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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
   WELLINGTON MANAGEMENT CO LLP 306 - 2023-12-31 8,083,622 $294,891,000 -85,462
   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
   JANUS HENDERSON GROUP PLC 481 - 2023-12-31 761,091 $27,765,000 -77
   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
   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
   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
   DEUTSCHE BANK AG 986 - 2023-12-31 278,980 $10,177,000 -1,289
   Swiss National Bank 987 - 2023-12-31 231,400 $8,441,000 -26,500
   Prime Capital Investment Advisors LLC - 2023-12-31 197,593 $7,208,000 -8,117
   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/ 1241 - 2023-12-31 156,714 $5,717,000 -97,058
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 817 - 2024-03-31 135,908 $4,875,000 -3,035
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 676 - 2024-03-31 131,127 $4,704,000 -10,045
   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
   FirstPurpose Wealth LLC 14 - 2024-03-31 107,582 $3,562,000 -12,757
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 89 - 2023-12-31 87,384 $3,188,000 -43,815
   VOLORIDGE INVESTMENT MANAGEMENT LLC 724 - 2023-12-31 83,889 $3,060,000 -134,957
   RMR Wealth Builders 39 - 2024-03-31 82,679 $2,974,000 -4,469
   ENVESTNET ASSET MANAGEMENT INC 2220 - 2023-12-31 80,346 $2,931,000 -8,336
   AMUNDI 1057 - 2023-12-31 74,861 $2,679,000 -13,081
   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
   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
   VICTORY CAPITAL MANAGEMENT INC 1373 - 2024-03-31 67,658 $2,427,000 -34,047
   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
   MANUFACTURERES LIFE INSURANCE CO 1417 - 2023-12-31 61,721 $2,252,000 -127
   Mutual Advisors LLC 253 - 2024-03-31 59,766 $2,144,000 -520
   Barber Financial Group Inc. 31 - 2023-03-31 63,782 $2,081,000 -2,682
   Ameritas Advisory Services LLC 175 - 2023-12-31 56,189 $2,024,000 -94,023
   YOUSIF CAPITAL MANAGEMENT LLC 807 - 2024-03-31 55,327 $1,985,000 -4,176
   Stratos Wealth Partners LTD. 442 - 2024-03-31 53,047 $1,903,000 -1,739
   Brookstone Capital Management 360 - 2024-03-31 51,914 $1,862,000 -2,465
   ING INVESTMENT MANAGEMENT LLC 1253 - 2023-12-31 50,542 $1,844,000 -54
   NEW YORK STATE COMMON RETIREMENT FUND 1468 - 2023-12-31 47,500 $1,733,000 -307
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 682 - 2023-12-31 47,077 $1,717,000 -31,411
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 812 - 2024-03-31 47,326 $1,698,000 -1,150
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1287 - 2024-03-31 54,134 $1,685,000 -2,728
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2182 - 2023-12-31 42,439 $1,548,000 -21,618
   Kestra Advisory Services LLC 922 - 2023-12-31 42,012 $1,533,000 -852
   Kalos Management Inc. 9 - 2023-06-30 44,261 $1,508,000 -936
   Arkadios Wealth Advisors 176 - 2024-03-31 42,010 $1,507,000 -8,550
   Resources Investment Advisors Inc. 379 - 2023-12-31 39,262 $1,432,000 -5,415
   Calton & Associates Inc. 32 - 2024-03-31 39,865 $1,430,000 -8,425
   Orion Portfolio Solutions LLC 781 - 2023-12-31 39,372 $1,424,000 -13,380
   FJ Capital Management LLC 83 - 2023-12-31 38,442 $1,402,000 -2,849
   AMALGAMATED BANK 964 - 2024-03-31 38,001 $1,363,000 -7,739
   TEACHER RETIREMENT SYSTEM OF TEXAS 823 - 2023-12-31 37,067 $1,352,000 -17,775
   Greenland Capital Management LP 112 - 2023-12-31 35,100 $1,280,000 -124,900
   Spire Wealth Management 322 - 2024-03-31 35,510 $1,274,000 -2,277
   Cresset Asset Management LLC 804 - 2023-12-31 33,026 $1,208,000 -2,260
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 32,819 $1,197,000 -580
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 741 - 2024-03-31 32,662 $1,172,000 -2,300
   Pictet Asset Management Holding SA 966 - 2023-12-31 30,128 $1,099,000 -673
   SILVER OAK SECURITIES Inc 160 - 2023-12-31 28,356 $1,034,000 -414
   Curi Capital 64 - 2023-12-31 27,942 $1,019,000 -3,090
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2038 - 2024-03-31 28,259 $1,014,000 -24
   PICTET ASSET MANAGEMENT SA 986 - 2023-06-30 29,591 $1,008,000 -4,340
   Financial Partners Group Inc 60 - 2023-12-31 25,791 $941,000 -1,226
   Advisory Resource Group 68 - 2023-12-31 25,256 $921,000 -4,058
   Coppell Advisory Solutions LLC 116 - 2023-12-31 25,243 $921,000 -5,317
   STRS OHIO 957 - 2023-12-31 24,100 $879,000 -800
   RAYMOND JAMES & ASSOCIATES 2666 - 2024-03-31 24,062 $863,000 -1,001
   CORNERCAP INVESTMENT COUNSEL INC 300 - 2023-12-31 23,593 $861,000 -35
   Lakeridge Wealth Management LLC 35 - 2024-03-31 23,480 $842,000 -493
   HARBOUR INVESTMENTS INC. 404 - 2023-12-31 22,804 $832,000 -1,321
   Fairway Wealth LLC 30 - 2024-03-31 21,432 $769,000 -6,420
   Sound Income Strategies LLC 136 - 2024-03-31 21,288 $764,000 -11,917
   Beacon Capital Management LLC 32 - 2023-12-31 22,732 $762,000 -3,019
   Kovack Advisors Inc. 183 - 2024-03-31 21,235 $762,000 -2,299
   EPG Wealth Management LLC 129 - 2023-12-31 21,672 $747,000 -2,755
   Catalina Capital Group LLC 68 - 2024-03-31 20,684 $742,000 -22
   Apeiron RIA LLC 88 - 2024-03-31 18,934 $679,000 -1,552
   M HOLDINGS SECURITIES, INC. 145 - 2023-12-31 18,326 $669,000 -3
   Johnson Midwest Financial LLC 12 - 2023-09-30 19,668 $660,000 -833
   NATIONAL ASSET MANAGEMENT, INC. 697 - 2023-12-31 17,382 $636,000 -699
   Geneos Wealth Management Inc. 459 - 2024-03-31 16,220 $582,000 -64,791
   AXXCESS WEALTH MANAGEMENT LLC 483 - 2023-12-31 15,283 $558,000 -9,827
   Castleview Partners LLC 56 - 2023-12-31 15,143 $552,000 -1,655
   VIRGINIA RETIREMENT SYSTEMS ET AL 683 - 2023-09-30 15,700 $527,000 -16,800
   HENDERSHOT INVESTMENTS INC. 85 - 2024-03-31 14,031 $503,000 -28
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 979 - 2023-12-31 13,751 $502,000 -1,191
   Beacon Pointe Advisors LLC 896 - 2023-12-31 13,456 $491,000 -69
   AQR CAPITAL MANAGEMENT LLC 1893 - 2023-12-31 13,267 $484,000 -1,536
   STATE OF WISCONSIN INVESTMENT BOARD 1767 - 2023-12-31 13,036 $476,000 -373
   Ignite Planners LLC 165 - 2024-03-31 13,064 $458,000 -1,054
  100 Records found
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