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Phillips Edison & Co
PECO

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402 → 417 (+15)

3.45% more ownership

Funds ownership: 83.04% → 86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$35.1M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$18.9M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$42.5M
2
Northern Trust
Northern Trust
Illinois
-$22M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.6M
5
EGM
Engineers Gate Manager
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
126
INTECH Investment Management
Florida
$1.75M – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$1.72M +$571K +16,464 +52%
Daiwa Securities Group
128
Daiwa Securities Group
Japan
$1.71M +$84.1K +2,422 +5%
SWP
129
Stratos Wealth Partners
Ohio
$1.6M -$189K -5,441 -11%
CA
130
Calton & Associates
Florida
$1.57M -$179K -5,171 -10%
IAN
131
Integrated Advisors Network
Texas
$1.57M -$6.18K -178 -0.4%
CPA
132
Capital Performance Advisors
California
$1.52M +$1.48M +42,752 New
New York State Teachers Retirement System (NYSTRS)
133
New York State Teachers Retirement System (NYSTRS)
New York
$1.5M +$418K +12,056 +40%
AAS
134
Ameritas Advisory Services
Nebraska
$1.49M +$254K +7,314 +21%
OWA
135
Outlook Wealth Advisors
Texas
$1.49M – – –
P
136
&Partners
Tennessee
$1.47M +$885K +25,489 +161%
SPS
137
Susquehanna Portfolio Strategies
Pennsylvania
$1.47M -$650K -18,721 -31%
Lazard Asset Management
138
Lazard Asset Management
New York
$1.46M +$1.42M +41,007 New
First Trust Advisors
139
First Trust Advisors
Illinois
$1.37M +$257K +7,397 +24%
ET
140
Entropy Technologies
New York
$1.36M +$880K +25,370 +196%
Victory Capital Management
141
Victory Capital Management
Texas
$1.35M -$421K -12,126 -24%
AWM
142
Accel Wealth Management
Iowa
$1.32M +$101K +2,920 +9%
CFG
143
Cooper Financial Group
California
$1.3M – – –
AB
144
Amalgamated Bank
New York
$1.3M +$12.6K +363 +1%
I
145
InceptionR
California
$1.3M +$618K +17,801 +95%
MA
146
Mutual Advisors
Nebraska
$1.26M -$204K -5,879 -14%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$1.25M -$121K -3,501 -9%
WA
148
Waverly Advisors
Alabama
$1.25M +$372K +10,724 +44%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$1.25M -$111K -3,190 -8%
ASRS
150
Arizona State Retirement System
Arizona
$1.24M -$72.9K -2,102 -6%
4 5
6
7 8

PECO Hedge Fund Activity: Q4 2025 in Review

417 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2025, worth a combined $3.87B — up 8.1% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PECO positions and 40 closed out — a net gain of 23 holders — while 155 added to existing stakes and 128 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $35.1M. The largest seller was Macquarie Group, cutting an estimated $42.5M.

  • 417 institutional investors held Phillips Edison & Co (PECO) as of Q4 2025, up from 402 in Q3 2025.
  • Funds reported $3.87B of Phillips Edison & Co stock for Q4 2025, up 8.1% quarter-over-quarter.
  • 63 funds opened new Phillips Edison & Co positions in Q4 2025 and 40 closed out, a net change of +23 holders.
  • The largest Phillips Edison & Co buyer in Q4 2025 was Canada Pension Plan Investment Board, an estimated $35.1M added.
  • The largest Phillips Edison & Co seller in Q4 2025 was Macquarie Group, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2025.