DE:9R4 / Phillips Edison & Company, Inc. - Proprietà istituzionale - Acquirenti

Phillips Edison & Company, Inc.
DE ˙ DB
33,20 € ↓ -0,40 (-1,19%)
2026-06-04
PREZZO DELLE AZIONI
Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Phillips Edison & Company, Inc. includono Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Investments Australia, Ltd., VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Global Advisers, LLC, Bridgeway Capital Management Inc, SummitTX Capital, L.P., Advisor OS, LLC, Perbak Capital Partners LLP, Erste Asset Management GmbH, Cambria Investment Management, L.P., Campbell & CO Investment Adviser LLC, Pensionfund DSM Netherlands, TCP Asset Management, LLC, Fieldview Capital Management, LLC, Sun Life Financial Inc, Pensionfund Sabic, Easterly Investment Partners Llc, e Lombard Odier Asset Management (USA) Corp .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
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2026-04-24 13F Root Financial Partners, LLC 233 9
2026-05-15 13F IHT Wealth Management, LLC 6.858 0,79 257 5,79
2026-04-22 13F Larry Mathis Financial Planning, LLC 5.544 207
2026-05-11 13F New Age Alpha Advisors, LLC 26.468 5,05 990 10,49
2026-05-13 13F Kennedy Capital Management, Inc. 496.709 42,09 18.587 49,48
2026-04-15 13F Exchange Traded Concepts, Llc 59.966 1.979,26 2.244 2.099,02
2026-05-06 13F Bessemer Group Inc 188.495 37,03 7 75,00
2026-05-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 80.462 25,99 3.011 32,54
2026-05-05 13F HighTower Advisors, LLC 44.509 38,78 1.666 46,05
2026-05-08 13F VANGUARD ASSET MANAGEMENT, Ltd 112.872 4.224
2026-05-11 13F Td Asset Management Inc 16.200 45,95 606 53,81
2026-05-04 13F Envestnet Asset Management Inc 17.953 40,89 672 48,12
2026-05-08 13F Vanguard Investments Australia, Ltd. 115.221 4.312
2026-05-15 13F Perbak Capital Partners LLP 22.835 854
2026-05-15 13F Charles Schwab Investment Management Inc 2.363.479 1,75 88.441 7,04
2026-05-11 13F Umb Bank N A/mo 895 13,58 33 17,86
2026-05-15 13F Jones Financial Companies Lllp 2.167 11,53 80 14,49
2026-05-08 13F Blair William & Co/il 16.403 48,97 614 56,78
2026-05-01 13F Fifth Third Bancorp 34.216 4.823,17 1.280 5.233,33
2026-05-15 13F Susquehanna Portfolio Strategies, LLC 44.890 8,92 1.680 14,61
2026-05-07 13F Swiss National Bank 248.900 0,48 9.314 5,71
2026-05-14 13F ExodusPoint Capital Management, LP 130.153 4.870
2026-05-04 13F Principal Financial Group Inc 612.129 2,03 22.906 7,33
2026-04-14 13F Kozak & Associates, Inc. 1.001 0,81 38 11,76
2026-05-13 13F Hudson Bay Capital Management LP 910.029 223,77 34.053 240,63
2026-05-14 13F Captrust Financial Advisors 15.005 561
2026-05-14 13F Kilter Group LLC 54 12,50 2 100,00
2026-05-15 13F Mars Jewett Financial Group, Inc. 27.221 1,48 1.019 0,69
2026-02-06 13F Global Retirement Partners, LLC 2.810 8,58 100 12,50
2026-05-15 13F FIL Ltd 3.305 18,59 124 24,24
2026-04-14 13F Wealthcare Advisory Partners LLC 9.700 0,28 363 5,23
2026-05-08 13F Vanguard Portfolio Management Llc 13.887.360 519.665
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3.242 53,50 121 61,33
2026-05-06 13F Deutsche Bank Ag\ 369.437 2,79 13.824 8,14
2026-04-22 13F Pictet Asset Management Holding SA 20.179 0,53 755 5,89
2026-05-07 13F Northwestern Mutual Wealth Management Co 3.860 34,73 144 42,57
2026-02-10 13F Norges Bank 1.991.837 70.850
2026-05-08 13F Pnc Financial Services Group, Inc. 33.220 541,81 1.243 575,54
2026-05-12 13F Jane Street Group, Llc 72.943 485,46 2.730 516,03
2026-04-15 13F Bayforest Capital Ltd 3.959 148
2026-05-08 13F Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 825.627 30.895
2026-05-07 13F EPG Wealth Management LLC 5.727 214
2026-05-13 13F Xponance, Inc. 11.935 19,35 447 25,63
2026-04-21 13F GHP Investment Advisors, Inc. 4 0
2026-05-19 13F Western Wealth Management, LLC 767 29
2026-05-13 13F Daiwa Securities Group Inc. 49.893 3,90 1.867 186.500,00
2026-04-30 13F Hsbc Holdings Plc 257.698 3,50 9.653 9,00
2026-05-15 13F Laird Norton Trust Company, Llc 7.098 0,47 266 5,56
2026-05-12 13F Invesco Ltd. 462.515 1,47 17.307 6,75
2026-05-15 13F Macquarie Group Ltd 89.857 0,13 3.362 5,33
2026-04-28 13F Raleigh Capital Management Inc. 9.290 0,88 348 6,12
2026-05-13 13F/A Jpmorgan Chase & Co 1.791.648 70,60 66.990 79,34
2026-04-24 13F IFM Investors Pty Ltd 20.501 0,71 767
2026-05-15 13F Van Eck Associates Corp 35.705 5,76 1 0,00
2026-05-15 13F D. E. Shaw & Co., Inc. 109.441 4.095
2026-05-13 13F Ensign Peak Advisors, Inc 12.647 63,88 473 72,63
2026-05-15 13F Integrated Wealth Concepts LLC 10.924 409
2026-05-08 13F Russell Investments Group, Ltd. 78.818 63,07 2.949 71,55
2026-05-13 13F Ubs Asset Management Americas Inc 2.580 275,00 97 300,00
2026-04-30 13F Kestra Advisory Services, LLC 90.594 51,12 3.390 59,01
2026-05-12 13F Vestcor Inc 24.769 1
2026-05-13 13F Nordea Investment Management Ab 231.706 130,31 8.638 141,73
2026-05-13 13F Prudential Financial Inc 129.720 10,10 4.854 15,82
2026-05-15 13F Tower Research Capital LLC (TRC) 9.486 357,60 355 384,93
2026-05-13 13F Martingale Asset Management L P 82.268 48,36 3.078 56,09
2026-05-12 13F Creative Planning 86.225 25,98 3.227 32,54
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 101.012 2,47 3.780 8,72
2026-05-14 13F JustInvest LLC 5.390 202
2026-05-14 13F Allworth Financial LP 7.951 1,34 298 6,45
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 868 32
2026-05-15 13F Sophron Capital Management L.P. 383.746 3,30 14.360 8,67
2026-05-01 13F Anchor Investment Management, LLC 2.139 80
2026-04-21 13F Gilpin Wealth Management, Llc 19 72,73 1
2026-02-13 13F Colony Group, LLC 28.308 4,25 1.007 8,05
2026-02-12 13F Johnson Financial Group, Inc. 0 0
2026-04-17 13F RFG Advisory, LLC 6.299 0,98 236 6,33
2026-05-04 13F Savant Capital, LLC 6.636 13,83 248 19,81
2026-05-13 13F Franklin Resources Inc 39.797 20,71 1.489 27,05
2026-05-15 13F Lazard Asset Management Llc 41.796 1,92 1.564 7,27
2026-04-13 13F True Wealth Design, LLC 636 0,79 24 4,55
2026-05-15 13F Amundi 93.525 11,99 3.500 17,81
2026-05-15 13F XTX Topco Ltd 7.337 275
2026-02-04 13F Virginia Retirement Systems Et Al 53.438 29,74 1.901 34,47
2026-05-14 13F Hrt Financial Lp 10.157 0
2026-05-14 13F Raymond James Financial Inc 137.165 31,03 5.133 37,85
2026-05-15 13F SummitTX Capital, L.P. 29.490 1.104
2026-05-21 13F Essential Partners LLC 370 5,11 14 8,33
2026-05-11 13F RWM Asset Management, LLC 2.940 110
2026-04-08 13F Lakeridge Wealth Management LLC 17.186 0,82 643 6,11
2026-04-06 13F GAMMA Investing LLC 4.953 53,96 185 62,28
2026-02-17 13F SageView Advisory Group, LLC 10.595 2,02 377 5,62
2026-05-15 13F Schonfeld Strategic Advisors LLC 25.307 947
2026-05-19 13F Silicon Valley Capital Partners 1.247 0,89 47 6,98
2026-04-01 13F Pensionfund Sabic 8.000 0
2026-04-06 13F Highline Wealth Partners Llc 2.514 0,28 94 5,62
2026-05-13 13F First Trust Advisors Lp 119.885 210,65 4.486 226,97
2026-05-13 13F Mariner, LLC 188.057 2,58 7.037 7,93
2026-05-01 13F Hantz Financial Services, Inc. 2.427 16,79 0
2026-05-13 13F Provident Investment Management, Inc. 29.895 33,04 1.119 39,92
2026-05-07 13F Cassaday & Co Wealth Management LLC 2.151 80
2026-05-15 13F Empowered Funds, LLC 6.446 241
2026-02-05 13F Tucker Asset Management Llc 4.716 168
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 59.268 0,99 2.218 6,23
2026-05-08 13F Vanguard Global Advisers, LLC 50.128 1.876
2026-05-07 13F Capital Performance Advisors Llp 43.172 0,98 1.615 6,25
2026-05-01 13F Diversify Wealth Management, Llc 34.583 4,50 1.376 19,24
2026-05-01 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 87.944 21,89 3.291 28,22
2026-05-14 13F Rockefeller Capital Management L.P. 2.815 19,53 105 26,51
2026-05-15 13F Geode Capital Management, Llc 3.545.092 2,99 132.678 8,35
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21.001 786
2026-05-11 13F Salomon & Ludwin, LLC 989 4,00 37 12,12
2026-05-15 13F/A Vanguard Capital Management Llc 5.695.294 213.118
2026-02-12 13F CIBC Private Wealth Group, LLC 10.023 0,46 357 4,09
2026-05-12 13F Bnp Paribas Arbitrage, Sa 37.174 5,59 1.391 11,10
2026-05-13 13F Capital Advisor Network LLC 683 26
2026-04-07 13F Signaturefd, Llc 320 142,42 12 175,00
2026-05-13 13F DRW Securities, LLC 8.183 306
2026-05-11 13F Citigroup Inc 165.409 2,65 6.190 7,99
2026-04-07 13F CoreCap Advisors, LLC 1.061 18,42 40 25,81
2026-05-15 13F Victory Capital Management Inc 39.099 3,37 1.463 8,77
2026-05-14 13F Jump Financial, LLC 7.730 289
2026-05-15 13F Squarepoint Ops LLC 53.814 2.014
2026-05-14 13F Neuberger Berman Group LLC 7.374 4,71 276 10,00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5.428 203
2026-05-06 13F VSM Wealth Advisory, LLC 109 0,93 4 33,33
2026-05-15 13F State of Tennessee, Treasury Department 50.085 1,07 1.874 4,40
2026-05-14 13F Rialto Wealth Management, LLC 29 93,33 1
2026-05-11 13F Easterly Investment Partners Llc 7.964 298
2026-05-15 13F Lombard Odier Asset Management (USA) Corp 7.492 280
2026-05-15 13F CI Private Wealth, LLC 80.625 3.017
2026-04-16 13F Kure Advisory, LLC 7.030 0,13 263 5,62
2026-04-28 13F Quent Capital, LLC 2.165 81
2026-05-11 13F Allstate Corp 36.472 1.365
2026-05-14 13F Algert Global Llc 292.900 17,86 11 25,00
2026-04-30 13F Resona Asset Management Co.,Ltd. 55.731 4,64 2.084 8,77
2026-05-15 13F Warren Averett Asset Management, LLC 35.466 0,76 1.327 6,08
2026-05-15 13F Kemnay Advisory Services Inc. 967 188,66 36 227,27
2026-04-01 13F Pensionfund DSM Netherlands 16.000 1
2026-05-06 13F Hartland & Co., LLC 636 287,80 24 360,00
2026-05-14 13F Horizon Investments, LLC 32.547 57,17 1.214 65,40
2026-04-06 13F Versant Capital Management, Inc 121 5
2026-05-15 13F Point72 Asset Management, L.P. 55.217 2.066
2026-05-13 13F Bank Of Montreal /can/ 12.541 9,76 469 15,52
2026-05-13 13F Natixis Advisors, L.p. 30.673 22,43 1
2026-04-21 13F Merkkuri Wealth Advisors LLC 60 2
2026-05-15 13F Ameriprise Financial Inc 947.321 27,57 35.450 34,20
2026-05-13 13F Quantbot Technologies LP 35.760 1.338
2026-05-15 13F Aqr Capital Management Llc 191.218 28,73 7.155 35,43
2026-04-08 13F First Heartland Consultants, Inc. 8.756 0,15 328 5,48
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 2.872 16,46 107 22,99
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 48.641 1.820
2026-05-01 13F Global Assets Advisory, LLC 1.382 52
2026-05-15 13F Susquehanna International Group, Llp 49.471 390,39 1.851 417,04
2026-05-08 13F Los Angeles Capital Management Llc 20.684 5,75 774 16,42
2026-05-11 13F UniSuper Management Pty Ltd 26.200 1,95 980 7,22
2026-04-29 13F Klp Kapitalforvaltning As 27.700 2,97 1.039 8,34
2026-05-11 13F Integrity Alliance, Llc. 5.617 210
2026-05-07 13F Rothschild Investment Llc 15.125 0,56 566 5,61
2026-05-14 13F Aspen Grove Capital, LLC 9.477 0,88 356 5,97
2026-04-28 13F Duff & Phelps Investment Management Co 1.801.516 0,73 67.413 5,97
2026-05-06 13F California Public Employees Retirement System 261.183 3,99 9.773 9,40
2026-04-15 13F Sage Capital Management, LLC 15.190 0,32 568 5,58
2026-05-15 13F Bridgeway Capital Management Inc 40.000 1.497
2026-04-27 13F Tsfg, Llc 3.553 0,88 0
2026-05-07 13F Dimensional Fund Advisors Lp 1.899.214 4,07 71.068 9,48
2026-05-15 13F Voloridge Investment Management, Llc 63.375 2.371
2026-05-15 13F California State Teachers Retirement System 148.020 23,37 5.539 29,79
2026-05-08 13F Cornerstone Financial Management LLC 49 2
2026-05-11 13F MCF Advisors LLC 6.009 72,77 226 81,45
2026-05-18 13F Arkadios Wealth Advisors 74.203 6,35 2.777 11,89
2026-05-06 13F Assetmark, Inc 14.259 34,66 534 41,76
2026-05-07 13F Metis Global Partners, LLC 32.960 10,76 1.233 16,54
2026-05-15 13F Alliancebernstein L.p. 183.124 6,54 6.514 6,54
2026-05-12 13F Three Bridge Wealth Advisors, LLC 6.237 0,10 234 5,41
2026-05-15 13F Plan A Wealth LLC 6.388 0,88 239 6,22
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 4.703 34,10 176
2026-05-12 13F Rhumbline Advisers 358.965 2,23 13.432 7,55
2026-05-14 13F Bare Financial Services, Inc 386 29,53 14 40,00
2026-05-14 13F Brown Brothers Harriman & Co 89 12,66 3 50,00
2026-05-14 13F Swiss Life Asset Management Ltd 7.174 22,99 268 29,47
2026-05-14 13F Cambria Investment Management, L.P. 16.887 632
2026-05-15 13F Campbell & CO Investment Adviser LLC 16.773 628
2026-05-08 13F Gsa Capital Partners Llp 11.827 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 15.267 50,93 571 59,05
2026-05-15 13F Goldman Sachs Group Inc 1.703.172 130,10 63.733 142,07
2026-05-15 13F Quantinno Capital Management LP 104.283 317,67 3.902 339,41
2026-05-05 13F Sanctuary Advisors, LLC 7.588 0,45 284 5,60
2026-05-15 13F MAI Capital Management 6.090 101,79 228 112,15
2026-05-15 13F Advisory Services Network, LLC 869 33
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 114.663 30,56 4.291 37,37
2026-05-13 13F Mackenzie Financial Corp 44.047 411,46 1.648 435,06
2026-05-11 13F Rossby Financial, LCC 3.063 1,56 114 6,54
2026-05-15 13F Canada Pension Plan Investment Board 3.296.673 225,92 123.362 242,87
2026-04-29 13F Hughes Financial Services, LLC 3 200,00 0
2026-05-15 13F Nissay Asset Management Corp /japan/ /adv 20.019 3,80 749 9,18
2026-05-13 13F BlackRock, Inc. 22.051.012 0,53 825.149 5,76
2026-05-14 13F Sun Life Financial Inc 10.630 0
2026-04-30 13F Teacher Retirement System Of Texas 48.560 136,19 1.817 148,56
2026-05-11 13F Nomura Asset Management Co Ltd 193.690 1,66 7.248 6,94
2026-05-12 13F CIBC Bancorp USA Inc. 16.636 23,50 619 33,98
2026-05-15 13F American Century Companies Inc 959.858 366,61 35.918 390,87
2026-05-14 13F Fieldview Capital Management, LLC 11.534 432
2026-05-15 13F Harbour Investments, Inc. 28.770 61,99 1.077 70,52
2026-04-10 13F TCP Asset Management, LLC 13.280 497
2026-05-12 13F Tower Bridge Advisors 6.350 238
2026-05-05 13F Newbridge Financial Services Group, Inc. 6.295 0,06 236 5,38
2026-04-15 13F Merit Financial Group, LLC 9.377 31,66 351 38,34
2026-05-15 13F Odyssean, LLC 38.372 84,41 1.436 93,92
2026-05-11 13F Erste Asset Management GmbH 19.100 714
2026-05-14 13F Arrowstreet Capital, Limited Partnership 483.308 34,36 18.085 41,36
2026-05-07 13F Advisor OS, LLC 24.085 901
2026-05-04 13F Hibernia Wealth Partners, LLC 9.868 0,69 369 6,03
2026-05-14 13F EP Wealth Advisors, Inc. 11.177 0,22 418 5,56
2026-05-15 13F Dynamic Technology Lab Private Ltd 16.682 624
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