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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
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$6.6M +$4.71K +136 +0.1%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$6.4M +$2.22M +63,973 +52%
Nomura Asset Management
53
Nomura Asset Management
Japan
$6.29M +$159K +4,600 +3%
Mariner
54
Mariner
Kansas
$6.28M -$68.7K -1,983 -1%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.14M -$537K -15,502 -8%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$6.04M -$418K -12,075 -6%
AllianceBernstein
57
AllianceBernstein
Tennessee
$5.64M -$3.92M -113,132 -41%
GIP
58
Granite Investment Partners
California
$5.24M -$2.4M -69,365 -31%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$5.11M +$1.29M +37,297 +33%
ML
60
McAdam LLC
Pennsylvania
$4.93M -$243 -7 -0%
WHG
61
Westwood Holdings Group
Texas
$4.82M +$4.87M +140,416 New
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$4.75M +$25.1K +725 +0.5%
SOADOR
63
State of Alaska Department of Revenue
Alaska
$4.51M -$151K -4,372 -3%
Prudential Financial
64
Prudential Financial
New Jersey
$4.4M -$142K -4,100 -3%
Citigroup
65
Citigroup
New York
$4.38M -$2.6M -74,967 -37%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$4.31M
Holocene Advisors
67
Holocene Advisors
New York
$4.22M +$1.08M +31,280 +34%
Allianz Asset Management
68
Allianz Asset Management
Germany
$4.16M -$67.1K -1,938 -2%
Aberdeen Group
69
Aberdeen Group
United Kingdom
$4.09M -$86.7K -2,502 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.9M +$208 +6 +0%
PCIA
71
Prime Capital Investment Advisors
Kansas
$3.85M -$311K -8,984 -7%
MWM
72
Modern Wealth Management
Kansas
$3.82M -$167K -4,828 -4%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$3.77M -$82.6K -2,383 -2%
CF
74
Centaurus Financial
California
$3.71M -$154K -4,447 -4%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$3.61M +$212K +6,108 +6%

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.