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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
BlackRock
1
BlackRock
New York
$738M +$3.74M +108,031 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$698M -$2.4M -69,157 -0.3%
State Street
3
State Street
Massachusetts
$251M -$2.01M -58,107 -0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$205M -$51.8M -1,494,124 -20%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$141M +$5.84M +168,458 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$118M +$1.57M +45,398 +1%
EGM
7
Engineers Gate Manager
New York
$85.7M +$54.1M +1,562,701 +167%
Charles Schwab
8
Charles Schwab
California
$76.8M +$933K +26,937 +1%
Northern Trust
9
Northern Trust
Illinois
$74.1M +$33.9K +977 +0%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$64.2M +$42.6M +1,229,186 +192%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$60.4M +$1.48M +42,819 +2%
DPIM
12
Duff & Phelps Investment Management
Illinois
$58.3M +$6.05M +174,725 +11%
Macquarie Group
13
Macquarie Group
Australia
$45.1M -$3.95M -114,058 -8%
Morgan Stanley
14
Morgan Stanley
New York
$37.9M -$4.14M -119,363 -10%
JP Morgan Chase
15
JP Morgan Chase
New York
$37.8M +$3.44M +99,167 +10%
Goldman Sachs
16
Goldman Sachs
New York
$35.7M +$14.3M +413,836 +66%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$33M +$1.73M +50,000 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$32.1M -$2M -57,627 -6%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$29.2M +$10.7M +309,321 +57%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$27M +$3.1M +89,578 +13%
Legal & General Group
21
Legal & General Group
United Kingdom
$26.9M -$2.8M -80,669 -9%
N
22
Nuveen
North Carolina
$23.9M -$4.78M -137,961 -17%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$21.9M +$1.15M +33,098 +5%
Principal Financial Group
24
Principal Financial Group
Iowa
$20.8M -$528K -15,251 -2%
SCM
25
Sophron Capital Management
New Jersey
$19.7M +$6.33M +182,629 +47%

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.