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Phillips Edison & Co

397 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 154 reducing their positions, and 52 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)

17% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 154

23% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 52

Holders
397
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
SA
276
Sanctuary Advisors
Indiana
$253K
SCM
277
Sterling Capital Management
North Carolina
$248K
PFA
278
Plotkin Financial Advisors
Maryland
$246K
ECM
279
Evergreen Capital Management
Washington
$243K
LSIA
280
LaSalle St. Investment Advisors
Illinois
$241K
KA
281
Kure Advisory
Minnesota
$241K
RA
282
RFG Advisory
Alabama
$236K
CGH
283
Crossmark Global Holdings
Texas
$234K
NFSG
284
Newbridge Financial Services Group
Florida
$233K
IWM
285
IHT Wealth Management
Illinois
$233K
MWA
286
Monograph Wealth Advisors
California
$229K
FIA
287
Foundations Investment Advisors
Arizona
$227K
Corient Private Wealth
288
Corient Private Wealth
Florida
$217K
AA
289
Advisory Alpha
Michigan
$216K
PAW
290
Plan A Wealth
Nebraska
$215K
PAG
291
Private Advisor Group
New Jersey
$215K
CH
292
Canton Hathaway
Rhode Island
$215K
TBWA
293
Three Bridge Wealth Advisors
California
$215K
BPA
294
Beacon Pointe Advisors
California
$209K
CM
295
Columbus Macro
Pennsylvania
$205K
NB
296
Norinchukin Bank
Japan
$204K
WEG
297
World Equity Group
Illinois
$204K
ARG
298
Advisory Resource Group
Oklahoma
$203K
BAM
299
Belpointe Asset Management
Nevada
$203K
AWM
300
Accurate Wealth Management
Florida
$202K