PECO icon

Phillips Edison & Co

415 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, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
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
1IA
376
1620 Investment Advisors
Massachusetts
$17.9K
IA
377
IFP Advisors
Florida
$16K
PS
378
Principal Securities
Iowa
$15.7K
CFD
379
Creative Financial Designs
Indiana
$15.1K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$15K
TPWA
381
Twin Peaks Wealth Advisors
California
$13.7K
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$12K
Simplex Trading
383
Simplex Trading
Illinois
$12K
FGA
384
Fortis Group Advisors
New Jersey
$10.5K
FGC
385
Financial Gravity Companies
Texas
$10.5K
VCM
386
Versant Capital Management
Arizona
$9.77K
HFS
387
Hantz Financial Services
Michigan
$8K
VWA
388
Valued Wealth Advisors
Utah
$7.79K
BFS
389
Bare Financial Services
Pennsylvania
$7.67K
NC
390
North Capital
Utah
$7.6K
BIG
391
Brooklyn Investment Group
New York
$7.6K
AWM
392
Abound Wealth Management
Tennessee
$7.34K
NC
393
NewSquare Capital
Pennsylvania
$6.59K
AF
394
Alerus Financial
North Dakota
$5.82K
CA
395
Clearstead Advisors
Ohio
$5.54K
AAP
396
Arax Advisory Partners
Colorado
$5.5K
CMBA
397
C.M. Bidwell & Associates
Hawaii
$4.34K
VWA
398
VSM Wealth Advisory
Maryland
$3.72K
SAM
399
Smartleaf Asset Management
Massachusetts
$3.63K
QL
400
Quarry LP
New York
$3.43K