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Phillips Edison & Co

398 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 40 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 (-$205M)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

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