.0M | 5% | Mar 2024 |
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| Silver Oak Securities | 28k | $1.0M | -1% | Dec 2023 |
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| InterOcean Capital Group | 28k | $1.0M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 28k | $1.0M | 0% | Mar 2024 |
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| DekaBank Deutsche Girozentrale | 28k | $1.0M | 0% | Mar 2024 |
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| Curi Wealth Management | 28k | $1.0M | -10% | Dec 2023 |
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| Fairway Wealth | 28k | $1.0M | 100% | Dec 2023 |
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| Financial Partners Group | 26k | $941k | -5% | Dec 2023 |
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| HighTower Advisors | 25k | $926k | 6% | Dec 2023 |
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| Advisory Resource Group | 25k | $921k | -14% | Dec 2023 |
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| Coppell Advisory Solutions | 25k | $921k | -17% | Dec 2023 |
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| Russell Investments | 25k | $916k | 56% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 24k | $879k | -3% | Dec 2023 |
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| Raymond James & Associates | 24k | $863k | -4% | Mar 2024 |
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| CornerCap Investment Counsel | 24k | $861k | 0% | Dec 2023 |
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| Harbour Investments | 23k | $832k | -5% | Dec 2023 |
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| Beacon Capital Management | 23k | $762k | -12% | Dec 2023 |
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| Carmel Capital Partners | 23k | $807k | 0% | Mar 2024 |
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| Strategic Financial | 22k | $816k | 3% | Dec 2023 |
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| Bell State Bank and Trust | 22k | $793k | 0% | Mar 2024 |
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| EPG Wealth Management | 22k | $747k | -11% | Dec 2023 |
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| Sound Income Strategies | 21k | $764k | -36% | Mar 2024 |
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| Kovack Advisors | 21k | $762k | -10% | Mar 2024 |
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| EWG Elevate | 21k | $753k | 0% | Mar 2024 |
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| David Vaughan Investments | 20k | $725k | 0% | Dec 2023 |
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| FORA Capital | 20k | $725k | 100% | Dec 2023 |
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| Fiduciary Alliance | 20k | $695k | 0% | Mar 2024 |
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| Sumitomo Mitsui Asset Management Company | 20k | $720k | 0% | Dec 2023 |
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| Revisor Wealth Management | 19k | $692k | 100% | Mar 2024 |
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| Apeiron RIA | 19k | $679k | -8% | Mar 2024 |
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| Van Cleef Asset Management | 19k | $688k | 100% | Dec 2023 |
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| Frank. Day | 18k | $669k | 0% | Dec 2023 |
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| National Asset Management | 17k | $636k | -4% | Dec 2023 |
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| Pictet & Cie | 17k | $630k | 2% | Dec 2023 |
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| Townsquare Capital | 17k | $622k | 22% | Dec 2023 |
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| Two Sigma Securities | 17k | $609k | 100% | Dec 2023 |
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| Van Eck Associates Corp. | 17k | $603k | 20% | Dec 2023 |
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| Capital Asset Advisory Services | 16k | $533k | 2% | Mar 2024 |
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| Acorn Financial Advisory Services | 15k | $563k | 0% | Dec 2023 |
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| Aurum Wealth Management Group | 15k | $560k | 0% | Dec 2023 |
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| Axxcess Wealth Management | 15k | $558k | -39% | Dec 2023 |
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| Castleview Partners | 15k | $552k | -10% | Dec 2023 |
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Who sold out of Phillips Edison & Co?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nordea Investment Management Ab | Sep 2023 | 291k | $9.9M |
| SG Americas Securities | Sep 2023 | 77k | $2.6M |
| Hrt Financial | Sep 2023 | 55k | $1.8M |
| Jump Financial | Sep 2023 | 38k | $1.3M |
| Jackson Creek Investment Advisors | Sep 2023 | 28k | $934k |
| Sigma Planning | Sep 2023 | 22k | $720k |