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Phillips Edison & Co

398 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, 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 (-$205M)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

Holders
398
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
EWA
326
EverSource Wealth Advisors
Alabama
$87.5K
SR
327
Syntax Research
Florida
$86.8K
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$86.5K
WT
329
Whittier Trust
California
$84.4K
ASN
330
Advisory Services Network
Georgia
$83.1K
GFM
331
GF Fund Management
China
$71.6K
PAS
332
Point72 Asia (Singapore)
Singapore
$68.8K
CIAM
333
Caitong International Asset Management
Hong Kong
$52.5K
SPIA
334
Steward Partners Investment Advisory
New York
$51.5K
QCG
335
Quadrant Capital Group
Ohio
$46.8K
PWMG
336
Prestige Wealth Management Group
New Jersey
$45.9K
QT
337
Quantbot Technologies
New York
$43.2K
ST
338
Smithfield Trust
Pennsylvania
$43K
SVCP
339
Silicon Valley Capital Partners
California
$42K
HFS
340
Hantz Financial Services
Michigan
$38K
Jones Financial Companies
341
Jones Financial Companies
Missouri
$37.1K
TCM
342
Tradewinds Capital Management
Washington
$34.3K
KA
343
Kozak & Associates
Colorado
$33.8K
CA
344
CoreCap Advisors
Michigan
$30.8K
CI
345
CX Institutional
Indiana
$29K
SL
346
Salomon & Ludwin
Virginia
$28.3K
HWA
347
HHM Wealth Advisors
Tennessee
$25.7K
PA
348
Parallel Advisors
California
$25.6K
Loomis, Sayles & Company
349
Loomis, Sayles & Company
Massachusetts
$25.2K
JGIA
350
Jackson Grant Investment Advisers
Connecticut
$24.6K