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Phillips Edison & Co

408 hedge funds and large institutions have $3.86B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
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
IW
276
Integrated Wealthcare
North Carolina
$265K
PFA
277
Plotkin Financial Advisors
Maryland
$255K
MFG
278
Merit Financial Group
Georgia
$253K
LNWTC
279
Laird Norton Wetherby Trust Company
Washington
$252K
Neuberger Berman Group
280
Neuberger Berman Group
New York
$250K
KA
281
Kure Advisory
Minnesota
$250K
PCM
282
Polymer Capital Management
New York
$244K
CGH
283
Crossmark Global Holdings
Texas
$243K
IWM
284
IHT Wealth Management
Illinois
$242K
MWA
285
Monograph Wealth Advisors
California
$237K
GWMIA
286
Global Wealth Management Investment Advisory
Florida
$237K
FIA
287
Foundations Investment Advisors
Arizona
$233K
PAW
288
Plan A Wealth
Nebraska
$225K
NFSG
289
Newbridge Financial Services Group
Florida
$224K
CH
290
Canton Hathaway
Rhode Island
$223K
BPA
291
Beacon Pointe Advisors
California
$223K
TBWA
292
Three Bridge Wealth Advisors
California
$222K
AA
293
Advisory Alpha
Michigan
$222K
ECM
294
Evergreen Capital Management
Washington
$222K
RA
295
RFG Advisory
Alabama
$222K
SCM
296
Sterling Capital Management
North Carolina
$218K
WPW
297
Waldron Private Wealth
Pennsylvania
$216K
FFA
298
Farther Finance Advisors
California
$215K
CM
299
Columbus Macro
Pennsylvania
$213K
ARG
300
Advisory Resource Group
Oklahoma
$210K