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Phillips Edison & Co
PECO

Overview Fund Activity

405 hedge funds and large institutions have $3.77B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 31 closing their positions.

Holders
405
Holders Change
+6
Holders Change %
+1.5%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
155
Reduced
130
Closed
31
Calls
$774K
Puts
$24K
Net Calls
+$750K
Net Calls Change
-$911K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$55.4M
2
UBS AM
2
UBS AM
Illinois
$40.7M
3
EGM
3
Engineers Gate Manager
New York
$32.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$715M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$22.4M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$39.8M
2
Millennium Management
2
Millennium Management
New York
$6.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$35.1M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$4.06M 115,437 +17,359 +18%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$3.98M 113,490 +185 +0.2%
CF
78
Centaurus Financial
California
$3.94M 112,461 -5,070 -4%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$3.91M 111,682 +19,737 +21%
Raymond James Financial
80
Raymond James Financial
Florida
$3.89M 111,115 +4,408 +4%
AAS
81
Avantax Advisory Services
Texas
$3.77M 107,512 +33,376 +45%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$3.64M 103,983 -456 -0.4%
MOACM
83
Mutual of America Capital Management
New York
$3.61M 103,023 +5,268 +5%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$3.49M 99,757 -6,458 -6%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$3.47M 98,991 +9,038 +10%
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$3.38M 96,491 +7,166 +8%
EP
87
Edgestream Partners
New Jersey
$3.38M 96,374 -89,605 -48%
Holocene Advisors
88
Holocene Advisors
New York
$3.21M 91,662 +18,944 +26%
KAS
89
Kestra Advisory Services
Texas
$3.2M 91,402 +37,392 +69%
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$3.14M 89,503 +3,398 +4%
Wells Fargo
91
Wells Fargo
California
$3.04M 86,822 +8,630 +11%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$2.98M 85,186 +4,801 +6%
First Trust Advisors
93
First Trust Advisors
Illinois
$2.97M 84,657 -35,286 -29%
Amundi
94
Amundi
France
$2.9M 82,805 -39,213 -32%
MAM
95
Martingale Asset Management
Massachusetts
$2.85M 81,324 -13,613 -14%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$2.79M 79,520 +63,555 +398%
MCC
97
Money Concepts Capital
Florida
$2.78M 79,307 -381 -0.5%
MIM
98
MetLife Investment Management
New Jersey
$2.77M 79,052 +2,414 +3%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$2.74M 78,147 +1,797 +2%
SPS
100
Susquehanna Portfolio Strategies
Pennsylvania
$2.62M 74,765 +66,785 +837%
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4
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