PECO icon

Phillips Edison & Co
PECO

Overview Fund Activity

410 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+11
Holders Change %
+2.76%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K

Top Buyers

1
UBS AM
UBS AM
Illinois
$40.7M
2
EGM
Engineers Gate Manager
New York
$32.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$715M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$22.4M
5
Northern Trust
Northern Trust
Illinois
$75.6M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$39.8M
2
Millennium Management
Millennium Management
New York
$6.93M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.1M
4
ECM
ExodusPoint Capital Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$749M -$2.15M -61,439 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$715M +$24.3M +694,127 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$262M +$15.1M +431,238 +6%
State Street
4
State Street
Massachusetts
$258M +$5.84M +166,108 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$138M +$10.3M +294,767 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$119M +$2.3M +65,782 +2%
Charles Schwab
7
Charles Schwab
California
$77.4M +$1.23M +35,107 +2%
Northern Trust
8
Northern Trust
Illinois
$75.6M +$16.3M +465,168 +27%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$60.1M +$4.89M +139,704 +9%
Norges Bank
10
Norges Bank
Norway
$55.4M +$55.4M +1,581,791 New
DPIM
11
Duff & Phelps Investment Management
Illinois
$53.3M +$505K +14,403 +1%
Macquarie Group
12
Macquarie Group
Australia
$50M +$1.24M +35,279 +3%
Morgan Stanley
13
Morgan Stanley
New York
$42.8M +$7.62M +217,566 +22%
UBS AM
14
UBS AM
Illinois
$40.7M +$35.9M +1,025,938 +754%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$39.8M -$30.7M -877,200 -44%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$35.9M -$1.8M -51,257 -5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$35.1M -$18.5M -527,605 -34%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$34.7M +$2.07M +59,060 +6%
EGM
19
Engineers Gate Manager
New York
$32.7M +$32.7M +933,339 New
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$31.9M -$175K -5,000 -0.5%
Legal & General Group
21
Legal & General Group
United Kingdom
$30.3M +$490K +13,989 +2%
NL
22
Nuveen LLC
North Carolina
$29.2M -$1.99M -56,939 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$24.4M -$1.12M -32,114 -4%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$22.4M +$22.4M +640,432 New
Goldman Sachs
25
Goldman Sachs
New York
$21.9M -$17.4M -496,813 -44%
1
2 3 4 5