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Phillips Edison & Co

420 hedge funds and large institutions have $3.79B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,450% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $24K

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 132

4% more funds holding

Funds holding: 405420 (+15)

2.27% more ownership

Funds ownership: 83.91%86.18% (+2.3%)

1% less capital invested

Capital invested by funds: $3.84B → $3.79B (-$54.3M)

Holders
420
Holders Change
+15
Holders Change %
+3.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
160
Reduced
132
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$749M -$2.17M -61,439 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$715M +$24.6M +694,127 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$262M +$15.3M +431,238 +6%
State Street
4
State Street
Massachusetts
$258M +$5.88M +166,108 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$138M +$10.4M +294,767 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$119M +$2.33M +65,782 +2%
Charles Schwab
7
Charles Schwab
California
$77.4M +$1.24M +35,107 +2%
Northern Trust
8
Northern Trust
Illinois
$75.6M +$16.5M +465,168 +27%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$60.1M +$4.94M +139,704 +9%
Norges Bank
10
Norges Bank
Norway
$55.4M +$2.44M +68,923 +5%
DPIM
11
Duff & Phelps Investment Management
Illinois
$53.3M +$510K +14,403 +1%
Macquarie Group
12
Macquarie Group
Australia
$50M +$1.25M +35,279 +3%
Morgan Stanley
13
Morgan Stanley
New York
$42.8M +$7.7M +217,566 +22%
UBS AM
14
UBS AM
Illinois
$40.7M +$36.3M +1,025,938 +754%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$39.8M -$31M -877,200 -44%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$35.9M -$1.81M -51,257 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$35.1M -$18.7M -527,605 -34%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$34.7M +$2.09M +59,060 +6%
EGM
19
Engineers Gate Manager
New York
$32.7M +$33M +933,339 New
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$31.9M -$177K -5,000 -0.5%
Legal & General Group
21
Legal & General Group
United Kingdom
$30.3M +$495K +13,989 +2%
N
22
Nuveen
North Carolina
$29.2M -$2.01M -56,939 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$24.4M -$1.14M -32,114 -4%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$22.4M +$22.7M +640,432 New
Goldman Sachs
25
Goldman Sachs
New York
$21.9M -$17.6M -496,813 -44%

PECO Hedge Fund Activity: Q2 2025 in Review

420 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q2 2025, worth a combined $3.79B — down 1.4% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PECO positions and 31 closed out — a net gain of 21 holders — while 160 added to existing stakes and 132 trimmed.

The largest buyer was UBS AM, adding an estimated $36.3M. The largest seller was Alyeska Investment Group, cutting an estimated $31M.

  • 420 institutional investors held Phillips Edison & Co (PECO) as of Q2 2025, up from 405 in Q1 2025.
  • Funds reported $3.79B of Phillips Edison & Co stock for Q2 2025, down 1.4% quarter-over-quarter.
  • 52 funds opened new Phillips Edison & Co positions in Q2 2025 and 31 closed out, a net change of +21 holders.
  • The largest Phillips Edison & Co buyer in Q2 2025 was UBS AM, an estimated $36.3M added.
  • The largest Phillips Edison & Co seller in Q2 2025 was Alyeska Investment Group, an estimated $31M sold.

Based on aggregated 13F filings for Q2 2025.