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 | |
|---|---|---|---|---|---|
| 201 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 12,257 | 481.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 202 | iShares Morningstar Small-Cap Value ETF iShares Trust | 12,188 | 489.5K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 203 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 11,524 | 431.2K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 204 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 10,619 | 397.4K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 205 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 10,526 | 393.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 206 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 10,396 | 389K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 207 | Wilmington Real Asset Fund Wilmington Funds | 10,352 | 415.8K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 208 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 10,257 | 383.8K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 209 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,141 | 398.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 210 | iShares MSCI World Small-Cap ETF iShares Trust | 10,101 | 396.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 211 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,088 | 405.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 212 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 10,077 | 404.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 213 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 9,518 | 356.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 214 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 9,156 | 367.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 215 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 8,934 | 334.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 216 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 8,870 | 331.9K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 217 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 8,766 | 328K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 218 | Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 8,651 | 323.7K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 219 | VY Columbia Real Estate Portfolio Voya Investors Trust | 8,475 | 317.1K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 220 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 8,428 | 315.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 221 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 7,940 | 318.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 222 | PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 7,865 | 294.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 223 | ProShares Ultra Russell2000 ProShares Trust | 7,808 | 306.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 224 | ProShares UltraPro Russell2000 ProShares Trust | 7,775 | 305.4K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 225 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 7,769 | 290.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 226 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 7,650 | 300.5K $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| 227 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,562 | 283K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 228 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 7,456 | 279K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 229 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 7,447 | 299.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 230 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 7,071 | 264.6K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 231 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,244 | 233.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 232 | U.S. Diversified Real Estate ETF ETF Series Solutions | 6,024 | 236.6K $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 233 | Harbor Active Small Cap ETF Harbor ETF Trust | 5,877 | 236K $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| 234 | ProShares Russell 2000 High Income ETF ProShares Trust | 5,475 | 215.1K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 235 | MOA ALL AMERICA FUND MoA Funds Corp | 5,395 | 201.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 236 | iShares Morningstar Small-Cap ETF iShares Trust | 5,270 | 211.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 237 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 5,251 | 196.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 238 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,111 | 200.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 239 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,670 | 174.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 240 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 4,585 | 184.2K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 241 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 4,555 | 170.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 242 | WisdomTree Global High Dividend Fund WisdomTree Trust | 4,546 | 170.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 243 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 4,363 | 171.4K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 244 | S&P SmallCap Index Fund SHELTON FUNDS | 4,099 | 161K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 245 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 4,066 | 163.3K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 246 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,030 | 161.9K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 247 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,022 | 150.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 248 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 3,717 | 149.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 249 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,700 | 138.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 250 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 3,643 | 136.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 251 | iShares Core Dividend ETF iShares Trust | 3,536 | 142K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 252 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 3,500 | 131K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 253 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,426 | 128.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 254 | SmallCap Value Fund II Principal Funds, Inc | 3,385 | 136K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 255 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,374 | 126.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 256 | Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 3,292 | 129.3K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 257 | NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 3,259 | 122K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 258 | Fidelity Real Estate Investment ETF Fidelity Covington Trust | 3,178 | 127.6K $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 259 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,083 | 123.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 260 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 3,046 | 114K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 261 | Optimize Strategy Index ETF Advisor Managed Portfolios | 3,031 | 113.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 262 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,024 | 113.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 263 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,011 | 112.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 264 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,989 | 111.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 265 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 2,962 | 116.3K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 266 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,706 | 101.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 267 | Clearwater Select Equity Fund Clearwater Investment Trust | 2,700 | 101K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 268 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,599 | 104.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 269 | 1290 VT Real Estate Portfolio EQ Advisors Trust | 2,563 | 95.9K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 270 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,038 | 76.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 271 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,027 | 79.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 272 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,997 | 74.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 273 | Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 1,846 | 74.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 274 | SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,821 | 71.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 275 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,776 | 66.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 276 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,604 | 60K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 277 | PROFUND VP SMALLCAP GROWTH ProFunds | 1,455 | 54.4K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 278 | SmallCap Growth Fund I Principal Funds, Inc | 1,444 | 58K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 279 | ULTRA SMALL CAP PROFUND ProFunds | 1,425 | 57.2K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 280 | ProShares Ultra SmallCap600 ProShares Trust | 1,378 | 54.1K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 281 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,378 | 51.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 282 | PROFUND VP SMALLCAP VALUE ProFunds | 1,330 | 49.8K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 283 | Longview Advantage ETF RBB Fund Trust | 1,300 | 51.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 284 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,134 | 42.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 285 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,100 | 41.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 286 | SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 1,071 | 40.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 287 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 973 | 36.4K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 288 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 970 | 36.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 289 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 959 | 35.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 290 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 928 | 37.3K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 291 | Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC | 848 | 34.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 292 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 747 | 29.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 293 | 1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds | 734 | 29.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 294 | iShares Environmentally Aware Real Estate ETF iShares Trust | 729 | 29.3K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 295 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 721 | 27K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 296 | Real Estate Fund Rydex Variable Trust | 713 | 26.7K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 297 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 696 | 28K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 298 | State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 656 | 24.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 299 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 619 | 23.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 300 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 615 | 24.7K $ | 0.22 % | as of Apr 30, 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 |