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Phillips Edison & Co

411 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
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
KA
226
Kovack Advisors
Florida
$408K
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$406K
JSW
228
Journey Strategic Wealth
New Jersey
$404K
EWA
229
EP Wealth Advisors
California
$397K
TD Asset Management
230
TD Asset Management
Ontario, Canada
$395K
HI
231
Hendershot Investments
Virginia
$392K
William Blair & Company
232
William Blair & Company
Illinois
$392K
VCM
233
Vivaldi Capital Management
Illinois
$385K
MML Investors Services
234
MML Investors Services
Massachusetts
$385K
SFGP
235
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$382K
SPC
236
Sigma Planning Corp
Michigan
$381K
SAG
237
SageView Advisory Group
California
$377K
AssetMark Inc
238
AssetMark Inc
California
$377K
DCM
239
DGS Capital Management
New Jersey
$364K
AIFS
240
A&I Financial Services
Colorado
$360K
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360K
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$359K
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$357K
X
244
Xponance
Pennsylvania
$356K
HWP
245
Hibernia Wealth Partners
Louisiana
$349K
PA
246
Profund Advisors
Maryland
$346K
FPGK
247
Financial Partners Group (Kansas)
Kansas
$346K
AWM
248
Axxcess Wealth Management
California
$344K
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$344K
BCMLT
250
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K