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Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $3.78B → $3.58B (-$207M)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$922K
Puts
$27K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
226
Capital Asset Advisory Services
Michigan
$383K
AWM
227
Axxcess Wealth Management
California
$383K
KA
228
Kovack Advisors
Florida
$383K
HI
229
Hendershot Investments
Virginia
$378K
VCM
230
Vivaldi Capital Management
Illinois
$370K
BCMLT
231
Beacon Capital Management LLC (Tennessee)
Tennessee
$369K
MML Investors Services
232
MML Investors Services
Massachusetts
$369K
William Blair & Company
233
William Blair & Company
Illinois
$369K
SFG
234
Stonebridge Financial Group
Pennsylvania
$368K
SPC
235
Sigma Planning Corp
Michigan
$367K
Voloridge Investment Management
236
Voloridge Investment Management
Florida
$367K
MFG
237
Merit Financial Group
Georgia
$360K
SAG
238
SageView Advisory Group
California
$357K
JSW
239
Journey Strategic Wealth
New Jersey
$348K
BTWM
240
Brass Tax Wealth Management
Ohio
$344K
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$343K
DTL
242
Dynamic Technology Lab
Singapore
$341K
X
243
Xponance
Pennsylvania
$341K
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$331K
AssetMark Inc
245
AssetMark Inc
California
$329K
FPGK
246
Financial Partners Group (Kansas)
Kansas
$328K
EI
247
Ellevest Inc
New York
$322K
OIA
248
OneDigital Investment Advisors
Kansas
$322K
AGC
249
Aspen Grove Capital
Colorado
$320K
SC
250
Savant Capital
Illinois
$320K