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Phillips Edison & Co

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Shares
Change %
AR
226
Apeiron RIA
Texas
$470K -$10.5K -287 -2%
M&T Bank
227
M&T Bank
New York
$460K -$1.13K -31 -0.2%
JSW
228
Journey Strategic Wealth
New Jersey
$459K -$14.6K -400 -3%
CCG
229
Catalina Capital Group
California
$444K -$20.7K -567 -4%
Allspring Global Investments
230
Allspring Global Investments
North Carolina
$444K -$31.5K -863 -7%
IAA
231
Independent Advisor Alliance
North Carolina
$437K +$58.6K +1,606 +15%
ET
232
Entropy Technologies
New York
$436K -$657K -18,009 -60%
CB
233
Cadence Bank
Mississippi
$419K
HR
234
Hardy Reed
Mississippi
$419K
KA
235
Kovack Advisors
Florida
$418K
AQR Capital Management
236
AQR Capital Management
Connecticut
$405K +$30.8K +845 +8%
HI
237
Hendershot Investments
Virginia
$402K -$105K -2,867 -21%
SAG
238
SageView Advisory Group
California
$402K +$4.67K +128 +1%
AIFS
239
A&I Financial Services
Colorado
$401K
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$395K -$3.28K -90 -0.8%
VCM
241
Vivaldi Capital Management
Illinois
$394K
SFG
242
Stonebridge Financial Group
Pennsylvania
$392K
SPC
243
Sigma Planning Corp
Michigan
$390K -$234K -6,406 -37%
BTWM
244
Brass Tax Wealth Management
Ohio
$365K
BPA
245
Beacon Pointe Advisors
California
$364K -$93.9K -2,572 -20%
AFA
246
Arlington Financial Advisors
California
$359K +$359K +9,842 New
AOG
247
Alpha Omega Group
Virginia
$353K
PFP
248
Pinnacle Financial Partners
Tennessee
$347K
EWA
249
EP Wealth Advisors
California
$346K +$31.8K +872 +10%
SIS
250
Sound Income Strategies
Florida
$344K -$80K -2,192 -19%