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
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,257481.5K $0.05 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 12,188489.5K $0.08 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 11,524431.2K $0.35 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 10,619397.4K $0.14 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 10,526393.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 10,396389K $0.29 %0.01 %as of Mar 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 10,352415.8K $0.09 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 10,257383.8K $0.15 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,141398.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 10,101396.8K $0.05 %0.01 %as of Feb 28, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,088405.2K $0.08 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 10,077404.7K $0.15 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 9,518356.2K $0.16 %0.01 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 9,156367.8K $0.05 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 8,934334.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 8,870331.9K $0.26 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 8,766328K $0.01 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 8,651323.7K $0.45 %0.01 %as of Mar 31, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 8,475317.1K $0.36 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 8,428315.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 7,940318.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 7,865294.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 7,808306.7K $0.11 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 7,775305.4K $0.09 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 7,769290.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 7,650300.5K $1.27 %0.01 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,562283K $0.08 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 7,456279K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 7,447299.1K $0.04 %0.01 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 7,071264.6K $0.21 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,244233.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 6,024236.6K $0.93 %0.00 %as of Feb 28, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 5,877236K $1.71 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 5,475215.1K $0.14 %0.00 %as of Feb 28, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 5,395201.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 5,270211.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 5,251196.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,111200.8K $0.07 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,670174.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 4,585184.2K $0.23 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 4,555170.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 4,546170.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 4,363171.4K $0.16 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 4,099161K $0.30 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 4,066163.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 4,030161.9K $0.21 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,022150.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 3,717149.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,700138.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,643136.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 3,536142K $0.01 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3,500131K $0.17 %0.00 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,426128.2K $0.11 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 3,385136K $0.01 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 3,374126.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 3,292129.3K $0.16 %0.00 %as of Feb 28, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 3,259122K $0.51 %0.00 %as of Mar 31, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 3,178127.6K $0.86 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,083123.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 3,046114K $0.03 %0.00 %as of Mar 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 3,031113.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,024113.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,011112.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,989111.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,962116.3K $0.21 %0.00 %as of Feb 28, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,706101.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,700101K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,599104.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 2,56395.9K $0.25 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,03876.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,02779.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,99774.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 1,84674.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,82171.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,77666.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,60460K $0.05 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 1,45554.4K $0.36 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,44458K $0.00 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,42557.2K $0.10 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,37854.1K $0.22 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,37851.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 1,33049.8K $0.25 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,30051.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,13442.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,10041.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,07140.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 97336.4K $0.51 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 97036.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 95935.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 92837.3K $0.24 %0.00 %as of Apr 30, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 84834.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 74729.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 73429.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 72929.3K $0.21 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 72127K $0.00 %0.00 %as of Mar 31, 2026 ↗
Real Estate Fund Rydex Variable Trust 71326.7K $0.78 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 69628K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 65624.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 61923.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 61524.7K $0.22 %0.00 %as of Apr 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 2.11 %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
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Titelia. "Fund shareholders of Phillips Edison & Co Inc". https://titelia.com/en/stocks/phillips-edison-co-inc-US71844V2016