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Phillips Edison & Co

405 hedge funds and large institutions have $3.77B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 31 closing their positions.

Holders
405
Holders Change
+6
Holders Change %
+1.5%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
155
Reduced
130
Closed
31
Calls
$774K
Puts
$24K
Net Calls
+$750K
Net Calls Change
-$911K
Name Market Value Shares Shares
Change
Shares
Change %
LFG
326
Larson Financial Group
Missouri
$126K 3,605 +115 +3%
KBC Group
327
KBC Group
Belgium
$126K 3,606 -2,023 -36%
MA
328
MCF Advisors
Kentucky
$122K 3,478 -298 -8%
ERSOT
329
Employees Retirement System of Texas
Texas
$121K 3,458 -57,712 -94%
TFGT
330
TS Financial Group (TSFG)
Illinois
$121K 3,458 +30 +0.9%
ATC
331
Advantage Trust Company
Kansas
$119K 3,386
BNP Paribas Asset Management
332
BNP Paribas Asset Management
France
$118K 3,357 +3,357 New
SOW
333
State of Wyoming
Wyoming
$110K 3,136 +3,136 New
BTI
334
Blue Trust Inc
Georgia
$107K 3,049
RF
335
Rossby Financial
Florida
$105K 3,000
MCM
336
MAI Capital Management
Ohio
$105K 3,000
SCM
337
Sterling Capital Management
North Carolina
$100K 2,862 +1,036 +57%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$98.2K 2,804
HT
339
Headlands Technologies
Illinois
$91.3K 2,605 -745 -22%
EWA
340
EverSource Wealth Advisors
Alabama
$91.2K 2,604 +865 +50%
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$91K 2,597 -715 -22%
GRP
342
Global Retirement Partners
California
$90.2K 2,574 +2,574 New
SR
343
Syntax Research
Florida
$88.5K 2,527
WT
344
Whittier Trust
California
$87.6K 2,500
GFM
345
GF Fund Management
China
$77.6K 2,215 -107 -5%
CIA
346
Cape Investment Advisory
Georgia
$77.4K 2,210
C
347
Covestor
United Kingdom
$74K 2,106 +1,837 +683%
SPIA
348
Steward Partners Investment Advisory
New York
$52.5K 1,500 -315 -17%
KWM
349
Kiker Wealth Management
Georgia
$49K 1,400 -700 -33%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$47.6K 1,360