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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
EC
276
EntryPoint Capital
New York
$269K +$262K +7,549 New
RCAG
277
Rehmann Capital Advisory Group
Michigan
$268K – – –
CRC
278
Curi RMB Capital
Illinois
$268K -$53.7K -1,547 -17%
PA
279
Procyon Advisors
Connecticut
$267K +$260K +7,499 New
IW
280
Integrated Wealthcare
North Carolina
$265K +$259K +7,457 New
MWA
281
Medallion Wealth Advisors
Connecticut
$262K – – –
PFA
282
Plotkin Financial Advisors
Maryland
$255K – – –
MFG
283
Merit Financial Group
Georgia
$253K -$116K -3,350 -32%
LNWTC
284
Laird Norton Wetherby Trust Company
Washington
$252K +$245K +7,065 New
Neuberger Berman Group
285
Neuberger Berman Group
New York
$250K +$244K +7,042 New
KA
286
Kure Advisory
Minnesota
$250K +$278 +8 +0.1%
PCM
287
Polymer Capital Management
New York
$244K +$238K +6,847 New
CGH
288
Crossmark Global Holdings
Texas
$243K – – –
IWM
289
IHT Wealth Management
Illinois
$242K +$625 +18 +0.3%
MWA
290
Monograph Wealth Advisors
California
$237K – – –
GWMIA
291
Global Wealth Management Investment Advisory
Florida
$237K -$51.8K -1,492 -18%
FIA
292
Foundations Investment Advisors
Arizona
$233K -$1.94K -56 -0.8%
SFG
293
Southern Financial Group
Alabama
$227K +$222K +6,389 New
PAW
294
Plan A Wealth
Nebraska
$225K +$2.08K +60 +1%
NFSG
295
Newbridge Financial Services Group
Florida
$224K -$17.2K -496 -7%
CH
296
Canton Hathaway
Rhode Island
$223K – – –
BPA
297
Beacon Pointe Advisors
California
$223K +$5.76K +166 +3%
TBWA
298
Three Bridge Wealth Advisors
California
$222K – – –
AA
299
Advisory Alpha
Michigan
$222K -$5.8K -167 -3%
ECM
300
Evergreen Capital Management
Washington
$222K -$28.9K -833 -12%
10 11
12
13 14

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.