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Phillips Edison & Co

405 hedge funds and large institutions have $3.84B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $178K

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

0% more funds holding

Funds holding: 403405 (+2)

0.13% more ownership

Funds ownership: 83.78%83.91% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 141

37% less capital invested

Capital invested by funds: $6.08B → $3.84B (-$2.24B)

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
136
Reduced
141
Closed
34
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$783M -$24.5M -676,856 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$720M +$14.4M +397,862 +2%
State Street
3
State Street
Massachusetts
$263M -$3.44M -95,271 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$257M -$17.8M -492,212 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$133M +$22.3M +617,481 +20%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$122M +$5.32M +147,384 +5%
Charles Schwab
7
Charles Schwab
California
$79.3M +$1.03M +28,534 +1%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$73.5M +$21.5M +596,123 +42%
Northern Trust
9
Northern Trust
Illinois
$61.8M +$83.6K +2,315 +0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$57.5M +$6.49M +179,766 +13%
JP Morgan Chase
11
JP Morgan Chase
New York
$55.8M -$7.52M -208,043 -12%
Norges Bank
12
Norges Bank
Norway
$55.2M +$670K +18,545 +1%
DPIM
13
Duff & Phelps Investment Management
Illinois
$55M +$1.86M +51,505 +4%
Macquarie Group
14
Macquarie Group
Australia
$50.8M +$1.28M +35,508 +3%
Goldman Sachs
15
Goldman Sachs
New York
$40.9M -$9.43M -261,175 -19%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$39.3M -$944K -26,119 -2%
Morgan Stanley
17
Morgan Stanley
New York
$36.7M -$1.53M -42,484 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$34M -$1.33M -36,856 -4%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$33.4M +$11.7M +324,139 +55%
N
20
Nuveen
North Carolina
$32.5M +$2.08M +57,582 +7%
Millennium Management
21
Millennium Management
New York
$31.2M +$17.4M +482,057 +129%
Legal & General Group
22
Legal & General Group
United Kingdom
$31M +$334K +9,248 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$26.6M -$1.72M -47,629 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.7M +$1.02M +28,255 +5%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$21M -$26.3K -727 -0.1%

PECO Hedge Fund Activity: Q1 2025 in Review

405 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q1 2025, worth a combined $3.84B — down 37% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PECO positions and 34 closed out — a net gain of 10 holders — while 136 added to existing stakes and 141 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.3M. The largest seller was BlackRock, cutting an estimated $24.5M.

  • 405 institutional investors held Phillips Edison & Co (PECO) as of Q1 2025, up from 403 in Q4 2024.
  • Funds reported $3.84B of Phillips Edison & Co stock for Q1 2025, down 37% quarter-over-quarter.
  • 44 funds opened new Phillips Edison & Co positions in Q1 2025 and 34 closed out, a net change of +10 holders.
  • The largest Phillips Edison & Co buyer in Q1 2025 was Fidelity Investments, an estimated $22.3M added.
  • The largest Phillips Edison & Co seller in Q1 2025 was BlackRock, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2025.