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Phillips Edison & Co

379 hedge funds and large institutions have $3.63B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
57
Increased
117
Reduced
126
Closed
28
Calls
$4.04M
Puts
$1.39M
Net Calls
+$2.66M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
WEG
276
World Equity Group
Illinois
$250K
BAM
277
Belpointe Asset Management
Nevada
$244K -$1M -27,440 -80%
MML Investors Services
278
MML Investors Services
Massachusetts
$244K -$3.13K -86 -1%
ASN
279
Advisory Services Network
Georgia
$244K -$88.1K -2,414 -27%
MWA
280
Monograph Wealth Advisors
California
$243K
SAG
281
SageView Advisory Group
California
$242K +$242K +6,813 New
Brown Advisory
282
Brown Advisory
Maryland
$239K
AFG
283
Atomi Financial Group
New York
$237K -$49.6K -1,360 -17%
CCM
284
Coldstream Capital Management
Washington
$236K -$40.3K -1,104 -15%
BBNA
285
Bremer Bank National Association
Minnesota
$235K
KPWS
286
Kestra Private Wealth Services
Texas
$234K +$255 +7 +0.1%
MA
287
MCF Advisors
Kentucky
$233K -$96.5K -2,643 -29%
OFS
288
Orrstown Financial Services
Pennsylvania
$233K +$233K +6,383 New
SIA
289
Soltis Investment Advisors
Utah
$231K -$128K -3,519 -36%
ACG
290
Allen Capital Group
Nebraska
$231K
CH
291
Canton Hathaway
Rhode Island
$229K +$138K +3,768 +150%
MCA
292
MSH Capital Advisors
Arizona
$229K +$229K +6,273 New
TBWA
293
Three Bridge Wealth Advisors
California
$228K
NFSG
294
Newbridge Financial Services Group
Florida
$225K -$11.8K -323 -5%
BOSSRA
295
B.O.S.S. Retirement Advisors
Utah
$224K -$2.7K -74 -1%
GHA
296
GW Henssler & Associates
Georgia
$219K
RWG
297
Ratio Wealth Group
Colorado
$213K +$213K +5,847 New
NB
298
Norinchukin Bank
Japan
$210K +$210K +5,750 New
RIA
299
Realta Investment Advisors
Delaware
$208K +$208K +5,709 New
UCFA
300
United Capital Financial Advisors
Texas
$205K -$229K -6,280 -53%