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Phillips Edison & Co

413 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
$1.09M
Puts
$24K
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$32.7M
3 +$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1 -$30.7M
2 -$23M
3 -$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Savant Capital
Illinois
$354K
SAG
252
SageView Advisory Group
California
$352K
BTWM
253
Brass Tax Wealth Management
Ohio
$351K
OIA
254
OneDigital Investment Advisors
Kansas
$350K
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$349K
X
256
Xponance
Pennsylvania
$344K
HWP
257
Hibernia Wealth Partners
Louisiana
$338K
DS
258
DRW Securities
Illinois
$335K
BPA
259
Beacon Pointe Advisors
California
$334K
EC
260
EntryPoint Capital
New York
$332K
ACM
261
Aster Capital Management
United Arab Emirates
$332K
FPGK
262
Financial Partners Group (Kansas)
Kansas
$328K
EI
263
Ellevest Inc
New York
$326K
AGC
264
Aspen Grove Capital
Colorado
$325K
RCM
265
Raleigh Capital Management
North Carolina
$317K
LAM
266
Longboard Asset Management
Arizona
$317K
PIM
267
Provident Investment Management
Michigan
$315K
WPW
268
Waldron Private Wealth
Pennsylvania
$315K
VU
269
Vanderbilt University
Tennessee
$309K
FHC
270
First Heartland Consultants
Missouri
$306K
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$303K
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$302K
KA
273
Kure Advisory
Minnesota
$301K
PAI
274
Pittenger & Anderson Inc
Nebraska
$293K
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
$291K