Titelia

Fund shareholders of Phillips Edison & Co Inc

ISIN US71844V2016 · United States · LEI 549300JPN4YHYPXTJQ85

Fund shareholders
320
Of which ETFs
82 238 other funds
Value held
2.2B $ 213.8K € · 12.4M SEK
Share of capital
45.4 % of 128.7M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 7,554,549282.7M $0.31 %5.87 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 4,670,467187.6M $0.27 %3.63 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,002,244149.8M $0.01 %3.11 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,105,498116.2M $0.16 %2.41 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 2,982,447119.8M $0.55 %2.32 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,900,248108.5M $0.07 %2.25 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,403,54452.5M $0.06 %1.09 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,254,38350.4M $0.15 %0.97 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,139,03642.6M $0.31 %0.89 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 923,50934.6M $0.06 %0.72 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 893,46233.4M $0.27 %0.69 %as of Mar 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 870,46534.2M $0.35 %0.68 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 841,83831.5M $0.33 %0.65 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 828,16833.3M $0.31 %0.64 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 813,17630.4M $0.08 %0.63 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 785,96130.9M $0.54 %0.61 %as of Feb 27, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 748,31628M $0.68 %0.58 %as of Mar 31, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 700,02628.1M $0.86 %0.54 %as of Apr 30, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 682,54127.4M $0.39 %0.53 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 654,94625.7M $0.06 %0.51 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 629,51323.6M $0.36 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 625,89124.6M $0.16 %0.49 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 609,48423.9M $0.12 %0.47 %as of Feb 28, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 584,29223.5M $0.86 %0.45 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 578,05521.6M $0.21 %0.45 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 560,47021M $1.81 %0.44 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 515,85519.3M $0.25 %0.40 %as of Mar 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 478,00019.2M $0.25 %0.37 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 462,53817.3M $0.79 %0.36 %as of Mar 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 442,24017.4M $2.10 %0.34 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 431,16516.9M $0.31 %0.34 %as of Feb 28, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 414,24016.6M $0.43 %0.32 %as of Apr 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 406,46516.3M $0.43 %0.32 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 384,89414.4M $0.36 %0.30 %as of Mar 31, 2026 ↗
iShares Global REIT ETF iShares Trust 333,10113.4M $0.28 %0.26 %as of Apr 30, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 284,48611.4M $1.40 %0.22 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 277,31111.1M $0.15 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 276,67410.4M $0.25 %0.21 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 271,66410.2M $0.01 %0.21 %as of Mar 31, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 261,68910.5M $1.58 %0.20 %as of Apr 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 247,1669.9M $0.31 %0.19 %as of Apr 30, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 234,5029.4M $1.77 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 233,4459.2M $0.01 %0.18 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 229,3659M $0.09 %0.18 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 227,2388.5M $0.50 %0.18 %as of Mar 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 222,7898.9M $0.26 %0.17 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 208,9458.4M $0.75 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 205,3277.7M $0.16 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 200,2407.9M $0.31 %0.16 %as of Feb 28, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 200,0007.5M $0.71 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 195,6607.3M $0.31 %0.15 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 187,9917.6M $0.08 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 185,0207.3M $0.01 %0.14 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 183,9156.9M $0.06 %0.14 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 167,9896.3M $1.62 %0.13 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 167,8716.3M $0.26 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 166,3746.2M $0.01 %0.13 %as of Mar 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 165,2416.6M $0.39 %0.13 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 162,3056.5M $0.33 %0.13 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 157,0976.3M $0.01 %0.12 %as of Apr 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 155,2055.8M $1.70 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 150,4286M $0.15 %0.12 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 149,7645.9M $0.00 %0.12 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 149,3245.6M $0.39 %0.12 %as of Mar 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 143,8325.4M $0.42 %0.11 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 140,9505.3M $1.31 %0.11 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 138,0305.5M $0.19 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 132,6415M $0.15 %0.10 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 128,8324.8M $0.42 %0.10 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 128,6415.1M $0.45 %0.10 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 128,6274.8M $0.27 %0.10 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 122,3174.6M $0.81 %0.10 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 121,5434.5M $0.17 %0.09 %as of Mar 31, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 121,3024.8M $1.25 %0.09 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 117,4594.6M $0.20 %0.09 %as of Feb 28, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 117,0644.7M $0.33 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 116,8984.7M $0.01 %0.09 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 116,2294.6M $0.27 %0.09 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 110,6394.4M $0.61 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 108,4504.1M $0.30 %0.08 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 107,9964M $0.21 %0.08 %as of Mar 31, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 107,9634M $1.63 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 98,8834M $0.30 %0.08 %as of Apr 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 92,8133.5M $0.32 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 91,6793.4M $0.30 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 90,3003.4M $0.31 %0.07 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 89,1273.6M $0.15 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 83,9693.1M $0.30 %0.07 %as of Mar 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 83,0023.1M $0.75 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 82,4003.1M $0.16 %0.06 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 81,4393.2M $0.36 %0.06 %as of Feb 28, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 78,4063.1M $2.00 %0.06 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 77,9432.9M $0.21 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 76,2123M $0.27 %0.06 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 75,4203M $1.23 %0.06 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 73,6452.8M $0.30 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 72,5072.8M $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 72,0722.9M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 71,7812.8M $0.01 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 70,8552.7M $0.00 %0.06 %as of Mar 31, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 2.11 %as of Apr 30, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 2.10 %as of Feb 28, 2026 ↗
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 2.10 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 2.00 %as of Apr 30, 2026 ↗
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 1.81 %as of Mar 31, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 1.77 %as of Apr 30, 2026 ↗
TCW Global Real Estate Fund TCW FUNDS INC 1.76 %as of Apr 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 1.71 %as of Apr 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 1.70 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 1.66 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

Declared shareholders of Phillips Edison & Co Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.35 %6,739,554as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others4.10 %5,212,095as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Phillips Edison & Co Inc". https://titelia.com/en/stocks/phillips-edison-co-inc-US71844V2016