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Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $3.78B → $3.58B (-$207M)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
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
$922K
Puts
$27K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
TFB Advisors
Kansas
$315K
RCM
252
Raleigh Capital Management
North Carolina
$313K
BJL
253
Brighton Jones LLC
Washington
$313K
CRC
254
Curi RMB Capital
Illinois
$311K
LAM
255
Longboard Asset Management
Arizona
$311K
GCM
256
Graham Capital Management
Connecticut
$304K
FHC
257
First Heartland Consultants
Missouri
$300K
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$296K
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$292K
PAI
260
Pittenger & Anderson Inc
Nebraska
$287K
IWC
261
Integrated Wealth Concepts
Massachusetts
$282K
PAM
262
Peak Asset Management
Colorado
$282K
GWMIA
263
Global Wealth Management Investment Advisory
Florida
$280K
IP
264
Ignite Planners
California
$279K
ACM
265
Aljian Capital Management
Nevada
$277K
N
266
Natixis
France
$275K
BWA
267
BlueChip Wealth Advisors
Georgia
$272K
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K
CP
269
Castleview Partners
Texas
$272K
NS
270
NBC Securities
Alabama
$267K
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$264K
CW
272
CreativeOne Wealth
Kansas
$263K
WPW
273
Waldron Private Wealth
Pennsylvania
$259K
RCAG
274
Rehmann Capital Advisory Group
Michigan
$259K
SCM
275
Sterling Capital Management
North Carolina
$248K