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Phillips Edison & Co
PECO

Overview Fund Activity

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.5M
3
Millennium Management
Millennium Management
New York
$31.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$720M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$33.4M

Top Sellers

1
BlackRock
BlackRock
New York
$783M
2
UBS AM
UBS AM
Illinois
$4.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$257M
4
Verition Fund Management
Verition Fund Management
Connecticut
$0
5
CW
Curio Wealth
Maryland
$22.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
C
376
Covestor
United Kingdom
$10K +$37 +1 +0.4%
VWA
377
Valued Wealth Advisors
Utah
$8.12K -$2.78K -76 -26%
NC
378
North Capital
Utah
$7.92K +$7.92K +217 New
AWM
379
Abound Wealth Management
Tennessee
$7.65K – – –
Optiver Holding
380
Optiver Holding
Netherlands
$5.91K +$5.91K +162 New
CMBA
381
C.M. Bidwell & Associates
Hawaii
$4.53K – – –
MAM
382
Meeder Asset Management
Ohio
$4.53K +$4.53K +124 New
S
383
SignatureFD
Georgia
$3.98K +$2.66K +73 +203%
VWA
384
VSM Wealth Advisory
Maryland
$3.84K +$37 +1 +1%
SAM
385
Smartleaf Asset Management
Massachusetts
$2.73K -$4.17K -116 -60%
SN
386
Sittner & Nelson
Oregon
$2.55K – – –
PFBT
387
Parkside Financial Bank & Trust
Missouri
$2.19K +$1.94K +53 +757%
LC
388
Lindbrook Capital
California
$2.19K +$474 +13 +28%
BFS
389
Bare Financial Services
Pennsylvania
$1.61K +$1.61K +44 New
GM
390
GeoWealth Management
Illinois
$1.5K -$9.71K -266 -87%
FFA
391
Farther Finance Advisors
California
$1.29K – – –
BIG
392
Brooklyn Investment Group
New York
$986 +$986 +27 New
HNB
393
Huntington National Bank
Ohio
$839 – – –
SC
394
Stephens Consulting
Michigan
$730 +$730 +20 New
BIA
395
Bell Investment Advisors
California
$621 – – –
DF
396
Dunhill Financial
United Kingdom
$294 – – –
DWM
397
Dogwood Wealth Management
Kansas
$35 – – –
CAM
398
Creekmur Asset Management
Illinois
$30 – – –
Norges Bank
399
Norges Bank
Norway
– -$56M -1,494,323 Closed
Verition Fund Management
400
Verition Fund Management
Connecticut
– -$14M -372,560 Closed
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16
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