PECO

Phillips Edison & Company In
Real EstateUSCUSIP 71844V201◍ Confluence graph
Tracked 13F Holders
391
-163 QoQ
13F Value (tracked)
$3.8B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)27 adding · 20 trimming
Insider net (180d)$0

Who owns PECO?

391 tracked 13F filers

391 tracked 13F filers disclose a position in PECO as of the latest SEC 13F filings, a combined $3.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$825.1M
22.1M
+0.5%
Added · +117K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$519.7M
13.9M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$304.2M
7.3M
+2.3%
Added · +161K sh
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$213.1M
5.7M
First observed position
No prior filed position
Q1 2026
5FMR LLC
$154.6M
4.1M
−0.9%
Reduced · −40K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$156.8M
3.8M
+6.3%
Added · +223K sh
Q2 2026
7CANADA PENSION PLAN INVESTMENT BOARD
$123.4M
3.3M
+226%
Added · +2.3M sh
Q1 2026
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$88.4M
2.4M
+1.7%
Added · +41K sh
Q1 2026
9NORGES BANK
$70.8M
2.0M
+26%
Added · +410K sh
Q4 2025
10DIMENSIONAL FUND ADVISORS LP
$71.1M
1.9M
+4.1%
Added · +74K sh
Q1 2026
11DUFF & PHELPS INVESTMENT MANAGEMENT CO
$67.4M
1.8M
+0.7%
Added · +13K sh
Q1 2026
12JPMORGAN CHASE & CO
$67.0M
1.8M
+71%
Added · +741K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$63.7M
1.7M
+130%
Added · +963K sh
Q1 2026
14NORTHERN TRUST CORP
$55.8M
1.5M
−2.3%
Reduced · −35K sh
Q1 2026
15Nuveen, LLC
$37.2M
993K
−1.5%
Reduced · −15K sh
Q1 2026
16AMERICAN CENTURY COMPANIES INC
$35.9M
960K
+367%
Added · +754K sh
Q1 2026
17AMERIPRISE FINANCIAL INC
$35.5M
947K
+28%
Added · +205K sh
Q1 2026
18MORGAN STANLEY
$35.4M
946K
−17%
Reduced · −199K sh
Q1 2026
19Bank of New York Mellon Corp
$35.3M
943K
−2.4%
Reduced · −23K sh
Q1 2026
20Hudson Bay Capital Management LP
$34.1M
910K
+224%
Added · +629K sh
Q1 2026
21VANGUARD FIDUCIARY TRUST CO
$30.9M
826K
First observed position
No prior filed position
Q1 2026
22Legal & General Group Plc
$30.4M
812K
−7.6%
Reduced · −67K sh
Q1 2026
23BALYASNY ASSET MANAGEMENT L.P.
$26.4M
705K
−54%
Reduced · −826K sh
Q1 2026
24Cetera Investment Advisers
$24.6M
657K
−13%
Reduced · −96K sh
Q1 2026
25Janus Henderson Group Ltd.
$23.0M
615K
−5.3%
Reduced · −34K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PECO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in PECO and 25 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
25
funds
Reduced
20
funds
Exited
0
funds

Funds that own PECO also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN228 funds$191.7B
NVIDIA CORPNVDA226 funds$371.9B
MICROSOFT CORPMSFT226 funds$254.1B
APPLE INCAAPL225 funds$279.8B
ALPHABET INC-CL AGOOGL225 funds$153.0B
META PLATFORMS INC-CLASS AMETA225 funds$107.3B
BROADCOM INCAVGO219 funds$146.1B
ALPHABET INC-CL CGOOG219 funds$122.2B
JPMORGAN CHASE & COJPM219 funds$56.6B
ELI LILLY & COLLY217 funds$72.1B
TESLA INCTSLA216 funds$71.5B
COSTCO WHOLESALE CORPCOST214 funds$34.8B

Ranked by how many of PECO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
May 16, 2023CHAO LESLIE TDirectorBuy (P)10K$292K
Nov 21, 2022Massey PaulDirectorSell (S)10K$302K
Jul 19, 2021Edison JeffreyChairman and CEO, DirectorBuy (P)50K$1.4M
Jul 19, 2021CHAO LESLIE TDirectorBuy (P)7K$196K
Jul 19, 2021Wood Gregory S.DirectorBuy (P)2K$42K

Institutional ownership over time

213 funds-70 since Q3 2024
0188376Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $652.8M

Recent filings

15 shown

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Connected entities for PECO

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Ask your agent what changed in PECO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PECO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PECO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PECO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.