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Phillips Edison & Co

408 hedge funds and large institutions have $3.86B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402K
Puts
$36K
Net Calls
Net Calls Change

Top Buyers

1 +$35.1M
2 +$18.9M
3 +$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$406K
JSW
227
Journey Strategic Wealth
New Jersey
$404K
EWA
228
EP Wealth Advisors
California
$397K
TD Asset Management
229
TD Asset Management
Ontario, Canada
$395K
HI
230
Hendershot Investments
Virginia
$392K
William Blair & Company
231
William Blair & Company
Illinois
$392K
VCM
232
Vivaldi Capital Management
Illinois
$385K
MML Investors Services
233
MML Investors Services
Massachusetts
$385K
SFGP
234
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$382K
SPC
235
Sigma Planning Corp
Michigan
$381K
SAG
236
SageView Advisory Group
California
$377K
AssetMark Inc
237
AssetMark Inc
California
$377K
DCM
238
DGS Capital Management
New Jersey
$364K
AIFS
239
A&I Financial Services
Colorado
$360K
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360K
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$359K
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$357K
X
243
Xponance
Pennsylvania
$356K
HWP
244
Hibernia Wealth Partners
Louisiana
$349K
PA
245
Profund Advisors
Maryland
$346K
FPGK
246
Financial Partners Group (Kansas)
Kansas
$346K
AWM
247
Axxcess Wealth Management
California
$344K
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$344K
BCMLT
249
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K
EI
250
Ellevest Inc
New York
$343K