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Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 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)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
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
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$5K
CMBA
377
C.M. Bidwell & Associates
Hawaii
$3.88K
VWA
378
VSM Wealth Advisory
Maryland
$3.67K
FFA
379
Farther Finance Advisors
California
$2.51K
SN
380
Sittner & Nelson
Oregon
$2.4K
WANY
381
Wealthspire Advisors (New York)
New York
$2.16K
T. Rowe Price Investment Management
382
T. Rowe Price Investment Management
Maryland
$2K
BFS
383
Bare Financial Services
Pennsylvania
$1.51K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$996
HNB
385
Huntington National Bank
Ohio
$789
CT
386
Clearstead Trust
Maine
$721
BIA
387
Bell Investment Advisors
California
$584
RWM
388
Rialto Wealth Management
New York
$515
FFO
389
Fortitude Family Office
Arizona
$481
AWM
390
Abound Wealth Management
Tennessee
$309
DWM
391
Dogwood Wealth Management
Kansas
$34
TIM
392
Tortoise Investment Management
New York
$34
CAM
393
Creekmur Asset Management
Illinois
$29
Norges Bank
394
Norges Bank
Norway
UBS AM
395
UBS AM
Illinois
Alyeska Investment Group
396
Alyeska Investment Group
Illinois
Massachusetts Financial Services
397
Massachusetts Financial Services
Massachusetts
SSA
398
Schonfeld Strategic Advisors
New York
FGP
399
Freestone Grove Partners
California
ECM
400
Eisler Capital Management
United Kingdom