Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Phillips Edison & Co Inc (PECO)

433 + Investors. Track Smart Money conviction in PECO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — PECO

Based on 434 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PECO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
434 hedge funds hold PECO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

215 buying189 selling
Last quarter: 215 funds bought or added vs 189 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PECO position: 53 → 42 → 63 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 19% new
257 out of 434 hedge funds have held PECO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

49 → 53 → 42 → 63 → 70 new funds/Q
New funds entering each quarter: 53 → 42 → 63 → 70. A growing number of institutions are discovering PECO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Of 436 current holders: 278 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
58 of 434 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in PECO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PECO

In 2026 Q1, 215 hedge funds were net buyers of PECO (70 opened a new position, 145 added to an existing one), while 189 reduced or exited (149 trimmed, 40 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in PECO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 434.

Hedge Fund Ownership: PECO

How many hedge funds hold PECO — quarterly history vs. share price
Quarterly hedge fund ownership of PECO vs. share price

Market Analysis: PECO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PECO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Phillips Edison & Co Inc (PECO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PECO has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
PECO
+12.2%
XLRE
+11.1%

PECO outperformed XLRE by +1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PECO
+6.8%
XLRE
+4.9%

Since the filing became public, PECO outperformed XLRE by +1.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PECO
433 + Investors

Track Smart Money conviction in PECO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 433 404 7.18%
13F Shares 106M 109M -2.7%
Total Value $3.91B $3.99B -2.04%
New Positions 69 63 +6
Increased Positions 145 151 -6
Closed Positions 40 52 -12
Reduced Positions 148 124 +24
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PECO

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Institutional Holders (2026 Q1)

433 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PECO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PECO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sophron Capital Management L.P. 4.23% 383,746 $14.4M
2 B&I Capital AG 3.54% 277,931 $10.4M
3 Engineers Gate Manager LP 0.82% 1,754,637 $65.7M
4 Vert Asset Management LLC 0.73% 61,202 $2.3M
5 Duff & Phelps Investment Management Co 0.70% 1,801,516 $67.4M
6 Certior Financial Group, LLC 0.57% 23,873 $893K
7 Odyssean, LLC 0.52% 38,372 $1.4M
8 Dynamic Financial Group 0.44% 14,393 $539K
9 Kennedy Capital Management LLC 0.39% 496,709 $18.6M
10 Outlook Wealth Advisors, LLC 0.38% 41,766 $1.6M
11 Accel Wealth Management 0.36% 36,742 $1.4M
12 Ameriflex Group, INC. 0.34% 17,957 $672K
13 Mars Jewett Financial Group, INC. 0.32% 27,221 $1.0M
14 Lakeridge Wealth Management LLC 0.28% 17,186 $643K
15 Sage Capital Management, LLC 0.27% 15,190 $568K
16 Catalina Capital Group, LLC 0.26% 11,759 $440K
17 Ducere Wealth Management LLC 0.26% 17,560 $657K
18 JMN Financial LLC 0.24% 6,625 $249K
19 Integrated Wealthcare, LLC 0.23% 7,457 $279K
20 Inceptionr LLC 0.23% 25,576 $957K
21 McAdam, LLC 0.23% 136,433 $5.1M
22 Blankinship & Foster, LLC 0.21% 25,558 $956K
23 Perbak Capital Partners LLP 0.21% 22,835 $854K
24 Calton & Associates, INC. 0.21% 38,400 $1.4M
25 J.W. Cole Advisors, INC. 0.20% 161,339 $6.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Phillips Edison & Co Inc (PECO)

What does the Smart Money Trend signal show for PECO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PECO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PECO?

Slight buying edge — 53% buying: Last quarter: 215 funds bought or added vs 189 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PECO holders?

Elite ownership — 41% AUM from top-100 funds: 58 of 434 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in PECO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PECO?

59% of holders stayed for 2+ years: 257 out of 434 hedge funds have held PECO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Phillips Edison & Co Inc (PECO) following the 2026 Q1 hedge fund 13F filings?

As of today, PECO has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), PECO has gained +12.2% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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