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Phillips Edison & Company, Inc. 13F holders

Of the 44 funds followed here, 9 reported a position in Phillips Edison & Company, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 4.2 million shares worth $175.7 million, 0.0% of its reported book. New this quarter: Two Sigma Investments.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC4,220,531$175.7 million0.0%+87,939added30 June 202613F
Geode Capital Management3,767,699$156.8 million0.0%+222,607added30 June 202613F
Norges Bank1,652,337$68.8 million0.0%held30 June 202613F
Alyeska969,995$40.4 million0.1%+912,698added30 June 202613F
Renaissance Technologies681,402$28.4 million0.0%+288,400added30 June 202613F
Millennium Management231,934$9.7 million0.0%+114,995added30 June 202613F
Point72 Asset Management36,228$1.5 million0.0%-18,989trimmed30 June 202613F
Two Sigma Investments11,689$486,4960.0%+11,689new30 June 202613F
Citadel Advisors9,900$412,0380.0%-115,093trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
15 May 202613G/AWellington Management Group LLP and 5 others5.2 million4.1%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other6.7 million5.3%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
10 February 202613GWellington Management Group LLP and 5 others6.3 million5.0%31 December 2025passive, institutional (13d-1(b))EDGAR
5 February 202613GVanguard Portfolio Management and 1 other13.6 million10.8%30 January 2026passive, institutional (13d-1(b))EDGAR
12 November 202513G/AWellington Management Group LLP and 5 others6.0 million4.8%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
14 September 202645$38.41SEC
11 September 20263$38.72SEC
3 September 202655$39.21SEC
2 September 202655$38.92SEC
1 September 2026132$38.65SEC
28 August 2026188$39.22SEC
25 August 2026682$39.63SEC
20 August 202642$39.88SEC
17 August 2026442$40.50SEC
13 August 202633$40.14SEC
12 August 202665$39.66SEC
6 August 2026105$41.58SEC
4 August 2026340$42.20SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 682 on 25 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to PECO by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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