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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 %
HWA
351
HHM Wealth Advisors
Tennessee
$38.5K 1,100
TCM
352
Tradewinds Capital Management
Washington
$35K 1,000
T
353
Transce3nd
Texas
$34.6K 989
KA
354
Kozak & Associates
Colorado
$33.7K 975 +9 +0.9%
CA
355
CoreCap Advisors
Michigan
$31.4K 896
CI
356
CX Institutional
Indiana
$29K 833
AssetMark Inc
357
AssetMark Inc
California
$27.8K 794 +794 New
Loomis, Sayles & Company
358
Loomis, Sayles & Company
Massachusetts
$27K 772 +156 +25%
JGIA
359
Jackson Grant Investment Advisers
Connecticut
$25.1K 716
AA
360
Ancora Advisors
Ohio
$21.9K 624
AF
361
Advisornet Financial
Minnesota
$21.2K 605
CW
362
Curio Wealth
Maryland
$20.7K 591 +590 +59,000%
SWP
363
Strategic Wealth Partners
Ohio
$20.7K 591 +591 New
PA
364
Parallel Advisors
California
$20K 570
TWD
365
True Wealth Design
Ohio
$19.8K 565 +5 +0.9%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$19.5K 557 -175 -24%
UB
367
UMB Bank
Missouri
$19K 543 +98 +22%
1IA
368
1620 Investment Advisors
Massachusetts
$17.9K 510
IA
369
IFP Advisors
Florida
$16K 457 +3 +0.7%
PS
370
Principal Securities
Iowa
$15.7K 449 +149 +50%
CFD
371
Creative Financial Designs
Indiana
$15.1K 430 +4 +0.9%
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$15K 427
TPWA
373
Twin Peaks Wealth Advisors
California
$13.7K 407 +407 New
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$12K 337 -128 -28%
Simplex Trading
375
Simplex Trading
Illinois
$12K 345 -108 -24%