Titelia

Fund shareholders of Phillips Edison & Co Inc

ISIN US71844V2016 · United States · LEI 549300JPN4YHYPXTJQ85

Fund shareholders
318
Of which ETFs
86 232 other funds
Value held
≈ 2.5B $ 2.5B $ · 213.8K € · 12.4M SEK
Share of capital
45.8 % of 128.7M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 7,590,943315.9M $0.28 %5.90 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 4,791,586203.6M $0.28 %3.72 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,995,993166.3M $0.01 %3.10 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,304,957137.6M $0.17 %2.57 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,890,560120.3M $0.06 %2.25 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 2,096,68789.1M $0.40 %1.63 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,442,55060M $0.06 %1.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,413,91860.1M $0.18 %1.10 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,205,06650.2M $0.35 %0.94 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,154,54048.1M $0.28 %0.90 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 915,24938.1M $0.06 %0.71 %as of Jun 30, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 889,63435.7M $0.36 %0.69 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 889,34237M $0.64 %0.69 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 841,83835M $0.31 %0.65 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 840,94735.7M $0.33 %0.65 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 834,30634.7M $0.07 %0.65 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 755,97131.5M $0.26 %0.59 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 719,02828.9M $0.52 %0.56 %as of May 29, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 682,54129M $0.41 %0.53 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 656,72127.3M $0.33 %0.51 %as of Jun 30, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 652,22627.7M $0.81 %0.51 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 648,85426.1M $0.15 %0.50 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 635,54725.5M $0.06 %0.49 %as of May 31, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 605,29225.7M $0.80 %0.47 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 605,00424.3M $0.11 %0.47 %as of May 31, 2026 ↗
Janus Henderson Small Cap Value Fund Janus Investment Fund 560,47023.3M $1.84 %0.44 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 532,17222.1M $0.85 %0.41 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 505,90921.1M $0.44 %0.39 %as of Jun 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 471,03620M $0.43 %0.37 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 461,58719.6M $0.25 %0.36 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 455,62119M $0.24 %0.35 %as of Jun 30, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 442,24017.8M $2.04 %0.34 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 435,41217.5M $0.30 %0.34 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 419,75817.5M $0.34 %0.33 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 352,36614.7M $0.47 %0.27 %as of Jun 30, 2026 ↗
iShares Global REIT ETF iShares Trust 344,00314.6M $0.28 %0.27 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 312,65213.3M $0.18 %0.24 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 274,49911.4M $0.24 %0.21 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 262,94911.2M $0.84 %0.20 %as of Jul 31, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 256,82310.9M $1.62 %0.20 %as of Jul 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 249,02410.6M $0.33 %0.19 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 237,3449.9M $0.17 %0.18 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 236,90110.1M $0.26 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 235,5569.5M $0.01 %0.18 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 230,8709.8M $0.24 %0.18 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 225,9749.4M $0.01 %0.18 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 218,3839.1M $0.49 %0.17 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 212,7678.5M $0.10 %0.17 %as of May 31, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 200,0008.3M $0.72 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 196,6148.2M $0.28 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 192,3307.7M $0.01 %0.15 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 187,9918M $0.09 %0.15 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 187,7907.5M $0.29 %0.15 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 180,6007.5M $0.34 %0.14 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 171,2047.1M $0.42 %0.13 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 170,8566.9M $0.00 %0.13 %as of May 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 168,2767.2M $0.40 %0.13 %as of Jul 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 167,1347M $1.48 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 167,0817.1M $0.17 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 160,6726.7M $0.01 %0.12 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 158,7476.7M $0.67 %0.12 %as of Jul 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 158,6386.7M $0.34 %0.12 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 157,0976.7M $0.01 %0.12 %as of Jul 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 143,8326M $0.42 %0.11 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 142,9505.9M $1.26 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 141,3245.9M $0.15 %0.11 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 139,6255.6M $0.46 %0.11 %as of May 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 132,2055.5M $1.53 %0.10 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 127,8515.3M $0.72 %0.10 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 124,8905.2M $0.16 %0.10 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 122,7345.2M $0.19 %0.10 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 121,4275.1M $0.38 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 116,8985M $0.01 %0.09 %as of Jul 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 116,8955M $0.33 %0.09 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 115,9594.7M $0.25 %0.09 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 115,1604.6M $0.19 %0.09 %as of May 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 108,4504.5M $0.28 %0.08 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 107,4964.5M $0.20 %0.08 %as of Jun 30, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 105,9974.4M $1.48 %0.08 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 104,8294.5M $0.20 %0.08 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 102,2184.3M $0.63 %0.08 %as of Jun 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 93,1533.9M $0.33 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 92,8343.9M $0.29 %0.07 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 92,5353.9M $0.16 %0.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 92,3793.8M $0.31 %0.07 %as of Jun 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 89,7643.7M $0.63 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 88,8003.7M $0.16 %0.07 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 86,7763.5M $0.35 %0.07 %as of May 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 85,7793.6M $0.28 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 82,7403.4M $0.28 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 81,8273.3M $0.26 %0.06 %as of May 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 81,6363.4M $0.68 %0.06 %as of Jun 30, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 79,1253.4M $1.97 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 77,4413.3M $0.01 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 76,2603.2M $0.17 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 75,7393M $0.01 %0.06 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 75,2283M $0.01 %0.06 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 73,4472.9M $1.26 %0.06 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 69,6482.8M $0.22 %0.05 %as of May 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 68,6842.9M $0.26 %0.05 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 2.18 %as of Jul 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 2.04 %as of May 31, 2026 ↗
VY Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 2.00 %as of Jun 30, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 1.97 %as of Jul 31, 2026 ↗
Janus Henderson Small Cap Value Fund Janus Investment Fund 1.84 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 1.72 %as of Jul 31, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 1.63 %as of Dec 31, 2025 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 1.63 %as of Jun 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 1.62 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 1.53 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3316-258,973,723+0.9 %
2026Q2318+1558,436,408+3.5 %
2026Q1303+956,433,718+0.7 %
2025Q4294-1256,052,303-3.0 %
2025Q3306-357,786,263+0.5 %
2025Q2309+2357,491,652+1.5 %
2025Q1286+456,642,534+1.8 %
2024Q4282-755,667,594+0.2 %
2024Q3289-1055,548,160-2.7 %
2024Q2299+1557,102,071+15.5 %
2024Q1284-249,446,479-12.5 %
2023Q428656,494,095

Institutional managers

431 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.22,051,012825.1M $as of Mar 31, 2026
STATE STREET CORP7,129,625267.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP5,212,095195M $as of Mar 31, 2026
FMR LLC4,132,592154.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,545,092132.7M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD3,296,673123.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,363,47988.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,899,21471.1M $as of Mar 31, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,801,51667.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,791,64867M $as of Mar 31, 2026
Engineers Gate Manager LP1,754,63765.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,703,17263.7M $as of Mar 31, 2026
NORTHERN TRUST CORP1,490,48755.8M $as of Mar 31, 2026
Nuveen, LLC992,85337.2M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.979,32536.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC959,85835.9M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC947,32135.5M $as of Mar 31, 2026
MORGAN STANLEY946,12735.4M $as of Mar 31, 2026
Bank of New York Mellon Corp942,61235.3M $as of Mar 31, 2026
Hudson Bay Capital Management LP910,02934.1M $as of Mar 31, 2026
Legal & General Group Plc811,70830.4M $as of Mar 31, 2026
Balyasny Asset Management L.P.704,62226.4M $as of Mar 31, 2026
Cetera Investment Advisers657,01724.6M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC615,05423M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC612,12922.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Phillips Edison & Co Inc". https://titelia.com/en/stocks/phillips-edison-co-inc-US71844V2016