Phillips Edison & Company, Inc.

Historical 13F Holders

Symbol
PECO
CUSIP
71844V201
All holders as of
Q2 2026
Type
Equity
Class
COMMON STOCK
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 71844V201 since 12/18/2024, newest first.

Filer % of Class Filed
Wellington Management Group LLP 13G/A Amendment 1
4.1% 5/15/2026
Event 3/31/2026
Vanguard Capital Management LLC 13G 5.4% 4/30/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 4 0% 3/26/2026
Event 3/13/2026
Wellington Management Group LLP 13G
5.0% 2/10/2026
Event 12/31/2025
Vanguard Portfolio Management LLC 13G 10.8% 2/5/2026
Event 1/30/2026
Wellington Management Group LLP 13G/A Amendment 4
4.8% 11/12/2025
Event 9/30/2025
Wellington Management Group LLP 13G/A Amendment 3
5.6% 5/12/2025
Event 3/31/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 33 488 k $16.8 M
2026 Q2 454 121 M $4.93 B
2026 Q1 445 108 M $4.06 B
2025 Q4 423 109 M $3.88 B
2025 Q3 409 105 M $3.62 B
2025 Q2 428 108 M $3.79 B
2025 Q1 417 105 M $3.85 B
2024 Q4 411 103 M $3.85 B
2024 Q3 410 101 M $3.82 B
2024 Q2 385 99.3 M $3.25 B
2024 Q1 373 101 M $3.64 B
2023 Q4 390 101 M $3.69 B
2023 Q3 369 98.8 M $3.38 B
2023 Q2 372 99.1 M $3.38 B
2023 Q1 355 83.9 M $2.74 B
2022 Q4 350 88.8 M $2.83 B
2022 Q3 343 84.5 M $2.37 B
2022 Q2 349 82.3 M $2.76 B
2022 Q1 312 69.1 M $2.38 B
2021 Q4 97 22.3 M $736 M
2021 Q3 82 20.9 M $641 M