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Phillips Edison & Co

402 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 155 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,315% more call options, than puts

Call options by funds: $922K | Put options by funds: $27K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.14% less ownership

Funds ownership: 86.18%83.04% (-3.1%)

4% less funds holding

Funds holding: 420402 (-18)

5% less capital invested

Capital invested by funds: $3.79B → $3.58B (-$205M)

17% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 155

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

Holders
402
Holders Change
-18
Holders Change %
-4.29%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
129
Reduced
155
Closed
51
Calls
$922K
Puts
$27K
Net Calls
+$895K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Savant Capital
Illinois
$319K -$27.8K -802 -8%
TA
252
TFB Advisors
Kansas
$315K +$324K +9,345 New
RCM
253
Raleigh Capital Management
North Carolina
$313K +$2.25K +65 +0.7%
BJL
254
Brighton Jones LLC
Washington
$313K +$39.7K +1,145 +14%
CRC
255
Curi RMB Capital
Illinois
$311K -$300K -8,666 -49%
LAM
256
Longboard Asset Management
Arizona
$311K
GCM
257
Graham Capital Management
Connecticut
$304K -$670K -19,350 -69%
FHC
258
First Heartland Consultants
Missouri
$300K
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$296K -$35 -1 -0%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$292K -$5.16K -149 -2%
PAI
261
Pittenger & Anderson Inc
Nebraska
$287K
IWC
262
Integrated Wealth Concepts
Massachusetts
$282K +$4.47K +129 +2%
PAM
263
Peak Asset Management
Colorado
$282K
GWMIA
264
Global Wealth Management Investment Advisory
Florida
$280K
IP
265
Ignite Planners
California
$279K -$1.42K -41 -0.5%
ACM
266
Aljian Capital Management
Nevada
$277K +$280K +8,074 New
N
267
Natixis
France
$275K +$277K +8,000 New
BWA
268
BlueChip Wealth Advisors
Georgia
$272K -$151K -4,361 -35%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K +$28.3K +818 +12%
CP
270
Castleview Partners
Texas
$272K -$1.04K -30 -0.4%
NS
271
NBC Securities
Alabama
$267K
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$264K -$5.1M -147,181 -95%
CW
273
CreativeOne Wealth
Kansas
$263K
HC
274
Henshaw Capital
Massachusetts
$260K -$91.9K -2,651 -26%
WPW
275
Waldron Private Wealth
Pennsylvania
$259K -$50.1K -1,445 -16%

PECO Hedge Fund Activity: Q3 2025 in Review

402 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2025, worth a combined $3.58B — down 5.4% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of PECO and 40 opened new positions — a net loss of 11 holders — while 155 trimmed existing stakes and 129 added.

The largest buyer was Engineers Gate Manager, adding an estimated $54.1M. The largest seller was Wellington Management Group, cutting an estimated $51.8M.

  • 402 institutional investors held Phillips Edison & Co (PECO) as of Q3 2025, down from 420 in Q2 2025.
  • Funds reported $3.58B of Phillips Edison & Co stock for Q3 2025, down 5.4% quarter-over-quarter.
  • 40 funds opened new Phillips Edison & Co positions in Q3 2025 and 51 closed out, a net change of -11 holders.
  • The largest Phillips Edison & Co buyer in Q3 2025 was Engineers Gate Manager, an estimated $54.1M added.
  • The largest Phillips Edison & Co seller in Q3 2025 was Wellington Management Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q3 2025.