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Phillips Edison & Co

397 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $3.78B → $3.58B (-$207M)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

18% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 51

Holders
397
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
$922K
Puts
$27K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$5.7K
CA
377
Clearstead Advisors
Ohio
$5.42K
MAM
378
Meeder Asset Management
Ohio
$5.32K
CI Investments Inc
379
CI Investments Inc
Ontario, Canada
$5K
CMBA
380
C.M. Bidwell & Associates
Hawaii
$3.88K
VWA
381
VSM Wealth Advisory
Maryland
$3.67K
FFA
382
Farther Finance Advisors
California
$2.51K
SN
383
Sittner & Nelson
Oregon
$2.4K
WANY
384
Wealthspire Advisors (New York)
New York
$2.16K
T. Rowe Price Investment Management
385
T. Rowe Price Investment Management
Maryland
$2K
BFS
386
Bare Financial Services
Pennsylvania
$1.51K
PFBT
387
Parkside Financial Bank & Trust
Missouri
$996
HNB
388
Huntington National Bank
Ohio
$789
CT
389
Clearstead Trust
Maine
$721
BIA
390
Bell Investment Advisors
California
$584
RWM
391
Rialto Wealth Management
New York
$515
FFO
392
Fortitude Family Office
Arizona
$481
AWM
393
Abound Wealth Management
Tennessee
$309
DWM
394
Dogwood Wealth Management
Kansas
$34
TIM
395
Tortoise Investment Management
New York
$34
CAM
396
Creekmur Asset Management
Illinois
$29
Norges Bank
397
Norges Bank
Norway
UBS AM
398
UBS AM
Illinois
Alyeska Investment Group
399
Alyeska Investment Group
Illinois
Massachusetts Financial Services
400
Massachusetts Financial Services
Massachusetts