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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
UBS Group
26
UBS Group
Switzerland
$18.9M +$4.78M +137,827 +33%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.8M +$2.16M +62,477 +15%
Invesco
28
Invesco
Georgia
$15.1M +$704K +20,317 +5%
Renaissance Technologies
29
Renaissance Technologies
New York
$14.7M +$10.1M +292,506 +216%
Bank of America
30
Bank of America
North Carolina
$14.2M +$380K +10,978 +3%
LPL Financial
31
LPL Financial
California
$13.4M -$729K -21,027 -5%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$13.1M -$496K -14,326 -4%
Deutsche Bank
33
Deutsche Bank
Germany
$12.2M +$459K +13,241 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.7M -$709K -20,473 -6%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$10.1M +$2.29M +66,129 +29%
Ameriprise
36
Ameriprise
Minnesota
$10.1M -$2.19M -63,081 -18%
KCM
37
Kennedy Capital Management
Missouri
$9.98M +$1.77M +51,025 +21%
JG
38
Jain Global
New York
$9.89M -$2.7M -77,857 -21%
Asset Management One
39
Asset Management One
Japan
$9.81M +$24K +694 +0.2%
Osaic Holdings
40
Osaic Holdings
Arizona
$9.25M -$148K -4,263 -2%
SEI Investments
41
SEI Investments
Pennsylvania
$8.84M -$1.43M -41,367 -14%
Jane Street
42
Jane Street
New York
$8.71M +$3.42M +98,686 +64%
Barclays
43
Barclays
United Kingdom
$8.71M -$899K -25,940 -9%
ACM
44
AEW Capital Management
Massachusetts
$8.58M -$8.79M -253,739 -50%
Swiss National Bank
45
Swiss National Bank
Switzerland
$8.35M +$125K +3,600 +2%
DFCM
46
Dark Forest Capital Management
Puerto Rico
$8.26M +$7.7M +222,092 +1,193%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$8.15M +$643K +18,571 +8%
BIC
48
B&I Capital
Switzerland
$7.96M +$157K +4,536 +2%
Millennium Management
49
Millennium Management
New York
$7.12M +$334K +9,643 +5%
JWCA
50
J.W. Cole Advisors
Florida
$6.98M -$71.5K -2,063 -1%

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.