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Phillips Edison & Co
PECO

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402 → 417 (+15)

3.45% more ownership

Funds ownership: 83.04% → 86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$35.1M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$18.9M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$42.5M
2
Northern Trust
Northern Trust
Illinois
-$22M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.6M
5
EGM
Engineers Gate Manager
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$344K +$1.04K +30 +0.3%
BCMLT
252
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K -$37.5K -1,080 -10%
EI
253
Ellevest Inc
New York
$343K +$8.99K +259 +3%
CAAS
254
Capital Asset Advisory Services
Michigan
$338K -$50.8K -1,463 -13%
AGC
255
Aspen Grove Capital
Colorado
$335K +$3.09K +89 +1%
OIA
256
OneDigital Investment Advisors
Kansas
$333K – – –
TA
257
TFB Advisors
Kansas
$332K – – –
AFAS
258
Acorn Financial Advisory Services
Virginia
$332K -$66.7K -1,921 -17%
RCM
259
Raleigh Capital Management
North Carolina
$328K +$3.02K +87 +1%
FHC
260
First Heartland Consultants
Missouri
$311K +$312 +9 +0.1%
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$308K -$174 -5 -0.1%
VU
262
Vanderbilt University
Tennessee
$306K +$299K +8,604 New
PAI
263
Pittenger & Anderson Inc
Nebraska
$298K – – –
CWM
264
CIBC World Markets
New York
$297K +$290K +8,359 New
PAM
265
Peak Asset Management
Colorado
$292K – – –
ACM
266
Aljian Capital Management
Nevada
$287K – – –
IP
267
Ignite Planners
California
$285K -$8.68K -250 -3%
BWA
268
BlueChip Wealth Advisors
Georgia
$282K – – –
CP
269
Castleview Partners
Texas
$281K – – –
AF
270
Allworth Financial
California
$279K +$10.6K +306 +4%
NS
271
NBC Securities
Alabama
$276K – – –
Ensign Peak Advisors
272
Ensign Peak Advisors
Utah
$274K -$907K -26,135 -77%
CW
273
CreativeOne Wealth
Kansas
$273K – – –
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$269K -$32K -921 -11%
SA
275
Sanctuary Advisors
Indiana
$269K +$6.38K +184 +2%
9 10
11
12 13

PECO Hedge Fund Activity: Q4 2025 in Review

417 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2025, worth a combined $3.87B — up 8.1% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PECO positions and 40 closed out — a net gain of 23 holders — while 155 added to existing stakes and 128 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $35.1M. The largest seller was Macquarie Group, cutting an estimated $42.5M.

  • 417 institutional investors held Phillips Edison & Co (PECO) as of Q4 2025, up from 402 in Q3 2025.
  • Funds reported $3.87B of Phillips Edison & Co stock for Q4 2025, up 8.1% quarter-over-quarter.
  • 63 funds opened new Phillips Edison & Co positions in Q4 2025 and 40 closed out, a net change of +23 holders.
  • The largest Phillips Edison & Co buyer in Q4 2025 was Canada Pension Plan Investment Board, an estimated $35.1M added.
  • The largest Phillips Edison & Co seller in Q4 2025 was Macquarie Group, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2025.