Phillips Edison & Co (PECO)

• Market cap: $4.49B
• 1 day: -0.72%
• 5 days: -3.05%
• 1 month: -4.91%
• 3 months: -5.48%
• 6 months: -8.23%
• Year to date: -6.09%
• 1 year: 6.12%
• 5 years: 24.69%
• 10 years: 24.69%
• Sector: Real Estate
• Industry: Retail REIT

About: Phillips Edison & Co Inc is a real estate investment trust. The company also operates a third-party investment management business providing property management and advisory services to four unconsolidated institutional joint ventures, in which it has a partial ownership interests, and one private fund. It invests in well-occupied, grocery-anchored neighborhood and community shopping centers. It holds an integrated in-house operating platform built on market of expertise designed to optimize property value and consistently deliver a great shopping experience.

Employees: 300

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

565% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $277K

64% more capital invested

Capital invested by funds: $3.7B [Q3] → $6.07B (+$2.37B) [Q4]

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

14% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 124

3.36% more ownership

Funds ownership: 80.21% [Q3] → 83.56% (+3.36%) [Q4]

1% less funds holding

Funds holding: 397 [Q3] → 394 (-3) [Q4]

Research analyst outlook

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

• Low target: $36 4% upside
• Avg. target: $37 7% upside
• High target: $38 10% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Wells Fargo	4% upside $36	Equal-Weight Maintained	26 Mar 2025
Mizuho Haendel St. Juste 65% 1-year accuracy 11 / 17 met price target	10% upside $38	Outperform Maintained	25 Feb 2025