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Phillips Edison & Co

397 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $3.78B → $3.58B (-$207M)

17% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 154

23% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 52

Holders
397
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
$922K
Puts
$27K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
G
301
GenTrust
Florida
$201K
SLAM
302
Swiss Life Asset Management
$200K
TRCT
303
Tower Research Capital (TRC)
New York
$191K
US Bancorp
304
US Bancorp
Minnesota
$184K
Fidelity International
305
Fidelity International
Bermuda
$180K
Point72 Asset Management
306
Point72 Asset Management
Connecticut
$179K
SIS
307
Sound Income Strategies
Florida
$176K
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$154K
EAM
309
Eukles Asset Management
Ohio
$143K
TFGT
310
TS Financial Group (TSFG)
Illinois
$120K
MA
311
MCF Advisors
Kentucky
$120K
ERSOT
312
Employees Retirement System of Texas
Texas
$119K
LFG
313
Larson Financial Group
Missouri
$119K
ATC
314
Advantage Trust Company
Kansas
$116K
GI
315
GAMMA Investing
California
$114K
BTI
316
Blue Trust Inc
Georgia
$105K
BCMIO
317
Beacon Capital Management Inc (Ohio)
Ohio
$104K
MCM
318
MAI Capital Management
Ohio
$103K
RF
319
Rossby Financial
Florida
$103K
BNP Paribas Asset Management
320
BNP Paribas Asset Management
France
$100K
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$98.4K
C
322
Covestor
United Kingdom
$98K
Mirae Asset Global Investments
323
Mirae Asset Global Investments
South Korea
$94.3K
GRP
324
Global Retirement Partners
California
$88.8K
EWA
325
EverSource Wealth Advisors
Alabama
$87.5K