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Phillips Edison & Co

379 hedge funds and large institutions have $3.63B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
57
Increased
117
Reduced
126
Closed
28
Calls
$4.04M
Puts
$1.39M
Net Calls
+$2.66M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$203K +$203K +5,569 New
RFS
302
Retirement Financial Solutions
Tennessee
$202K +$202K +5,547 New
IGWM
303
ICA Group Wealth Management
Colorado
$189K +$189K +5,188 New
RDIA
304
RE Dickinson Investment Advisors
Iowa
$185K -$3.64K -100 -2%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$183K -$122K -3,348 -40%
LFG
306
Larson Financial Group
Missouri
$156K -$1.5K -41 -1%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$152K -$260K -7,131 -63%
GI
308
Gradient Investments
Minnesota
$148K -$41.3K -1,133 -22%
HWA
309
HHM Wealth Advisors
Tennessee
$133K
ATC
310
Advantage Trust Company
Kansas
$124K +$124K +3,386 New
NJIM
311
Nabity-Jensen Investment Management
Nebraska
$122K +$122K +3,333 New
DWM
312
Dogwood Wealth Management
Kansas
$115K +$115K +3,148 New
Lazard Asset Management
313
Lazard Asset Management
New York
$114K +$796 +22 +0.7%
SWM
314
Sanctuary Wealth Management
Idaho
$112K
BCMIO
315
Beacon Capital Management Inc (Ohio)
Ohio
$110K
PA
316
Pineridge Advisors
Missouri
$109K +$109K +2,997 New
KBC Group
317
KBC Group
Belgium
$102K
AF
318
Allworth Financial
California
$92.4K
SR
319
Syntax Research
Florida
$92.2K
WT
320
Whittier Trust
California
$91.2K
GRP
321
Global Retirement Partners
California
$90.4K
CIA
322
Cape Investment Advisory
Georgia
$80.6K +$80.6K +2,210 New
GI
323
GAMMA Investing
California
$73K +$73K +2,103 New
SIC
324
Salem Investment Counselors
North Carolina
$67.7K
SPIA
325
Steward Partners Investment Advisory
New York
$66.2K