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Phillips Edison & Co

411 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
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
CRC
276
Curi RMB Capital
Illinois
$268K
PA
277
Procyon Advisors
Connecticut
$267K
IW
278
Integrated Wealthcare
North Carolina
$265K
PFA
279
Plotkin Financial Advisors
Maryland
$255K
MFG
280
Merit Financial Group
Georgia
$253K
LNWTC
281
Laird Norton Wetherby Trust Company
Washington
$252K
Neuberger Berman Group
282
Neuberger Berman Group
New York
$250K
KA
283
Kure Advisory
Minnesota
$250K
PCM
284
Polymer Capital Management
New York
$244K
CGH
285
Crossmark Global Holdings
Texas
$243K
IWM
286
IHT Wealth Management
Illinois
$242K
MWA
287
Monograph Wealth Advisors
California
$237K
GWMIA
288
Global Wealth Management Investment Advisory
Florida
$237K
FIA
289
Foundations Investment Advisors
Arizona
$233K
PAW
290
Plan A Wealth
Nebraska
$225K
NFSG
291
Newbridge Financial Services Group
Florida
$224K
CH
292
Canton Hathaway
Rhode Island
$223K
BPA
293
Beacon Pointe Advisors
California
$223K
TBWA
294
Three Bridge Wealth Advisors
California
$222K
AA
295
Advisory Alpha
Michigan
$222K
ECM
296
Evergreen Capital Management
Washington
$222K
RA
297
RFG Advisory
Alabama
$222K
SCM
298
Sterling Capital Management
North Carolina
$218K
WPW
299
Waldron Private Wealth
Pennsylvania
$216K
FFA
300
Farther Finance Advisors
California
$215K