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Phillips Edison & Co
PECO

Overview Fund Activity

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K

Top Buyers

1
NL
1
Nuveen LLC
North Carolina
$32.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$133M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$73.5M
4
Millennium Management
4
Millennium Management
New York
$31.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$720M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
BlackRock
2
BlackRock
New York
$783M
3
UBS AM
3
UBS AM
Illinois
$4.97M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$257M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$783M 21,453,925 -676,856 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$720M 19,720,204 +397,862 +2%
State Street
3
State Street
Massachusetts
$263M 7,182,972 -95,271 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$257M 7,045,705 -492,212 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$133M 3,643,839 +617,481 +20%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$122M 3,329,288 +147,384 +5%
Charles Schwab
7
Charles Schwab
California
$79.3M 2,174,051 +28,534 +1%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$73.5M 2,013,308 +596,123 +42%
Northern Trust
9
Northern Trust
Illinois
$61.8M 1,693,120 +2,315 +0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$57.5M 1,576,703 +179,766 +13%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$55.8M 1,529,380 -208,043 -12%
DPIM
12
Duff & Phelps Investment Management
Illinois
$55M 1,508,480 +51,505 +4%
Macquarie Group
13
Macquarie Group
Australia
$50.8M 1,392,953 +35,508 +3%
Goldman Sachs
14
Goldman Sachs
New York
$40.9M 1,121,915 -261,175 -19%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$39.3M 1,077,372 -26,119 -2%
Morgan Stanley
16
Morgan Stanley
New York
$36.7M 1,005,011 -42,484 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34M 932,736 -36,856 -4%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$33.4M 915,000 +324,139 +55%
NL
19
Nuveen LLC
North Carolina
$32.5M 889,699 +889,699 New
Millennium Management
20
Millennium Management
New York
$31.2M 855,138 +482,057 +129%
Legal & General Group
21
Legal & General Group
United Kingdom
$31M 849,654 +9,248 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$26.6M 729,613 -47,629 -6%
Principal Financial Group
23
Principal Financial Group
Iowa
$22.7M 623,420 +28,255 +5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$21M 585,348 -727 -0.1%
ACM
25
AEW Capital Management
Massachusetts
$21M 574,819 -53,070 -8%
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