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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
MOACM
76
Mutual of America Capital Management
New York
$3.54M +$7.97K +230 +0.2%
Raymond James Financial
77
Raymond James Financial
Florida
$3.51M -$311K -8,968 -8%
Wells Fargo
78
Wells Fargo
California
$3.47M +$495K +14,288 +16%
LIP
79
Lighthouse Investment Partners
Florida
$3.43M +$3.46M +100,000 New
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$3.3M -$15.1K -437 -0.5%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$3.21M +$139K +4,000 +4%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$3.01M -$562K -16,219 -16%
Amundi
83
Amundi
France
$2.9M +$126K +3,639 +4%
AQR Capital Management
84
AQR Capital Management
Connecticut
$2.9M +$1.74M +50,155 +146%
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$2.89M +$2.92M +84,226 New
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$2.82M -$104K -3,015 -4%
HCA
87
Harbor Capital Advisors
Illinois
$2.79M +$332K +9,589 +13%
IFG
88
Independent Financial Group
California
$2.77M +$110K +3,164 +4%
MCC
89
Money Concepts Capital
Florida
$2.7M -$22.8K -659 -0.8%
MIM
90
MetLife Investment Management
New Jersey
$2.66M -$54.4K -1,569 -2%
COPPSERS
91
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.51M +$10.5K +304 +0.4%
MAM
92
Martingale Asset Management
Massachusetts
$2.41M -$388K -11,191 -14%
Man Group
93
Man Group
United Kingdom
$2.29M +$2.31M +66,626 New
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$2.24M
IMRF
95
Illinois Municipal Retirement Fund
Illinois
$2.22M -$72.7K -2,097 -3%
CAU
96
Caxton Associates (UK)
$2.2M +$2.22M +64,108 New
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$2.16M +$270K +7,781 +14%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.16M -$185K -5,336 -8%
KAS
99
Kestra Advisory Services
Texas
$2.15M -$998K -28,816 -32%
Universal-Beteiligungs- und Servicegesellschaft
100
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.07M -$18.6K -537 -0.9%

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.