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

Top Sellers

1
BlackRock
BlackRock
New York
$783M
2
UBS AM
UBS AM
Illinois
$4.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$257M
4
Verition Fund Management
Verition Fund Management
Connecticut
$0
5
CW
Curio Wealth
Maryland
$22.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$1.92M -$191K -5,229 -9%
SWP
127
Stratos Wealth Partners
Ohio
$1.9M +$620 +17 +0%
IAN
128
Integrated Advisors Network
Texas
$1.9M -$2.85K -78 -0.1%
MA
129
Mutual Advisors
Nebraska
$1.88M +$60.7K +1,729 +3%
AWA
130
Arkadios Wealth Advisors
Georgia
$1.8M -$101K -2,764 -5%
RWB
131
RMR Wealth Builders
New Jersey
$1.75M -$68.3K -1,866 -4%
YCM
132
Yousif Capital Management
Michigan
$1.7M -$8.47K -232 -0.5%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.67M -$63.1K -1,728 -4%
MLA
134
My Legacy Advisors
Oregon
$1.64M -$103K -2,835 -6%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$1.63M +$91.2K +2,500 +6%
American Century Companies
136
American Century Companies
Missouri
$1.59M +$89.5K +2,453 +6%
Daiwa Securities Group
137
Daiwa Securities Group
Japan
$1.56M +$72.4K +1,983 +5%
Comerica Bank
138
Comerica Bank
Texas
$1.53M -$16K -439 -1%
OWA
139
Outlook Wealth Advisors
Texas
$1.52M – – –
CFG
140
Cooper Financial Group
California
$1.52M +$109 +3 +0%
AWS
141
Atria Wealth Solutions
New York
$1.51M -$965K -26,382 -39%
AWM
142
AE Wealth Management
Kansas
$1.46M -$139K -3,798 -9%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.39M +$2.3K +63 +0.2%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$1.39M – – –
VRS
145
Virginia Retirement Systems
Virginia
$1.37M +$1.37M +37,588 New
BCM
146
Brookstone Capital Management
Illinois
$1.37M -$156K -4,276 -10%
MSRPS
147
Maryland State Retirement & Pension System
Maryland
$1.33M -$175K -4,805 -12%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.32M +$140K +3,841 +12%
AB
149
Amalgamated Bank
New York
$1.3M -$16.4K -448 -1%
ASRS
150
Arizona State Retirement System
Arizona
$1.28M -$14.1K -386 -1%
4 5
6
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