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Phillips Edison & Co

409 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+10
Holders Change %
+2.51%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
276
Global Wealth Management Investment Advisory
Florida
$285K +$42K +1,200 +17%
IP
277
Ignite Planners
California
$285K -$15.5K -444 -5%
IWC
278
Integrated Wealth Concepts
Massachusetts
$283K -$36.1K -1,031 -11%
BJL
279
Brighton Jones LLC
Washington
$279K +$279K +7,958 New
CP
280
Castleview Partners
Texas
$278K
Neuberger Berman Group
281
Neuberger Berman Group
New York
$277K +$66.8K +1,907 +32%
FIA
282
Foundations Investment Advisors
Arizona
$272K +$272K +7,772 New
NS
283
NBC Securities
Alabama
$272K
LSIA
284
LaSalle St. Investment Advisors
Illinois
$269K -$30.6K -877 -10%
CW
285
CreativeOne Wealth
Kansas
$269K +$269K +7,667 New
RCAG
286
Rehmann Capital Advisory Group
Michigan
$264K -$1.96K -56 -0.7%
PFA
287
Plotkin Financial Advisors
Maryland
$251K -$4.59K -131 -2%
DTL
288
Dynamic Technology Lab
Singapore
$250K +$250K +7,150 New
MFG
289
Merit Financial Group
Georgia
$249K +$44K +1,255 +21%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K +$249K +7,104 New
ASN
291
Advisory Services Network
Georgia
$249K
AA
292
Advisory Alpha
Michigan
$242K +$1.12K +32 +0.5%
RA
293
RFG Advisory
Alabama
$241K -$9K -257 -4%
CGH
294
Crossmark Global Holdings
Texas
$239K +$6.38K +182 +3%
SG
295
StoneX Group
New York
$238K +$238K +6,786 New
IWM
296
IHT Wealth Management
Illinois
$237K -$69.9K -1,994 -23%
MWA
297
Monograph Wealth Advisors
California
$233K
SIS
298
Sound Income Strategies
Florida
$233K -$97.6K -2,785 -29%
NFSG
299
Newbridge Financial Services Group
Florida
$222K -$2K -57 -0.9%
WEG
300
World Equity Group
Illinois
$220K +$12.5K +357 +6%