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Phillips Edison & Co

413 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, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
KWM
351
Kiker Wealth Management
Georgia
$49K
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$47.6K
PWMG
353
Prestige Wealth Management Group
New Jersey
$46.8K
ST
354
Smithfield Trust
Pennsylvania
$44K
SVCP
355
Silicon Valley Capital Partners
California
$42.5K
PIS
356
POM Investment Strategies
North Carolina
$40.5K
HWA
357
HHM Wealth Advisors
Tennessee
$38.5K
TCM
358
Tradewinds Capital Management
Washington
$35K
T
359
Transce3nd
Texas
$34.6K
KA
360
Kozak & Associates
Colorado
$33.7K
CA
361
CoreCap Advisors
Michigan
$31.4K
CI
362
CX Institutional
Indiana
$29K
AssetMark Inc
363
AssetMark Inc
California
$27.8K
Loomis, Sayles & Company
364
Loomis, Sayles & Company
Massachusetts
$27K
JGIA
365
Jackson Grant Investment Advisers
Connecticut
$25.1K
AA
366
Ancora Advisors
Ohio
$21.9K
AF
367
Advisornet Financial
Minnesota
$21.2K
CW
368
Curio Wealth
Maryland
$20.7K
SWP
369
Strategic Wealth Partners
Ohio
$20.7K
PA
370
Parallel Advisors
California
$20K
TWD
371
True Wealth Design
Ohio
$19.8K
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$19.5K
UB
373
UMB Bank
Missouri
$19K
1IA
374
1620 Investment Advisors
Massachusetts
$17.9K
IA
375
IFP Advisors
Florida
$16K