PECO icon

Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $3.78B → $3.58B (-$207M)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$922K
Puts
$27K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$184K
Fidelity International
302
Fidelity International
Bermuda
$180K
Point72 Asset Management
303
Point72 Asset Management
Connecticut
$179K
SIS
304
Sound Income Strategies
Florida
$176K
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$154K
EAM
306
Eukles Asset Management
Ohio
$143K
TFGT
307
TS Financial Group (TSFG)
Illinois
$120K
MA
308
MCF Advisors
Kentucky
$120K
ERSOT
309
Employees Retirement System of Texas
Texas
$119K
LFG
310
Larson Financial Group
Missouri
$119K
ATC
311
Advantage Trust Company
Kansas
$116K
GI
312
GAMMA Investing
California
$114K
TCM
313
Triumph Capital Management
Colorado
$108K
BTI
314
Blue Trust Inc
Georgia
$105K
BCMIO
315
Beacon Capital Management Inc (Ohio)
Ohio
$104K
MCM
316
MAI Capital Management
Ohio
$103K
RF
317
Rossby Financial
Florida
$103K
BNP Paribas Asset Management
318
BNP Paribas Asset Management
France
$100K
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$98.4K
C
320
Covestor
United Kingdom
$98K
Mirae Asset Global Investments
321
Mirae Asset Global Investments
South Korea
$94.3K
GRP
322
Global Retirement Partners
California
$88.8K
EWA
323
EverSource Wealth Advisors
Alabama
$87.5K
SR
324
Syntax Research
Florida
$86.8K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$86.5K