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Phillips Edison & Co
PECO

Overview Fund Activity

410 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+11
Holders Change %
+2.76%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$35.9M
2
EGM
Engineers Gate Manager
New York
+$32.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$30.7M
2
Millennium Management
Millennium Management
New York
-$23M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Modern Wealth Management
Kansas
$4.07M -$71.9K -2,052 -2%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$4.06M +$611K +17,359 +18%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.98M +$6.48K +185 +0.2%
CF
79
Centaurus Financial
California
$3.94M -$178K -5,070 -4%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$3.91M +$691K +19,737 +21%
Raymond James Financial
81
Raymond James Financial
Florida
$3.89M +$154K +4,408 +4%
AAS
82
Avantax Advisory Services
Texas
$3.77M +$1.17M +33,376 +45%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$3.64M -$16K -456 -0.4%
MOACM
84
Mutual of America Capital Management
New York
$3.61M +$185K +5,268 +5%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$3.49M -$226K -6,458 -6%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$3.47M +$317K +9,038 +10%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$3.38M +$251K +7,166 +8%
EP
88
Edgestream Partners
New Jersey
$3.38M -$3.14M -89,605 -48%
Holocene Advisors
89
Holocene Advisors
New York
$3.21M +$664K +18,944 +26%
KAS
90
Kestra Advisory Services
Texas
$3.2M +$1.31M +37,392 +69%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$3.14M +$119K +3,398 +4%
Wells Fargo
92
Wells Fargo
California
$3.04M +$302K +8,630 +11%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$2.98M +$168K +4,801 +6%
First Trust Advisors
94
First Trust Advisors
Illinois
$2.97M -$1.24M -35,286 -29%
Amundi
95
Amundi
France
$2.9M -$1.38M -39,213 -32%
MAM
96
Martingale Asset Management
Massachusetts
$2.85M -$477K -13,613 -14%
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$2.79M +$2.23M +63,555 +398%
MCC
98
Money Concepts Capital
Florida
$2.78M -$13.3K -381 -0.5%
MIM
99
MetLife Investment Management
New Jersey
$2.77M +$84.6K +2,414 +3%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$2.74M +$62.9K +1,797 +2%
2 3
4
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