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Phillips Edison & Co
PECO

Overview Fund Activity

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$73.5M
3
Millennium Management
3
Millennium Management
New York
$31.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$720M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$33.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$783M
2
UBS AM
2
UBS AM
Illinois
$4.97M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$257M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
CW
5
Curio Wealth
Maryland
$22.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
76
Aberdeen Group
United Kingdom
$4.28M -$154K -4,231 -3%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$4.2M +$371K +10,188 +10%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.13M -$47.3K -1,295 -1%
Raymond James Financial
79
Raymond James Financial
Florida
$3.89M -$140K -3,846 -3%
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$3.88M +$1.03M +28,239 +36%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$3.81M +$1.41M +38,675 +59%
Lord, Abbett & Co
82
Lord, Abbett & Co
New Jersey
$3.76M +$3.76M +103,025 New
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$3.58M -$79.1K -2,169 -2%
MOACM
84
Mutual of America Capital Management
New York
$3.57M -$2.52K -69 -0.1%
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$3.47M +$3.47M +95,131 New
MAM
86
Martingale Asset Management
Massachusetts
$3.46M +$1.05M +28,777 +43%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$3.36M -$103K -2,819 -3%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$3.28M +$371K +10,154 +13%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$3.26M – – –
AAS
90
Ameritas Advisory Services
Nebraska
$3.24M +$127K +3,422 +4%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$3.14M +$198K +5,430 +7%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$2.98M +$338K +9,250 +13%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$2.93M +$49.3K +1,351 +2%
MCC
94
Money Concepts Capital
Florida
$2.91M -$80.2K -2,198 -3%
Wells Fargo
95
Wells Fargo
California
$2.85M +$55.4K +1,519 +2%
MIM
96
MetLife Investment Management
New Jersey
$2.8M -$45.1K -1,236 -2%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$2.79M -$172K -4,718 -6%
HCA
98
Harbor Capital Advisors
Illinois
$2.77M +$128K +3,521 +5%
AAS
99
Avantax Advisory Services
Texas
$2.71M +$2.71M +74,136 New
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.67M +$117K +3,199 +5%
2 3
4
5 6