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Phillips Edison & Co

410 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+11
Holders Change %
+2.76%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$15K
TPWA
377
Twin Peaks Wealth Advisors
California
$13.7K +$13.7K +407 New
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$12K -$4.56K -128 -28%
Simplex Trading
379
Simplex Trading
Illinois
$12K -$3.76K -108 -24%
FGA
380
Fortis Group Advisors
New Jersey
$10.5K
FGC
381
Financial Gravity Companies
Texas
$10.5K +$10.5K +300 New
VCM
382
Versant Capital Management
Arizona
$9.77K -$6.9K -197 -41%
HFS
383
Hantz Financial Services
Michigan
$8K +$7.74K +209 +2,986%
VWA
384
Valued Wealth Advisors
Utah
$7.79K
BFS
385
Bare Financial Services
Pennsylvania
$7.67K +$6.13K +175 +398%
NC
386
North Capital
Utah
$7.6K
BIG
387
Brooklyn Investment Group
New York
$7.6K +$6.66K +190 +704%
AWM
388
Abound Wealth Management
Tennessee
$7.34K
NC
389
NewSquare Capital
Pennsylvania
$6.59K +$6.59K +188 New
AF
390
Alerus Financial
North Dakota
$5.82K +$5.82K +166 New
CA
391
Clearstead Advisors
Ohio
$5.54K +$5.54K +158 New
AAP
392
Arax Advisory Partners
Colorado
$5.5K -$5.54K -158 -50%
CMBA
393
C.M. Bidwell & Associates
Hawaii
$4.34K
VWA
394
VSM Wealth Advisory
Maryland
$3.72K +$35 +1 +1%
SAM
395
Smartleaf Asset Management
Massachusetts
$3.63K +$977 +28 +37%
QL
396
Quarry LP
New York
$3.43K -$56.7K -1,619 -94%
FFO
397
Fortitude Family Office
Arizona
$3.19K +$3.19K +91 New
Bessemer Group
398
Bessemer Group
New Jersey
$3K -$8.44K -270 -74%
SN
399
Sittner & Nelson
Oregon
$2.45K
S
400
SignatureFD
Georgia
$2.42K -$1.4K -40 -37%