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HomeStocksPECOInstitutional Holders

PECO logoPhillips Edison & Co. (PECO) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+3.37 pp), though top 10 holders maintain a highly concentrated 63.0% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
89.4%$4.7B total value · ▲ +3.37 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
49 / 100
Neutral
Institutions & Flow448 holders+12 net flow (+47 / -35)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+12)
  • Top 10 holders control 63.0% of institutional value
  • No Insider Signal

Top Institutional Holders of PECO

Ranked by reported Q2 2026 13F market value

Top 10 Holders
63.0%
Top 25 Holders
79.8%

Share of total reported institutional value in PECO held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.23.3M$970.1M+5.7%18.149%0.01%
2VANGUARD PORTFOLIO MANAGEMENT LLC14.4M$599.3M+3.7%11.212%0.03%
3STATE STREET CORP7.3M$304.2M+2.3%5.677%0.00%
4VANGUARD CAPITAL MANAGEMENT LLC5.7M$238.4M+0.6%4.460%0.01%
5FMR LLC4.2M$175.7M+2.1%3.286%0.01%
6WELLINGTON MANAGEMENT GROUP LLP4.0M$167.0M-23.0%3.123%0.03%
7GEODE CAPITAL MANAGEMENT, LLC3.8M$156.8M+6.3%2.934%0.01%
8CANADA PENSION PLAN INVESTMENT BOARD3.4M$139.5M+1.7%2.610%0.08%
9GOLDMAN SACHS GROUP INC2.9M$122.3M+72.6%2.289%0.01%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.5M$102.8M+4.5%1.922%0.01%
11NORTHERN TRUST CORP2.3M$97.7M+57.5%1.827%0.01%
12DUFF & PHELPS INVESTMENT MANAGEMENT CO2.0M$83.5M+11.4%1.562%0.39%
13JPMORGAN CHASE & CO1.9M$81.7M+7.6%1.502%0.00%
14DIMENSIONAL FUND ADVISORS LP1.9M$79.8M+0.9%1.493%0.01%
15NORGES BANK1.7M$68.8M—1.287%0.01%
16BANK OF AMERICA CORP /DE/1.1M$46.8M+102.8%0.875%0.00%
17Bank of New York Mellon Corp998K$41.5M+5.9%0.777%0.01%
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP995K$41.4M+105.8%0.775%0.02%
19Alyeska Investment Group, L.P.970K$40.4M+1592.9%0.755%0.10%
20AMERIPRISE FINANCIAL INC946K$39.4M-0.1%0.737%0.01%
21MORGAN STANLEY901K$37.5M-4.8%0.702%0.00%
22VANGUARD FIDUCIARY TRUST CO840K$35.0M+1.8%0.654%0.01%
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME837K$34.8M+32335.3%0.652%0.01%
24Nuveen, LLC806K$33.5M-18.8%0.628%0.01%
25JUPITER ASSET MANAGEMENT LTD770K$32.0M—0.600%0.16%

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.

Quarterly Institutional Activity

Filings activity in PECO during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers47Added To329Trimmed62Exited35
  • BlackRock, Inc.$970.1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$599.3M
  • STATE STREET CORP$304.2M
  • VANGUARD CAPITAL MANAGEMENT LLC$238.4M
  • FMR LLC$175.7M
  • GEODE CAPITAL MANAGEMENT, LLC$156.8M
  • CANADA PENSION PLAN INVESTMENT BOARD$139.5M
  • GOLDMAN SACHS GROUP INC$122.3M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$102.8M
  • NORTHERN TRUST CORP$97.7M
  • DUFF & PHELPS INVESTMENT MANAGEMENT CO$83.5M
  • JPMORGAN CHASE & CO$81.7M

PECO Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026448+2.3%89.44%+3.37 pp$4.72B+18%
Q1 2026438+7.9%86.07%0.70 pp$4.00B+1.9%
Q4 2025406+3.3%86.77%+4.06 pp$3.92B+12%
Q3 20253933.7%82.71%3.11 pp$3.51B5.3%
Q2 2025408+2.3%85.82%+3.37 pp$3.71B+1.0%
Q1 2025399+2.3%82.45%+0.74 pp$3.67B1.9%
Q4 2024390+0.5%81.71%+1.64 pp$3.74B+3.8%
Q3 2024388—80.07%—$3.61B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

PECO — Frequently Asked Questions

Quick answers to the most common questions about buying PECO stock.

What percentage of PECO is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Phillips Edison & Co. stands at 89.4%, held across 448 reporting institutions.

Who is the largest institutional holder of PECO?

BlackRock, Inc. is the largest reported institutional holder of PECO, with approximately 23,307,528 shares worth $0.97B as of Q2 2026.

Is PECO a hedge fund favorite?

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PECO.

What is PECO's Smart Money Score?

Our composite Smart Money Score for PECO is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought PECO this quarter?

47 institutions opened new positions in PECO during Q2 2026, while 35 fully exited. 329 added to existing positions and 62 trimmed.

How is institutional ownership of PECO changing?

PECO institutional ownership rose by 3.37 percentage points quarter-over-quarter, with a net change of +10 holders.

How concentrated is PECO ownership among the top holders?

The top 10 institutions account for 63.0% of all reported 13F value in PECO, and the top 25 account for 79.8%.

Where does this PECO institutional ownership data come from?

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.

PECOPhillips Edison & Co.
$40.56$5.2B
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