Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Phillips Edison & Company, Inc (PHEC)  
$36.00 0.00 (0.00%) as of 4:30 Tue 1/4


Download
     
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
   STATE STREET CORP 749 - 2024-03-31 7,109,761 $255,635,000 446,718
   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
   NORGES BANK 917 - 2023-12-31 1,331,202 $48,562,000 1,189,198
   Cetera Investment Advisers 200 - 2024-03-31 1,170,077 $41,971,000 826,891
   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
   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
   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
   RHUMBLINE ADVISERS 871 - 2024-03-31 397,240 $14,249,000 1,810
   BANK OF AMERICA CORP /DE/ 2291 - 2024-03-31 348,775 $12,511,000 118,315
   ALYESKA INVESTMENT GROUP, L.P. 255 - 2024-03-31 327,556 $11,749,000 87,505
   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
   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
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 537 - 2024-03-31 175,376 $6,291,000 174,240
   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
   PRUDENTIAL FINANCIAL INC 931 - 2024-03-31 139,301 $4,997,000 2,463
   ALASKA RETIREMENT MANAGEMENT BOARD 381 - 2024-03-31 131,259 $4,707,000 2,217
   CENTAURUS FINANCIAL INC. 73 - 2024-03-31 126,910 $4,552,000 183
   CITIGROUP INC 1299 - 2024-03-31 120,249 $4,313,000 9,233
   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
   TEXAS PERMANENT SCHOOL FUND 697 - 2024-03-31 106,794 $3,831,000 3,490
   HSBC HOLDINGS PLC 999 - 2024-03-31 98,912 $3,546,000 30,960
   MONEY CONCEPTS CAPITAL CORP 91 - 2024-03-31 85,660 $3,073,000 418
   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
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 704 - 2024-03-31 74,436 $2,670,000 2,337
   MANUFACTURERES LIFE INSURANCE CO 1443 - 2024-03-31 67,663 $2,427,000 5,942
   Illinois Municipal Retirement Fund 463 - 2024-03-31 67,554 $2,423,000 372
   Kestra Advisory Services LLC 790 - 2024-03-31 67,263 $2,413,000 25,251
   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
   Louisiana State Employees Retirement System 448 - 2024-03-31 60,400 $2,167,000 600
   WELLS FARGO & CO/MN 2601 - 2024-03-31 53,423 $1,916,000 9,830
   Atom Investors LP 147 - 2024-03-31 51,794 $1,858,000 16,173
   FJ Capital Management LLC 72 - 2024-03-31 48,696 $1,747,000 10,254
   Orion Portfolio Solutions LLC 727 - 2024-03-31 48,013 $1,722,000 8,641
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 716 - 2024-03-31 47,620 $1,708,000 543
   Ensign Peak Advisors Inc 1038 - 2024-03-31 43,332 $1,554,000 2,032
   Cooper Financial Group 83 - 2024-03-31 40,968 $1,470,000 2,430
   NISA INVESTMENT ADVISORS L L C 769 - 2024-03-31 39,661 $1,427,000 95
   DAIWA SECURITIES GROUP INC. 627 - 2024-03-31 39,557 $1,419,000 3,471
   Maryland State Retirement & Pension System 492 - 2024-03-31 43,970 $1,412,000 502
   Russell Investments Group Ltd. 1818 - 2024-03-31 37,603 $1,349,000 12,493
   PFG Investments LLC 273 - 2024-03-31 36,819 $1,321,000 29,508
   Vident Advisory LLC 495 - 2024-03-31 36,695 $1,316,000 1,526
   HPM Partners LLC 1163 - 2024-03-31 35,681 $1,280,000 171
   ARIZONA STATE RETIREMENT SYSTEM 970 - 2024-03-31 32,869 $1,179,000 50
   Pictet Asset Management Holding SA 973 - 2024-03-31 32,829 $1,178,000 2,701
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1183 - 2024-03-31 31,519 $1,131,000 1,325
   Arete Wealth Advisors LLC 195 - 2024-03-31 31,287 $1,122,000 1,143
   Accel Wealth Management 55 - 2024-03-31 31,142 $1,117,000 686
   CWM LLC 823 - 2024-03-31 29,192 $1,047,000 1,263
   SILVER OAK SECURITIES Inc 141 - 2024-03-31 28,770 $1,032,000 414
   STATE OF WISCONSIN INVESTMENT BOARD 1438 - 2024-03-31 25,924 $930,000 12,888
   HIGHTOWER ADVISORS, LLC 1827 - 2024-03-31 25,445 $911,000 59
   PROSHARE ADVISORS LLC 826 - 2024-03-31 24,304 $872,000 2,109
   DARK FOREST CAPITAL MANAGEMENT LP 144 - 2024-03-31 23,525 $844,000 23,525
   Strategic Financial Group LLC - 2023-12-31 22,364 $816,000 547
   IHT Wealth Management LLC 488 - 2024-03-31 22,063 $791,000 9
   Sigma Planning Corp 576 - 2024-03-31 21,903 $786,000 21,903
   QUANTBOT TECHNOLOGIES LLC 598 - 2024-03-31 21,804 $782,000 11,902
   Revisor Wealth Management LLC 76 - 2024-03-31 19,128 $692,000 19,128
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 76 - 2024-03-31 19,238 $690,000 5,279
   VAN ECK ASSOCIATES CORP 1035 - 2024-03-31 17,260 $619,000 723
   NATIONAL ASSET MANAGEMENT, INC. 702 - 2024-03-31 18,081 $608,000 699
   Beacon Pointe Advisors LLC 844 - 2024-03-31 16,374 $587,000 2,918
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 699 - 2024-03-31 15,789 $566,000 443
   Castleview Partners LLC 74 - 2024-03-31 15,151 $543,000 8
   Capital Asset Advisory Services LLC 182 - 2024-03-31 15,588 $533,000 305
   BANK OF MONTREAL /CAN/ 2057 - 2024-03-31 14,108 $507,000 648
   AQR CAPITAL MANAGEMENT LLC 1963 - 2024-03-31 13,813 $495,000 546
   SG AMERICAS SECURITIES LLC 1226 - 2024-03-31 13,234 $475,000 13,234
   Smart Money Group LLC 67 - 2024-03-31 14,008 $458,000 154
   Personal Capital Advisors Corp 344 - 2022-12-31 11,990 $382,000 2,091
   Financial Advocates Investment Management 519 - 2024-03-31 10,550 $378,000 1,361
   Advisory Alpha LLC 256 - 2024-03-31 10,345 $371,000 54
   Ellevest Inc. 294 - 2024-03-31 9,237 $331,000 116
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us