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Phillips Edison & Co

413 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
$1.09M
Puts
$24K
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$32.7M
3 +$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1 -$30.7M
2 -$23M
3 -$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
LDR Capital Management
New York
$479K
IAA
227
Independent Advisor Alliance
North Carolina
$465K
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$438K
EWA
229
EP Wealth Advisors
California
$436K
BWA
230
BlueChip Wealth Advisors
Georgia
$431K
QCM
231
Quantinno Capital Management
New York
$429K
AR
232
Apeiron RIA
Texas
$427K
YIH
233
Y-Intercept (HK)
Hong Kong
$422K
CCG
234
Catalina Capital Group
California
$417K
BCMLT
235
Beacon Capital Management LLC (Tennessee)
Tennessee
$415K
JSW
236
Journey Strategic Wealth
New Jersey
$407K
M&T Bank
237
M&T Bank
New York
$403K
HR
238
Hardy Reed
Mississippi
$402K
CB
239
Cadence Bank
Mississippi
$402K
AIFS
240
A&I Financial Services
Colorado
$400K
AFAS
241
Acorn Financial Advisory Services
Virginia
$394K
CAAS
242
Capital Asset Advisory Services
Michigan
$392K
AWM
243
Axxcess Wealth Management
California
$390K
KA
244
Kovack Advisors
Florida
$390K
HI
245
Hendershot Investments
Virginia
$386K
MML Investors Services
246
MML Investors Services
Massachusetts
$383K
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$380K
VCM
248
Vivaldi Capital Management
Illinois
$378K
SFG
249
Stonebridge Financial Group
Pennsylvania
$376K
SPC
250
Sigma Planning Corp
Michigan
$371K