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Phillips Edison & Co

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
276
Corient Private Wealth
Florida
$277K -$1.01K -27 -0.4%
ASN
277
Advisory Services Network
Georgia
$276K -$21.8K -583 -7%
PFA
278
Plotkin Financial Advisors
Maryland
$274K
RA
279
RFG Advisory
Alabama
$268K +$3.75K +100 +1%
SA
280
Sanctuary Advisors
Indiana
$267K -$110 -3 -0%
AWM
281
Accurate Wealth Management
Florida
$264K -$3.73K -105 -1%
ACM
282
Aster Capital Management
United Arab Emirates
$262K +$257K +6,855 +5,154%
ECM
283
Evergreen Capital Management
Washington
$260K +$56.8K +1,513 +28%
LA
284
LexAurum Advisors
Kansas
$258K +$23.8K +636 +10%
PA
285
Profund Advisors
Maryland
$258K +$19.4K +518 +8%
AA
286
Advisory Alpha
Michigan
$257K -$15.8K -421 -6%
KB
287
Kimelman & Baird
New York
$252K
MWA
288
Monograph Wealth Advisors
California
$249K
4A
289
4Wealth Advisors
Illinois
$243K +$243K +6,500 New
CCM
290
Coldstream Capital Management
Washington
$242K
BBNA
291
Bremer Bank National Association
Minnesota
$242K
1C
292
111 Capital
France
$241K +$241K +6,426 New
ACG
293
Allen Capital Group
Nebraska
$237K
CH
294
Canton Hathaway
Rhode Island
$235K
TBWA
295
Three Bridge Wealth Advisors
California
$234K
BAM
296
Belpointe Asset Management
Nevada
$227K -$20.1K -544 -8%
GHA
297
GW Henssler & Associates
Georgia
$227K
GWMIA
298
Global Wealth Management Investment Advisory
Florida
$226K -$150K -4,017 -40%
ARG
299
Advisory Resource Group
Oklahoma
$222K
BHCM
300
Brevan Howard Capital Management
Jersey
$221K +$221K +5,909 New