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
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 70,6052.6M $0.51 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 68,9602.6M $0.16 %0.05 %as of Mar 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 68,0792.5M $0.59 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 64,7102.6M $0.01 %0.05 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 62,6912.5M $0.30 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 59,9062.2M $0.09 %0.05 %as of Mar 31, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 59,8142.2M $0.49 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 59,4752.2M $0.01 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 58,8892.2M $0.16 %0.05 %as of Mar 31, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 58,0752.3M $0.74 %0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 56,8572.3M $0.10 %0.04 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 55,7252.1M $0.34 %0.04 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 55,3292.2M $0.18 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 54,7322.2M $0.15 %0.04 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 52,3442M $0.29 %0.04 %as of Mar 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 51,5111.9M $0.09 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 51,1971.9M $0.71 %0.04 %as of Mar 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 51,0322M $0.26 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 50,7822M $0.16 %0.04 %as of Feb 28, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 49,2121.8M $1.38 %0.04 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,5131.9M $0.15 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 48,3791.9M $0.10 %0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 47,2311.9M $0.30 %0.04 %as of Apr 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 47,2111.9M $0.67 %0.04 %as of Apr 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 46,4851.7M $1.66 %0.04 %as of Mar 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 45,5911.7M $0.48 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 44,2991.8M $0.07 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 44,1791.7M $0.06 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 44,0571.6M $0.31 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 42,9721.6M $0.31 %0.03 %as of Mar 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 41,7691.6M $0.23 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 40,8081.5M $0.08 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 40,0001.5M $0.49 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 39,9531.5M $0.16 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 38,6771.6M $0.26 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 38,0471.5M $0.02 %0.03 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 37,1641.4M $0.14 %0.03 %as of Mar 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 36,6471.5M $0.28 %0.03 %as of Apr 30, 2026 ↗
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 35,4901.3M $2.10 %0.03 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 34,8011.3M $0.68 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 34,80012.4M SEK0.04 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 34,6111.3M $0.42 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 34,5701.3M $0.31 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 33,9931.3M $0.01 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 33,3101.2M $0.67 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 32,9521.2M $0.16 %0.03 %as of Mar 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 32,5401.3M $0.42 %0.03 %as of Feb 28, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 30,2471.2M $0.06 %0.02 %as of Apr 30, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 29,8741.1M $0.18 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 29,3331.2M $0.01 %0.02 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 27,9381.1M $0.43 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 24,991935.2K $0.16 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 23,512879.8K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 23,122908.2K $0.05 %0.02 %as of Feb 28, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 23,119865.1K $0.48 %0.02 %as of Mar 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,026861.6K $0.24 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 22,777852.3K $0.15 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 21,264835.2K $0.37 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,909821.3K $0.06 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 19,890798.9K $0.06 %0.02 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 19,746738.9K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 19,567785.9K $0.08 %0.02 %as of Apr 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 19,292757.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 19,091714.4K $0.14 %0.01 %as of Mar 31, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 19,062713.3K $0.85 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 19,024764.1K $0.19 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 19,000746.3K $0.06 %0.01 %as of Feb 28, 2026 ↗
TCW Global Real Estate Fund TCW FUNDS INC 18,936760.6K $1.76 %0.01 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 18,907742.7K $0.11 %0.01 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 18,475742K $0.08 %0.01 %as of Apr 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 18,432740.3K $0.24 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 17,703662.4K $0.16 %0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 17,273646.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 17,164642.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 16,887678.3K $1.32 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 16,801628.7K $0.32 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,194606K $0.30 %0.01 %as of Mar 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 15,973597.7K $0.39 %0.01 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 15,946640.5K $2.11 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 15,625584.7K $0.13 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 15,151567K $0.16 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 15,114565.6K $0.16 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 14,682589.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 14,671589.3K $0.31 %0.01 %as of Apr 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 14,580545.6K $0.12 %0.01 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 14,538544K $0.07 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 14,397538.7K $0.30 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 14,318575.1K $0.07 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 14,214531.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 14,130528.7K $0.40 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 13,891519.8K $0.16 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 13,625547.2K $0.15 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 13,511505.6K $0.15 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 13,007522.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 12,660497.3K $0.13 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 12,450465.9K $0.17 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 12,446499.9K $0.17 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,370462.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 12,315460.8K $0.39 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 12,307460.5K $0.13 %0.01 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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