Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Phillips Edison & Co Inc (PECO)

439 + 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
↑ +8
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — PECO

Based on 445 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
445 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 — +8% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

224 buying182 selling
Last quarter: 224 funds bought or added vs 182 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.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 42 → 64 → 71 → 55. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
264 out of 445 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

55 → 42 → 64 → 71 → 55 new funds/Q
New funds entering each quarter: 42 → 64 → 71 → 55. A growing number of institutions are discovering PECO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 446 holders: 283 (63%) are 2+ year veterans, 60 entered 1–2 years ago, and 103 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
59 of 443 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 224 hedge funds were net buyers of PECO (55 opened a new position, 169 added to an existing one), while 182 reduced or exited (135 trimmed, 47 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in PECO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 445.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PECO
439 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 439 437 0.46%
13F Shares 114M 108M 6.07%
Total Value $4.70B $3.96B 18.6%
New Positions 54 71 -17
Increased Positions 167 145 +22
Closed Positions 50 39 +11
Reduced Positions 135 150 -15
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PECO

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Institutional Holders (2026 Q2)

439 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sophron Capital Management L.P. 3.25% 251,859 $10.5M
2 B&I Capital AG 3.22% 35,068 $1.5M
3 Duff & Phelps Investment Management Co 0.79% 2,006,105 $83.5M
4 Vert Asset Management LLC 0.72% 63,606 $2.6M
5 Certior Financial Group, LLC 0.49% 21,700 $903K
6 Odyssean, LLC 0.48% 70,815 $2.9M
7 Dynamic Financial Group 0.45% 14,393 $599K
8 Outlook Wealth Advisors, LLC 0.38% 41,766 $1.7M
9 Kennedy Capital Management LLC 0.36% 481,848 $20.1M
10 JMN Financial LLC 0.31% 9,646 $403K
11 Ameriflex Group, INC. 0.30% 17,657 $735K
12 Lakeridge Wealth Management LLC 0.26% 17,318 $721K
13 Sage Capital Management, LLC 0.25% 15,237 $634K
14 Accel Wealth Management 0.23% 24,786 $1.0M
15 Integrated Wealthcare, LLC 0.23% 7,457 $310K
16 Mars Jewett Financial Group, INC. 0.23% 27,419 $1.1M
17 McAdam, LLC 0.22% 135,857 $5.7M
18 Blankinship & Foster, LLC 0.21% 25,558 $1.1M
19 Polaris Capital Management, LLC 0.21% 52,600 $2.2M
20 Bright Futures Wealth Management, LLC. 0.19% 7,195 $299K
21 Polymer Capital Management (US) LLC 0.19% 34,990 $1.5M
22 Ducere Wealth Management LLC 0.19% 15,404 $641K
23 Larry Mathis Financial Planning, LLC 0.19% 5,561 $231K
24 Algert Global LLC 0.18% 369,750 $15.4M
25 A&I Financial Services, LLC 0.18% 9,688 $403K
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 — 3 quarters in a row: For 3 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 — 55% buying: Last quarter: 224 funds bought or added vs 182 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 — 65% AUM from top-100 funds: 59 of 443 holders are among the 100 largest funds by AUM, controlling 65% 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: 264 out of 445 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.

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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