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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
PFA
276
Plotkin Financial Advisors
Maryland
$246K
ECM
277
Evergreen Capital Management
Washington
$243K
LSIA
278
LaSalle St. Investment Advisors
Illinois
$241K
KA
279
Kure Advisory
Minnesota
$241K
RA
280
RFG Advisory
Alabama
$236K
CGH
281
Crossmark Global Holdings
Texas
$234K
NFSG
282
Newbridge Financial Services Group
Florida
$233K
IWM
283
IHT Wealth Management
Illinois
$233K
MWA
284
Monograph Wealth Advisors
California
$229K
FIA
285
Foundations Investment Advisors
Arizona
$227K
Corient Private Wealth
286
Corient Private Wealth
Florida
$217K
AA
287
Advisory Alpha
Michigan
$216K
PAW
288
Plan A Wealth
Nebraska
$215K
PAG
289
Private Advisor Group
New Jersey
$215K
CH
290
Canton Hathaway
Rhode Island
$215K
TBWA
291
Three Bridge Wealth Advisors
California
$215K
BPA
292
Beacon Pointe Advisors
California
$209K
CM
293
Columbus Macro
Pennsylvania
$205K
NB
294
Norinchukin Bank
Japan
$204K
WEG
295
World Equity Group
Illinois
$204K
ARG
296
Advisory Resource Group
Oklahoma
$203K
BAM
297
Belpointe Asset Management
Nevada
$203K
AWM
298
Accurate Wealth Management
Florida
$202K
G
299
GenTrust
Florida
$201K
TRCT
300
Tower Research Capital (TRC)
New York
$191K