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Phillips Edison & Co

408 hedge funds and large institutions have $3.86B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
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
CAAS
251
Capital Asset Advisory Services
Michigan
$338K
AGC
252
Aspen Grove Capital
Colorado
$335K
OIA
253
OneDigital Investment Advisors
Kansas
$333K
TA
254
TFB Advisors
Kansas
$332K
AFAS
255
Acorn Financial Advisory Services
Virginia
$332K
RCM
256
Raleigh Capital Management
North Carolina
$328K
FHC
257
First Heartland Consultants
Missouri
$311K
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$308K
VU
259
Vanderbilt University
Tennessee
$306K
PAI
260
Pittenger & Anderson Inc
Nebraska
$298K
CWM
261
CIBC World Markets
New York
$297K
PAM
262
Peak Asset Management
Colorado
$292K
ACM
263
Aljian Capital Management
Nevada
$287K
IP
264
Ignite Planners
California
$285K
BWA
265
BlueChip Wealth Advisors
Georgia
$282K
CP
266
Castleview Partners
Texas
$281K
AF
267
Allworth Financial
California
$279K
NS
268
NBC Securities
Alabama
$276K
Ensign Peak Advisors
269
Ensign Peak Advisors
Utah
$274K
CW
270
CreativeOne Wealth
Kansas
$273K
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$269K
SA
272
Sanctuary Advisors
Indiana
$269K
EC
273
EntryPoint Capital
New York
$269K
CRC
274
Curi RMB Capital
Illinois
$268K
PA
275
Procyon Advisors
Connecticut
$267K