Phillips Edison & Co (PECO)

• Market cap: $4.8B
• 1 day: -0.28%
• 5 days: 0.08%
• 1 month: 2.86%
• 3 months: 6.41%
• 6 months: 22.41%
• Year to date: 6.91%
• 1 year: 7.52%
• 5 years: 40.75%
• 10 years: 40.75%
• Sector: Financials
• Industry: Real Estate Investment Trusts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6,961% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $41K

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $3.21B [Q2] → $3.7B (+$491M) [Q3]

7% more funds holding

Funds holding: 367 [Q2] → 391 (+24) [Q3]

0.06% more ownership

Funds ownership: 80.1% [Q2] → 80.16% (+0.06%) [Q3]

22% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 141

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $37 6% downside
• Avg. target: $37 6% downside
• High target: $37 6% downside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Compass Point Floris Van Dijkum 100% 1-year accuracy 19 / 19 met price target

6% downside $37

Neutral Maintained

10 Sept 2024