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Phillips Edison & Co

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$109K +$18.8K +515 +21%
RF
327
Rossby Financial
Florida
$105K +$105K +3,000 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$102K -$547 -15 -0.5%
SR
329
Syntax Research
Florida
$92.2K
WT
330
Whittier Trust
California
$91.2K
ACM
331
Aster Capital Management
United Arab Emirates
$91K -$169K -4,542 -65%
FWA
332
FSC Wealth Advisors
New York
$91K +$91K +2,493 New
GFM
333
GF Fund Management
China
$84.7K +$3.5K +96 +4%
CIA
334
Cape Investment Advisory
Georgia
$80.6K
KWM
335
Kiker Wealth Management
Georgia
$76.6K +$76.6K +2,100 New
SCM
336
Sterling Capital Management
North Carolina
$66.6K -$57K -1,561 -46%
SPIA
337
Steward Partners Investment Advisory
New York
$66.2K
EWA
338
EverSource Wealth Advisors
Alabama
$63.5K +$4.01K +110 +7%
QL
339
Quarry LP
New York
$62.7K +$62.4K +1,709 +21,363%
PPWM
340
PFG Private Wealth Management
Florida
$59.5K
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$49.6K +$22K +602 +79%
PWMG
342
Prestige Wealth Management Group
New Jersey
$48.8K
ST
343
Smithfield Trust
Pennsylvania
$46K
QCG
344
Quadrant Capital Group
Ohio
$44.5K -$11.7K -320 -21%
SVCP
345
Silicon Valley Capital Partners
California
$43.3K +$360 +10 +0.8%
AIC
346
Archer Investment Corporation
Indiana
$40.7K
HWA
347
HHM Wealth Advisors
Tennessee
$40.1K -$13.2K -362 -25%
TCM
348
Tradewinds Capital Management
Washington
$36.5K
T
349
Transce3nd
Texas
$36.1K -$498K -13,646 -93%
HCP
350
Hexagon Capital Partners
Arkansas
$35.3K