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Phillips Edison & Co

411 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
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
EI
251
Ellevest Inc
New York
$343K
CAAS
252
Capital Asset Advisory Services
Michigan
$338K
AGC
253
Aspen Grove Capital
Colorado
$335K
OIA
254
OneDigital Investment Advisors
Kansas
$333K
TA
255
TFB Advisors
Kansas
$332K
AFAS
256
Acorn Financial Advisory Services
Virginia
$332K
RCM
257
Raleigh Capital Management
North Carolina
$328K
FHC
258
First Heartland Consultants
Missouri
$311K
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$308K
VU
260
Vanderbilt University
Tennessee
$306K
PAI
261
Pittenger & Anderson Inc
Nebraska
$298K
CWM
262
CIBC World Markets
New York
$297K
PAM
263
Peak Asset Management
Colorado
$292K
ACM
264
Aljian Capital Management
Nevada
$287K
IP
265
Ignite Planners
California
$285K
BWA
266
BlueChip Wealth Advisors
Georgia
$282K
CP
267
Castleview Partners
Texas
$281K
AF
268
Allworth Financial
California
$279K
NS
269
NBC Securities
Alabama
$276K
Ensign Peak Advisors
270
Ensign Peak Advisors
Utah
$274K
CW
271
CreativeOne Wealth
Kansas
$273K
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$269K
SA
273
Sanctuary Advisors
Indiana
$269K
EC
274
EntryPoint Capital
New York
$269K
RCAG
275
Rehmann Capital Advisory Group
Michigan
$268K