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Phillips Edison & Co

411 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402K
Puts
$36K
Net Calls
Net Calls Change

Top Buyers

1 +$35.1M
2 +$18.9M
3 +$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$15.2K
1IA
377
1620 Investment Advisors
Massachusetts
$14.6K
KFAS
378
Keating Financial Advisory Services
Kansas
$12.3K
CI
379
CX Institutional
Indiana
$12K
CFD
380
Creative Financial Designs
Indiana
$12K
KAS
381
Kemnay Advisory Services
New York
$11.9K
HWA
382
HHM Wealth Advisors
Tennessee
$10.7K
FGA
383
Fortis Group Advisors
New Jersey
$10.7K
FGAM
384
Financial Gravity Asset Management
Texas
$10.7K
BFS
385
Bare Financial Services
Pennsylvania
$10.6K
AAP
386
Arax Advisory Partners
Colorado
$9.05K
VWA
387
Valued Wealth Advisors
Utah
$7.85K
AF
388
Alerus Financial
North Dakota
$5.91K
CA
389
Clearstead Advisors
Ohio
$5.83K
GAFA
390
Garton & Associates Financial Advisors
Kentucky
$5.12K
S
391
SignatureFD
Georgia
$4.7K
CMBA
392
C.M. Bidwell & Associates
Hawaii
$4.02K
VWA
393
VSM Wealth Advisory
Maryland
$3.84K
BBHC
394
Brown Brothers Harriman & Co
New York
$2.81K
SN
395
Sittner & Nelson
Oregon
$2.63K
QL
396
Quarry LP
New York
$2.17K
PWA
397
Physician Wealth Advisors
Utah
$2.17K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$1.74K
KG
399
Kilter Group
New York
$1.71K
AW
400
Avion Wealth
Texas
$1K