Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PECO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22.1M | $825.1M | +0.5% | 17.505% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.9M | $519.7M | — | 11.025% | 0.03% |
| 3 | STATE STREET CORP | 7.1M | $267.6M | -1.1% | 5.660% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $213.1M | — | 4.521% | 0.01% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 5.2M | $195.0M | -17.4% | 4.138% | 0.04% |
| 6 | FMR LLC | 4.1M | $154.6M | -0.9% | 3.281% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $132.7M | +3.0% | 2.814% | 0.01% |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 3.3M | $123.4M | +225.9% | 2.617% | 0.08% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.4M | $88.4M | +1.8% | 1.876% | 0.01% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $71.1M | +4.1% | 1.508% | 0.01% |
| 11 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.8M | $67.4M | +0.7% | 1.430% | 0.70% |
| 12 | Engineers Gate Manager LP | 1.8M | $65.7M | -19.6% | 1.393% | 0.82% |
| 13 | GOLDMAN SACHS GROUP INC | 1.7M | $63.7M | +130.1% | 1.352% | 0.01% |
| 14 | NORTHERN TRUST CORP | 1.5M | $55.8M | -2.3% | 1.183% | 0.01% |
| 15 | Nuveen, LLC | 993K | $37.2M | -1.5% | 0.788% | 0.01% |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 979K | $36.6M | -12.3% | 0.777% | 0.06% |
| 17 | AMERICAN CENTURY COMPANIES INC | 960K | $35.9M | +366.6% | 0.762% | 0.02% |
| 18 | AMERIPRISE FINANCIAL INC | 947K | $35.5M | +27.6% | 0.752% | 0.01% |
| 19 | MORGAN STANLEY | 946K | $35.4M | -17.4% | 0.751% | 0.00% |
| 20 | Bank of New York Mellon Corp | 943K | $35.3M | -2.4% | 0.748% | 0.01% |
| 21 | Hudson Bay Capital Management LP | 910K | $34.1M | +223.8% | 0.722% | 0.37% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 826K | $30.9M | — | 0.655% | 0.01% |
| 23 | Legal & General Group Plc | 812K | $30.4M | -7.6% | 0.644% | 0.01% |
| 24 | BALYASNY ASSET MANAGEMENT LLC | 705K | $26.4M | -54.0% | 0.559% | 0.09% |
| 25 | Cetera Investment Advisers | 657K | $24.6M | -12.7% | 0.522% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PECO — a direct measure of their conviction.
Filings activity in PECO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PECO position in Q1 2026
Institutions that fully closed their PECO position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 432 | +6.4% | 74.03% | 0.16 pp | $3.91B | 0.2% |
| Q4 2025 | 406 | +3.6% | 74.19% | +7.82 pp | $3.92B | +12% |
| Q3 2025 | 392 | 3.9% | 66.37% | 3.72 pp | $3.51B | 5.3% |
| Q2 2025 | 408 | +2.3% | 70.09% | +0.71 pp | $3.71B | +1.0% |
| Q1 2025 | 399 | +2.3% | 69.38% | 1.38 pp | $3.67B | 1.9% |
| Q4 2024 | 390 | +0.5% | 70.76% | +2.56 pp | $3.74B | +3.8% |
| Q3 2024 | 388 | +7.5% | 68.20% | +9.94 pp | $3.61B | +17% |
| Q2 2024 | 361 | — | 58.26% | — | $3.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PECO stock.
Based on Q1 2026 13F filings, institutional ownership of Phillips Edison & Co. stands at 74.0%, held across 432 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PECO, with approximately 22,051,012 shares worth $0.83B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PECO.
Our composite Smart Money Score for PECO is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
70 institutions opened new positions in PECO during Q1 2026, while 44 fully exited. 261 added to existing positions and 100 trimmed.
PECO institutional ownership fell by 0.16 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 66.2% of all reported 13F value in PECO, and the top 25 account for 81.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Phillips Edison & Co. (PECO) Institutional Ownership