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Phillips Edison & Co

408 hedge funds and large institutions have $3.86B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402K
Puts
$36K
Net Calls
Net Calls Change

Top Buyers

1 +$35.1M
2 +$18.9M
3 +$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
376
CX Institutional
Indiana
$12K
CFD
377
Creative Financial Designs
Indiana
$12K
KAS
378
Kemnay Advisory Services
New York
$11.9K
HWA
379
HHM Wealth Advisors
Tennessee
$10.7K
FGAM
380
Financial Gravity Asset Management
Texas
$10.7K
FGA
381
Fortis Group Advisors
New Jersey
$10.7K
BFS
382
Bare Financial Services
Pennsylvania
$10.6K
AAP
383
Arax Advisory Partners
Colorado
$9.05K
VWA
384
Valued Wealth Advisors
Utah
$7.85K
AF
385
Alerus Financial
North Dakota
$5.91K
CA
386
Clearstead Advisors
Ohio
$5.83K
GAFA
387
Garton & Associates Financial Advisors
Kentucky
$5.12K
S
388
SignatureFD
Georgia
$4.7K
CMBA
389
C.M. Bidwell & Associates
Hawaii
$4.02K
VWA
390
VSM Wealth Advisory
Maryland
$3.84K
BBHC
391
Brown Brothers Harriman & Co
New York
$2.81K
SN
392
Sittner & Nelson
Oregon
$2.63K
QL
393
Quarry LP
New York
$2.17K
PWA
394
Physician Wealth Advisors
Utah
$2.17K
PFBT
395
Parkside Financial Bank & Trust
Missouri
$1.74K
KG
396
Kilter Group
New York
$1.71K
AW
397
Avion Wealth
Texas
$1K
BIA
398
Bell Investment Advisors
California
$605
AW
399
Ankerstar Wealth
Texas
$571
RWM
400
Rialto Wealth Management
New York
$534