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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
   STATE STREET CORP 742 - 2023-12-31 6,663,043 $243,723,000 66,293
   GEODE CAPITAL MANAGEMENT LLC 841 - 2023-12-31 2,872,881 $104,814,000 136,243
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 797 - 2024-03-31 1,962,099 $70,380,000 89,623
   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
   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 1642 - 2024-03-31 1,070,956 $38,415,000 152,291
   MORGAN STANLEY 2134 - 2023-12-31 915,773 $33,407,000 79,810
   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
   Holocene Advisors LP 207 - 2023-12-31 644,625 $23,516,000 26,305
   PRINCIPAL FINANCIAL GROUP INC 837 - 2024-03-31 633,707 $22,731,000 10,767
   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 871 - 2024-03-31 397,240 $14,249,000 1,810
   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 167 - 2023-12-31 248,185 $9,054,000 103,080
   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
   BANK OF AMERICA CORP /DE/ 2520 - 2023-12-31 230,460 $8,407,000 13,946
   BARCLAYS PLC 1200 - 2023-12-31 211,172 $7,704,000 135,924
   FIRST TRUST ADVISORS LP 1123 - 2023-12-31 193,915 $7,074,000 52,187
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1015 - 2024-03-31 189,000 $6,779,000 9,358
   MARINER WEALTH ADVISORS, LLC 589 - 2023-12-31 184,285 $6,723,000 1,262
   ExodusPoint Capital Management LP 277 - 2023-12-31 163,539 $5,966,000 85,157
   CREDIT SUISSE/ 1215 - 2024-03-31 158,516 $5,686,000 1,802
   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
   ALASKA RETIREMENT MANAGEMENT BOARD 381 - 2024-03-31 131,259 $4,707,000 2,217
   CENTAURUS FINANCIAL INC. 67 - 2023-12-31 126,727 $4,623,000 1,380
   CITIGROUP INC 1299 - 2024-03-31 120,249 $4,313,000 9,233
   UBS Group AG 2197 - 2023-12-31 108,379 $3,954,000 59,606
   TEXAS PERMANENT SCHOOL FUND 697 - 2024-03-31 106,794 $3,831,000 3,490
   ROYAL BANK OF CANADA 2099 - 2023-12-31 101,119 $3,689,000 22,534
   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
   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
   Atria Wealth Solutions Inc. 514 - 2023-12-31 71,218 $2,598,000 8,327
   HSBC HOLDINGS PLC 1112 - 2023-12-31 67,952 $2,479,000 8,801
   Illinois Municipal Retirement Fund 463 - 2024-03-31 67,554 $2,423,000 372
   Louisiana State Employees Retirement System 448 - 2024-03-31 60,400 $2,167,000 600
   PRICE T ROWE ASSOCIATES INC /MD/ 1500 - 2023-12-31 57,958 $2,115,000 6,135
   Goss Wealth Management LLC 639 - 2023-12-31 57,110 $2,066,000 4,766
   CREATIVE PLANNING 912 - 2023-12-31 55,167 $2,012,000 1,945
   COMERICA BANK 1155 - 2023-12-31 55,012 $2,007,000 791
   WELLS FARGO & CO/MN 2601 - 2024-03-31 53,423 $1,916,000 9,830
   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
   AMERICAN CENTURY COMPANIES INC 1893 - 2023-12-31 42,141 $1,537,000 7,847
   Ensign Peak Advisors Inc 1071 - 2023-12-31 41,300 $1,507,000 650
   Squarepoint Ops LLC 1160 - 2023-12-31 40,607 $1,481,000 24,494
   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
   HPM Partners LLC - 2023-12-31 35,510 $1,295,000 8,284
   Vident Advisory LLC 491 - 2023-12-31 35,169 $1,283,000 1,190
   TOWER RESEARCH CAPITAL LLC 703 - 2023-12-31 35,174 $1,283,000 33,819
   ARIZONA STATE RETIREMENT SYSTEM 970 - 2024-03-31 32,869 $1,179,000 50
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1183 - 2024-03-31 31,519 $1,131,000 1,325
   Accel Wealth Management 55 - 2024-03-31 31,142 $1,117,000 686
   Arete Wealth Advisors LLC 230 - 2023-12-31 30,144 $1,100,000 680
   Coppell Advisory Solutions Corp. 82 - 2023-03-31 33,243 $1,055,000 2,683
   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
   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
   Strategic Financial Group LLC - 2023-12-31 22,364 $816,000 547
   IHT Wealth Management LLC 445 - 2023-12-31 22,054 $805,000 10
   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
   TOWNSQUARE CAPITAL LLC 715 - 2023-12-31 17,062 $622,000 3,085
   VAN ECK ASSOCIATES CORP 1035 - 2024-03-31 17,260 $619,000 723
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 679 - 2023-12-31 15,346 $560,000 1,122
   Engineers Gate Manager LP 1117 - 2023-12-31 15,204 $555,000 15,204
   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
   SUMMIT INVESTMENT ADVISORS INC 782 - 2023-12-31 14,232 $519,000 491
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 81 - 2023-12-31 13,959 $509,000 2,091
   BANK OF MONTREAL /CAN/ 2027 - 2023-12-31 13,460 $500,000 4,063
   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
   Raleigh Capital Management Inc. 122 - 2023-12-31 11,777 $430,000 79
   METROPOLITAN LIFE INSURANCE CO/NY 523 - 2023-12-31 10,473 $382,000 56
   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
   Vivaldi Capital Management LLC 143 - 2023-12-31 10,918 $376,000 128
   Advisory Alpha LLC 256 - 2024-03-31 10,345 $371,000 54
   Ellevest Inc. 276 - 2023-12-31 9,121 $333,000 51
   SAVANT CAPITAL MANAGEMENT INC 885 - 2024-03-31 8,766 $314,000 8
   Integrated Wealth Concepts LLC 1231 - 2023-12-31 8,559 $312,000 2
  100 Records found
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