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Phillips Edison & Company, Inc. hedge fund holdings

PECONASDAQ
$37.36-0.40 (-1.06% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PECO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+11.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025125112$259M$182M396Aug 14, 2025
Q3 2025101142$264M$263M383Nov 14, 2025
Q4 2025111116$252M$236M392Feb 14, 2026
Q1 2026127125$314M$275M417May 15, 2026
Q2 2026131110$444M$281M417Aug 14, 2026

Quarterly action breakdown

Q2 2026
417 filers
New position
38
$22.6M+543K sh
Increased
93
$422M+10.1M sh
Reduced
76
-$235M-5.65M sh
Out / sold
34
-$45.5M-1.09M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 23.04%-$50M$167M0.03%Aug 14, 2026
Nomura Asset Management International Inc.Reduce 35.10%-$14.3M$26.5M0.04%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Reduce 58.89%-$11M$7.7M0.01%Aug 14, 2026
B&I Capital AGReduce 87.38%-$10.1M$1.46M3.22%Aug 11, 2026
Duff & Phelps Investment Management CoAdded 11.36%+$8.51M$83.5M0.79%Aug 13, 2026
Sophron Capital Management L.P.Reduce 34.37%-$5.49M$10.5M3.25%Aug 14, 2026
Nordea Investment Management ABAdded 47.61%+$4.65M$14.4M0.01%Aug 5, 2026
Lord, Abbett & Co. LLCSell 100%-$4.52M$00.00%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCAdded 216.76%+$4.05M$5.92M0.09%Aug 14, 2026
Public Sector Pension Investment BoardReduce 11.65%-$2.38M$18M0.05%Aug 13, 2026
Canada Pension Plan Investment BoardAdded 1.67%+$2.29M$139M0.08%Aug 14, 2026
Voloridge Investment Management, LLCReduce 81.03%-$2.14M$500K0.00%Aug 14, 2026
Quantinno Capital Management LPAdded 43.15%+$1.87M$6.21M0.01%Aug 13, 2026
Holocene Advisors, LPSell 100%-$1.78M$00.00%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundSell 100%-$1.55M$00.00%Aug 13, 2026
Caxton Associates LLPAdded 80.32%+$1.46M$3.29M0.06%Aug 14, 2026
Polymer Capital Management (US) LLCNew Buy+$1.46M$1.46M0.19%Aug 14, 2026
Odyssean, LLCAdded 84.55%+$1.35M$2.95M0.48%Aug 14, 2026
First Trust Advisors LPAdded 23.71%+$1.18M$6.17M0.00%Aug 11, 2026
SummitTX Capital, L.P.Sell 100%-$1.1M$00.00%Aug 14, 2026
TCW Group IncReduce 56.58%-$1.08M$829K0.01%Aug 3, 2026
Diversify Advisory Services, LLCNew Buy+$1.05M$1.05M0.02%Aug 10, 2026
Perbak Capital Partners LLPSell 100%-$854K$0Not reportedAug 14, 2026
State of Alaska, Department of RevenueReduce 15.50%-$851K$4.64M0.05%Jul 20, 2026
Calton & Associates, Inc.Reduce 53.14%-$849K$749K0.11%Aug 10, 2026
Asset Management One Co., Ltd.Added 8.81%+$834K$10.3M0.03%Jul 28, 2026
State of New Jersey Common Pension Fund DReduce 31.79%-$776K$1.66M0.01%Aug 4, 2026
Massar Capital Management, LPNew Buy+$663K$663K0.06%Aug 14, 2026
Kennedy Capital Management LLCReduce 2.99%-$619K$20.1M0.36%Aug 14, 2026
Jackson Creek Investment Advisors LLCNew Buy+$507K$507K0.17%Aug 10, 2026
Accel Wealth ManagementReduce 32.54%-$498K$1.03M0.23%Jul 10, 2026
Inceptionr LLCReduce 45.69%-$486K$578K0.14%Aug 11, 2026
Horizon Investments, LLCAdded 34.90%+$471K$1.82M0.02%Aug 13, 2026
Nomura Asset Management Co LtdAdded 5.72%+$461K$8.52M0.02%Aug 13, 2026
UniSuper Management Pty LtdReduce 41.98%-$458K$633K0.00%Aug 14, 2026
Diversify Wealth Management, LLCReduce 29.53%-$442K$1.05M0.02%Jul 30, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$432K$432K0.01%Aug 14, 2026
Elo Mutual Pension Insurance CoNew Buy+$426K$426K0.01%Aug 13, 2026
Aberdeen Group plcAdded 8.11%+$408K$5.43M0.01%Jul 31, 2026
Debussy Capital Management LPSell 100%-$405K$0Not reportedAug 14, 2026
Axxcess Wealth Management, LLCNew Buy+$403K$403K0.01%Jul 28, 2026
Pensionfund PDNAdded 59.38%+$395K$1.06M0.55%Jul 1, 2026
Hibernia Wealth Partners, LLCSell 100%-$369K$00.00%Jul 23, 2026
Provident Investment Management, Inc.Reduce 29.44%-$366K$878K0.09%Aug 11, 2026
Macquarie Group LtdAdded 9.58%+$358K$4.1M0.02%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 6.92%+$325K$5.02M0.00%Aug 13, 2026
Campbell & CO Investment Adviser LLCAdded 45.47%+$317K$1.02M0.05%Aug 3, 2026
Bright Futures Wealth Management, LLC.New Buy+$299K$299K0.19%Jul 24, 2026
BlueChip Wealth Advisors LLCSell 100%-$297K$00.00%Jul 30, 2026
Blair William & CoReduce 42.43%-$290K$393K0.00%Aug 11, 2026
Lombard Odier Asset Management (USA) CorpSell 100%-$280K$00.00%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 6.47%+$272K$4.48M0.00%Aug 7, 2026
Sequoia Financial Advisors, LLCAdded 40.07%+$259K$904K0.00%Jul 17, 2026
Vise Technologies, Inc.New Buy+$244K$244K0.00%Aug 11, 2026
Empowered Funds, LLCSell 100%-$241K$00.00%Aug 17, 2026
DNB Asset Management ASNew Buy+$236K$236K0.00%Aug 11, 2026
RFG Advisory, LLCAdded 89.27%+$234K$496K0.01%Jul 15, 2026
111 CapitalNew Buy+$232K$232K0.04%Aug 5, 2026
LexAurum Advisors, LLCNew Buy+$220K$220K0.03%Jul 15, 2026
Foresight Group Ltd Liability PartnershipReduce 18.58%-$215K$942K0.17%Jul 27, 2026
EPG Wealth Management LLCSell 100%-$214K$00.00%Jul 28, 2026
Continuum Advisory, LLCNew Buy+$211K$211K0.02%Aug 6, 2026
LaSalle St. Investment Advisors, LLCNew Buy+$209K$209K0.03%Aug 11, 2026
Natixis Advisors, LLCAdded 16.32%+$208K$1.48M0.00%Aug 14, 2026
Daymark Wealth Partners, LLCNew Buy+$208K$208K0.01%Jul 31, 2026
SageGuard Financial Group, LLCNew Buy+$206K$206K0.03%Jul 27, 2026
MSH Capital Advisors LLCNew Buy+$202K$202K0.04%Aug 11, 2026
Pensionfund SabicAdded 56.25%+$187K$520K0.56%Jul 1, 2026
Independent Financial Group, LLCReduce 5.64%-$182K$3.05M0.06%Jul 15, 2026
Arkadios Wealth AdvisorsReduce 5.62%-$173K$2.91M0.04%Aug 10, 2026
Cambria Investment Management, L.P.Added 24.20%+$170K$873K0.04%Aug 14, 2026
Fieldview Capital Management, LLCReduce 33.26%-$160K$320K0.09%Aug 14, 2026
Money Concepts Capital CorpReduce 5.43%-$154K$2.69M0.12%Aug 4, 2026
Modern Wealth Management, LLCReduce 3.47%-$145K$4.03M0.05%Aug 14, 2026
Handelsbanken Fonder ABAdded 9.77%+$142K$1.59M0.00%Jul 10, 2026
Sound Income Strategies, LLCSell 100%-$137K$00.00%Jul 20, 2026
Fox Run Management, L.L.C.Added 32.85%+$131K$530K0.09%Aug 4, 2026
Erste Asset Management GmbHAdded 15.71%+$127K$933K0.01%Jul 28, 2026
JMN Financial LLCAdded 45.60%+$126K$403K0.31%Aug 10, 2026
KLP Kapitalforvaltning AsAdded 10.83%+$125K$1.28M0.00%Aug 12, 2026
MML Investors Services, LLCAdded 34.76%+$123K$477K0.00%Aug 7, 2026
Spire Wealth ManagementReduce 22.81%-$123K$415K0.01%Jul 15, 2026
Sumitomo Mitsui Trust Group, Inc.Reduce 2.10%-$119K$5.57M0.00%Jul 30, 2026
Destiny Wealth Partners, LLCSell 100%-$110K$00.00%Aug 7, 2026
Vert Asset Management LLCAdded 3.93%+$100K$2.65M0.72%Jul 15, 2026
Ensign Peak Advisors, IncReduce 18.03%-$94.9K$431K0.00%Aug 14, 2026
Tokio Marine Asset Management Co LtdNew Buy+$94.3K$94.3K0.00%Jul 30, 2026
Certior Financial Group, LLCReduce 9.10%-$90.4K$903K0.49%Jul 20, 2026
Ducere Wealth Management LLCReduce 12.28%-$89.7K$641K0.19%Jul 28, 2026
Prime Capital Investment Advisors, LLCReduce 2.23%-$85.1K$3.73M0.04%Aug 5, 2026
Easterly Investment Partners LLCReduce 21.99%-$72.9K$259K0.01%Jul 23, 2026
RMR Wealth BuildersReduce 8.24%-$72.6K$809K0.05%Jul 24, 2026
Daiwa Securities Group Inc.Reduce 3.42%-$71K$2.01M0.00%Jul 31, 2026
Beacon Capital Management, LLCReduce 18.19%-$70.3K$316K0.05%Jul 29, 2026
Archer Investment CorpAdded 100.00%+$64K$128K0.01%Aug 19, 2026
Twin Tree Management, LPNew Buy+$63.6K$63.6K0.00%Aug 12, 2026
Illinois Municipal Retirement FundReduce 2.16%-$58.5K$2.65M0.03%Aug 12, 2026
Integrated Advisors Network LLCReduce 3.03%-$55.6K$1.78M0.08%Aug 11, 2026
Curi Capital, LLCAdded 20.32%+$54.5K$323K0.01%Aug 14, 2026
Buck Wealth Strategies, LLCNew Buy+$52.5K$52.5K0.01%Jul 30, 2026

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