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Phillips Edison & Co

346 hedge funds and large institutions have $2.71B invested in Phillips Edison & Co in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 127 reducing their positions, and 33 closing their positions.

Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
98
Reduced
127
Closed
33
Calls
$6.59M
Puts
$378K
Net Calls
+$6.21M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
301
Central Trust Company
Missouri
$56.4K
AF
302
Advisornet Financial
Minnesota
$51.5K
CFD
303
Creative Financial Designs
Indiana
$51K -$3.04K -93 -6%
RWPA
304
Richard W. Paul & Associates
Michigan
$50.9K
VWM
305
Venturi Wealth Management
Texas
$48.1K +$48.1K +1,473 New
EWA
306
EverSource Wealth Advisors
Alabama
$44.4K
PWMG
307
Prestige Wealth Management Group
New Jersey
$43.6K
RDFA
308
Ritter Daniher Financial Advisory
Ohio
$43.4K
HGERS
309
Householder Group Estate & Retirement Specialist
Arizona
$41K
ST
310
Smithfield Trust
Pennsylvania
$41K
BWS
311
Buck Wealth Strategies
Colorado
$40K +$40K +1,225 New
IA
312
IFP Advisors
Florida
$39.1K -$1.87M -67,180 -98%
SVCP
313
Silicon Valley Capital Partners
California
$36.7K +$294 +9 +0.8%
PB
314
Pinnacle Bancorp
Nebraska
$36.2K
C
315
Covestor
United Kingdom
$34K -$33 -1 -0.1%
TCM
316
Tradewinds Capital Management
Washington
$32.6K -$25.3K -777 -44%
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.6K
AWM
318
Avior Wealth Management
Nebraska
$32.6K -$6.82K -209 -17%
HCP
319
Hexagon Capital Partners
Arkansas
$31.5K
KA
320
Kozak & Associates
Colorado
$30.1K
CA
321
Clearstead Advisors
Ohio
$28.7K
HCM
322
Hollencrest Capital Management
California
$28.3K
RA
323
Rise Advisors
New York
$28.3K +$228 +7 +0.8%
QCG
324
Quadrant Capital Group
Ohio
$25.4K
BTI
325
Blue Trust Inc
Georgia
$24K -$382 -12 -2%