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Get Institutions for : 
Phillips Edison & Company, Inc (PHEC)  
$36.00 0.00 (0.00%) as of 4:30 Tue 1/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 355    2
Total shares held : 
 98,058,438  
% of shares held : 
 95.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 940,385  
% of shares held change : 
   0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 2,962,385
 3.02%
 
Increased Positions :
114
 3,291,995
 3.36%
 
Unchanged Positions :
89
 1,240,323
 1.26%
 
Decreased Positions :
120
-4,051,565
-4.13%
 
Closed Positions :
30
-1,262,430
-1.29%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 740 - 2024-03-31 21,582,532 $774,165,000 322,686
   VANGUARD GROUP INC 826 - 2024-03-31 19,337,030 $693,619,000 577,445
   WELLINGTON MANAGEMENT CO LLP 334 - 2024-03-31 7,556,384 $271,047,000 -527,238
   STATE STREET CORP 749 - 2024-03-31 7,109,761 $255,635,000 446,718
   FMR LLC 1004 - 2024-03-31 3,142,088 $112,707,000 -1,120,452
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 367 - 2024-03-31 3,061,754 $109,825,000 -25,460
   GEODE CAPITAL MANAGEMENT LLC 870 - 2024-03-31 3,017,735 $108,261,000 144,854
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 797 - 2024-03-31 1,962,099 $70,380,000 89,623
   MACQUARIE GROUP LTD 391 - 2024-03-31 1,579,472 $56,655,000 -40,187
   NORTHERN TRUST CORP 969 - 2024-03-31 1,441,552 $51,708,000 -104,222
   NORGES BANK 917 - 2023-12-31 1,331,202 $48,562,000 1,189,198
   LEGAL & GENERAL GROUP PLC 694 - 2024-03-31 1,115,986 $40,030,000 11,611
   BANK OF NEW YORK MELLON CORP 1193 - 2024-03-31 1,078,666 $38,692,000 52,017
   DIMENSIONAL FUND ADVISORS INC 1642 - 2024-03-31 1,070,956 $38,415,000 152,291
   GRS ADVISORS, LLC 8 - 2024-03-31 1,045,540 $37,504,000 331,675
   MORGAN STANLEY 2058 - 2024-03-31 1,007,416 $36,136,000 91,643
   NUVEEN ASSET MANAGEMENT, LLC 930 - 2024-03-31 807,049 $28,950,000 12,815
   MULTIFINANCIAL SECURITIES CORP 90 - 2024-03-31 791,147 $28,378,000 297,945
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 691 - 2024-03-31 758,492 $27,207,000 -45,592
   JANUS HENDERSON GROUP PLC 506 - 2024-03-31 758,406 $27,203,000 -2,685
   THRIVENT FINANCIAL FOR LUTHERANS 408 - 2024-03-31 663,890 $23,814,000 255,291
   Holocene Advisors LP 206 - 2024-03-31 659,811 $23,667,000 15,186
   J P MORGAN CHASE & CO 1565 - 2024-03-31 659,542 $23,658,000 -214,813
   PRINCIPAL FINANCIAL GROUP INC 837 - 2024-03-31 633,707 $22,731,000 10,767
   AMERICAN CENTURY COMPANIES INC 879 - 2024-03-31 622,578 $22,332,000 580,437
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 268 - 2024-03-31 522,272 $18,734,000 -16,568
   RHUMBLINE ADVISERS 871 - 2024-03-31 397,240 $14,249,000 1,810
   INVESCO LTD 1638 - 2024-03-31 370,778 $13,300,000 -44,497
   FINANCIAL NETWORK 313 - 2024-03-31 356,377 $12,783,000 -33,404
   AMERIPRISE FINANCIAL INC 1555 - 2024-03-31 355,419 $12,749,000 -6,069
   BANK OF AMERICA CORP /DE/ 2291 - 2024-03-31 348,775 $12,511,000 118,315
   Advisor Group Holdings Inc. 597 - 2024-03-31 335,126 $12,021,000 -11,928
   ALYESKA INVESTMENT GROUP, L.P. 255 - 2024-03-31 327,556 $11,749,000 87,505
   ALLIANCEBERNSTEIN L.P. 1078 - 2024-03-31 322,794 $11,579,000 -156,730
   LPL FINANCIAL CORP 1242 - 2024-03-31 319,769 $11,470,000 -53,599
   DEUTSCHE BANK AG 973 - 2024-03-31 312,365 $11,205,000 33,385
   DIAM CO. LTD 401 - 2024-03-31 303,575 $10,889,000 9,332
   Edgestream Partners L.P. 11 - 2024-03-31 255,978 $9,182,000 162,013
   PUBLIC SECTOR PENSION INVESTMENT BOARD 184 - 2024-03-31 250,115 $8,972,000 1,930
   COMMONWEALTH EQUITY SERVICES LLC. 868 - 2024-03-31 237,642 $8,524,000 3,485
   Swiss National Bank 1000 - 2024-03-31 236,100 $8,469,000 4,700
   Qube Research & Technologies Ltd 807 - 2024-03-31 231,385 $8,300,000 149,431
   B&I Capital AG 18 - 2024-03-31 222,795 $7,992,000 0
   ExodusPoint Capital Management LP 237 - 2024-03-31 195,515 $7,013,000 31,976
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1015 - 2024-03-31 189,000 $6,779,000 9,358
   MARINER WEALTH ADVISORS, LLC 633 - 2024-03-31 186,992 $6,707,000 2,707
   Prime Capital Investment Advisors LLC 165 - 2024-03-31 186,398 $6,686,000 -11,195
   GOLDMAN SACHS GROUP INC/ 2372 - 2024-03-31 178,015 $6,385,000 -175,682
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 537 - 2024-03-31 175,376 $6,291,000 174,240
   COLONY GROUP LLC 194 - 2023-09-30 186,135 $6,243,000 -11,681
   McAdam LLC 40 - 2024-03-31 170,843 $6,128,000 -5,933
   CREDIT SUISSE/ 1215 - 2024-03-31 158,516 $5,686,000 1,802
   NOMURA ASSET MANAGEMENT CO LTD 527 - 2024-03-31 143,980 $5,165,000 9,930
   BARCLAYS PLC 1350 - 2024-03-31 141,040 $5,060,000 -70,132
   WESTWOOD HOLDINGS GROUP INC 249 - 2024-03-31 139,500 $5,004,000 -16,500
   PRUDENTIAL FINANCIAL INC 931 - 2024-03-31 139,301 $4,997,000 2,463
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 817 - 2024-03-31 135,908 $4,875,000 -3,035
   ALASKA RETIREMENT MANAGEMENT BOARD 381 - 2024-03-31 131,259 $4,707,000 2,217
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 676 - 2024-03-31 131,127 $4,704,000 -10,045
   CENTAURUS FINANCIAL INC. 73 - 2024-03-31 126,910 $4,552,000 183
   FIRST TRUST ADVISORS LP 1348 - 2024-03-31 125,925 $4,517,000 -67,990
   CITIGROUP INC 1299 - 2024-03-31 120,249 $4,313,000 9,233
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 989 - 2024-03-31 119,674 $4,293,000 -4,346
   UBS Group AG 2353 - 2024-03-31 114,300 $4,100,000 5,921
   Ameritas Advisory Services LLC 122 - 2024-03-31 119,066 $4,059,000 62,877
   MERCER GLOBAL ADVISORS INC /ADV 525 - 2024-03-31 111,757 $4,009,000 -4,511
   TEXAS PERMANENT SCHOOL FUND 697 - 2024-03-31 106,794 $3,831,000 3,490
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 405 - 2023-12-31 102,229 $3,729,000 0
   Point72 Asset Management L.P. 735 *New 2024-03-31 103,200 $3,702,000 103,200
   Standard Life Aberdeen plc 708 - 2024-03-31 103,190 $3,701,000 -484
   FirstPurpose Wealth LLC 14 - 2024-03-31 107,582 $3,562,000 -12,757
   HSBC HOLDINGS PLC 999 - 2024-03-31 98,912 $3,546,000 30,960
   D E SHAW & CO INC 1340 - 2024-03-31 97,057 $3,481,000 -38,940
   Susquehanna Portfolio Strategies LLC 265 - 2024-03-31 90,767 $3,256,000 -10,449
   MONEY CONCEPTS CAPITAL CORP 91 - 2024-03-31 85,660 $3,073,000 418
   RMR Wealth Builders 39 - 2024-03-31 82,679 $2,974,000 -4,469
   STATE OF NEW JERSEY COMMON PENSION FUND D 1225 - 2024-03-31 80,956 $2,904,000 8,328
   ENVESTNET ASSET MANAGEMENT INC 2334 - 2024-03-31 80,739 $2,896,000 393
   Modern Wealth Management LLC 54 - 2024-03-31 85,686 $2,818,000 16
   CLARIVEST ASSET MANAGEMENT LLC 89 - 2024-03-31 78,058 $2,800,000 32,043
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 100 - 2024-03-31 77,312 $2,773,000 -10,072
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 704 - 2024-03-31 74,436 $2,670,000 2,337
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 796 - 2024-03-31 72,388 $2,597,000 -4,084
   J.W. COLE ADVISORS INC. 172 - 2024-03-31 70,871 $2,542,000 -1,544
   Atria Wealth Solutions Inc. 558 - 2024-03-31 70,600 $2,538,000 -618
   MANUFACTURERES LIFE INSURANCE CO 1443 - 2024-03-31 67,663 $2,427,000 5,942
   VICTORY CAPITAL MANAGEMENT INC 1373 - 2024-03-31 67,658 $2,427,000 -34,047
   Illinois Municipal Retirement Fund 463 - 2024-03-31 67,554 $2,423,000 372
   My Legacy Advisors LLC 26 - 2023-12-31 67,991 $2,417,000 -3,400
   Kestra Advisory Services LLC 790 - 2024-03-31 67,263 $2,413,000 25,251
   AMUNDI 1056 - 2024-03-31 73,629 $2,386,000 -1,232
   ODell Group LLC 21 - 2024-03-31 66,427 $2,383,000 -2,073
   AMERICAN INTERNATIONAL GROUP INC 958 - 2024-03-31 65,003 $2,332,000 699
   PRICE T ROWE ASSOCIATES INC /MD/ 1500 - 2024-03-31 62,874 $2,256,000 4,916
   UniSuper Management Pty Ltd 239 - 2024-03-31 62,216 $2,232,000 28,816
   ROYAL BANK OF CANADA 2441 - 2024-03-31 61,705 $2,214,000 -39,414
   MetLife Investment Advisors LLC 912 - 2024-03-31 61,551 $2,208,000 -517
   Integrated Advisors Network LLC 199 - 2024-03-31 61,523 $2,207,000 -1,886
   Louisiana State Employees Retirement System 448 - 2024-03-31 60,400 $2,167,000 600
   Mutual Advisors LLC 253 - 2024-03-31 59,766 $2,144,000 -520
  100 Records found
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