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 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 2.11 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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

Declared shareholders of Phillips Edison & Co Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

Titelia. "Fund shareholders of Phillips Edison & Co Inc". https://titelia.com/en/stocks/phillips-edison-co-inc-US71844V2016