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
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 12,260510.3K $0.39 %0.01 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 11,993499.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 11,684486.3K $0.16 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,576491.9K $0.07 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 11,509489K $0.18 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 11,359472.8K $0.33 %0.01 %as of Jun 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 11,080444.9K $0.02 %0.01 %as of May 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 11,009458.2K $0.32 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,606425.8K $0.01 %0.01 %as of May 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 10,352439.9K $0.10 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 10,297428.6K $0.16 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 10,216425.2K $0.07 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 10,089419.9K $0.13 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 8,934371.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 8,560363.7K $0.03 %0.01 %as of Jul 31, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 8,475352.7K $0.37 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 8,347347.4K $0.16 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 7,940337.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 7,573304.1K $0.05 %0.01 %as of May 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 7,565303.7K $1.24 %0.01 %as of May 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,562314.7K $0.08 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 7,478311.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 6,538272.1K $0.18 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 6,367265K $0.08 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,244259.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 6,077244K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 5,947238.8K $0.13 %0.00 %as of May 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 5,775240.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 5,668227.6K $0.92 %0.00 %as of May 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 5,660240.5K $1.72 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,431226K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 5,295225K $0.08 %0.00 %as of Jul 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 5,291220.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,224217.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 4,862206.6K $0.24 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 4,801199.8K $0.23 %0.00 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,714189.3K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,706188.9K $0.05 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,649186.7K $0.07 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,568190.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 4,546189.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 4,504191.4K $0.21 %0.00 %as of Jul 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 4,363175.2K $0.16 %0.00 %as of May 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 4,066172.8K $0.09 %0.00 %as of Jul 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 4,035171.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 4,011166.9K $0.33 %0.00 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,700154K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3,700154K $0.17 %0.00 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,643151.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 3,499140.5K $0.29 %0.00 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 3,374140.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 3,258130.8K $0.18 %0.00 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,243137.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,206133.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,164131.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 3,159134.2K $0.81 %0.00 %as of Jul 31, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 3,127130.1K $0.45 %0.00 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,050126.9K $0.10 %0.00 %as of Jun 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 3,021125.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,990127K $0.01 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,989124.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,722109.3K $0.18 %0.00 %as of May 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,700112.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,642110K $0.07 %0.00 %as of Jun 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 2,553106.3K $0.25 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 2,499104K $0.03 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,30192.4K $0.01 %0.00 %as of May 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,12788.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,07186.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,96381.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,82173.1K $0.01 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,77673.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 1,71271.3K $0.33 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,68370K $0.01 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,65770.4K $0.12 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 1,63668.1K $1.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,50560.4K $0.22 %0.00 %as of May 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,30554.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 1,11246.3K $0.24 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,07144.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 1,05644.9K $0.25 %0.00 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 95939.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 92738.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 80133.3K $0.36 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 74730K $0.01 %0.00 %as of May 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 73431.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 72931K $0.22 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 72130K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 71430.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 70730K $0.36 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 69328.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Real Estate Fund Rydex Variable Trust 65627.3K $0.76 %0.00 %as of Jun 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 62426K $0.11 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 62126.4K $0.22 %0.00 %as of Jul 31, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 56223.9K $0.54 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 52922K $0.11 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 46819.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Real Estate Fund Rydex Series Funds 44818.6K $0.77 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 43518.5K $0.23 %0.00 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I 40416.8K $0.50 %0.00 %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