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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
C
326
Covestor
United Kingdom
$98K +$25.8K +744 +35%
Mirae Asset Global Investments
327
Mirae Asset Global Investments
South Korea
$94.3K +$5.2K +150 +6%
GRP
328
Global Retirement Partners
California
$88.8K +$485 +14 +0.5%
EWA
329
EverSource Wealth Advisors
Alabama
$87.5K -$1.87K -54 -2%
SR
330
Syntax Research
Florida
$86.8K
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$86.5K +$87K +2,512 New
WT
332
Whittier Trust
California
$84.4K
ASN
333
Advisory Services Network
Georgia
$83.1K -$171K -4,942 -67%
GFM
334
GF Fund Management
China
$71.6K -$4.5K -130 -6%
PAS
335
Point72 Asia (Singapore)
Singapore
$68.8K +$69.4K +2,003 New
CIAM
336
Caitong International Asset Management
Hong Kong
$52.5K +$52.2K +1,507 +6,850%
SPIA
337
Steward Partners Investment Advisory
New York
$51.5K
QCG
338
Quadrant Capital Group
Ohio
$46.8K +$47.2K +1,363 New
PWMG
339
Prestige Wealth Management Group
New Jersey
$45.9K
QT
340
Quantbot Technologies
New York
$43.2K +$43.6K +1,257 New
ST
341
Smithfield Trust
Pennsylvania
$43K
SVCP
342
Silicon Valley Capital Partners
California
$42K +$381 +11 +0.9%
HFS
343
Hantz Financial Services
Michigan
$38K +$31.3K +903 +418%
Jones Financial Companies
344
Jones Financial Companies
Missouri
$37.1K +$35.9K +1,036 +2,590%
TCM
345
Tradewinds Capital Management
Washington
$34.3K
KA
346
Kozak & Associates
Colorado
$33.8K +$416 +12 +1%
CA
347
CoreCap Advisors
Michigan
$30.8K
CI
348
CX Institutional
Indiana
$29K
SL
349
Salomon & Ludwin
Virginia
$28.3K +$24.4K +705 New
HWA
350
HHM Wealth Advisors
Tennessee
$25.7K -$12.1K -350 -32%

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.