We are live on ! Find out more
PECO icon

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
Cerity Partners
126
Cerity Partners
New York
$1.47M +$144K +4,163 +11%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$1.44M -$483K -13,946 -25%
DWM
128
Diversify Wealth Management
Utah
$1.44M -$530K -15,300 -26%
OWA
129
Outlook Wealth Advisors
Texas
$1.43M
MA
130
Mutual Advisors
Nebraska
$1.42M -$269K -7,760 -16%
VRS
131
Virginia Retirement Systems
Virginia
$1.41M +$107K +3,100 +8%
YCM
132
Yousif Capital Management
Michigan
$1.36M -$268K -7,735 -16%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$1.33M +$908K +26,199 +209%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$1.32M -$16K -463 -1%
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$1.29M -$1.46M -42,008 -53%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$1.27M -$37.8K -1,091 -3%
ASRS
137
Arizona State Retirement System
Arizona
$1.27M +$17.6K +507 +1%
CFG
138
Cooper Financial Group
California
$1.26M -$161K -4,649 -11%
AB
139
Amalgamated Bank
New York
$1.24M +$18.3K +528 +1%
UM
140
UniSuper Management
Australia
$1.23M +$41.6K +1,200 +3%
PFSRSONJ
141
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.2M +$238K +6,868 +24%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$1.2M
Comerica Bank
143
Comerica Bank
Texas
$1.19M -$268K -7,722 -18%
RWB
144
RMR Wealth Builders
New Jersey
$1.19M -$532K -15,348 -31%
FFA
145
First Foundation Advisors
California
$1.18M -$710K -20,497 -37%
AAS
146
Ameritas Advisory Services
Nebraska
$1.18M -$653K -18,860 -35%
AWM
147
Accel Wealth Management
Iowa
$1.17M -$2.94K -85 -0.2%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$1.16M -$447K -12,890 -28%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.16M
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$1.16M -$2.29M -66,083 -66%

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.