Funds holding the stock
Sorted by market value, the list below shows funds with Phillips Edison & Company, Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Market value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Change % | Rel Volume | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 272.65 M USD | 0.30% | BlackRock, Inc. | Passive | Small cap | 0.06% | 90.74 B USD | 122.13 USD | +0.21% | 1.10 | +36.68% | |
| 192.19 M USD | 0.29% | The Vanguard Group, Inc. | Passive | Real estate | 0.13% | 33.88 B USD | 88.93 USD | −0.53% | 0.91 | +22.03% | |
| 118.03 M USD | 0.16% | BlackRock, Inc. | Passive | Small cap | 0.19% | 76.88 B USD | 248.71 USD | +0.59% | 0.95 | +49.13% | |
| 104.75 M USD | 0.06% | The Vanguard Group, Inc. | Passive | Small cap | 0.05% | 70.21 B USD | 259.72 USD | +0.50% | 0.76 | +48.79% | |
| 47.49 M USD | 0.06% | The Vanguard Group, Inc. | Passive | Extended market | 0.05% | 25.23 B USD | 210.59 USD | +0.68% | 0.49 | +65.02% | |
| 40.48 M USD | 0.30% | State Street Corp. | Passive | Small cap | 0.03% | 13.35 B USD | 47.82 USD | +0.17% | 0.82 | +37.00% | |
| 33.76 M USD | 0.06% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 33.39 B USD | 214.79 USD | +0.28% | 1.34 | +45.40% | |
| 33.33 M USD | 0.27% | BlackRock, Inc. | Passive | Small cap | 0.24% | 12.35 B USD | 184.42 USD | +0.42% | 0.69 | +42.31% | |
| 30.72 M USD | 0.36% | The Charles Schwab Corp. | Passive | Real estate | 0.07% | 8.61 B USD | 20.80 USD | −0.57% | 1.04 | +20.59% | |
| 29.52 M USD | 0.07% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 20.96 B USD | 301.24 USD | +0.86% | 0.98 | +53.22% | |
| 23.66 M USD | 0.35% | BlackRock, Inc. | Passive | Small cap | 0.18% | 6.8 B USD | 115.42 USD | +0.12% | 1.58 | +34.84% | |
| 22.09 M USD | 0.15% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 14.14 B USD | 100.90 USD | +0.63% | 1.02 | +49.90% | |
| 22 M USD | 0.11% | The Charles Schwab Corp. | Passive | Small cap | 0.04% | 19.44 B USD | 28.72 USD | +0.49% | 1.24 | +49.63% | |
| 19.17 M USD | 0.59% | FMR LLC | Active | Small cap | 0.28% | 3.26 B USD | 38.10 USD | +0.63% | 1.93 | +68.47% | |
| 16.92 M USD | 0.27% | BlackRock, Inc. | Passive | Small cap | 0.18% | 6.41 B USD | 143.46 USD | +0.15% | 1.61 | +37.63% | |
| 14.61 M USD | 0.35% | State Street Corp. | Passive | Small cap | 0.15% | 4.19 B USD | 93.03 USD | +0.27% | 0.86 | +34.95% | |
| 14.61 M USD | 0.30% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 3.18 B USD | 114.15 USD | +0.20% | 0.82 | +36.87% | |
| 13.47 M USD | 0.41% | BlackRock, Inc. | Passive | Real estate | 0.08% | 3.26 B USD | 56.77 USD | −0.53% | 1.09 | +27.29% | |
| 11.86 M USD | 0.28% | BlackRock, Inc. | Passive | Real estate | 0.14% | 4.24 B USD | 24.76 USD | −0.12% | 0.88 | +22.52% | |
| 9.53 M USD | 0.26% | State Street Corp. | Passive | Small cap | 0.15% | 3.66 B USD | 95.99 USD | +0.24% | 0.83 | +37.78% | |
| 8.57 M USD | 0.09% | The Charles Schwab Corp. | Passive | Small cap | 0.25% | 9.08 B USD | 31.93 USD | +0.38% | 0.95 | +44.37% | |
| 7.87 M USD | 0.46% | State Street Corp. | Passive | Real estate | 0.25% | 1.7 B USD | 99.29 USD | −0.52% | 0.42 | +27.64% | |
| 7.41 M USD | 0.06% | BlackRock, Inc. | Passive | Small cap | 0.24% | 13.38 B USD | 324.28 USD | +0.79% | 0.85 | +55.34% | |
| 7.38 M USD | 0.25% | Dimensional Holdings, Inc. | Active | Real estate | 0.22% | 2.91 B USD | 26.20 USD | −0.27% | 2.24 | +7.10% | |
| 6.89 M USD | 0.15% | State Street Corp. | Passive | Small cap | 0.30% | 4.54 B USD | 73.26 USD | +0.56% | 0.97 | +47.86% | |
| 6.21 M USD | 0.25% | HSBC Holdings Plc | Passive | Real estate | 0.37% | 696.33 M USD | 27.425 USD | +0.27% | 9.18 | +9.14% | |
| 6.21 M USD | 0.25% | HSBC Holdings Plc | Passive | Real estate | 0.37% | 1.7 B USD | 1,664.5 GBX | +0.33% | 0.19 | +11.18% | |
| 6.21 M USD | 0.25% | HSBC Holdings Plc | Passive | Real estate | 0.27% | 112.43 M USD | 21.810 CHF | +0.09% | 0.69 | +3.25% | |
| 5.95 M USD | 0.29% | BlackRock, Inc. | Passive | Small cap | 0.40% | 2.03 B USD | 7,473 GBX | +0.62% | 0.70 | +22.53% | |
| 5.81 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.03% | 79.3 B USD | 147.36 USD | +0.77% | 0.95 | +80.99% | |
| 5.37 M USD | 0.38% | Dimensional Holdings, Inc. | Active | Real estate | 0.19% | 1.4 B USD | 22.82 USD | −0.57% | 1.48 | +1.62% | |
| 5.2 M USD | 0.34% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 1.49 B USD | 99.87 USD | +0.29% | 0.49 | +35.17% | |
| 4.52 M USD | 0.22% | BlackRock, Inc. | Passive | Small cap | 0.43% | 2.08 B USD | 596.0 USD | +0.66% | 1.22 | +43.01% | |
| 4.25 M USD | 0.44% | JPMorgan Chase & Co. | Passive | Real estate | 0.11% | 955.61 M USD | 93.31 USD | −0.46% | 1.28 | +26.61% | |
| 4.24 M USD | 0.17% | FMR LLC | Active | Large cap | 0.18% | 2.56 B USD | 34.60 USD | +0.25% | 1.44 | +49.90% | |
| 4.07 M USD | 0.28% | BlackRock, Inc. | Passive | Real estate | 0.59% | 960.1 M USD | 1,785.0 GBX | +0.20% | 1.00 | +8.42% | |
| 4.07 M USD | 0.28% | BlackRock, Inc. | Passive | Real estate | 0.64% | 74.02 M USD | 5.897 EUR | +0.48% | 1.02 | +13.81% | |
| 4.07 M USD | 0.28% | BlackRock, Inc. | Passive | Real estate | 0.59% | 322.56 M USD | 5.985 USD | +0.49% | 1.37 | +19.38% | |
| 4.07 M USD | 0.28% | BlackRock, Inc. | Passive | Real estate | 0.64% | 81.84 M USD | 4.9270 GBP | +0.57% | 3.88 | +18.98% | |
| 3.98 M USD | 0.21% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 1.88 B USD | 34.35 USD | −0.12% | 1.03 | +32.42% | |
| 3.96 M USD | 0.19% | BlackRock, Inc. | Passive | Small cap | 0.17% | 2.07 B USD | 46.28 USD | +0.39% | 0.76 | +47.76% | |
| 3.48 M USD | 0.13% | Invesco Ltd. | Passive | Extended market | 0.34% | 2.64 B USD | 46.62 USD | +0.56% | 1.09 | +53.65% | |
| 3.43 M USD | 0.05% | BlackRock, Inc. | Passive | Small cap | 0.35% | 7.2 B USD | 9.066 USD | +0.86% | 0.61 | +51.29% | |
| 3.41 M USD | 0.30% | State Street Corp. | Passive | Real estate | 0.50% | 1.13 B USD | 45.40 USD | −0.37% | 0.71 | +24.03% | |
| 3.39 M USD | 0.31% | FMR LLC | Passive | Real estate | 0.08% | 1.09 B USD | 27.00 USD | −0.52% | 0.75 | +21.75% | |
| 3.19 M USD | 0.15% | Deutsche Bank AG | Passive | Small cap | 0.30% | 2.08 B USD | 316.20 EUR | +0.38% | 3.37 | +33.37% | |
| 3.01 M USD | 2.06% | ORIX Corp. | Passive | Small cap | 0.60% | 146.77 M USD | 31.99 USD | +0.40% | 0.01 | +9.52% | |
| 2.89 M USD | 0.15% | FMR LLC | Passive | Extended market | 0.15% | 1.91 B USD | 44.75 USD | +0.47% | 0.60 | +50.22% | |
| 2.84 M USD | 1.18% | Invesco Ltd. | Passive | Small cap | 0.25% | 239.69 M USD | 47.64 USD | −0.29% | 1.36 | +15.51% | |
| 2.45 M USD | 0.45% | BlackRock, Inc. | Passive | Real estate | 0.40% | 547.19 M USD | 2,171.5 GBX | +0.18% | 1.33 | +9.75% | |
| 2.39 M USD | 0.26% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 891.73 M USD | 163.49 USD | +0.46% | 0.65 | +43.18% | |
| 2.26 M USD | 0.16% | Mirae Asset Global Investments Co., Ltd. | Passive | Small cap | 0.08% | 1.44 B USD | 98.11 USD | +0.86% | 1.11 | +13.15% | |
| 2.18 M USD | 0.26% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 851.12 M USD | 123.59 USD | +0.17% | 1.46 | +37.76% | |
| 2.17 M USD | 0.47% | Vert Asset Management LLC | Active | Real estate | 0.45% | 463.59 M USD | 10.37 USD | +0.14% | 1.24 | +28.05% | |
| 1.99 M USD | 0.10% | JPMorgan Chase & Co. | Passive | Mid cap | 0.07% | 1.99 B USD | 107.41 USD | +0.65% | 1.53 | +54.79% | |
| 1.98 M USD | 0.09% | JPMorgan Chase & Co. | Active | Extended market | 0.24% | 2.11 B USD | 64.85 USD | +0.40% | 1.18 | +47.34% | |
| 1.91 M USD | 0.29% | Manulife Financial Corp. | Passive | Small cap | 0.42% | 649.67 M USD | 42.74 USD | +0.46% | 0.43 | +44.72% | |
| 1.86 M USD | 0.24% | SAS Rue la Boétie | Passive | Real estate | 0.31% | 61.52 M USD | 50.20 EUR | +0.36% | 3.99 | +9.25% | |
| 1.86 M USD | 0.24% | SAS Rue la Boétie | Passive | Real estate | 0.24% | 350.07 M USD | 63.325 EUR | +0.36% | 1.51 | +9.25% | |
| 1.8 M USD | 0.61% | BlackRock, Inc. | Passive | Small cap | 0.20% | 295.16 M USD | 43.55 USD | −0.05% | 0.83 | +34.99% | |
| 1.66 M USD | 0.25% | American Century Cos., Inc. | Active | Real estate | 0.17% | 661.53 M USD | 43.29 USD | −0.05% | 4.31 | +19.34% | |
| 1.46 M USD | 0.20% | UBS Group AG | Passive | Small cap | 0.23% | 23.59 M USD | 835.6 GBX | +0.69% | 1.69 | +29.55% | |
| 1.46 M USD | 0.20% | UBS Group AG | Passive | Small cap | 0.20% | 701.83 M USD | 10.116 EUR | +0.56% | 0.93 | +29.16% | |
| 1.46 M USD | 0.71% | State Street Corp. | Passive | Small cap | 0.12% | 206.61 M USD | 135.48 USD | +0.46% | 1.58 | +37.49% | |
| 1.33 M USD | 0.26% | JPMorgan Chase & Co. | Passive | Small cap | 0.29% | 517.49 M USD | 51.01 USD | +0.33% | 0.75 | +39.11% | |
| 1.29 M USD | 0.38% | State Street Corp. | Passive | Real estate | 0.20% | 336.93 M USD | 21.67 AUD | −0.55% | 0.52 | +24.64% | |
| 1.27 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.20% | 17.99 B USD | 383.31 USD | +0.75% | 0.72 | +81.15% | |
| 1.24 M USD | 0.01% | FMR LLC | Passive | Total market | 0.21% | 9.26 B USD | 90.62 USD | +1.36% | 1.69 | +120.45% | |
| 1.22 M USD | 0.28% | Van Eck Associates Corp. | Passive | Real estate | 0.43% | 429.94 M USD | 15.64 AUD | −0.19% | 0.65 | +16.22% | |
| 1.07 M USD | 0.05% | The Vanguard Group, Inc. | Passive | Small cap | 0.32% | — | 74.69 AUD | +0.47% | 0.53 | +54.10% | |
| 1.07 M USD | 0.18% | Franklin Resources, Inc. | Passive | Total market | 0.27% | 575.98 M USD | 40.46 USD | −0.26% | 1.09 | +19.41% | |
| 987.94 K USD | 0.29% | State Street Corp. | Passive | Real estate | 0.40% | 293.31 M USD | 35.05 USD | +0.07% | 0.39 | +22.04% | |
| 987.94 K USD | 0.29% | State Street Corp. | Passive | Real estate | 0.40% | 44.43 M USD | 17.776 EUR | +0.52% | 0.03 | +9.67% | |
| 980.95 K USD | 0.01% | The Vanguard Group, Inc. | Passive | Total market | 0.09% | 11.76 B USD | 119.95 USD | +0.91% | 0.76 | +86.94% | |
| 961.09 K USD | 0.27% | BlackRock, Inc. | Passive | Real estate | 0.15% | 354.93 M USD | 26.48 AUD | 0.00% | 1.49 | +4.94% | |
| 833.92 K USD | 0.01% | State Street Corp. | Passive | Total market | 0.03% | 11.95 B USD | 81.95 USD | +0.70% | 0.82 | +80.02% | |
| 826.09 K USD | 0.05% | Invesco Ltd. | Passive | Small cap | 0.39% | 1.58 B USD | 49.58 USD | +0.29% | 1.28 | +44.21% | |
| 728.41 K USD | 0.34% | Invesco Ltd. | Passive | Small cap | 0.15% | 212.48 M USD | 28.83 USD | +0.25% | 0.44 | +38.99% | |
| 702.94 K USD | 0.05% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 1.15 B USD | 237.61 USD | +0.93% | 0.38 | +55.92% | |
| 689.28 K USD | 0.09% | BlackRock, Inc. | Passive | Small cap | 0.06% | 811.12 M USD | 55.63 USD | +0.94% | 0.81 | +58.19% | |
| 584.1 K USD | 0.39% | AJM Ventures LLC | Passive | Real estate | 0.49% | 148.52 M USD | 27.27 USD | −0.47% | 1.07 | +25.02% | |
| 580.08 K USD | 0.29% | Nomura Holdings, Inc. | Passive | Real estate | 0.17% | 199.08 M USD | 1,465 JPY | +0.55% | 0.33 | +45.33% | |
| 531.77 K USD | 0.45% | SAS Rue la Boétie | Passive | Small cap | 0.35% | 120.08 M USD | 75.25 USD | −0.88% | 3.75 | +3.67% | |
| 508.53 K USD | 0.06% | WisdomTree, Inc. | Passive | Mid cap | 0.38% | 821.51 M USD | 67.60 USD | +0.16% | 2.94 | +46.74% | |
| 475.98 K USD | 0.11% | The Toronto-Dominion Bank | Active | Extended market | 0.46% | 432.77 M USD | 25.68 CAD | +0.63% | 0.69 | +51.73% | |
| 469.56 K USD | 0.15% | UBS Group AG | Passive | Small cap | 0.20% | 304.36 M USD | 193.84 USD | +0.45% | 0.04 | +36.65% | |
| 445.79 K USD | 0.07% | BlackRock, Inc. | Passive | Small cap | 0.06% | 578.63 M USD | 69.07 USD | +0.32% | 0.77 | +43.55% | |
| 418.43 K USD | 0.16% | Invesco Ltd. | Passive | Small cap | 0.45% | 264.66 M USD | 109.46 EUR | +0.85% | 0.46 | +33.88% | |
| 388.94 K USD | 0.05% | State Street Corp. | Passive | Small cap | 0.30% | 810.65 M USD | 79.32 USD | +0.55% | 0.29 | +55.31% | |
| 387.67 K USD | 0.35% | BlackRock, Inc. | Passive | Small cap | 0.12% | 110.08 M USD | 43.29 USD | +0.41% | 0.71 | +36.87% | |
| 375.81 K USD | 0.05% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 735.45 M USD | 76.91 USD | +0.72% | 1.05 | +47.11% | |
| 366.36 K USD | 0.05% | BlackRock, Inc. | Passive | Small cap | 0.30% | 770.67 M USD | 30.43 USD | +0.64% | 0.52 | — | |
| 356.5 K USD | 0.10% | ProShare Advisors LLC | Passive | Small cap | 0.95% | 372.68 M USD | 55.24 USD | +1.77% | 0.96 | +52.95% | |
| 340.9 K USD | 2.13% | ORIX Corp. | Active | Small cap | 0.80% | 15.96 M USD | 20.65 USD | +0.30% | 0.02 | −5.24% | |
| 331.18 K USD | 0.17% | Legal & General Group Plc | Passive | Small cap | 0.30% | 202.18 M USD | 119.28 USD | +0.42% | 0.01 | +47.01% | |
| 304.67 K USD | 0.12% | ProShare Advisors LLC | Passive | Small cap | 0.95% | 260.75 M USD | 48.28 USD | +1.09% | 1.13 | +60.15% | |
| 299.18 K USD | 1.03% | AJM Ventures LLC | Active | Extended market | 0.80% | 28.7 M USD | 36.08 USD | −0.10% | 0.96 | +22.66% | |
| 273.58 K USD | 0.02% | WisdomTree, Inc. | Passive | Total market | 0.28% | 1.48 B USD | 84.61 USD | −0.07% | 2.09 | +50.34% | |
| 254.48 K USD | 0.30% | Bank of Montreal | Passive | Small cap | 0.23% | 71.45 M USD | 44.97 CAD | +0.58% | 3.09 | +36.52% | |
| 254.48 K USD | 0.30% | Bank of Montreal | Passive | Small cap | 0.24% | 8.58 M USD | 39.41 CAD | +0.84% | 0.00 | +24.35% |