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Phillips Edison & Co

402 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, 129 increasing their positions, 155 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,315% more call options, than puts

Call options by funds: $922K | Put options by funds: $27K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.14% less ownership

Funds ownership: 86.18%83.04% (-3.1%)

4% less funds holding

Funds holding: 420402 (-18)

5% less capital invested

Capital invested by funds: $3.79B → $3.58B (-$205M)

17% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 155

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

Holders
402
Holders Change
-18
Holders Change %
-4.29%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
129
Reduced
155
Closed
51
Calls
$922K
Puts
$27K
Net Calls
+$895K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
301
Advisory Resource Group
Oklahoma
$203K
BAM
302
Belpointe Asset Management
Nevada
$203K +$205K +5,904 New
AWM
303
Accurate Wealth Management
Florida
$202K
G
304
GenTrust
Florida
$201K
SLAM
305
Swiss Life Asset Management
$200K +$202K +5,833 New
TRCT
306
Tower Research Capital (TRC)
New York
$191K -$289K -8,335 -60%
US Bancorp
307
US Bancorp
Minnesota
$184K +$2.39K +69 +1%
Fidelity International
308
Fidelity International
Bermuda
$180K +$39.9K +1,153 +28%
Point72 Asset Management
309
Point72 Asset Management
Connecticut
$179K +$180K +5,204 New
SIS
310
Sound Income Strategies
Florida
$176K -$50K -1,444 -22%
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$154K -$6.27K -181 -4%
EAM
312
Eukles Asset Management
Ohio
$143K
KBC Group
313
KBC Group
Belgium
$124K
TFGT
314
TS Financial Group (TSFG)
Illinois
$120K +$1.07K +31 +0.9%
MA
315
MCF Advisors
Kentucky
$120K
ERSOT
316
Employees Retirement System of Texas
Texas
$119K
LFG
317
Larson Financial Group
Missouri
$119K -$4.92K -142 -4%
ATC
318
Advantage Trust Company
Kansas
$116K
GI
319
GAMMA Investing
California
$114K -$48.2K -1,392 -30%
BTI
320
Blue Trust Inc
Georgia
$105K
BCMIO
321
Beacon Capital Management Inc (Ohio)
Ohio
$104K
MCM
322
MAI Capital Management
Ohio
$103K
RF
323
Rossby Financial
Florida
$103K +$416 +12 +0.4%
BNP Paribas Asset Management
324
BNP Paribas Asset Management
France
$100K -$15.3K -443 -13%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$98.4K +$2.11K +61 +2%

PECO Hedge Fund Activity: Q3 2025 in Review

402 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2025, worth a combined $3.58B — down 5.4% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of PECO and 40 opened new positions — a net loss of 11 holders — while 155 trimmed existing stakes and 129 added.

The largest buyer was Engineers Gate Manager, adding an estimated $54.1M. The largest seller was Wellington Management Group, cutting an estimated $51.8M.

  • 402 institutional investors held Phillips Edison & Co (PECO) as of Q3 2025, down from 420 in Q2 2025.
  • Funds reported $3.58B of Phillips Edison & Co stock for Q3 2025, down 5.4% quarter-over-quarter.
  • 40 funds opened new Phillips Edison & Co positions in Q3 2025 and 51 closed out, a net change of -11 holders.
  • The largest Phillips Edison & Co buyer in Q3 2025 was Engineers Gate Manager, an estimated $54.1M added.
  • The largest Phillips Edison & Co seller in Q3 2025 was Wellington Management Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q3 2025.