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
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 68,4052.9M $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 68,1892.8M $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 65,2042.6M $0.61 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 64,8862.7M $0.16 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 62,3842.6M $0.09 %0.05 %as of Jun 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 62,2182.6M $0.49 %0.05 %as of Jun 30, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 62,0752.5M $0.77 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 61,6352.6M $0.18 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 60,9022.6M $0.11 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 60,7142.5M $0.01 %0.05 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 59,5862.5M $0.15 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 59,1062.5M $0.30 %0.05 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 55,7252.3M $0.34 %0.04 %as of Jun 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 53,0162.1M $0.26 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 50,4882M $0.15 %0.04 %as of May 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 50,0002.1M $0.61 %0.04 %as of Jun 30, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 48,3802M $1.27 %0.04 %as of Jun 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 48,3772M $0.24 %0.04 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 47,6842M $0.29 %0.04 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 46,7782M $0.69 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 46,6602M $0.08 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 46,2081.9M $0.09 %0.04 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 45,4851.9M $1.63 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 44,7511.9M $0.58 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 44,5791.9M $0.06 %0.03 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 44,2001.9M $0.43 %0.03 %as of Jul 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44,1071.9M $0.32 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 42,5411.8M $0.16 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 42,0821.8M $0.28 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 41,6671.7M $0.28 %0.03 %as of Jun 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 41,4151.7M $0.40 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 40,5801.7M $0.15 %0.03 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 40,1411.6M $0.22 %0.03 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 38,9891.7M $0.28 %0.03 %as of Jul 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 38,7861.6M $0.07 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 38,3401.6M $0.63 %0.03 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 38,0091.5M $0.01 %0.03 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 36,7391.5M $0.17 %0.03 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 36,5801.5M $0.70 %0.03 %as of Jun 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 36,5171.5M $1.16 %0.03 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 36,2421.5M $0.65 %0.03 %as of Jun 30, 2026 ↗
VY Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 35,9901.5M $2.00 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 34,80012.4M SEK0.04 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 33,7341.4M $0.01 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,5081.4M $0.20 %0.03 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 32,0021.3M $0.28 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 29,8691.2M $0.38 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 28,6741.2M $0.17 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 28,4061.1M $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 27,4861.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 25,4401.1M $0.16 %0.02 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,7481.1M $0.08 %0.02 %as of Jul 31, 2026 ↗
Small Cap Value Fund VALIC Co I 24,734993.1K $0.39 %0.02 %as of May 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 24,4491M $0.17 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 23,832991.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 23,119962.2K $0.49 %0.02 %as of Jun 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,026958.3K $0.25 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 21,896930.4K $0.07 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,356857.4K $0.05 %0.02 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 21,219851.9K $0.05 %0.02 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 21,100896.5K $0.09 %0.02 %as of Jul 31, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 20,973891.1K $1.33 %0.02 %as of Jul 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 20,906839.4K $0.44 %0.02 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 20,805865.9K $0.50 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 20,251842.8K $0.18 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 19,977831.4K $0.17 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 19,875798K $0.34 %0.02 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 19,746821.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,416808.1K $0.17 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 19,068810.2K $0.19 %0.01 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 19,000762.9K $0.06 %0.01 %as of May 31, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 18,846784.4K $0.89 %0.01 %as of Jun 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 18,826799.9K $0.25 %0.01 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 18,475785K $0.08 %0.01 %as of Jul 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 18,026765.9K $2.18 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 17,275719K $0.17 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 17,164714.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 16,733696.4K $0.32 %0.01 %as of Jun 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 16,661693.4K $0.38 %0.01 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 16,274691.5K $0.33 %0.01 %as of Jul 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 15,681652.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,327637.9K $0.26 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 15,140607.9K $0.21 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 15,132629.8K $0.16 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 14,682623.8K $0.03 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 14,558618.6K $0.18 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 14,480615.3K $0.08 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 14,431600.6K $0.28 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 14,272594K $0.06 %0.01 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 14,122587.8K $0.11 %0.01 %as of Jun 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 13,910578.9K $0.11 %0.01 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,242562.7K $0.10 %0.01 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 13,137546.8K $0.14 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 13,007552.7K $0.04 %0.01 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 12,455518.4K $0.12 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 12,450518.2K $0.16 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,422498.7K $0.05 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,370514.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 12,315512.6K $0.40 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 12,309512.3K $0.32 %0.01 %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