We are live on ! Find out more
PECO icon

Phillips Edison & Co

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402417 (+15)

3.45% more ownership

Funds ownership: 83.04%86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Ancora Advisors
Ohio
$22.2K
AF
377
Advisornet Financial
Minnesota
$21.5K
CW
378
Curio Wealth
Maryland
$21.1K
SWP
379
Strategic Wealth Partners
Ohio
$21K
FHC
380
First Horizon Corporation
Tennessee
$16.4K +$1.87K +54 +13%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$15.2K
1IA
382
1620 Investment Advisors
Massachusetts
$14.6K
EP
383
Essential Partners
California
$12.5K +$6.21K +179 +103%
KFAS
384
Keating Financial Advisory Services
Kansas
$12.3K +$12K +347 New
CI
385
CX Institutional
Indiana
$12K -$17.2K -497 -60%
CFD
386
Creative Financial Designs
Indiana
$12K +$104 +3 +0.9%
KAS
387
Kemnay Advisory Services
New York
$11.9K +$11.6K +335 New
HWA
388
HHM Wealth Advisors
Tennessee
$10.7K -$15.6K -450 -60%
FGAM
389
Financial Gravity Asset Management
Texas
$10.7K
FGA
390
Fortis Group Advisors
New Jersey
$10.7K
BFS
391
Bare Financial Services
Pennsylvania
$10.6K +$8.81K +254 +577%
AAP
392
Arax Advisory Partners
Colorado
$9.05K -$3.26K -94 -27%
VWA
393
Valued Wealth Advisors
Utah
$7.85K
AF
394
Alerus Financial
North Dakota
$5.91K
CA
395
Clearstead Advisors
Ohio
$5.83K +$208 +6 +4%
GAFA
396
Garton & Associates Financial Advisors
Kentucky
$5.12K +$5K +144 New
S
397
SignatureFD
Georgia
$4.7K -$1.18K -34 -20%
CMBA
398
C.M. Bidwell & Associates
Hawaii
$4.02K
VWA
399
VSM Wealth Advisory
Maryland
$3.84K +$35 +1 +0.9%
BBHC
400
Brown Brothers Harriman & Co
New York
$2.81K +$2.74K +79 New