HoldingsHub
中文

Home › Stocks › PECO

PECO — PHILLIPS EDISON & CO INC

Reported value held$3.27B
Funds holding (latest)42
SectorReal Estate
Funds holding (Q2 2026)39
Institutional value$2.49B · 59.95M sh
New / Add / Cut / Exit3 / 22 / 13 / 1
Top-5 / Top-10 concentration64.6% / 83.6%
Institutional holdings change Accumulating +13.1% (+6.93M sh)
Institutional value change Up +25.8%

As of Q2 2026, 39 SEC-registered investment managers reported holding PECO (PHILLIPS EDISON & CO INC) in their latest 13F filings, with a combined reported value of $2.49B across 59.95M shares. That is +13.1% by share count (+6.93M shares) versus the previous quarter, while reported value moved +25.8%. Ownership is concentrated: the five largest holders account for 64.6% of reported value and the top ten for 83.6%.

Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 13 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PECO is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 23.31M $970.06M 0.01% Add
Vanguard Group history Q4 2025 20.22M $719.08M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 4.22M $175.66M 0.01% Add
Wellington Management Group history Q2 2026 4.01M $166.95M 0.03% Reduce
Geode Capital Management history Q2 2026 3.77M $156.84M 0.01% Add
CPP Investments history Q2 2026 3.35M $139.50M 0.08% Add
Goldman Sachs Group history Q2 2026 2.94M $122.33M 0.01% Add
Charles Schwab Investment Management history Q2 2026 2.47M $102.75M 0.01% Add
Northern Trust Corp history Q2 2026 2.35M $97.68M 0.01% Add
JPMorgan Chase & Co history Q2 2026 1.93M $81.68M 0.01% New
Norges Bank Investment Management history Q2 2026 1.65M $68.77M 0.01% Reduce
Bank of America Corp history Q2 2026 1.12M $46.75M 0.00% Add
BNY Mellon history Q2 2026 998.09K $41.54M 0.01% Add
Arrowstreet Capital history Q2 2026 994.91K $41.41M 0.02% Add
Morgan Stanley history Q2 2026 901.19K $37.51M 0.00% Reduce
MFS Investment Management history Q2 2025 1.03M $35.94M 0.01% Reduce
Legal & General Investment Management America history Q2 2026 750.05K $31.22M 0.01% Reduce
Renaissance Technologies history Q2 2026 681.40K $28.36M 0.04% Add
Principal Global Investors history Q2 2026 609.01K $25.35M 0.01% Reduce
Balyasny Asset Management history Q2 2026 563.64K $23.46M 0.03% Reduce

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 21.51M 22.13M 21.45M 21.39M 21.50M 21.93M 22.05M 23.31M
Fidelity Management & Research (FMR) 3.21M 3.58M 5.18M 5.87M 5.42M 5.70M 4.52M 4.69M 4.87M 4.26M 3.14M 2.82M 2.64M 3.03M 3.64M 3.94M 4.11M 4.17M 4.13M 4.22M
Wellington Management Group 1.46M 1.87M 7.73M 9.01M 9.01M 9.24M 9.05M 9.22M 8.17M 8.08M 7.56M 7.68M 7.38M 7.54M 7.05M 7.48M 5.98M 6.31M 5.21M 4.01M
Geode Capital Management 315.17K 327.04K 1.96M 2.30M 2.35M 2.43M 2.53M 2.65M 2.74M 2.87M 3.02M 3.17M 3.19M 3.18M 3.33M 3.40M 3.44M 3.44M 3.55M 3.77M
CPP Investments — — 21.00K — — — — — — — — — — — — — — 1.01M 3.30M 3.35M
Goldman Sachs Group 14.82K 212.40K 51.29K 132.55K 258.92K 142.39K 173.34K 539.68K 396.74K 353.70K 178.01K 626.04K 841.62K 1.38M 1.12M 625.10K 1.04M 740.17K 1.70M 2.94M
Charles Schwab Investment Management 134.92K 136.59K 828.39K 810.79K 1.38M 1.42M 1.50M 1.62M 1.73M 1.87M 1.96M 1.99M 2.09M 2.15M 2.17M 2.21M 2.24M 2.32M 2.36M 2.47M
Northern Trust Corp 179.51K 184.06K 1.02M 1.29M 1.34M 1.35M 1.33M 1.36M 1.38M 1.55M 1.44M 1.33M 1.33M 1.69M 1.69M 2.16M 2.16M 1.53M 1.49M 2.35M
JPMorgan Chase & Co 196.32K 415.49K 361.11K 632.34K 96.30K 628.29K 583.96K 695.67K 678.68K 874.36K 659.54K 1.15M 1.13M 1.74M 1.53M 1.00M 1.10M 1.05M — 1.93M
Norges Bank Investment Management — — — — — 142.00K — — — 1.33M — 1.48M — 1.49M — 1.58M — 1.99M — 1.65M
Bank of America Corp 6.45K 47.31K 65.17K 85.89K 47.55K 67.62K 76.63K 163.85K 216.51K 230.46K 348.77K 329.71K 334.63K 306.14K 391.62K 403.83K 414.81K 628.40K 553.78K 1.12M
BNY Mellon 53.57K 93.77K 464.38K 451.93K 519.72K 572.90K 556.05K 1.09M 1.05M 1.03M 1.08M 1.11M 964.56K 969.59K 932.74K 991.80K 934.17K 965.50K 942.61K 998.09K
Arrowstreet Capital — — 364.79K — — — — — — — — — — — 95.13K 228.73K 294.86K 359.71K 483.31K 994.91K
Morgan Stanley 10.41K 143.08K 923.30K 1.29M 1.11M 718.00K 766.68K 842.48K 835.96K 915.77K 1.01M 1.03M 1.27M 1.05M 1.01M 1.22M 1.10M 1.15M 946.13K 901.19K
Legal & General Investment Management America 1.55K 6.38K 14.35K 601.34K 673.81K 705.28K 826.18K 1.07M 1.06M 1.10M 1.12M 1.01M 914.82K 840.41K 849.65K 863.64K 782.97K 878.52K 811.71K 750.05K
Renaissance Technologies — 37.50K 160.70K 369.60K 272.20K 264.00K 281.70K 186.50K — — 18.10K — — — 155.00K 135.40K 427.90K 399.08K 393.00K 681.40K
Principal Global Investors — — 10.50K 17.74K 16.90K 14.08K 12.92K 666.47K 631.62K 622.94K 633.71K 604.48K 577.93K 595.16K 623.42K 621.92K 606.66K 599.97K 612.13K 609.01K
Balyasny Asset Management 507.05K — — — — — 22.74K — — — — 403.63K — — — 640.43K 1.87M 1.53M 704.62K 563.64K
UBS Group AG — 8.96K 7.01K 37.88K 65.29K 49.86K 94.02K 102.75K 48.77K 108.38K 114.30K 43.92K 148.15K 314.43K 277.48K 412.45K 550.28K 570.84K 484.91K 509.03K
Invesco Ltd — 7.12K 88.74K 171.97K 191.49K 218.68K 241.95K 276.27K 392.64K 415.27K 370.78K 387.35K 381.10K 393.62K 431.88K 418.38K 438.70K 455.80K 462.51K 456.22K

Download holders (CSV)