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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Point72 Asset Management L.P. 735 *New 2024-03-31 103,200 $3,702,000 103,200
   HARBOR CAPITAL ADVISORS INC. 108 *New 2024-03-31 46,497 $1,668,000 46,497
   SEI INVESTMENTS CO 1808 *New 2024-03-31 33,519 $1,202,000 33,519
   WARREN AVERETT ASSET MANAGEMENT, LLC 389 *New 2024-03-31 24,455 $877,000 24,455
   RMB CAPITAL MANAGEMENT LLC 359 *New 2024-03-31 24,309 $872,000 24,309
   RENAISSANCE TECHNOLOGIES LLC 2753 *New 2024-03-31 18,102 $649,000 18,102
   JOURNEY STRATEGIC WEALTH LLC 142 *New 2024-03-31 12,231 $439,000 12,231
   OMERS ADMINISTRATION CORP 236 *New 2024-03-31 9,600 $344,000 9,600
   Aspen Grove Capital LLC 130 *New 2024-03-31 9,276 $333,000 9,276
   VERITION FUND MANAGEGMENT LLC 1564 *New 2024-03-31 8,555 $307,000 8,555
   Metis Global Partners LLC 657 *New 2024-03-31 8,495 $305,000 8,495
   RFG Advisory Group LLC 632 *New 2024-03-31 7,341 $263,000 7,341
   Secure Asset Management LLC 216 *New 2024-03-31 6,238 $224,000 6,238
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 608 *New 2024-03-31 6,100 $219,000 6,100
   Kula Investments LLC 557 *New 2023-03-31 6,339 $207,000 6,339
   Buckingham Strategic Partners 584 *New 2024-03-31 5,619 $202,000 5,619
   BDO Wealth Advisors LLC 277 *New 2023-06-30 5,117 $174,000 5,117
   SIMPLEX TRADING LLC 1226 *New 2024-03-31 2,620 $93,000 2,620
   Cape Investment Advisory Inc. 265 *New 2023-12-31 2,210 $81,000 2,210
   MASSMUTUAL TRUST CO FSB/ADV 523 *New 2024-03-31 2,106 $76,000 2,106
   Blackston Financial Advisory Group LLC 135 *New 2024-03-31 609 $22,000 609
   Financial Gravity Wealth Inc. 441 *New 2024-03-31 308 $11,000 308
   Smartleaf Asset Management LLC 878 *New 2024-03-31 221 $8,000 221
   UMB BANK N A/MO 1598 *New 2024-03-31 51 $2,000 51
   Quest Partners LLC 1130 *New 2024-03-31 16 $1,000 16
   Nelson Van Denburg & Campbell Wealth Management Gr 2498 *New 2024-03-31 24 $1,000 24

  26 Records found
  1    
  Page 1 of 1
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