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Phillips Edison & Co
PECO

Overview Fund Activity

410 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+11
Holders Change %
+2.76%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$35.9M
2
EGM
Engineers Gate Manager
New York
+$32.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$30.7M
2
Millennium Management
Millennium Management
New York
-$23M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$2.07K -$35 -1 -2%
PWA
402
Physician Wealth Advisors
Utah
$1.44K +$1.44K +41 New
Jones Financial Companies
403
Jones Financial Companies
Missouri
$1.4K +$1.4K +40 New
HNB
404
Huntington National Bank
Ohio
$806 – – –
CIAM
405
Caitong International Asset Management
Hong Kong
$771 +$771 +22 New
CT
406
Clearstead Trust
Maine
$736 +$736 +21 New
FFA
407
Farther Finance Advisors
California
$631 -$596 -17 -49%
BIA
408
Bell Investment Advisors
California
$596 – – –
DWM
409
Dogwood Wealth Management
Kansas
$34 – – –
CAM
410
Creekmur Asset Management
Illinois
$30 – – –
ECM
411
ExodusPoint Capital Management
New York
– -$18.5M -505,799 Closed
SG Americas Securities
412
SG Americas Securities
New York
– -$5.07M -139,007 Closed
CF
413
Corebridge Financial
Texas
– -$2.34M -64,197 Closed
AWS
414
Atria Wealth Solutions
New York
– -$1.51M -41,315 Closed
CCP
415
Carmel Capital Partners
California
– -$762K -20,877 Closed
CDDEC
416
Caisse Des Depots Et Consignations
France
– -$741K -20,314 Closed
BHCM
417
Brevan Howard Capital Management
Jersey
– -$665K -18,227 Closed
EWM
418
EPG Wealth Management
Georgia
– -$600K -16,440 Closed
Allspring Global Investments
419
Allspring Global Investments
North Carolina
– -$444K -12,156 Closed
AFA
420
Arlington Financial Advisors
California
– -$359K -9,842 Closed
BCM
421
Beck Capital Management
Texas
– -$316K -8,671 Closed
TC
422
TownSquare Capital
Utah
– -$314K -8,610 Closed
USAA
423
United Services Automobile Association
Texas
– -$297K -8,255 Closed
ACG
424
Allen Capital Group
Nebraska
– -$232K -6,348 Closed
ECM
425
Evergreen Capital Management
Washington
– -$219K -5,990 Closed
14 15 16
17
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