PECO icon

Phillips Edison & Co

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

Holders
398
Holders Change
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.23B 59,542 -697 -1%
BlackRock
2
BlackRock
New York
$829M 22,130,781 +619,078 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$724M 19,322,342 +82,913 +0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$282M 7,537,917 +161,963 +2%
State Street
5
State Street
Massachusetts
$273M 7,278,243 +209,559 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$119M 3,181,904 -8,932 -0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$113M 3,026,358 +385,983 +15%
Charles Schwab
8
Charles Schwab
California
$80.4M 2,145,517 +51,186 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$65.1M 1,737,423 +606,055 +54%
Northern Trust
10
Northern Trust
Illinois
$63.3M 1,690,805 +356,368 +27%
Norges Bank
11
Norges Bank
Norway
$56M 1,494,323 +1,494,323 New
DPIM
12
Duff & Phelps Investment Management
Illinois
$54.6M 1,456,975 -17,155 -1%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$53.1M 1,417,185 -32,507 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$52.3M 1,396,937 +59,059 +4%
Goldman Sachs
15
Goldman Sachs
New York
$51.8M 1,383,090 +541,474 +64%
Macquarie Group
16
Macquarie Group
Australia
$50.8M 1,357,445 -199,028 -13%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$41.3M 1,103,491 -5,225 -0.5%
Morgan Stanley
18
Morgan Stanley
New York
$39.2M 1,047,495 -226,466 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36.3M 969,592 +5,033 +0.5%
Legal & General Group
20
Legal & General Group
United Kingdom
$31.5M 840,406 -62,941 -7%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$31.2M 832,117 +101,719 +14%
UBS AM
22
UBS AM
Illinois
$29.4M 785,928 +20,106 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$29.1M 777,242 -74,697 -9%
ACM
24
AEW Capital Management
Massachusetts
$23.5M 627,889 +200,819 +47%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.3M 595,165 +17,235 +3%