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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 42 funds opening new positions, 127 increasing their positions, 154 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)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

18% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 51

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
SR
326
Syntax Research
Florida
$86.8K
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$86.5K
WT
328
Whittier Trust
California
$84.4K
ASN
329
Advisory Services Network
Georgia
$83.1K
GFM
330
GF Fund Management
China
$71.6K
PAS
331
Point72 Asia (Singapore)
Singapore
$68.8K
CIAM
332
Caitong International Asset Management
Hong Kong
$52.5K
SPIA
333
Steward Partners Investment Advisory
New York
$51.5K
QCG
334
Quadrant Capital Group
Ohio
$46.8K
PWMG
335
Prestige Wealth Management Group
New Jersey
$45.9K
QT
336
Quantbot Technologies
New York
$43.2K
ST
337
Smithfield Trust
Pennsylvania
$43K
SVCP
338
Silicon Valley Capital Partners
California
$42K
HFS
339
Hantz Financial Services
Michigan
$38K
Jones Financial Companies
340
Jones Financial Companies
Missouri
$37.1K
TCM
341
Tradewinds Capital Management
Washington
$34.3K
KA
342
Kozak & Associates
Colorado
$33.8K
CA
343
CoreCap Advisors
Michigan
$30.8K
CI
344
CX Institutional
Indiana
$29K
SL
345
Salomon & Ludwin
Virginia
$28.3K
HWA
346
HHM Wealth Advisors
Tennessee
$25.7K
PA
347
Parallel Advisors
California
$25.6K
Loomis, Sayles & Company
348
Loomis, Sayles & Company
Massachusetts
$25.2K
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$24.6K
ACM
350
Aster Capital Management
United Arab Emirates
$23.2K