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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 544 | 20.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 423 | 15.8K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | 409 | 15.3K $ | 0.49 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 395 | 15.9K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 391 | 14.6K $ | 0.76 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 361 | 14.5K $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 319 | 11.9K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 300 | 11.2K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 285 | 10.7K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 231 | 9.3K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 186 | 7.5K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 178 | 6.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 178 | 6.7K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 170 | 6.4K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 132 | 4.9K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 130 | 5.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 127 | 5.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 41 | 1.6K $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 33 | 1.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 213.8K € | 1.63 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 318 | +15 | 58,436,408 | +3.5 % |
| 2026Q1 | 303 | +9 | 56,433,718 | +0.7 % |
| 2025Q4 | 294 | -12 | 56,052,303 | -3.0 % |
| 2025Q3 | 306 | -3 | 57,786,263 | +0.5 % |
| 2025Q2 | 309 | +23 | 57,491,652 | +1.5 % |
| 2025Q1 | 286 | +4 | 56,642,534 | +1.8 % |
| 2024Q4 | 282 | -7 | 55,667,594 | +0.2 % |
| 2024Q3 | 289 | -10 | 55,548,160 | -2.7 % |
| 2024Q2 | 299 | +15 | 57,102,071 | +15.5 % |
| 2024Q1 | 284 | -2 | 49,446,479 | -12.5 % |
| 2023Q4 | 286 | 56,494,095 |
Institutional managers
431 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.35 % | 6,739,554 | as of Mar 31, 2026 · SCHEDULE 13G |
| Wellington Management Group LLP and 2 others | 4.10 % | 5,212,095 | as 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