PECO icon

Phillips Edison & Co

398 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, 127 increasing their positions, 154 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 (-$205M)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

Holders
398
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
G
301
GenTrust
Florida
$201K
SLAM
302
Swiss Life Asset Management
$200K
TRCT
303
Tower Research Capital (TRC)
New York
$191K
US Bancorp
304
US Bancorp
Minnesota
$184K
Fidelity International
305
Fidelity International
Bermuda
$180K
Point72 Asset Management
306
Point72 Asset Management
Connecticut
$179K
SIS
307
Sound Income Strategies
Florida
$176K
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$154K
EAM
309
Eukles Asset Management
Ohio
$143K
KBC Group
310
KBC Group
Belgium
$124K
TFGT
311
TS Financial Group (TSFG)
Illinois
$120K
MA
312
MCF Advisors
Kentucky
$120K
ERSOT
313
Employees Retirement System of Texas
Texas
$119K
LFG
314
Larson Financial Group
Missouri
$119K
ATC
315
Advantage Trust Company
Kansas
$116K
GI
316
GAMMA Investing
California
$114K
BTI
317
Blue Trust Inc
Georgia
$105K
BCMIO
318
Beacon Capital Management Inc (Ohio)
Ohio
$104K
MCM
319
MAI Capital Management
Ohio
$103K
RF
320
Rossby Financial
Florida
$103K
BNP Paribas Asset Management
321
BNP Paribas Asset Management
France
$100K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$98.4K
C
323
Covestor
United Kingdom
$98K
Mirae Asset Global Investments
324
Mirae Asset Global Investments
South Korea
$94.3K
GRP
325
Global Retirement Partners
California
$88.8K