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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
FG
151
Foresight Group
United Kingdom
$1.14M
BCM
152
Brookstone Capital Management
Illinois
$1.11M -$48K -1,385 -4%
Franklin Resources
153
Franklin Resources
California
$1.09M +$1.1M +31,874 New
Russell Investments Group
154
Russell Investments Group
United Kingdom
$1.09M +$608K +17,553 +123%
A
155
AlphaQuest
New York
$1.09M +$449K +12,957 +69%
First Trust Advisors
156
First Trust Advisors
Illinois
$1.07M -$1.85M -53,462 -63%
HighTower Advisors
157
HighTower Advisors
Illinois
$1.06M +$46.7K +1,349 +5%
VanEck Associates
158
VanEck Associates
New York
$1.05M +$104K +3,000 +11%
PI
159
PFG Investments
New York
$1.05M +$79.7K +2,299 +8%
New York State Teachers Retirement System (NYSTRS)
160
New York State Teachers Retirement System (NYSTRS)
New York
$1.03M
AG
161
Algert Global
California
$1.01M +$1.02M +29,440 New
HT
162
Headlands Technologies
Illinois
$1.01M +$925K +26,683 +1,024%
BCI
163
Brinker Capital Investments
Pennsylvania
$972K -$184K -5,322 -16%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$971K +$230K +6,631 +31%
MGP
165
Metis Global Partners
California
$971K +$261K +7,533 +36%
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$970K -$10.4K -300 -1%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$956K
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$932K -$78.8K -2,273 -8%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$906K -$6.58K -190 -0.7%
NAAA
170
New Age Alpha Advisors
New York
$905K -$67K -1,933 -7%
CFG
171
Certior Financial Group
Pennsylvania
$901K -$112K -3,243 -11%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$899K +$222K +6,408 +32%
KK
173
KLP Kapitalforvaltning
Norway
$895K
SMDAM
174
Sumitomo Mitsui DS Asset Management
Japan
$891K
AWA
175
Arete Wealth Advisors
Illinois
$880K +$93.8K +2,706 +12%

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.