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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
VWA
376
Valued Wealth Advisors
Utah
$7.57K -$69 -2 -0.9%
NC
377
North Capital
Utah
$7.45K
Federated Hermes
378
Federated Hermes
Pennsylvania
$7.11K +$7.17K +207 New
EP
379
Essential Partners
California
$5.94K +$5.02K +145 +518%
AF
380
Alerus Financial
North Dakota
$5.7K
S
381
SignatureFD
Georgia
$5.7K +$3.36K +97 +141%
CA
382
Clearstead Advisors
Ohio
$5.42K
MAM
383
Meeder Asset Management
Ohio
$5.32K +$5.37K +155 New
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$5K -$6.31K -182 -54%
CMBA
385
C.M. Bidwell & Associates
Hawaii
$3.88K -$381 -11 -9%
VWA
386
VSM Wealth Advisory
Maryland
$3.67K +$35 +1 +0.9%
FFA
387
Farther Finance Advisors
California
$2.51K +$1.91K +55 +306%
SN
388
Sittner & Nelson
Oregon
$2.4K
WANY
389
Wealthspire Advisors (New York)
New York
$2.16K +$2.18K +63 New
T. Rowe Price Investment Management
390
T. Rowe Price Investment Management
Maryland
$2K +$1.7K +49 New
BFS
391
Bare Financial Services
Pennsylvania
$1.51K -$6.06K -175 -80%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$996 -$1.04K -30 -51%
HNB
393
Huntington National Bank
Ohio
$789
CT
394
Clearstead Trust
Maine
$721
BIA
395
Bell Investment Advisors
California
$584
RWM
396
Rialto Wealth Management
New York
$515 +$520 +15 New
FFO
397
Fortitude Family Office
Arizona
$481 -$2.67K -77 -85%
AWM
398
Abound Wealth Management
Tennessee
$309 -$6.96K -201 -96%
DWM
399
Dogwood Wealth Management
Kansas
$34
TIM
400
Tortoise Investment Management
New York
$34 +$35 +1 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.