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Phillips Edison & Co

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Shares
Change %
EI
251
Ellevest Inc
New York
$339K
AGC
252
Aspen Grove Capital
Colorado
$339K
X
253
Xponance
Pennsylvania
$338K +$17K +467 +5%
MML Investors Services
254
MML Investors Services
Massachusetts
$336K +$7.77K +213 +2%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$335K
IWC
256
Integrated Wealth Concepts
Massachusetts
$333K +$333K +9,119 New
SC
257
Savant Capital
Illinois
$331K +$3.25K +89 +1%
WPW
258
Waldron Private Wealth
Pennsylvania
$328K +$328K +8,970 New
RCM
259
Raleigh Capital Management
North Carolina
$327K +$2.74K +75 +0.8%
IWM
260
IHT Wealth Management
Illinois
$320K -$365K -9,990 -53%
FHC
261
First Heartland Consultants
Missouri
$319K
BCM
262
Beck Capital Management
Texas
$316K -$33.1K -908 -9%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$315K -$4.6K -126 -1%
TC
264
TownSquare Capital
Utah
$314K +$11.1K +303 +4%
KA
265
Kure Advisory
Minnesota
$313K +$313K +8,576 New
LSIA
266
LaSalle St. Investment Advisors
Illinois
$312K +$35.9K +987 +13%
PAI
267
Pittenger & Anderson Inc
Nebraska
$305K
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
$305K +$36 +1 +0%
BNP Paribas Financial Markets
269
BNP Paribas Financial Markets
France
$305K -$270K -7,403 -47%
IP
270
Ignite Planners
California
$301K -$24.8K -709 -8%
PAM
271
Peak Asset Management
Colorado
$300K
AF
272
Allworth Financial
California
$300K +$243K +6,889 +425%
USAA
273
United Services Automobile Association
Texas
$297K +$297K +8,255 New
SPS
274
Susquehanna Portfolio Strategies
Pennsylvania
$291K +$291K +7,980 New
CP
275
Castleview Partners
Texas
$290K -$27.9K -765 -9%