Phillips Edison & Company, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 21.51 M | $811.21 M | 100.00% | 17.56% |
| VANGUARD GROUP INC | 11/13/2024 | 19.24 M | $725.52 M | 0.05% | 15.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 7.38 M | $278.15 M | -3.90% | 6.02% |
| STATE STREET CORP | 11/14/2024 | 7.07 M | $267.29 M | 0.26% | 5.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.19 M | $120.35 M | 0.61% | 2.60% |
| FMR LLC | 11/13/2024 | 2.64 M | $99.57 M | -6.52% | 2.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.09 M | $78.98 M | 5.15% | 1.71% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.56 M | $58.69 M | -2.31% | 1.27% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 1.47 M | $55.59 M | 50.12% | 1.20% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 1.45 M | $54.67 M | -6.98% | 1.18% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.34 M | $50.45 M | 6.97% | 1.09% |
| MORGAN STANLEY | 11/14/2024 | 1.27 M | $48.04 M | 23.49% | 1.04% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2024 | 1.14 M | $42.81 M | 2,328.56% | 0.93% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.13 M | $42.66 M | -1.41% | 0.92% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.11 M | $41.81 M | 5.41% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 964,559 | $36.37 M | -12.81% | 0.79% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 914,818 | $34.50 M | -9.17% | 0.75% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 851,939 | $32.13 M | -5.47% | 0.70% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 841,616 | $31.74 M | 34.44% | 0.69% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 730,398 | $27.54 M | -17.36% | 0.60% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 586,125 | $22.10 M | -22.91% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 577,930 | $21.79 M | -4.39% | 0.47% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 514,112 | $19.39 M | 100.27% | 0.42% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 450,000 | $16.97 M | 260.00% | 0.37% |
| AEW CAPITAL MANAGEMENT L P | 11/14/2024 | 427,070 | $16.10 M | 100.00% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 422,023 | $15.91 M | 27.48% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 418,773 | $15.79 M | -5.27% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 399,608 | $15.07 M | 24.35% | 0.33% |
| RHUMBLINE ADVISERS | 11/12/2024 | 388,669 | $14.66 M | -3.33% | 0.32% |
| INVESCO LTD. | 11/12/2024 | 381,100 | $14.37 M | -1.61% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 334,635 | $12.62 M | 1.49% | 0.27% |
| LPL FINANCIAL LLC | 11/08/2024 | 329,168 | $12.41 M | 14.90% | 0.27% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 313,106 | $11.81 M | 173.01% | 0.26% |
| BARCLAYS PLC | 11/19/2024 | 279,432 | $10.54 M | 49.19% | 0.23% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/30/2024 | 272,926 | $10.29 M | -2.83% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 259,938 | $9.80 M | -3.49% | 0.21% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 243,298 | $9.17 M | 2,796.40% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 239,100 | $9.02 M | -0.58% | 0.20% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 219,555 | $8.28 M | 25.84% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 217,520 | $8.20 M | -6.88% | 0.18% |
| B&I CAPITAL AG | 10/29/2024 | 212,545 | $8.02 M | -4.60% | 0.17% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 199,110 | $7.51 M | -2.36% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 198,424 | $7.48 M | -67.44% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 195,802 | $7.38 M | -18.38% | 0.16% |
| SEI INVESTMENTS CO | 11/12/2024 | 187,049 | $7.05 M | 464.63% | 0.15% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 184,315 | $6.95 M | -31.82% | 0.15% |
| JANE STREET GROUP, LLC | 11/15/2024 | 172,712 | $6.51 M | 54.62% | 0.14% |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 11/14/2024 | 170,000 | $6.41 M | 70.00% | 0.14% |
| MARINER, LLC | 11/13/2024 | 169,699 | $6.40 M | -0.51% | 0.14% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2024 | 162,865 | $6.14 M | -5.81% | 0.13% |
Phillips Edison & Company, Inc.institutional Ownership - FAQ's
During the previous two years, 442 institutional investors and hedge funds held shares of Phillips Edison & Company, Inc.. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
BlackRock Funding, Inc. /DE: 21.51 M
VANGUARD GROUP INC: 19.24 M
WELLINGTON MANAGEMENT GROUP LLP: 7.38 M
STATE STREET CORP: 7.07 M
GEODE CAPITAL MANAGEMENT, LLC: 3.19 M
80.15% of Phillips Edison & Company, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 120.48 M shares in the last 24 months. This purchase volume represents approximately $4.32 B in transactions.