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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
7,161
 0.01%
 
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
   BLACKROCK INC. 695 - 2023-12-31 21,259,846 $775,559,000 380,437
   VANGUARD GROUP INC 799 - 2023-12-31 18,759,585 $684,350,000 266,832
   WELLINGTON MANAGEMENT CO LLP 306 - 2023-12-31 8,083,622 $294,891,000 -85,462
   STATE STREET CORP 742 - 2023-12-31 6,663,043 $243,723,000 66,293
   FMR LLC 846 - 2023-12-31 4,262,540 $155,497,000 -611,666
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 360 - 2023-12-31 3,087,214 $112,622,000 -2,120,403
   GEODE CAPITAL MANAGEMENT LLC 841 - 2023-12-31 2,872,881 $104,814,000 136,243
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 770 - 2023-12-31 1,872,476 $68,308,000 145,078
   MACQUARIE GROUP LTD 387 - 2023-12-31 1,619,659 $59,085,000 9,023
   NORTHERN TRUST CORP 923 - 2023-12-31 1,545,774 $56,390,000 169,382
   NORGES BANK 916 *New 2023-12-31 1,331,202 $48,562,000 1,331,202
   LEGAL & GENERAL GROUP PLC 698 - 2023-12-31 1,104,375 $40,288,000 45,760
   BANK OF NEW YORK MELLON CORP 1193 - 2024-03-31 1,078,666 $38,692,000 52,017
   DIMENSIONAL FUND ADVISORS INC 1706 - 2023-12-31 918,665 $33,513,000 232,191
   MORGAN STANLEY 2134 - 2023-12-31 915,773 $33,407,000 79,810
   J P MORGAN CHASE & CO 1319 - 2023-12-31 874,355 $31,897,000 195,675
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 674 - 2023-12-31 804,084 $29,333,000 151,339
   NUVEEN ASSET MANAGEMENT, LLC 904 - 2023-12-31 794,234 $28,975,000 88,519
   JANUS HENDERSON GROUP PLC 481 - 2023-12-31 761,091 $27,765,000 -77
   GRS ADVISORS, LLC 12 *New 2023-12-31 713,865 $26,042,000 713,865
   Holocene Advisors LP 207 - 2023-12-31 644,625 $23,516,000 26,305
   PRINCIPAL FINANCIAL GROUP INC 802 - 2023-12-31 622,940 $22,725,000 -8,685
   CITADEL ADVISORS LLC 803 - 2023-12-31 569,948 $20,792,000 -3,613
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 268 - 2024-03-31 522,272 $18,734,000 -16,568
   MULTIFINANCIAL SECURITIES CORP 88 - 2023-12-31 493,202 $17,992,000 -16,495
   ALLIANCEBERNSTEIN L.P. 918 - 2023-12-31 479,524 $17,493,000 -1,003
   INVESCO LTD 1545 - 2023-12-31 415,275 $15,149,000 22,638
   THRIVENT FINANCIAL FOR LUTHERANS 493 - 2023-12-31 408,599 $14,906,000 205,267
   RHUMBLINE ADVISERS 854 - 2023-12-31 395,430 $14,425,000 -2,085
   FINANCIAL NETWORK 260 - 2023-12-31 389,781 $14,219,000 -19,644
   LPL FINANCIAL CORP 1056 - 2023-12-31 373,368 $13,620,000 25,333
   AMERIPRISE FINANCIAL INC 1535 - 2023-12-31 361,488 $13,187,000 -12,104
   GOLDMAN SACHS GROUP INC/ 1869 - 2023-12-31 353,697 $12,903,000 -43,047
   Advisor Group Holdings Inc. 677 - 2023-12-31 347,054 $12,659,000 -100,747
   Cetera Investment Advisers 184 - 2023-12-31 343,186 $12,519,000 -28,083
   AE Wealth Management LLC 369 - 2023-12-31 312,362 $11,079,000 -20,881
   DIAM CO. LTD - 2023-12-31 294,243 $10,905,000 21,481
   DEUTSCHE BANK AG 986 - 2023-12-31 278,980 $10,177,000 -1,289
   PUBLIC SECTOR PENSION INVESTMENT BOARD 167 - 2023-12-31 248,185 $9,054,000 103,080
   ALYESKA INVESTMENT GROUP, L.P. 267 *New 2023-12-31 240,051 $8,757,000 240,051
   COMMONWEALTH EQUITY SERVICES LLC. 800 - 2023-12-31 234,157 $8,542,000 -7,000
   Swiss National Bank 987 - 2023-12-31 231,400 $8,441,000 -26,500
   BANK OF AMERICA CORP /DE/ 2520 - 2023-12-31 230,460 $8,407,000 13,946
   B&I Capital AG 18 - 2024-03-31 222,795 $7,992,000 0
   BARCLAYS PLC 1200 - 2023-12-31 211,172 $7,704,000 135,924
   Prime Capital Investment Advisors LLC - 2023-12-31 197,593 $7,208,000 -8,117
   FIRST TRUST ADVISORS LP 1123 - 2023-12-31 193,915 $7,074,000 52,187
   MARINER WEALTH ADVISORS, LLC 589 - 2023-12-31 184,285 $6,723,000 1,262
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1021 - 2023-12-31 179,642 $6,553,000 20,003
   COLONY GROUP, LLC 194 *New 2023-12-31 177,114 $6,461,000 177,114
   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
   ExodusPoint Capital Management LP 277 - 2023-12-31 163,539 $5,966,000 85,157
   CREDIT SUISSE/ 1241 - 2023-12-31 156,714 $5,717,000 -97,058
   WESTWOOD HOLDINGS GROUP INC 243 - 2023-12-31 156,000 $5,691,000 0
   PRUDENTIAL FINANCIAL INC 922 - 2023-12-31 136,838 $4,992,000 13
   D E SHAW & CO INC 1093 - 2023-12-31 135,997 $4,961,000 38,339
   NOMURA ASSET MANAGEMENT CO LTD 524 - 2023-12-31 134,050 $4,890,000 3,500
   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. 67 - 2023-12-31 126,727 $4,623,000 1,380
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 975 - 2023-12-31 124,020 $4,524,000 -5,761
   MERCER GLOBAL ADVISORS INC /ADV 515 - 2023-12-31 116,268 $4,241,000 -30,937
   Koshinski Asset Management Inc. 33 - 2023-12-31 113,307 $4,133,000 39,961
   CITIGROUP INC 1207 - 2023-12-31 111,016 $4,050,000 17,542
   UBS Group AG 2197 - 2023-12-31 108,379 $3,954,000 59,606
   Standard Life Aberdeen plc 715 - 2023-12-31 103,674 $3,782,000 78,581
   TEXAS PERMANENT SCHOOL FUND 671 - 2023-12-31 103,304 $3,769,000 3,611
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 405 - 2023-12-31 102,229 $3,729,000 0
   VICTORY CAPITAL MANAGEMENT INC 1262 - 2023-12-31 101,705 $3,710,000 37,723
   Susquehanna Portfolio Strategies LLC 329 - 2023-12-31 101,216 $3,692,000 0
   ROYAL BANK OF CANADA 2099 - 2023-12-31 101,119 $3,689,000 22,534
   FirstPurpose Wealth LLC 14 - 2024-03-31 107,582 $3,562,000 -12,757
   Edgestream Partners L.P. 103 *New 2023-12-31 93,965 $3,428,000 93,965
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 89 - 2023-12-31 87,384 $3,188,000 -43,815
   Modern Wealth Management LLC 32 - 2023-12-31 85,670 $3,125,000 0
   MONEY CONCEPTS CAPITAL CORP 92 - 2023-12-31 85,242 $3,110,000 2,421
   VOLORIDGE INVESTMENT MANAGEMENT LLC 724 - 2023-12-31 83,889 $3,060,000 -134,957
   Qube Research & Technologies Ltd 1114 *New 2023-12-31 81,954 $2,990,000 81,954
   RMR Wealth Builders 39 - 2024-03-31 82,679 $2,974,000 -4,469
   Geneos Wealth Management Inc. - 2023-12-31 81,011 $2,955,000 13,379
   ENVESTNET ASSET MANAGEMENT INC 2220 - 2023-12-31 80,346 $2,931,000 -8,336
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 76,472 $2,790,000 -2,121
   AMUNDI 1057 - 2023-12-31 74,861 $2,679,000 -13,081
   STATE OF NEW JERSEY COMMON PENSION FUND D 1346 - 2023-12-31 72,628 $2,649,000 0
   J.W. COLE ADVISORS INC. 153 - 2023-12-31 72,415 $2,642,000 -6,495
   Atria Wealth Solutions Inc. 514 - 2023-12-31 71,218 $2,598,000 8,327
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 696 - 2023-12-31 72,099 $2,578,000 1,315
   JANE STREET GROUP LLC 2165 - 2023-12-31 69,544 $2,537,000 -6,869
   ODell Group LLC 16 - 2023-12-31 68,500 $2,499,000 -11,419
   HSBC HOLDINGS PLC 1112 - 2023-12-31 67,952 $2,479,000 8,801
   Illinois Municipal Retirement Fund 432 - 2023-12-31 67,182 $2,451,000 2,679
   My Legacy Advisors LLC 26 - 2023-12-31 67,991 $2,417,000 -3,400
   State of Tennessee Treasury Department 794 - 2023-12-31 64,941 $2,369,000 -1,495
   AMERICAN INTERNATIONAL GROUP INC 952 - 2023-12-31 64,304 $2,346,000 -433
   Integrated Advisors Network LLC 184 - 2023-12-31 63,409 $2,313,000 -1,173
   MetLife Investment Advisors LLC 898 - 2023-12-31 62,068 $2,264,000 0
   MANUFACTURERES LIFE INSURANCE CO 1417 - 2023-12-31 61,721 $2,252,000 -127
   Mutual Advisors LLC 242 - 2023-12-31 60,286 $2,199,000 11,294
  100 Records found
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