PECO icon

Phillips Edison & Co
PECO

Overview Fund Activity

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.5M
3
Millennium Management
Millennium Management
New York
$31.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$720M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.4M

Top Sellers

1
BlackRock
BlackRock
New York
$783M
2
UBS AM
UBS AM
Illinois
$4.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$257M
4
Verition Fund Management
Verition Fund Management
Connecticut
$0
5
CW
Curio Wealth
Maryland
$22.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
276
Quantinno Capital Management
New York
$284K +$284K +7,770 New
NS
277
NBC Securities
Alabama
$283K +$283K +7,761 +110,871%
RCAG
278
Rehmann Capital Advisory Group
Michigan
$277K +$36 +1 +0%
ASN
279
Advisory Services Network
Georgia
$269K -$36 -1 -0%
PFA
280
Plotkin Financial Advisors
Maryland
$267K – – –
RA
281
RFG Advisory
Alabama
$261K – – –
GWMIA
282
Global Wealth Management Investment Advisory
Florida
$253K +$33.6K +922 +15%
LA
283
LexAurum Advisors
Kansas
$252K – – –
AA
284
Advisory Alpha
Michigan
$251K +$1.17K +32 +0.5%
MWA
285
Monograph Wealth Advisors
California
$243K – – –
CGH
286
Crossmark Global Holdings
Texas
$242K +$242K +6,638 New
YIH
287
Y-Intercept (HK)
Hong Kong
$238K -$402K -11,008 -63%
BBNA
288
Bremer Bank National Association
Minnesota
$235K – – –
NFSG
289
Newbridge Financial Services Group
Florida
$233K -$90.1K -2,468 -28%
ACG
290
Allen Capital Group
Nebraska
$232K +$511 +14 +0.2%
EC
291
EntryPoint Capital
New York
$230K +$230K +6,290 New
CH
292
Canton Hathaway
Rhode Island
$229K – – –
Corient Private Wealth
293
Corient Private Wealth
Florida
$229K -$41.3K -1,132 -15%
TBWA
294
Three Bridge Wealth Advisors
California
$228K – – –
KOC
295
Koss-Olinger Consulting
Florida
$222K +$222K +6,087 New
ECM
296
Evergreen Capital Management
Washington
$219K -$34.5K -943 -14%
Neuberger Berman Group
297
Neuberger Berman Group
New York
$219K +$219K +6,000 New
WEG
298
World Equity Group
Illinois
$217K -$217K -5,936 -50%
ECM
299
Everence Capital Management
Indiana
$216K – – –
ARG
300
Advisory Resource Group
Oklahoma
$216K – – –
10 11
12
13 14