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Phillips Edison & Co

409 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

Holders
409
Holders Change
+10
Holders Change %
+2.51%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
CH
301
Canton Hathaway
Rhode Island
$220K
TBWA
302
Three Bridge Wealth Advisors
California
$219K
Corient Private Wealth
303
Corient Private Wealth
Florida
$217K -$2.63K -75 -1%
BWP
304
Barlow Wealth Partners
Kentucky
$213K +$1.86K +53 +0.9%
KOC
305
Koss-Olinger Consulting
Florida
$213K
GAA
306
Global Assets Advisory
Florida
$213K +$213K +6,053 New
PAG
307
Private Advisor Group
New Jersey
$212K +$212K +6,047 New
NB
308
Norinchukin Bank
Japan
$209K +$6.73K +192 +3%
ARG
309
Advisory Resource Group
Oklahoma
$207K
AWM
310
Accurate Wealth Management
Florida
$207K -$691 -20 -0.3%
G
311
GenTrust
Florida
$205K
ONB
312
Old National Bancorp
Indiana
$202K +$202K +5,757 New
SAM
313
Secure Asset Management
Michigan
$201K +$201K +5,745 New
PA
314
Profund Advisors
Maryland
$201K +$3.47K +99 +2%
PAS
315
Park Avenue Securities
New York
$201K -$664 -19 -0.3%
LA
316
LexAurum Advisors
Kansas
$201K -$40.8K -1,166 -17%
DAS
317
Diversify Advisory Services
Utah
$200K +$200K +5,931 New
AG
318
AmeriFlex Group
Nevada
$199K -$468K -13,358 -70%
MGP
319
M&G plc
United Kingdom
$197K +$19.7K +564 +11%
US Bancorp
320
US Bancorp
Minnesota
$185K
FDP
321
Financiere des Professionnels
Quebec, Canada
$179K +$179K +5,124 New
GI
322
GAMMA Investing
California
$165K +$56.4K +1,611 +52%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$163K +$58.4K +1,666 +56%
EAM
324
Eukles Asset Management
Ohio
$146K
Fidelity International
325
Fidelity International
Bermuda
$144K +$144K +4,102 New