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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
SOS
201
Silver Oak Securities
Tennessee
$568K -$52K -1,500 -8%
HI
202
Horizon Investments
North Carolina
$549K +$39.4K +1,136 +8%
P
203
&Partners
Tennessee
$542K +$547K +15,792 New
SWM
204
Spire Wealth Management
Virginia
$534K -$31.9K -920 -6%
GWM
205
Geneos Wealth Management
Colorado
$521K -$787K -22,705 -60%
SCM
206
Sage Capital Management
New Jersey
$518K -$66.9K -1,932 -11%
RIL
207
Rothschild Investment LLC
Illinois
$515K -$520 -15 -0.1%
Jacobs Levy Equity Management
208
Jacobs Levy Equity Management
New Jersey
$514K -$1.92M -55,352 -79%
Citadel Advisors
209
Citadel Advisors
Florida
$492K +$496K +14,322 New
PIM
210
Provident Investment Management
Michigan
$486K +$178K +5,145 +57%
WDL
211
Well Done LLC
Michigan
$481K
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$472K
CBU
213
CIBC Bancorp USA
Illinois
$462K +$467K +13,470 New
IAA
214
Independent Advisor Alliance
North Carolina
$457K +$1.42K +41 +0.3%
SFA
215
Sequoia Financial Advisors
Ohio
$457K -$69.2K -1,996 -13%
VA
216
Vident Advisory
Georgia
$454K -$57.9K -1,671 -11%
ET
217
Entropy Technologies
New York
$444K -$328K -9,456 -42%
AIP
218
Ameritas Investment Partners
Nebraska
$442K -$70.8K -2,044 -14%
CCG
219
Catalina Capital Group
California
$408K
AR
220
Apeiron RIA
Texas
$407K -$3.67K -106 -0.9%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$400K -$393K -11,356 -49%
XT
222
XTX Topco
Cayman Islands
$393K +$397K +11,451 New
MHS
223
M Holdings Securities
Oregon
$393K -$463K -13,363 -54%
AIFS
224
A&I Financial Services
Colorado
$390K
OAC
225
OMERS Administration Corp
Ontario, Canada
$388K +$392K +11,300 New

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.