PECONasdaqReal Estate Investment TrustsFiscal year ends December 31
Phillips Edison & Company, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 24, 2026
$37.79−0.42 (-1.10%)
Close on Oct 19, 2026
- Market cap
- $5.26B
- P/E (TTM)
- 34.0
- Dividend yield
- 3.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.4%
115M of 129M shares
Institutional holders
444
51 new, 40 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Company LLP | 7,045,741 | 5.30% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 6,739,554 | 5.35% | 13G (passive) | Mar 31, 2026 |
| Wellington Management Group LLP | 6,308,034 | 5.00% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 21,259,846 | 17.80% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 13,612,487 | 10.82% | 13G (passive) | Jan 30, 2026 |
| State Street Corporation | – | 5.58% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PECO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,307,528 | 18.11% | $970.06M | +1,256,516 | 0.01% |
| Vanguard Portfolio Management LLC | 14,398,478 | 11.19% | $599.26M | +511,118 | 0.03% |
| State Street Corp | 7,290,689 | 5.66% | $304.20M | +161,064 | 0.01% |
| Vanguard Capital Management LLC | 5,728,291 | 4.45% | $238.41M | +32,997 | 0.01% |
| FMR LLC | 4,220,531 | 3.28% | $175.66M | +87,939 | 0.01% |
| Wellington Management Group Llp | 4,011,362 | 3.12% | $166.95M | −1,200,733 | 0.03% |
| Geode Capital Management, LLC | 3,767,699 | 2.93% | $156.84M | +222,607 | 0.01% |
| Canada Pension Plan Investment Board | 3,351,653 | 2.60% | $139.50M | +54,980 | 0.08% |
| Goldman Sachs Group Inc | 2,939,127 | 2.28% | $122.33M | +1,235,955 | 0.01% |
| Charles Schwab Investment Management Inc | 2,468,884 | 1.92% | $102.75M | +105,405 | 0.01% |
| Northern Trust Corp | 2,346,911 | 1.82% | $97.68M | +856,424 | 0.01% |
| Duff & Phelps Investment Management Co | 2,006,105 | 1.56% | $83.49M | +204,589 | 0.79% |
| JPMorgan Chase & Co | 1,928,640 | 1.50% | $81.68M | +136,992 | 0.00% |
| Dimensional Fund Advisors LP | 1,917,053 | 1.49% | $79.79M | +17,839 | 0.01% |
| Norges Bank | 1,652,337 | 1.28% | $68.77M | New | 0.01% |
| Bank Of America Corp /De/ | 1,123,351 | 0.87% | $46.75M | +569,574 | 0.00% |
| Bank of New York Mellon Corp | 998,094 | 0.78% | $41.54M | +55,482 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 994,906 | 0.77% | $41.41M | +511,598 | 0.02% |
| Alyeska Investment Group, L.P. | 969,995 | 0.75% | $40.37M | +912,698 | 0.10% |
| Ameriprise Financial Inc | 946,006 | 0.74% | $39.37M | −1,315 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 444 | 115M | 89.4% | 51 / 174 | 133 / 40 | 14M | 7M |
| Q1 2026 | 441 | 108M | 84.3% | 63 / 151 | 155 / 34 | 29M | 10M |
| Q4 2025 | 417 | 109M | 84.7% | 63 / 154 | 129 / 40 | 11M | 7M |
| Q3 2025 | 402 | 105M | 81.9% | 40 / 129 | 155 / 51 | 8M | 11M |
| Q2 2025 | 420 | 108M | 84.0% | 52 / 161 | 131 / 31 | 8M | 5M |
| Q1 2025 | 404 | 105M | 81.8% | 45 / 135 | 141 / 35 | 7M | 4M |
| Q4 2024 | 403 | 103M | 79.8% | 50 / 144 | 127 / 43 | 6M | 4M |
| Q3 2024 | 402 | 101M | 78.5% | 59 / 113 | 145 / 26 | 28M | 4M |
| Q2 2024 | 373 | 98M | 76.4% | 48 / 112 | 141 / 32 | 7M | 10M |
| Q1 2024 | 363 | 101M | 78.8% | 31 / 120 | 130 / 46 | 7M | 6M |
| Q4 2023 | 381 | 101M | 78.2% | 57 / 117 | 127 / 28 | 8M | 5M |
| Q3 2023 | 359 | 99M | 76.8% | 30 / 106 | 140 / 33 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PECO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7,590,943 | 5.90% | $315.94M | 0.28% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 4,791,586 | 3.72% | $203.59M | 0.28% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,995,993 | 3.10% | $166.31M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,304,957 | 2.57% | $137.55M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,890,560 | 2.25% | $120.31M | 0.06% | Jun 30, 2026 |
| Vanguard Explorer Fund | 2,096,687 | 1.63% | $89.09M | 0.40% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,442,550 | 1.12% | $60.04M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,413,918 | 1.10% | $60.08M | 0.18% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,205,066 | 0.94% | $50.15M | 0.35% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,154,540 | 0.90% | $48.05M | 0.28% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 915,249 | 0.71% | $38.09M | 0.06% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 889,634 | 0.69% | $35.72M | 0.36% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 889,342 | 0.69% | $37.01M | 0.64% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 841,838 | 0.65% | $35.04M | 0.31% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 840,947 | 0.65% | $35.73M | 0.33% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey Edison | Chairman and CEO, Director | 373,858 | 0.29% | Mar 3, 2026 |
| John P. Caulfield | CFO, EVP & Treasurer | 22,326 | 0.02% | Mar 3, 2026 |
| Robert F. Myers | President | 29,013 | 0.02% | Mar 3, 2026 |
| Jennifer L. Robison | Chief Accounting Officer & SVP | 36,901 | 0.03% | Mar 3, 2026 |
| Tanya Brady | EVP, GC & Secretary | 16,860 | 0.01% | Mar 3, 2026 |
| Joseph Schlosser | EVP, Chief Operating Officer | 25,218 | 0.02% | Mar 3, 2026 |
| Jane Silfen | Director | 24,758 | 0.02% | May 14, 2026 |
| Anthony E. Terry | Director | 11,238 | 0.01% | May 14, 2026 |
| Parilee Edison Wang | Director | 22,214 | 0.02% | May 14, 2026 |
| John A. Strong | Director | 27,151 | 0.02% | May 14, 2026 |
| Leslie T. Chao | Director | 55,180 | 0.04% | May 14, 2026 |
| Stephen R. Quazzo | Director | 129,401 | 0.10% | May 14, 2026 |
| Gregory S. Wood | Director | 30,222 | 0.02% | May 14, 2026 |
| Devin Ignatius Murphy | Director | 32,469 | 0.03% | May 14, 2026 |
| Elizabeth Fischer | Director | 24,758 | 0.02% | May 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John A. Strong Director | May 12, 2026 | Award | +2,901 | – | – | 27,151 |
| Gregory S. Wood Director | May 12, 2026 | Award | +2,901 | – | – | 30,222 |
| Stephen R. Quazzo Director | May 12, 2026 | Award | +2,901 | – | – | 50,336 |
| Elizabeth Fischer Director | May 12, 2026 | Award | +2,901 | – | – | 24,758 |
| Anthony E. Terry Director | May 12, 2026 | Award | +2,901 | – | – | 11,238 |
| Jane Silfen Director | May 12, 2026 | Award | +2,901 | – | – | 24,758 |
| Leslie T. Chao Director | May 12, 2026 | Award | +2,901 | – | – | 54,981 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2026 | Award | +3,564 | – | – | 36,901 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2026 | Tax withholding | −891 | $39.28 | $35.00K | 36,010 |
| Joseph Schlosser EVP, Chief Operating Officer | Mar 1, 2026 | Tax withholding | −633 | $39.28 | $24.86K | 25,218 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Feb 4, 2026 | Award | +1,522 | – | – | 33,589 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Feb 4, 2026 | Tax withholding | −252 | $37.22 | $9.38K | 33,337 |
| Joseph Schlosser EVP, Chief Operating Officer | Feb 4, 2026 | Tax withholding | −168 | $37.22 | $6.25K | 25,851 |
| Joseph Schlosser EVP, Chief Operating Officer | Feb 4, 2026 | Award | +1,018 | – | – | 26,019 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Dec 31, 2025 | Tax withholding | −470 | $35.57 | $16.72K | 32,067 |
| Joseph Schlosser EVP, Chief Operating Officer | Dec 31, 2025 | Tax withholding | −314 | $35.57 | $11.17K | 25,001 |
| John A. Strong Director | May 1, 2025 | Award | +3,290 | – | – | 24,250 |
| Jane Silfen Director | May 1, 2025 | Award | +3,290 | – | – | 21,857 |
| Leslie T. Chao Director | May 1, 2025 | Award | +3,290 | – | – | 52,080 |
| Stephen R. Quazzo Director | May 1, 2025 | Award | +3,290 | – | – | 47,435 |
| Gregory S. Wood Director | May 1, 2025 | Award | +3,290 | – | – | 27,321 |
| Anthony E. Terry Director | May 1, 2025 | Award | +3,290 | – | – | 8,337 |
| Elizabeth Fischer Director | May 1, 2025 | Award | +3,290 | – | – | 21,857 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2025 | Award | +3,405 | – | – | 33,191 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2025 | Tax withholding | −654 | $37.20 | $24.33K | 32,537 |
| Joseph Schlosser EVP, Chief Operating Officer | Mar 1, 2025 | Tax withholding | −632 | $37.20 | $23.51K | 25,315 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Jan 29, 2025 | Award | +2,839 | – | – | 30,269 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Jan 29, 2025 | Tax withholding | −483 | $36.29 | $17.53K | 29,786 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Jan 1, 2025 | Tax withholding | −282 | $37.46 | $10.56K | 27,430 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Dec 31, 2024 | Tax withholding | −239 | $37.46 | $8.95K | 27,712 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Jul 15, 2024 | Tax withholding | −826 | $33.81 | $27.93K | 27,951 |
| Anthony E. Terry Director | Apr 30, 2024 | Award | +3,364 | – | – | 5,047 |
| Gregory S. Wood Director | Apr 30, 2024 | Award | +3,364 | – | – | 24,031 |
| John A. Strong Director | Apr 30, 2024 | Award | +3,364 | – | – | 20,960 |
| Stephen R. Quazzo Director | Apr 30, 2024 | Award | +3,364 | – | – | 44,145 |
| Jane Silfen Director | Apr 30, 2024 | Award | +3,364 | – | – | 18,567 |
| Elizabeth Fischer Director | Apr 30, 2024 | Award | +3,364 | – | – | 18,567 |
| Leslie T. Chao Director | Apr 30, 2024 | Award | +3,364 | – | – | 48,790 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2024 | Award | +3,292 | – | – | 28,029 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2024 | Award | +1,406 | – | – | 29,435 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Mar 1, 2024 | Tax withholding | −658 | $35.51 | $23.37K | 28,777 |
| John P. Caulfield CFO, EVP & Treasurer | Jan 1, 2024 | Tax withholding | −407 | $36.48 | $14.85K | 22,326 |
| Jeffrey Edison Chairman and CEO, Director | Jan 1, 2024 | Tax withholding | −2,860 | $36.48 | $104.33K | 217,750 |
| Tanya Brady EVP, GC & Secretary | Jan 1, 2024 | Tax withholding | −161 | $36.48 | $5.87K | 16,860 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Jan 1, 2024 | Tax withholding | −497 | $36.48 | $18.13K | 24,737 |
| Robert F. Myers President | Jan 1, 2024 | Tax withholding | −897 | $36.48 | $32.72K | 28,469 |
| John P. Caulfield CFO, EVP & Treasurer | Dec 31, 2023 | Tax withholding | −1,459 | $36.48 | $53.22K | 22,733 |
| Jeffrey Edison Chairman and CEO, Director | Dec 31, 2023 | Tax withholding | −14,222 | $36.48 | $518.82K | 220,610 |
| Tanya Brady EVP, GC & Secretary | Dec 31, 2023 | Tax withholding | −878 | $36.48 | $32.03K | 17,021 |
| Jennifer L. Robison Chief Accounting Officer & SVP | Dec 31, 2023 | Tax withholding | −338 | $36.48 | $12.33K | 25,234 |
| Robert F. Myers President | Dec 31, 2023 | Tax withholding | −3,622 | $36.48 | $132.13K | 29,366 |
| Anthony E. Terry Director | Oct 30, 2023 | Award | +1,683 | – | – | 1,683 |
| John P. Caulfield CFO, EVP & Treasurer | Aug 4, 2023 | Award | +3,080 | – | – | 24,620 |
| John P. Caulfield CFO, EVP & Treasurer | Aug 4, 2023 | Tax withholding | −428 | $35.53 | $15.21K | 24,192 |
| Jeffrey Edison Chairman and CEO, Director | Aug 4, 2023 | Tax withholding | −6,190 | $35.53 | $219.93K | 234,832 |
| Jeffrey Edison Chairman and CEO, Director | Aug 4, 2023 | Award | +27,300 | – | – | 241,022 |
| Tanya Brady EVP, GC & Secretary | Aug 4, 2023 | Tax withholding | −254 | $35.53 | $9.02K | 17,899 |
| Tanya Brady EVP, GC & Secretary | Aug 4, 2023 | Award | +1,680 | – | – | 18,153 |
| Robert F. Myers Chief Operating Officer & EVP | Aug 4, 2023 | Award | +8,400 | – | – | 34,157 |
| Robert F. Myers Chief Operating Officer & EVP | Aug 4, 2023 | Tax withholding | −1,169 | $35.53 | $41.53K | 32,988 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.