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Phillips Edison & Co
PECO

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402 → 417 (+15)

3.45% more ownership

Funds ownership: 83.04% → 86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$35.1M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$18.9M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$42.5M
2
Northern Trust
Northern Trust
Illinois
-$22M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.6M
5
EGM
Engineers Gate Manager
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
426
Perpetual Ltd
Australia
– -$571K -16,630 Closed
Citadel Advisors
427
Citadel Advisors
Florida
– -$492K -14,322 Closed
WDL
428
Well Done LLC
Michigan
– -$481K -14,009 Closed
XT
429
XTX Topco
Cayman Islands
– -$393K -11,451 Closed
OAC
430
OMERS Administration Corp
Ontario, Canada
– -$388K -11,300 Closed
Voloridge Investment Management
431
Voloridge Investment Management
Florida
– -$367K -10,695 Closed
DTL
432
Dynamic Technology Lab
Singapore
– -$341K -9,946 Closed
BJL
433
Brighton Jones LLC
Washington
– -$313K -9,103 Closed
LAM
434
Longboard Asset Management
Arizona
– -$311K -9,055 Closed
GCM
435
Graham Capital Management
Connecticut
– -$304K -8,854 Closed
IWC
436
Integrated Wealth Concepts
Massachusetts
– -$282K -8,217 Closed
N
437
Natixis
France
– -$275K -8,000 Closed
HC
438
Henshaw Capital
Massachusetts
– -$260K -7,588 Closed
LSIA
439
LaSalle St. Investment Advisors
Illinois
– -$241K -7,040 Closed
Corient Private Wealth
440
Corient Private Wealth
Florida
– -$217K -6,308 Closed
PAG
441
Private Advisor Group
New Jersey
– -$215K -6,269 Closed
AWM
442
Accurate Wealth Management
Florida
– -$202K -5,995 Closed
WEG
443
World Equity Group
Illinois
– -$204K -5,936 Closed
Point72 Asset Management
444
Point72 Asset Management
Connecticut
– -$179K -5,204 Closed
ASN
445
Advisory Services Network
Georgia
– -$83.1K -2,420 Closed
QT
446
Quantbot Technologies
New York
– -$43.2K -1,257 Closed
PS
447
Principal Securities
Iowa
– -$10.3K -300 Closed
Optiver Holding
448
Optiver Holding
Netherlands
– -$9.17K -267 Closed
NC
449
North Capital
Utah
– -$7.45K -217 Closed
Federated Hermes
450
Federated Hermes
Pennsylvania
– -$7.11K -207 Closed
15 16 17
18
19

PECO Hedge Fund Activity: Q4 2025 in Review

417 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2025, worth a combined $3.87B — up 8.1% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PECO positions and 40 closed out — a net gain of 23 holders — while 155 added to existing stakes and 128 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $35.1M. The largest seller was Macquarie Group, cutting an estimated $42.5M.

  • 417 institutional investors held Phillips Edison & Co (PECO) as of Q4 2025, up from 402 in Q3 2025.
  • Funds reported $3.87B of Phillips Edison & Co stock for Q4 2025, up 8.1% quarter-over-quarter.
  • 63 funds opened new Phillips Edison & Co positions in Q4 2025 and 40 closed out, a net change of +23 holders.
  • The largest Phillips Edison & Co buyer in Q4 2025 was Canada Pension Plan Investment Board, an estimated $35.1M added.
  • The largest Phillips Edison & Co seller in Q4 2025 was Macquarie Group, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2025.