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Phillips Edison & Co

413 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, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
PS
376
Principal Securities
Iowa
$15.7K
CFD
377
Creative Financial Designs
Indiana
$15.1K
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$15K
TPWA
379
Twin Peaks Wealth Advisors
California
$13.7K
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$12K
Simplex Trading
381
Simplex Trading
Illinois
$12K
FGA
382
Fortis Group Advisors
New Jersey
$10.5K
FGC
383
Financial Gravity Companies
Texas
$10.5K
VCM
384
Versant Capital Management
Arizona
$9.77K
HFS
385
Hantz Financial Services
Michigan
$8K
VWA
386
Valued Wealth Advisors
Utah
$7.79K
BFS
387
Bare Financial Services
Pennsylvania
$7.67K
NC
388
North Capital
Utah
$7.6K
BIG
389
Brooklyn Investment Group
New York
$7.6K
AWM
390
Abound Wealth Management
Tennessee
$7.34K
NC
391
NewSquare Capital
Pennsylvania
$6.59K
AF
392
Alerus Financial
North Dakota
$5.82K
CA
393
Clearstead Advisors
Ohio
$5.54K
AAP
394
Arax Advisory Partners
Colorado
$5.5K
CMBA
395
C.M. Bidwell & Associates
Hawaii
$4.34K
VWA
396
VSM Wealth Advisory
Maryland
$3.72K
SAM
397
Smartleaf Asset Management
Massachusetts
$3.63K
QL
398
Quarry LP
New York
$3.43K
FFO
399
Fortitude Family Office
Arizona
$3.19K
Bessemer Group
400
Bessemer Group
New Jersey
$3K