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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 %
TC
401
TwinBeech Capital
New York
– -$772K -20,597 Closed
ETC
402
Exchange Traded Concepts
Oklahoma
– -$756K -20,185 Closed
ATIA
403
American Trust Investment Advisors
New Hampshire
– -$754K -20,120 Closed
WHG
404
Westwood Holdings Group
Texas
– -$730K -19,500 Closed
SMG
405
Smart Money Group
Texas
– -$490K -13,092 Closed
FRM
406
Fox Run Management
Connecticut
– -$482K -12,874 Closed
FW
407
Fairway Wealth
Ohio
– -$456K -12,173 Closed
CFGS
408
Concourse Financial Group Securities
Alabama
– -$379K -10,558 Closed
MFG
409
Midwest Financial Group
Kansas
– -$324K -8,658 Closed
AFP
410
Ausdal Financial Partners
Iowa
– -$309K -8,239 Closed
CIC
411
Cornercap Investment Counsel
Georgia
– -$296K -7,907 Closed
PAG
412
Private Advisor Group
New Jersey
– -$290K -7,754 Closed
KB
413
Kimelman & Baird
New York
– -$252K -6,725 Closed
4A
414
4Wealth Advisors
Illinois
– -$243K -6,500 Closed
1C
415
111 Capital
France
– -$241K -6,426 Closed
BAM
416
Belpointe Asset Management
Nevada
– -$227K -6,145 Closed
GHA
417
GW Henssler & Associates
Georgia
– -$227K -6,008 Closed
EGM
418
Engineers Gate Manager
New York
– -$211K -5,644 Closed
PWA
419
Providence Wealth Advisors
Illinois
– -$201K -5,440 Closed
CAM
420
Concorde Asset Management
Michigan
– -$203K -5,423 Closed
William Blair & Company
421
William Blair & Company
Illinois
– -$201K -5,379 Closed
NAS
422
NWF Advisory Services
California
– -$201K -5,340 Closed
FPF
423
First Pacific Financial
Washington
– -$140K -3,735 Closed
Fidelity International
424
Fidelity International
Bermuda
– -$80.7K -2,155 Closed
KI
425
Kapitalo Investimentos
Brazil
– -$67.5K -1,802 Closed
14 15 16
17
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