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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 %
KA
351
Kozak & Associates
Colorado
$34.3K +$284 +8 +0.8%
CA
352
CoreCap Advisors
Michigan
$32.7K
CI
353
CX Institutional
Indiana
$30K +$30K +833 New
VSQM
354
V-Square Quantitative Management
Illinois
$27.3K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$26.7K +$11.7K +321 +78%
JGIA
356
Jackson Grant Investment Advisers
Connecticut
$26.1K
AA
357
Ancora Advisors
Ohio
$22.8K
CW
358
Curio Wealth
Maryland
$22.1K -$13.1M -590 -100%
AF
359
Advisornet Financial
Minnesota
$22.1K -$14.7K -402 -40%
Loomis, Sayles & Company
360
Loomis, Sayles & Company
Massachusetts
$22K +$1.14K +32 +5%
PA
361
Parallel Advisors
California
$20.8K +$20.1K +551 +2,900%
TWD
362
True Wealth Design
Ohio
$20.4K +$182 +5 +0.9%
IA
363
IFP Advisors
Florida
$19.9K
1IA
364
1620 Investment Advisors
Massachusetts
$18.6K -$3.65K -100 -16%
VCM
365
Versant Capital Management
Arizona
$17.4K +$13.8K +379 +391%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$17K +$695 +19 +4%
UB
367
UMB Bank
Missouri
$16.2K +$4.38K +120 +37%
Simplex Trading
368
Simplex Trading
Illinois
$16K +$16K +453 New
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$15.6K
CFD
370
Creative Financial Designs
Indiana
$15.6K +$110 +3 +0.7%
Bessemer Group
371
Bessemer Group
New Jersey
$13K -$639 -18 -5%
AAP
372
Arax Advisory Partners
Colorado
$11.5K +$11.2K +306 +3,400%
FGAM
373
Financial Gravity Asset Management
Texas
$11.2K +$11.2K +308 New
PS
374
Principal Securities
Iowa
$11.2K
FGA
375
Fortis Group Advisors
New Jersey
$10.9K