Funds holding Phillips Edison & Co Inc
320 funds declare a position · 82 ETFs and 238 other funds · 2.2B $· 12.4M SEK· 213.8K € · US71844V2016
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 70,605 | 2.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 102 | EQ/Small Company Index Portfolio EQ Advisors Trust | 68,960 | 2.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 103 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 68,079 | 2.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 104 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 64,710 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 105 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 62,691 | 2.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 106 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 59,906 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 107 | Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 59,814 | 2.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 108 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 59,475 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 109 | Small Cap Index Fund Northern Funds | 58,889 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 110 | GLOBAL REAL ESTATE FUND VALIC Co I | 58,075 | 2.3M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 111 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 56,857 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 112 | Small Cap Value Fund Northern Funds | 55,725 | 2.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 113 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 55,329 | 2.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 114 | Global X Russell 2000 ETF GLOBAL X FUNDS | 54,732 | 2.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 115 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 52,344 | 2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 116 | PIMCO All Asset: Multi-Real Fund PIMCO Funds | 51,511 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 117 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 51,197 | 1.9M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 118 | Avantis Real Estate ETF American Century ETF Trust | 51,032 | 2M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 119 | Small Cap Index Fund VALIC Co I | 50,782 | 2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 120 | MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 49,212 | 1.8M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 121 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,513 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 122 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 48,379 | 1.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 123 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 47,231 | 1.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 124 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 47,211 | 1.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 125 | Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 46,485 | 1.7M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| 126 | NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 45,591 | 1.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 127 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 44,299 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 128 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 44,179 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 129 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 44,057 | 1.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 130 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 42,972 | 1.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 131 | Global Real Estate Index Fund Northern Funds | 41,769 | 1.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 132 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 40,808 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 133 | Small-Cap Value Fund Bridgeway Funds, Inc. | 40,000 | 1.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 134 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 39,953 | 1.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 135 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38,677 | 1.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 136 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 38,047 | 1.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 137 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 37,164 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 138 | First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 36,647 | 1.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 139 | VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 35,490 | 1.3M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| 140 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 34,801 | 1.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 141 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 34,800 | 12.4M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 142 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 34,611 | 1.3M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 143 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 34,570 | 1.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 144 | iShares Russell 3000 ETF iShares Trust | 33,993 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 145 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 33,310 | 1.2M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 146 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 32,952 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 147 | Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 32,540 | 1.3M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 148 | VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 30,247 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 149 | Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 29,874 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 150 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 29,333 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 151 | Small Cap Value Fund VALIC Co I | 27,938 | 1.1M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 152 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 24,991 | 935.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 153 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 23,512 | 879.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 154 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 23,122 | 908.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 155 | NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 23,119 | 865.1K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 156 | LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,026 | 861.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 157 | Small Cap Index Trust John Hancock Variable Insurance Trust | 22,777 | 852.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 158 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 21,264 | 835.2K $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 159 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,909 | 821.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 160 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 19,890 | 798.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 161 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 19,746 | 738.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 162 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 19,567 | 785.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 163 | Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 19,292 | 757.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 164 | PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 19,091 | 714.4K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 165 | Venerable Real Estate Fund Venerable Variable Insurance Trust | 19,062 | 713.3K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 166 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 19,024 | 764.1K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 167 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,000 | 746.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 168 | TCW Global Real Estate Fund TCW FUNDS INC | 18,936 | 760.6K $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| 169 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 18,907 | 742.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 170 | Victory Small Cap Stock Fund Victory Portfolios III | 18,475 | 742K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 171 | iShares Developed Real Estate Index Fund BlackRock Funds | 18,432 | 740.3K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 172 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 17,703 | 662.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 173 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 17,273 | 646.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 174 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 17,164 | 642.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 175 | Cambria Global Real Estate ETF Cambria ETF Trust | 16,887 | 678.3K $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| 176 | JNL/Mellon Real Estate Sector Fund JNL Series Trust | 16,801 | 628.7K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 177 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,194 | 606K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 178 | First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 15,973 | 597.7K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 179 | First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 15,946 | 640.5K $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| 180 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 15,625 | 584.7K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 181 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 15,151 | 567K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 182 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,114 | 565.6K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 183 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 14,682 | 589.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 184 | Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 14,671 | 589.3K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 185 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 14,580 | 545.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 186 | SMALL CAP EQUITY FUND GuideStone Funds | 14,538 | 544K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 187 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 14,397 | 538.7K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 188 | Victory Extended Market Index Fund Victory Portfolios III | 14,318 | 575.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 189 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 14,214 | 531.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 190 | Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 14,130 | 528.7K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 191 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 13,891 | 519.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 192 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 13,625 | 547.2K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 193 | Small Cap Core Fund Northern Funds | 13,511 | 505.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 194 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 13,007 | 522.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 195 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 12,660 | 497.3K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 196 | AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 12,450 | 465.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 197 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 12,446 | 499.9K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 198 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,370 | 462.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 199 | SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 12,315 | 460.8K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 200 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 12,307 | 460.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
Institutional managers
431 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 22,051,012 | 825.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,129,625 | 267.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,212,095 | 195M $ | as of Mar 31, 2026 |
| FMR LLC | 4,132,592 | 154.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,545,092 | 132.7M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,296,673 | 123.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,363,479 | 88.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,899,214 | 71.1M $ | as of Mar 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,801,516 | 67.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,791,648 | 67M $ | as of Mar 31, 2026 |
| Engineers Gate Manager LP | 1,754,637 | 65.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,703,172 | 63.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,490,487 | 55.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 992,853 | 37.2M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 979,325 | 36.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 959,858 | 35.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 947,321 | 35.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 946,127 | 35.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 942,612 | 35.3M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 910,029 | 34.1M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 811,708 | 30.4M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 704,622 | 26.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 657,017 | 24.6M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 615,054 | 23M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 612,129 | 22.9M $ | as of Mar 31, 2026 |