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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
CAM
401
Creekmur Asset Management
Illinois
$29
Norges Bank
402
Norges Bank
Norway
-$55.4M -1,581,791 Closed
UBS AM
403
UBS AM
Illinois
-$40.7M -1,162,046 Closed
Alyeska Investment Group
404
Alyeska Investment Group
Illinois
-$39.8M -1,136,108 Closed
Massachusetts Financial Services
405
Massachusetts Financial Services
Massachusetts
-$35.9M -1,026,115 Closed
SSA
406
Schonfeld Strategic Advisors
New York
-$13.9M -397,299 Closed
FGP
407
Freestone Grove Partners
California
-$11.1M -315,698 Closed
ECM
408
Eisler Capital Management
United Kingdom
-$8.87M -253,932 Closed
GCM
409
Greenland Capital Management
New York
-$5.74M -163,802 Closed
EP
410
Edgestream Partners
New Jersey
-$3.38M -96,374 Closed
Squarepoint
411
Squarepoint
New York
-$1.59M -45,290 Closed
Lazard Asset Management
412
Lazard Asset Management
New York
-$1.08M -30,876 Closed
VI
413
Vestcor Inc
New Brunswick, Canada
-$778K -22,213 Closed
BB
414
Bell Bank
North Dakota
-$718K -20,495 Closed
NICM
415
Neo Ivy Capital Management
New York
-$584K -16,659 Closed
VCAM
416
Van Cleef Asset Management
Ohio
-$550K -15,700 Closed
LCM
417
LDR Capital Management
New York
-$479K -13,675 Closed
YIH
418
Y-Intercept (HK)
Hong Kong
-$422K -12,056 Closed
M&T Bank
419
M&T Bank
New York
-$403K -11,491 Closed
CB
420
Cadence Bank
Mississippi
-$402K -11,489 Closed
HR
421
Hardy Reed
Mississippi
-$402K -11,489 Closed
HWP
422
Hibernia Wealth Partners
Louisiana
-$338K -9,662 Closed
DS
423
DRW Securities
Illinois
-$335K -9,569 Closed
EC
424
EntryPoint Capital
New York
-$332K -9,486 Closed
VU
425
Vanderbilt University
Tennessee
-$309K -8,819 Closed

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.