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Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 reducing their positions, and 51 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)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
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
WT
326
Whittier Trust
California
$84.4K
ASN
327
Advisory Services Network
Georgia
$83.1K
GFM
328
GF Fund Management
China
$71.6K
PAS
329
Point72 Asia (Singapore)
Singapore
$68.8K
CIAM
330
Caitong International Asset Management
Hong Kong
$52.5K
SPIA
331
Steward Partners Investment Advisory
New York
$51.5K
QCG
332
Quadrant Capital Group
Ohio
$46.8K
PWMG
333
Prestige Wealth Management Group
New Jersey
$45.9K
QT
334
Quantbot Technologies
New York
$43.2K
ST
335
Smithfield Trust
Pennsylvania
$43K
SVCP
336
Silicon Valley Capital Partners
California
$42K
HFS
337
Hantz Financial Services
Michigan
$38K
Jones Financial Companies
338
Jones Financial Companies
Missouri
$37.1K
TCM
339
Tradewinds Capital Management
Washington
$34.3K
KA
340
Kozak & Associates
Colorado
$33.8K
CA
341
CoreCap Advisors
Michigan
$30.8K
CI
342
CX Institutional
Indiana
$29K
SL
343
Salomon & Ludwin
Virginia
$28.3K
HWA
344
HHM Wealth Advisors
Tennessee
$25.7K
PA
345
Parallel Advisors
California
$25.6K
Loomis, Sayles & Company
346
Loomis, Sayles & Company
Massachusetts
$25.2K
JGIA
347
Jackson Grant Investment Advisers
Connecticut
$24.6K
ACM
348
Aster Capital Management
United Arab Emirates
$23.2K
AA
349
Ancora Advisors
Ohio
$21.4K
AF
350
Advisornet Financial
Minnesota
$20.8K