Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PHILLIPS EDISON & CO INC (PECO)

383 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — PECO

Based on 382 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (99% of max)

99% of all-time peak
382 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 — +4% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

202 buying170 selling
Last quarter: 202 funds bought or added vs 170 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 (+20 vs last Q)

new funds entering per quarter
Funds opening a new PECO position: 47 → 51 → 40 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new
230 out of 382 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.
➡️

Steady discovery — ~60 new funds/quarter

45 → 47 → 51 → 40 → 60 new funds/Q
New funds entering each quarter: 47 → 51 → 40 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 383 current holders: 249 (65%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
42 of 382 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

60 top-rated funds 1 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PECO
2026 Q1 Stats Unlock in 22 days 383 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 383 375 2.13%
13F Shares 108M 103M 4.55%
Total Value $3.83B $3.54B 8.31%
New Positions 60 40 +20
Increased Positions 145 119 +26
Closed Positions 52 54 -2
Reduced Positions 119 149 -30
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PECO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

383 + investors

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

Top 25 institutional holders of PECO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 0.73% 61,202 $2.3M
2 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.70% 1,801,516 $67.4M
3 CERTIOR FINANCIAL GROUP, LLC 0.57% 23,873 $893K
4 Outlook Wealth Advisors, LLC 0.38% 41,766 $1.6M
5 Pensionfund Sabic 0.36% 8,000 —
6 Accel Wealth Management 0.36% 36,742 $1.4M
7 Pensionfund PDN 0.35% 16,000 —
8 Lakeridge Wealth Management LLC 0.28% 17,186 $643K
9 Sage Capital Management, LLC 0.27% 15,190 $568K
10 Catalina Capital Group, LLC 0.26% 11,759 $440K
11 HARBOR CAPITAL ADVISORS, INC. 0.24% 78,640 $3K
12 Blankinship & Foster, LLC 0.21% 25,558 $956K
13 J.W. COLE ADVISORS, INC. 0.20% 161,339 $6.0M
14 Larry Mathis Financial Planning, LLC 0.19% 5,544 $207K
15 A&I FINANCIAL SERVICES, LLC 0.17% 9,688 $363K
16 Bayforest Capital Ltd 0.17% 3,959 $148K
17 Polaris Capital Management, LLC 0.16% 53,500 $2.0M
18 Kure Advisory, LLC 0.14% 7,030 $263K
19 Cooper Financial Group 0.14% 36,616 $1.4M
20 Medallion Wealth Advisors, LLC 0.12% 7,377 $270K
21 Raleigh Capital Management Inc. 0.12% 9,290 $348K
22 Apeiron RIA LLC 0.10% 11,266 $422K
23 Integrated Advisors Network LLC 0.09% 44,023 $1.6M
24 Koshinski Asset Management, Inc. 0.08% 33,383 $1.2M
25 TCP Asset Management, LLC 0.06% 13,280 $497K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 54% buying: Last quarter: 202 funds bought or added vs 170 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 — 56% AUM from top-100 funds: 42 of 382 holders are among the 100 largest funds by AUM, controlling 56% 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?

60% of holders stayed for 2+ years: 230 out of 382 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.