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Phillips Edison & Co

409 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+10
Holders Change %
+2.51%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
251
SageView Advisory Group
California
$352K -$24.8K -724 -7%
BTWM
252
Brass Tax Wealth Management
Ohio
$351K
OIA
253
OneDigital Investment Advisors
Kansas
$350K -$279K -7,973 -44%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$349K
X
255
Xponance
Pennsylvania
$344K +$18.8K +537 +6%
HWP
256
Hibernia Wealth Partners
Louisiana
$338K +$338K +9,662 New
DS
257
DRW Securities
Illinois
$335K +$335K +9,569 New
BPA
258
Beacon Pointe Advisors
California
$334K -$15.3K -438 -4%
EC
259
EntryPoint Capital
New York
$332K +$112K +3,196 +51%
ACM
260
Aster Capital Management
United Arab Emirates
$332K +$246K +7,024 +287%
FPGK
261
Financial Partners Group (Kansas)
Kansas
$328K -$532K -15,189 -62%
EI
262
Ellevest Inc
New York
$326K +$420 +12 +0.1%
AGC
263
Aspen Grove Capital
Colorado
$325K
RCM
264
Raleigh Capital Management
North Carolina
$317K +$3.26K +93 +1%
LAM
265
Longboard Asset Management
Arizona
$317K +$317K +9,055 New
PIM
266
Provident Investment Management
Michigan
$315K +$315K +9,000 New
WPW
267
Waldron Private Wealth
Pennsylvania
$315K
VU
268
Vanderbilt University
Tennessee
$309K +$309K +8,819 New
FHC
269
First Heartland Consultants
Missouri
$306K
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$303K
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$302K +$8.83K +252 +3%
KA
272
Kure Advisory
Minnesota
$301K +$315 +9 +0.1%
PAI
273
Pittenger & Anderson Inc
Nebraska
$293K
D.E. Shaw & Co
274
D.E. Shaw & Co
New York
$291K -$1.69M -48,246 -85%
PAM
275
Peak Asset Management
Colorado
$288K