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
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 38915.6K $1.19 %0.00 %as of May 31, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 37415.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 34514.4K $0.12 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 31913.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 30012.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 29312.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 24810.5K $0.10 %0.00 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 2279.4K $0.26 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2148.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1917.9K $0.11 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1275.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust 1205K $0.09 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 1184.7K $0.02 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1094.6K $0.06 %0.00 %as of Jul 31, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 763.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 381.5K $0.13 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 371.5K $0.03 %0.00 %as of Jun 30, 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 ↗

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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