Phillips Edison & Company

PECO • NASDAQ

Phillips Edison & Company is a reit - retail company in the real estate sector on NASDAQ, led by Jeffrey S. Edison, with a market cap of $4.4B. As of Q3 2025, 83% of shares are held by 393 institutional investors, with BlackRock, Inc. as the largest holder at 17.12%.

Chief Executive Officer and Chairman of the BoardJeffrey S. Edison

Market Cap$4.4B

REIT - Retail

Real Estate

Employees290.0

Websitephillipsedison.com

Country

United States of America

Overview

Overview of institutional ownership in PECO as of Q3 2025 with a market cap of $4.3B

All Institutions

Institutions: 393
Value Held: $3.6B
Shares Held: 104.2M
Avg Position: $9.1M
Median Position: $613.0K

Hedge Funds

Hedge Funds: 28
Value Held: $236.2M
Shares Held: 6.9M
Avg Position: $8.4M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

77.48%

$3.3B

Hedge Funds

5.48%

$236.2M

Retail & Other

17.04%

$735.0M

Based on market cap of $4.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PECO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$738.1M 0.01% of portfolio	17.12% 21.5M shares	Q3 2021 Held for 4y 2m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$698.4M 0.01% of portfolio	16.20% 20.3M shares	Q3 2021 Held for 4y 2m	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$251.1M 0.01% of portfolio	5.80% 7.3M shares	Q3 2021 Held for 4y 2m	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$205.4M 0.04% of portfolio	4.76% 6.0M shares	Q3 2021 Held for 4y 2m	$571.21B
FMR LLC Institution	-	$141.0M 0.01% of portfolio	3.27% 4.1M shares	Q3 2021 Held for 4y 2m	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$118.1M 0.01% of portfolio	2.74% 3.4M shares	Q3 2021 Held for 4y 2m	$1.57T
Engineers Gate Manager LP Hedge Fund•Quant	Robert Gregory Eisner CEO	$85.7M 0.98% of portfolio	1.99% 2.5M shares	Q3 2024 Held for 1y 2m	$8.8B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$76.8M 0.01% of portfolio	1.78% 2.2M shares	Q3 2021 Held for 4y 2m	$620.51B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$74.1M 0.01% of portfolio	1.72% 2.2M shares	Q3 2021 Held for 4y 2m	$782.01B
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dmitry Balyasny CIO	$64.2M 0.13% of portfolio	1.49% 1.9M shares	Q2 2025 Held for 5 months	$48.1B

Net Capital Flow

Institutional buying and selling activity for PECO in Q3 2025

Traded: −$67.5M
Buyers: 167
Sellers: 202
Total Bought: +$235.7M
Total Sold: −$303.2M
Avg Position: $8.1M

Biggest Buyers

Institution	Net Bought	Current Position
Engineers Gate Manager LP Hedge Fund•Quant	+$53.6M +1.6M shares	$85.7M 2.5M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$42.2M +1.2M shares	$64.2M 1.9M shares
GOLDMAN SACHS GROUP INC Institution	+$14.2M +413.8K shares	$35.7M 1.0M shares
Q Qube Research & Technologies Ltd Institution	+$10.6M +309.3K shares	$29.2M 849.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$10.0M +292.5K shares	$14.7M 427.9K shares
D DARK FOREST CAPITAL MANAGEMENT LP Pension/Endowment	+$7.6M +222.1K shares	$8.3M 240.7K shares
S Sophron Capital Management L.P. Hedge Fund•Long/Short	+$6.3M +182.6K shares	$19.7M 573.7K shares
DUFF & PHELPS INVESTMENT MANAGEMENT CO Real Assets	+$6.0M +174.7K shares	$58.3M 1.7M shares
FMR LLC Institution	+$5.8M +168.5K shares	$141.0M 4.1M shares
WESTWOOD HOLDINGS GROUP INC Institution	+$4.8M +140.4K shares	$4.8M 140.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$51.3M −1.5M shares	$205.4M 6.0M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$40.7M −1.2M shares	Sold Off 0 shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$39.8M −1.1M shares	Sold Off 0 shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$35.9M −1.0M shares	Sold Off 0 shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	−$13.9M −397.3K shares	Sold Off 0 shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$11.1M −315.7K shares	Sold Off 0 shares
E Eisler Capital Management Ltd. Institution	−$8.9M −253.9K shares	Sold Off 0 shares
AEW CAPITAL MANAGEMENT L P Real Assets	−$8.7M −253.7K shares	$8.6M 249.8K shares
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	−$5.7M −163.8K shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$4.7M −138.0K shares	$23.9M 694.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PECO in Q3 2025

New Positions: 12
New Value: $6.6M
Exited Positions: 50
Exited Value: $173.6M

New Positions

Institution	Position Value
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.9M 84.2K shares
C CAXTON ASSOCIATES LLP Institution	$2.2M 64.1K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$542.2K 15.8K shares
T TFB Advisors LLC RIA/Wealth	$315.3K 9.3K shares
O Ocean Capital Management, LLC RIA/Wealth	$277.2K 8.1K shares
N NATIXIS Institution	$274.6K 8.0K shares
S Salomon & Ludwin, LLC Institution	$28.3K 705.0 shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$14.0K 407.0 shares
FEDERATED INVESTORS INC /PA/ Long Only Manager	$7.1K 207.0 shares
Sontag Advisory, LLC RIA/Wealth	$2.2K 63.0 shares

Exited Positions

Institution	Previous Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$40.7M 1.2M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$39.8M 1.1M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	$35.9M 1.0M shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$13.9M 397.3K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$11.1M 315.7K shares
E Eisler Capital Management Ltd. Institution	$8.9M 253.9K shares
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$5.7M 163.8K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$3.4M 96.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.0M 57.5K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$1.6M 45.3K shares

Options Activity

Institutions with the largest Call and Put options positions in PECO as of Q3 2025

Call Positions: 3
Call Value: $781.9K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$264.3K 77.0 contracts
W WOLVERINE TRADING, LLC Institution	$260.1K 76.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$257.5K 75.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PECO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Sophron Capital Management L.P. Hedge Fund•Long/Short	George Michael Maslovsky CEO	6.07% $19.7M	0.46% 573.7K shares	Q4 2024 Held for 11 months	$324.6M
HGI Capital Management, LLC Hedge Fund•Sector	Jordan Eric Slone CEO	4.46% $1.6M	0.04% 47.3K shares	Q3 2025 Held for 2 months	$36.4M
B B&I Capital AG Institution	-	2.76% $8.0M	0.18% 231.8K shares	Q3 2021 Held for 4y 2m	$288.9M
Engineers Gate Manager LP Hedge Fund•Quant	Robert Gregory Eisner CEO	0.98% $85.7M	1.99% 2.5M shares	Q3 2024 Held for 1y 2m	$8.8B
D Dynamic Financial Group RIA/Wealth	Darren Paul Yoder Managing Partner	0.68% $782.2K	0.02% 22.8K shares	Q4 2024 Held for 11 months	$115.2M
Vert Asset Management LLC Institution	Sarah Jessica Adams Managing Partner	0.67% $2.0M	0.05% 58.1K shares	Q1 2025 Held for 8 months	$297.4M
DUFF & PHELPS INVESTMENT MANAGEMENT CO Real Assets	George Robert Aylward Chairman	0.66% $58.3M	1.35% 1.7M shares	Q2 2024 Held for 1y 5m	$8.8B
CERTIOR FINANCIAL GROUP, LLC RIA/Wealth	Avi No Middle Name Kantor Managing Partner	0.62% $900.5K	0.02% 26.2K shares	Q4 2024 Held for 11 months	$144.5M
Longboard Asset Management, LP Long Only Manager	Cole Mcallister Wilcox CEO	0.50% $310.9K	0.01% 9.1K shares	Q2 2025 Held for 5 months	$62.3M
AEW CAPITAL MANAGEMENT L P Real Assets	Jonathan E Martin CEO	0.48% $8.6M	0.20% 249.8K shares	Q3 2024 Held for 1y 2m	$1.8B

Hedge Fund Spotlight

Discover hedge funds investing in PECO

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Phillips Edison & Company

Market Value: $14.7M
Shares Held: 427.9K
Portfolio Weight: 0.02%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%