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Phillips Edison & Co

413 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
$1.09M
Puts
$24K
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$32.7M
3 +$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1 -$30.7M
2 -$23M
3 -$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
276
Peak Asset Management
Colorado
$288K
GWMIA
277
Global Wealth Management Investment Advisory
Florida
$285K
IP
278
Ignite Planners
California
$285K
IWC
279
Integrated Wealth Concepts
Massachusetts
$283K
BJL
280
Brighton Jones LLC
Washington
$279K
CP
281
Castleview Partners
Texas
$278K
Neuberger Berman Group
282
Neuberger Berman Group
New York
$277K
FIA
283
Foundations Investment Advisors
Arizona
$272K
NS
284
NBC Securities
Alabama
$272K
LSIA
285
LaSalle St. Investment Advisors
Illinois
$269K
CW
286
CreativeOne Wealth
Kansas
$269K
RCAG
287
Rehmann Capital Advisory Group
Michigan
$264K
PFA
288
Plotkin Financial Advisors
Maryland
$251K
DTL
289
Dynamic Technology Lab
Singapore
$250K
MFG
290
Merit Financial Group
Georgia
$249K
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K
ASN
292
Advisory Services Network
Georgia
$249K
AA
293
Advisory Alpha
Michigan
$242K
RA
294
RFG Advisory
Alabama
$241K
CGH
295
Crossmark Global Holdings
Texas
$239K
SG
296
StoneX Group
New York
$238K
IWM
297
IHT Wealth Management
Illinois
$237K
MWA
298
Monograph Wealth Advisors
California
$233K
SIS
299
Sound Income Strategies
Florida
$233K
NFSG
300
Newbridge Financial Services Group
Florida
$222K