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Phillips Edison & Co

415 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
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
$1.09M
Puts
$24K
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$32.7M
3 +$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1 -$30.7M
2 -$23M
3 -$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
C
351
Covestor
United Kingdom
$74K
SPIA
352
Steward Partners Investment Advisory
New York
$52.5K
KWM
353
Kiker Wealth Management
Georgia
$49K
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$47.6K
PWMG
355
Prestige Wealth Management Group
New Jersey
$46.8K
ST
356
Smithfield Trust
Pennsylvania
$44K
SVCP
357
Silicon Valley Capital Partners
California
$42.5K
PIS
358
POM Investment Strategies
North Carolina
$40.5K
HWA
359
HHM Wealth Advisors
Tennessee
$38.5K
TCM
360
Tradewinds Capital Management
Washington
$35K
T
361
Transce3nd
Texas
$34.6K
KA
362
Kozak & Associates
Colorado
$33.7K
CA
363
CoreCap Advisors
Michigan
$31.4K
CI
364
CX Institutional
Indiana
$29K
AssetMark Inc
365
AssetMark Inc
California
$27.8K
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$27K
JGIA
367
Jackson Grant Investment Advisers
Connecticut
$25.1K
AA
368
Ancora Advisors
Ohio
$21.9K
AF
369
Advisornet Financial
Minnesota
$21.2K
CW
370
Curio Wealth
Maryland
$20.7K
SWP
371
Strategic Wealth Partners
Ohio
$20.7K
PA
372
Parallel Advisors
California
$20K
TWD
373
True Wealth Design
Ohio
$19.8K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$19.5K
UB
375
UMB Bank
Missouri
$19K