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Of the 11 tracked institutions holding PECO, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.7pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, PECO (PHILLIPS EDISON & CO INC) is held with a combined value of $2.40B across 60,569,361 shares. The largest holder is BlackRock, Inc. with a position worth $970.06M (0.01% of their portfolio). 7 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$2.40B
Total Shares Held
60,569,361
Institutional Holders
11
% of Shares Outstanding
47.1%
of 128.70M shares · SEC 2026-07-17
Days to Cover
6.3+16.2%
4.59M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 47.1% of PECO's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-17), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $970.06M | 0.01% | +5.7% |
| 2 | VANGUARD GROUP INC | $719.08M | 0.01% | -0.6% |
| 3 | STATE STREET CORP | $304.20M | 0.01% | +2.3% |
| 4 | FMR LLC | $175.66M | 0.01% | +2.1% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $166.95M | 0.03% | -23.0% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $28.36M | 0.04% | +73.4% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $9.87M | 0.00% | +24.0% |
| 8 | MILLENNIUM MANAGEMENT LLC | $9.65M | 0.01% | +98.3% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $7.70M | 0.01% | -58.9% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $6.31M | 0.00% | +17.6% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Aug 4, 2025 |
| Lisa McClain | Buy | Jul 16, 2025 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of PECO with a position worth $970.06M, representing 0.01% of their portfolio. In total, 11 institutional investors hold PECO with a combined value of $2.40B.
Institutional investors hold $2.40B worth of PECO stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $970.06M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PECO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their PECO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$38.96
2026-09-04
YTD
+10.5%
53% of 52-week range