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Phillips Edison & Co

405 hedge funds and large institutions have $3.77B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 31 closing their positions.

Holders
405
Holders Change
+6
Holders Change %
+1.5%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
155
Reduced
130
Closed
31
Calls
$774K
Puts
$24K
Net Calls
+$750K
Net Calls Change
-$911K
Name Market Value Shares Shares
Change
Shares
Change %
FGA
376
Fortis Group Advisors
New Jersey
$10.5K 300
FGC
377
Financial Gravity Companies
Texas
$10.5K 300 +300 New
VCM
378
Versant Capital Management
Arizona
$9.77K 279 -197 -41%
HFS
379
Hantz Financial Services
Michigan
$8K 216 +209 +2,986%
VWA
380
Valued Wealth Advisors
Utah
$7.79K 222
BFS
381
Bare Financial Services
Pennsylvania
$7.67K 219 +175 +398%
NC
382
North Capital
Utah
$7.6K 217
BIG
383
Brooklyn Investment Group
New York
$7.6K 217 +190 +704%
AWM
384
Abound Wealth Management
Tennessee
$7.34K 210
NC
385
NewSquare Capital
Pennsylvania
$6.59K 188 +188 New
AF
386
Alerus Financial
North Dakota
$5.82K 166 +166 New
CA
387
Clearstead Advisors
Ohio
$5.54K 158 +158 New
AAP
388
Arax Advisory Partners
Colorado
$5.5K 157 -158 -50%
VWA
389
VSM Wealth Advisory
Maryland
$3.72K 106 +1 +1%
SAM
390
Smartleaf Asset Management
Massachusetts
$3.63K 104 +28 +37%
QL
391
Quarry LP
New York
$3.43K 98 -1,619 -94%
FFO
392
Fortitude Family Office
Arizona
$3.19K 91 +91 New
Bessemer Group
393
Bessemer Group
New Jersey
$3K 96 -270 -74%
SN
394
Sittner & Nelson
Oregon
$2.45K 70
S
395
SignatureFD
Georgia
$2.42K 69 -40 -37%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$2.07K 59 -1 -2%
PWA
397
Physician Wealth Advisors
Utah
$1.44K 41 +41 New
Jones Financial Companies
398
Jones Financial Companies
Missouri
$1.4K 40 +40 New
HNB
399
Huntington National Bank
Ohio
$806 23
CIAM
400
Caitong International Asset Management
Hong Kong
$771 22 +22 New