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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
PA
351
Parallel Advisors
California
$25.6K +$6.13K +177 +31%
Loomis, Sayles & Company
352
Loomis, Sayles & Company
Massachusetts
$25.2K -$1.32K -38 -5%
JGIA
353
Jackson Grant Investment Advisers
Connecticut
$24.6K
ACM
354
Aster Capital Management
United Arab Emirates
$23.2K -$305K -8,793 -93%
AA
355
Ancora Advisors
Ohio
$21.4K
AF
356
Advisornet Financial
Minnesota
$20.8K
CW
357
Curio Wealth
Maryland
$20.3K
SWP
358
Strategic Wealth Partners
Ohio
$20.3K
QL
359
Quarry LP
New York
$19.8K +$16.6K +479 +489%
TWD
360
True Wealth Design
Ohio
$19.6K +$173 +5 +0.9%
UB
361
UMB Bank
Missouri
$18.7K +$35 +1 +0.2%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$17.8K -$1.35K -39 -7%
SAM
363
Smartleaf Asset Management
Massachusetts
$16K +$12.6K +364 +350%
IA
364
IFP Advisors
Florida
$15K -$693 -20 -4%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$14.7K
1IA
366
1620 Investment Advisors
Massachusetts
$14.1K -$3.46K -100 -20%
FHC
367
First Horizon Corporation
Tennessee
$14K +$14.1K +407 New
AAP
368
Arax Advisory Partners
Colorado
$11.9K +$6.62K +191 +122%
CFD
369
Creative Financial Designs
Indiana
$11.5K -$3.33K -96 -22%
PS
370
Principal Securities
Iowa
$10.3K -$5.16K -149 -33%
DB
371
Danske Bank
Denmark
$10.3K
FGA
372
Fortis Group Advisors
New Jersey
$10.3K
FGAM
373
Financial Gravity Asset Management
Texas
$10.3K +$10.4K +300 New
Bessemer Group
374
Bessemer Group
New Jersey
$10K +$7.42K +214 +223%
Optiver Holding
375
Optiver Holding
Netherlands
$9.17K +$9.25K +267 New

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.