Phillips Edison & Company, Inc. (PECO) — Institutional Holders, Q2 2026

447 institutional investment managers reported a PECO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PECO stock profile

PECO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

171

Trimmed

134

Sold out

Biggest buyers

BlackRockAdded · +1,256,516 sh+$52.3M
GOLDMAN SACHS GROUPAdded · +1,235,955 sh+$51.4M
Alyeska Investment Group, L.P.Added · +912,698 sh+$38.0M
NORTHERNAdded · +856,424 sh+$35.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMENew · +836,830 sh+$34.8M

Biggest sellers

Engineers Gate ManagerTrimmed · -1,457,255 sh-$60.7M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -1,200,733 sh-$50.0M
AMERICAN CENTURY COMPANIESTrimmed · -399,769 sh-$16.6M
NOMURA ASSET MANAGEMENT INTERNATIONALTrimmed · -343,777 sh-$14.3M
Qube Research & Technologies LtdSold out · -320,353 sh-$13.3M

PECO 13F holders ranked 1–100 of 447

Institutional investors reporting a position in Phillips Edison & Company, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 23,307,528 sh	23,307,528	$970.1M	0.01%	+5.7%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 14,398,478 sh	14,398,478	$599.3M	0.03%	+3.7%
3	STATE STREET#3 · 7,290,689 sh	7,290,689	$304.2M	<0.01%	+2.3%
4	VANGUARD CAPITAL MANAGEMENT#4 · 5,728,291 sh	5,728,291	$238.4M	<0.01%	+0.6%
5	FMR#5 · 4,220,531 sh	4,220,531	$175.7M	<0.01%	+2.1%
6	WELLINGTON MANAGEMENT GROUP LLP#6 · 4,011,362 sh	4,011,362	$167.0M	0.03%	-23.0%
7	GEODE CAPITAL MANAGEMENT#7 · 3,767,699 sh	3,767,699	$156.8M	<0.01%	+6.3%
8	CANADA PENSION PLAN INVESTMENT BOARD#8 · 3,351,653 sh	3,351,653	$139.5M	0.08%	+1.7%
9	GOLDMAN SACHS GROUP#9 · 2,939,127 sh	2,939,127	$122.3M	0.01%	+72.6%
10	CHARLES SCHWAB INVESTMENT MANAGEMENT#10 · 2,468,884 sh	2,468,884	$102.8M	0.01%	+4.5%
11	NORTHERN#11 · 2,346,911 sh	2,346,911	$97.7M	0.01%	+57.5%
12	DUFF & PHELPS INVESTMENT MANAGEMENT#12 · 2,006,105 sh	2,006,105	$83.5M	0.79%	+11.4%
13	JPMORGAN CHASE#13 · 1,928,640 sh	1,928,640	$81.7M	<0.01%	+7.6%
14	DIMENSIONAL FUND ADVISORS#14 · 1,917,053 sh	1,917,053	$79.8M	0.01%	+0.9%
15	NORGES BANK#15 · 1,652,337 sh	1,652,337	$68.8M	<0.01%	—
16	BANK OF AMERICA#16 · 1,123,351 sh	1,123,351	$46.8M	<0.01%	+102.9%
17	Bank of New York Mellon#17 · 998,094 sh	998,094	$41.5M	<0.01%	+5.9%
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#18 · 994,906 sh	994,906	$41.4M	0.02%	+105.9%
19	Alyeska Investment Group, L.P.#19 · 969,995 sh	969,995	$40.4M	0.10%	+1592.9%
20	AMERIPRISE FINANCIAL#20 · 946,006 sh	946,006	$39.4M	<0.01%	-0.1%
21	MORGAN STANLEY#21 · 901,192 sh	901,192	$37.5M	<0.01%	-4.7%
22	VANGUARD FIDUCIARY#22 · 840,299 sh	840,299	$35.0M	<0.01%	+1.8%
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#23 · 836,830 sh	836,830	$34.8M	<0.01%	New
24	Nuveen#24 · 805,923 sh	805,923	$33.5M	<0.01%	-18.8%
25	JUPITER ASSET MANAGEMENT LTD#25 · 770,034 sh	770,034	$32.0M	0.16%	New
26	Legal & General Group Plc#26 · 750,049 sh	750,049	$31.2M	<0.01%	-7.6%
27	RENAISSANCE TECHNOLOGIES#27 · 681,402 sh	681,402	$28.4M	0.04%	+73.4%
28	Cetera Investment Advisers#28 · 641,969 sh	641,969	$26.7M	0.02%	-2.3%
29	NOMURA ASSET MANAGEMENT INTERNATIONAL#29 · 635,548 sh	635,548	$26.5M	0.04%	-35.1%
30	Jupiter Topco#30 · 615,054 sh	615,054	$25.6M	0.01%	—
31	PRINCIPAL FINANCIAL GROUP#31 · 609,014 sh	609,014	$25.3M	0.01%	-0.5%
32	Hudson Bay Capital Management#32 · 598,996 sh	598,996	$24.9M	0.07%	-34.2%
33	BALYASNY ASSET MANAGEMENT L.P.#33 · 563,639 sh	563,639	$23.5M	0.03%	-20.0%
34	AMERICAN CENTURY COMPANIES#34 · 560,089 sh	560,089	$23.3M	0.01%	-41.6%
35	UBS Group AG#35 · 509,030 sh	509,030	$21.2M	<0.01%	+5.0%
36	KENNEDY CAPITAL MANAGEMENT#36 · 481,848 sh	481,848	$20.1M	0.35%	-3.0%
37	Invesco Ltd.#37 · 456,216 sh	456,216	$19.0M	<0.01%	-1.4%
38	PUBLIC SECTOR PENSION INVESTMENT BOARD#38 · 432,856 sh	432,856	$18.0M	0.05%	-11.7%
39	MACKENZIE FINANCIAL#39 · 404,204 sh	404,204	$16.8M	0.02%	+817.7%
40	DEUTSCHE BANK AG\#40 · 383,820 sh	383,820	$16.0M	<0.01%	+3.9%
41	LPL Financial#41 · 371,940 sh	371,940	$15.5M	<0.01%	+7.6%
42	ALGERT GLOBAL#42 · 369,750 sh	369,750	$15.4M	0.18%	+26.2%
43	NORDEA INVESTMENT MANAGEMENT AB#43 · 342,026 sh	342,026	$14.4M	0.01%	+47.6%
44	RHUMBLINE ADVISERS#44 · 331,637 sh	331,637	$13.8M	0.01%	-7.6%
45	Cambridge Investment Research Advisors#45 · 302,576 sh	302,576	$12.6M	0.03%	-2.8%
46	Engineers Gate Manager#46 · 297,382 sh	297,382	$12.4M	0.16%	-83.1%
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#47 · 274,388 sh	274,388	$11.4M	<0.01%	+5.1%
48	OSAIC#48 · 265,798 sh	265,798	$11.1M	0.01%	+28.7%
49	HSBC PLC#49 · 263,965 sh	263,965	$11.0M	<0.01%	+2.4%
50	Swiss National Bank#50 · 252,800 sh	252,800	$10.5M	<0.01%	+1.6%
51	Sophron Capital Management L.P.#51 · 251,859 sh	251,859	$10.5M	—	-34.4%
52	Asset Management One , Ltd.#52 · 247,418 sh	247,418	$10.3M	—	+8.8%
53	AQR CAPITAL MANAGEMENT#53 · 237,191 sh	237,191	$9.9M	<0.01%	+24.0%
54	MILLENNIUM MANAGEMENT#54 · 231,934 sh	231,934	$9.7M	<0.01%	+98.3%
55	PRUDENTIAL FINANCIAL#55 · 231,255 sh	231,255	$9.6M	0.01%	+78.3%
56	NOMURA ASSET MANAGEMENT LTD#56 · 204,770 sh	204,770	$8.5M	0.02%	+5.7%
57	BESSEMER GROUP#57 · 188,495 sh	188,495	$7.8M	0.01%	0.0%
58	Mariner#58 · 187,417 sh	187,417	$7.8M	<0.01%	-0.3%
59	ADAGE CAPITAL PARTNERS GP, L.L.C.#59 · 185,000 sh	185,000	$7.7M	0.01%	-58.9%
60	FEDERATED HERMES#60 · 181,848 sh	181,848	$7.6M	0.01%	New
61	CITIGROUP#61 · 178,100 sh	178,100	$7.4M	<0.01%	+7.7%
62	STATE OF WISCONSIN INVESTMENT BOARD#62 · 170,653 sh	170,653	$7.1M	0.01%	-6.9%
63	ALLIANCEBERNSTEIN L.P.#63 · 179,014 sh	179,014	$6.7M	<0.01%	-2.2%
64	J.W. COLE ADVISORS#64 · 159,122 sh	159,122	$6.6M	0.11%	-1.4%
65	TUDOR INVESTMENT ET AL#65 · 151,562 sh	151,562	$6.3M	<0.01%	New
66	PRICE T ROWE ASSOCIATES#66 · 151,540 sh	151,540	$6.3M	<0.01%	+17.6%
67	Quantinno Capital Management#67 · 149,276 sh	149,276	$6.2M	<0.01%	+43.1%
68	FIRST ADVISORS#68 · 148,311 sh	148,311	$6.2M	<0.01%	+23.7%
69	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#69 · 144,937 sh	144,937	$6.0M	0.02%	-0.3%
70	Susquehanna Portfolio Strategies#70 · 142,192 sh	142,192	$5.9M	0.09%	+216.8%
71	McAdam#71 · 135,857 sh	135,857	$5.7M	—	-0.4%
72	Sumitomo Mitsui#72 · 133,939 sh	133,939	$5.6M	<0.01%	-2.1%
73	Russell Investments Group, Ltd.#73 · 130,942 sh	130,942	$5.4M	<0.01%	+66.1%
74	abrdn plc#74 · 130,558 sh	130,558	$5.4M	<0.01%	+8.1%
75	SEI INVESTMENTS#75 · 129,052 sh	129,052	$5.4M	<0.01%	-22.9%
76	COMMONWEALTH EQUITY SERVICES#76 · 128,460 sh	128,460	$5.3M	<0.01%	-0.6%
77	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#77 · 123,636 sh	123,636	$5.1M	0.03%	+40.6%
78	WELLS FARGO & COMPANY#78 · 122,448 sh	122,448	$5.1M	<0.01%	+111.7%
79	VANGUARD ASSET MANAGEMENT, Ltd#79 · 120,681 sh	120,681	$5.0M	<0.01%	+6.9%
80	Zurcher Kantonalbank (Zurich Cantonalbank)#80 · 116,223 sh	116,223	$4.8M	<0.01%	+1.4%
81	Vanguard Investments Australia, Ltd.#81 · 115,660 sh	115,660	$4.8M	0.01%	+0.4%
82	State of Alaska, Department of Revenue#82 · 111,565 sh	111,565	$4.6M	—	-15.5%
83	RAYMOND JAMES FINANCIAL#83 · 111,417 sh	111,417	$4.6M	<0.01%	-18.8%
84	Verition Fund Management#84 · 110,900 sh	110,900	$4.6M	<0.01%	-52.9%
85	Mitsubishi UFJ Asset Management , Ltd.#85 · 107,551 sh	107,551	$4.5M	<0.01%	+6.5%
86	Robeco Institutional Asset Management B.V.#86 · 107,380 sh	107,380	$4.5M	—	New
87	THRIVENT FINANCIAL FOR LUTHERANS#87 · 103,863 sh	103,863	$4.3M	<0.01%	+0.7%
88	MUTUAL OF AMERICA CAPITAL MANAGEMENT#88 · 98,566 sh	98,566	$4.1M	—	-4.1%
89	MACQUARIE GROUP LTD#89 · 98,466 sh	98,466	$4.1M	0.02%	+9.6%
90	BNP PARIBAS FINANCIAL MARKETS#90 · 97,465 sh	97,465	$4.1M	<0.01%	+162.2%
91	Modern Wealth Management#91 · 96,847 sh	96,847	$4.0M	0.05%	-3.5%
92	Creative Planning#92 · 96,281 sh	96,281	$4.0M	<0.01%	+11.7%
93	Amundi#93 · 93,789 sh	93,789	$3.9M	<0.01%	+0.3%
94	VIRGINIA RETIREMENT SYSTEMS ET Al#94 · 90,538 sh	90,538	$3.8M	0.01%	+8.5%
95	Prime Capital Investment Advisors#95 · 89,536 sh	89,536	$3.7M	—	-2.2%
96	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#96 · 89,539 sh	89,539	$3.7M	0.03%	0.0%
97	Kestra Advisory Services#97 · 89,136 sh	89,136	$3.7M	0.01%	-1.6%
98	MARTINGALE ASSET MANAGEMENT L P#98 · 87,770 sh	87,770	$3.7M	0.09%	+6.7%
99	LAZARD ASSET MANAGEMENT#99 · 85,259 sh	85,259	$3.5M	<0.01%	+104.0%
100	Corient Private Wealth#100 · 84,230 sh	84,230	$3.5M	<0.01%	+4.5%

Funds that sold out of PECO in Q2 2026 (38)

Held PECO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PECO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Qube Research & Technologies Ltd320,353 sh	320,353	$12.0M
ExodusPoint Capital Management130,153 sh	130,153	$4.9M
LORD, ABBETT120,868 sh	120,868	$4.5M
CITADEL ADVISORS111,493 sh	111,493	$4.2M
JANE STREET GROUP72,943 sh	72,943	$2.7M
Y-Intercept (Hong Kong) Ltd48,641 sh	48,641	$1.8M
Holocene Advisors47,542 sh	47,542	$1.8M
HEALTHCARE OF ONTARIO PENSION PLAN FUND41,363 sh	41,363	$1.5M
SummitTX Capital, L.P.29,490 sh	29,490	$1.1M
Headlands Technologies25,574 sh	25,574	$957.0K
Schonfeld Strategic Advisors25,307 sh	25,307	$947.0K
Entropy Technologies21,043 sh	21,043	$787.4K
GSA CAPITAL PARTNERS LLP11,827 sh	11,827	$443.0K
HRT FINANCIAL10,157 sh	10,157	$380.0K
Hibernia Wealth Partners9,868 sh	9,868	$369.2K
DRW Securities8,183 sh	8,183	$306.2K
BlueChip Wealth Advisors7,937 sh	7,937	$297.0K
Jump Financial7,730 sh	7,730	$289.3K
Lombard Odier Asset Management (USA)7,492 sh	7,492	$280.4K
XTX Topco Ltd7,337 sh	7,337	$274.6K
Empowered Funds6,446 sh	6,446	$241.2K
MAI Capital Management6,090 sh	6,090	$227.9K
EPG Wealth Management5,727 sh	5,727	$214.3K
Sound Income Strategies3,672 sh	3,672	$136.8K
Destiny Wealth Partners2,940 sh	2,940	$110.0K
QUADRANT CAPITAL GROUP2,692 sh	2,692	$99.3K
Global Assets Advisory1,382 sh	1,382	$51.7K
CoreCap Advisors1,061 sh	1,061	$39.7K
Advisory Services Network869 sh	869	$32.5K
TWIN PEAKS WEALTH ADVISORS868 sh	868	$32.5K
Western Wealth Management767 sh	767	$28.7K
CURIO WEALTH591 sh	591	$22.1K
Aster Capital Management (DIFC) Ltd261 sh	261	$9.5K
FIRST HORIZON NATIONAL248 sh	248	$9.3K
Root Financial Partners233 sh	233	$8.7K
Merkkuri Wealth Advisors60 sh	60	$2.2K
Ronald Blue26 sh	26	$973.00
Caitong International Asset Management , Ltd1 sh	1	$37.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.