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Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.57B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
119
Reduced
132
Closed
44
Calls
$3.76M
Puts
$49K
Net Calls
+$3.71M
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$42M
2
American Century Companies
American Century Companies
Missouri
$22.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$694M
4
State Street
State Street
Massachusetts
$256M
5
GA
GRS Advisors
Illinois
$37.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
2
Morgan Stanley
Morgan Stanley
New York
$36.1M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$271M
5
AWM
AE Wealth Management
Kansas
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
251
Sheaff Brock Investment Advisors
Indiana
$273K -$78.2K -2,180 -22%
RCAG
252
Rehmann Capital Advisory Group
Michigan
$272K +$36 +1 +0%
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$271K -$143 -4 -0.1%
RA
254
RFG Advisory
Alabama
$263K +$263K +7,341 New
CW
255
CreativeOne Wealth
Kansas
$263K +$467 +13 +0.2%
X
256
Xponance
Pennsylvania
$263K +$5.78K +161 +2%
PFA
257
Plotkin Financial Advisors
Maryland
$262K -$4.99K -139 -2%
William Blair & Company
258
William Blair & Company
Illinois
$258K – – –
IWC
259
Integrated Wealth Concepts
Massachusetts
$255K -$52.1K -1,451 -17%
GWMIA
260
Global Wealth Management Investment Advisory
Florida
$252K – – –
AWM
261
Accurate Wealth Management
Florida
$249K – – –
TC
262
TownSquare Capital
Utah
$247K -$365K -10,168 -60%
WEG
263
World Equity Group
Illinois
$245K – – –
PA
264
Profund Advisors
Maryland
$243K -$30.2K -842 -11%
MML Investors Services
265
MML Investors Services
Massachusetts
$242K +$1.65K +46 +0.7%
US Bancorp
266
US Bancorp
Minnesota
$242K -$47.5K -1,325 -16%
BAM
267
Belpointe Asset Management
Nevada
$240K – – –
MWA
268
Monograph Wealth Advisors
California
$239K – – –
BWP
269
Barlow Wealth Partners
Kentucky
$237K +$2.57K +78 +1%
Brown Advisory
270
Brown Advisory
Maryland
$235K – – –
CCM
271
Coldstream Capital Management
Washington
$232K – – –
BBNA
272
Bremer Bank National Association
Minnesota
$231K – – –
KPWS
273
Kestra Private Wealth Services
Texas
$230K +$251 +7 +0.1%
ACG
274
Allen Capital Group
Nebraska
$227K – – –
MCA
275
MSH Capital Advisors
Arizona
$225K +$430 +12 +0.2%
9 10
11
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