Phillips Edison & Company, Inc. — Institutional Ownership
Which tracked institutions hold PECO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
26
Funds holding
$1796481037
Total value held
Buying
19 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $970059332 | 23307528 | +1256516 | +5.70% |
| 2 | State Street Corp | $304204700 | 7290689 | +161064 | +2.26% |
| 3 | Goldman Sachs Group Inc | $122326479 | 2939127 | +1235955 | +72.57% |
| 4 | Northern Trust Corp | $97678437 | 2346911 | +856424 | +57.46% |
| 5 | Jpmorgan Chase & Co | $81681224 | 1928640 | +136992 | +7.65% |
| 6 | Bank Of America Corp /De/ | $46753880 | 1123351 | +569574 | +102.85% |
| 7 | Morgan Stanley | $37507674 | 901192 | -44935 | -4.75% |
| 8 | Principal Financial Group Inc | $25347163 | 609014 | -3115 | -0.51% |
| 9 | Janus Henderson Group Plc | $23015594 | 615054 | +615054 | NEW BUY |
| 10 | Ubs Group Ag | $21185828 | 509030 | +509030 | NEW BUY |
| 11 | Invesco Ltd. | $18987711 | 456216 | +456216 | NEW BUY |
| 12 | Prudential Financial Inc | $9624833 | 231255 | +101535 | +78.27% |
| 13 | Federated Hermes, Inc. | $7568514 | 181848 | +181848 | NEW BUY |
| 14 | Citigroup Inc | $7412522 | 178100 | +16962 | +10.53% |
| 15 | Sei Investments Co | $5371152 | 129052 | -38391 | -22.93% |
| 16 | Wells Fargo & Company/Mn | $5096267 | 122448 | +64612 | +111.72% |
| 17 | Raymond James Financial Inc | $4637180 | 111417 | -25748 | -18.77% |
| 18 | Royal Bank Of Canada | $2285000 | 54921 | +8805 | +19.09% |
| 19 | Franklin Resources Inc | $1583100 | 38037 | -1760 | -4.42% |
| 20 | Pnc Financial Services Group, Inc. | $1390151 | 33401 | +181 | +0.54% |
| 21 | Fifth Third Bancorp | $1303391 | 31316 | -2900 | -8.48% |
| 22 | Bank Of Montreal /Can/ | $728725 | 17509 | +4968 | +39.61% |
| 23 | M&T Bank Corp | $493531 | 11849 | -591 | -4.75% |
| 24 | Us Bancorp \De\ | $180048 | 4326 | +44 | +1.03% |
| 25 | Prosperity Bancshares Inc | $58102 | 1396 | +1396 | NEW BUY |
| 26 | Amalgamated Financial Corp. | $499 | 14497 | +14497 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.