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Phillips Edison & Co

409 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+10
Holders Change %
+2.51%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$465K +$45.8K +1,307 +11%
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$438K +$145K +4,144 +50%
EWA
228
EP Wealth Advisors
California
$436K +$104K +2,965 +31%
BWA
229
BlueChip Wealth Advisors
Georgia
$431K -$182K -5,192 -30%
QCM
230
Quantinno Capital Management
New York
$429K +$157K +4,478 +58%
AR
231
Apeiron RIA
Texas
$427K -$24.8K -707 -5%
YIH
232
Y-Intercept (HK)
Hong Kong
$422K +$194K +5,529 +85%
CCG
233
Catalina Capital Group
California
$417K -$10.1K -287 -2%
BCMLT
234
Beacon Capital Management LLC (Tennessee)
Tennessee
$415K -$45.8K -1,306 -10%
JSW
235
Journey Strategic Wealth
New Jersey
$407K -$32.9K -938 -7%
M&T Bank
236
M&T Bank
New York
$403K -$38.5K -1,097 -9%
HR
237
Hardy Reed
Mississippi
$402K
CB
238
Cadence Bank
Mississippi
$402K
AIFS
239
A&I Financial Services
Colorado
$400K +$15.2K +433 +4%
AFAS
240
Acorn Financial Advisory Services
Virginia
$394K -$96.7K -2,760 -20%
CAAS
241
Capital Asset Advisory Services
Michigan
$392K -$71.8K -2,042 -15%
AWM
242
Axxcess Wealth Management
California
$390K -$71.5K -2,042 -15%
KA
243
Kovack Advisors
Florida
$390K -$10.5K -300 -3%
HI
244
Hendershot Investments
Virginia
$386K
MML Investors Services
245
MML Investors Services
Massachusetts
$383K +$60.6K +1,733 +19%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$380K +$1.12K +32 +0.3%
VCM
247
Vivaldi Capital Management
Illinois
$378K
SFG
248
Stonebridge Financial Group
Pennsylvania
$376K
SPC
249
Sigma Planning Corp
Michigan
$371K -$3.68K -105 -1%
SC
250
Savant Capital
Illinois
$354K +$36.1K +1,030 +11%