Phillips Edison & Company, Inc.
Total Trades
2
Buys
1
Sells
1
Largest Trade
$100K–$500K
Insiders
2
Institutional Funds
353
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| CHAO LESLIE T | Director | BUY | $100K–$500K | 10K | $29.18 | May 18, 2023 |
| Massey Paul | Director | SELL | $100K–$500K | 10K | $31.42 | Nov 23, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 353 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 7.2M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 3.0M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.3M | $1M+ | SH |
| NORGES BANK | 2.0M | $1M+ | SH |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.8M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.7M | $1M+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 1.5M | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.1M | $1M+ | SH |
| Cetera Investment Advisers | 753K | $1M+ | SH |
| PRINCIPAL FINANCIAL GROUP INC | 594K | $1M+ | SH |
| Alyeska Investment Group, L.P. | 545K | $1M+ | SH |
| Verition Fund Management LLC | 513K | $1M+ | SH |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 490K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 399K | $1M+ | SH |
| Jain Global LLC | 395K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 360K | $1M+ | SH |
| LPL Financial LLC | 356K | $1M+ | SH |
| RHUMBLINE ADVISERS | 351K | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 350K | $1M+ | SH |
| Cambridge Investment Research Advisors, Inc. | 334K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G · Feb 10, 2026
5.0%
6.3M shares
SC 13G · Feb 5, 2026
10.8%
13.6M shares
Wellington Management Group LLP
SC 13G/A · Nov 12, 2025
4.8%
6.0M shares
Wellington Management Group LLP
SC 13G/A · May 12, 2025
5.6%
7.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
15.7%
18.8M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G · Jan 29, 2024
5.6%
0 shares
SC 13G/A · Jan 19, 2024
17.8%
21.3M shares
SC 13G/A · Jul 7, 2023
18.1%
21.3M shares
Janus Henderson Group plc EIN #00-0000000
SC 13G/A · Feb 9, 2023
0.8%
980K shares
SC 13G · Jan 24, 2023
9.5%
11.1M shares
SC 13G/A · Jan 19, 2023
0.6%
722K shares
The Vanguard Group - 23-1945930
SC 13G/A · Jun 9, 2022
14.5%
16.5M shares
SC 13G · Mar 11, 2022
6.5%
7.3M shares
SC 13G/A · Mar 9, 2022
1.1%
1.2M shares
Janus Henderson Group plc EIN #00-0000000
SC 13G · Feb 11, 2022
7.9%
1.6M shares
SC 13D/A · Jan 27, 2022
7.2%
8.8M shares