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Phillips Edison & Co

410 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+11
Holders Change %
+2.76%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$47.6K
PWMG
352
Prestige Wealth Management Group
New Jersey
$46.8K
ST
353
Smithfield Trust
Pennsylvania
$44K
PIS
354
POM Investment Strategies
North Carolina
$40.5K +$40.5K +1,156 New
HWA
355
HHM Wealth Advisors
Tennessee
$38.5K
TCM
356
Tradewinds Capital Management
Washington
$35K
T
357
Transce3nd
Texas
$34.6K
KA
358
Kozak & Associates
Colorado
$33.7K +$311 +9 +0.9%
CA
359
CoreCap Advisors
Michigan
$31.4K
CI
360
CX Institutional
Indiana
$29K
AssetMark Inc
361
AssetMark Inc
California
$27.8K +$27.8K +794 New
Loomis, Sayles & Company
362
Loomis, Sayles & Company
Massachusetts
$27K +$5.47K +156 +25%
JGIA
363
Jackson Grant Investment Advisers
Connecticut
$25.1K
AA
364
Ancora Advisors
Ohio
$21.9K
AF
365
Advisornet Financial
Minnesota
$21.2K
CW
366
Curio Wealth
Maryland
$20.7K +$20.7K +590 +59,000%
SWP
367
Strategic Wealth Partners
Ohio
$20.7K +$20.7K +591 New
PA
368
Parallel Advisors
California
$20K
TWD
369
True Wealth Design
Ohio
$19.8K +$175 +5 +0.9%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$19.5K -$6.13K -175 -24%
UB
371
UMB Bank
Missouri
$19K +$3.43K +98 +22%
1IA
372
1620 Investment Advisors
Massachusetts
$17.9K
IA
373
IFP Advisors
Florida
$16K +$105 +3 +0.7%
PS
374
Principal Securities
Iowa
$15.7K +$5.22K +149 +50%
CFD
375
Creative Financial Designs
Indiana
$15.1K +$140 +4 +0.9%