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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
BF
176
Blankinship & Foster
California
$877K +$554 +16 +0.1%
WA
177
Waverly Advisors
Alabama
$840K -$72.3K -2,086 -8%
AG
178
AmeriFlex Group
Nevada
$822K +$633K +18,255 +321%
SG Americas Securities
179
SG Americas Securities
New York
$818K +$826K +23,842 New
ProShare Advisors
180
ProShare Advisors
Maryland
$817K -$152K -4,395 -16%
SO
181
STRS Ohio
Ohio
$790K -$27.7K -800 -3%
CAM
182
Cresset Asset Management
Illinois
$786K
TG
183
TCW Group
California
$783K +$1.46K +42 +0.2%
DFG
184
Dynamic Financial Group
Iowa
$782K -$20.1K -580 -2%
EE
185
EWG Elevate
California
$721K
Verition Fund Management
186
Verition Fund Management
Connecticut
$721K +$728K +21,000 New
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$720K -$1.98M -57,186 -73%
II
188
IFM Investors
Australia
$702K +$3.57K +103 +0.5%
CAS
189
Coppell Advisory Solutions
Texas
$695K -$24.9K -719 -3%
VDI
190
Vaughan David Investments
Illinois
$683K
HI
191
Harbour Investments
Wisconsin
$665K -$36.7K -1,059 -5%
NAM
192
Nissay Asset Management
Japan
$654K
QCM
193
Quantinno Capital Management
New York
$645K +$226K +6,530 +53%
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$640K
I
195
InceptionR
California
$640K -$3.26K -94 -0.5%
FA
196
Fiduciary Alliance
South Carolina
$636K -$44.6K -1,286 -6%
MSRPS
197
Maryland State Retirement & Pension System
Maryland
$620K -$651K -18,797 -51%
Los Angeles Capital Management
198
Los Angeles Capital Management
California
$613K -$387K -11,175 -38%
LWM
199
Lakeridge Wealth Management
Ohio
$580K -$43.8K -1,265 -7%
PL
200
Perpetual Ltd
Australia
$571K +$78.7K +2,270 +16%

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.