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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
D.E. Shaw & Co
426
D.E. Shaw & Co
New York
-$291K -8,317 Closed
Neuberger Berman Group
427
Neuberger Berman Group
New York
-$277K -7,907 Closed
SG
428
StoneX Group
New York
-$238K -6,786 Closed
KOC
429
Koss-Olinger Consulting
Florida
-$213K -6,087 Closed
BWP
430
Barlow Wealth Partners
Kentucky
-$213K -6,086 Closed
GAA
431
Global Assets Advisory
Florida
-$213K -6,053 Closed
DAS
432
Diversify Advisory Services
Utah
-$200K -5,931 Closed
ONB
433
Old National Bancorp
Indiana
-$202K -5,757 Closed
PAS
434
Park Avenue Securities
New York
-$201K -5,748 Closed
SAM
435
Secure Asset Management
Michigan
-$201K -5,745 Closed
PA
436
Profund Advisors
Maryland
-$201K -5,739 Closed
LA
437
LexAurum Advisors
Kansas
-$201K -5,728 Closed
MGP
438
M&G plc
United Kingdom
-$197K -5,631 Closed
FDP
439
Financiere des Professionnels
Quebec, Canada
-$179K -5,124 Closed
PFPT
440
Pinnacle Financial Partners (Tennessee)
Tennessee
-$129K -3,687 Closed
SOW
441
State of Wyoming
Wyoming
-$110K -3,136 Closed
CIA
442
Cape Investment Advisory
Georgia
-$77.4K -2,210 Closed
KWM
443
Kiker Wealth Management
Georgia
-$49K -1,400 Closed
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
-$47.6K -1,360 Closed
PIS
445
POM Investment Strategies
North Carolina
-$40.5K -1,156 Closed
T
446
Transce3nd
Texas
-$34.6K -989 Closed
TPWA
447
Twin Peaks Wealth Advisors
California
-$13.7K -407 Closed
Simplex Trading
448
Simplex Trading
Illinois
-$12K -345 Closed
VCM
449
Versant Capital Management
Arizona
-$9.77K -279 Closed
BIG
450
Brooklyn Investment Group
New York
-$7.6K -217 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.