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Phillips Edison & Co

405 hedge funds and large institutions have $3.77B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 31 closing their positions.

Holders
405
Holders Change
+6
Holders Change %
+1.5%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
155
Reduced
130
Closed
31
Calls
$774K
Puts
$24K
Net Calls
+$750K
Net Calls Change
-$911K
Name Market Value Shares Shares
Change
Shares
Change %
CT
401
Clearstead Trust
Maine
$736 21 +21 New
FFA
402
Farther Finance Advisors
California
$631 18 -17 -49%
BIA
403
Bell Investment Advisors
California
$596 17
DWM
404
Dogwood Wealth Management
Kansas
$34 1
CAM
405
Creekmur Asset Management
Illinois
$30 1
ECM
406
ExodusPoint Capital Management
New York
-505,799 Closed
SG Americas Securities
407
SG Americas Securities
New York
-139,007 Closed
CF
408
Corebridge Financial
Texas
-64,197 Closed
AWS
409
Atria Wealth Solutions
New York
-41,315 Closed
CCP
410
Carmel Capital Partners
California
-20,877 Closed
CDDEC
411
Caisse Des Depots Et Consignations
France
-20,314 Closed
BHCM
412
Brevan Howard Capital Management
Jersey
-18,227 Closed
EWM
413
EPG Wealth Management
Georgia
-16,440 Closed
Allspring Global Investments
414
Allspring Global Investments
North Carolina
-12,156 Closed
AFA
415
Arlington Financial Advisors
California
-9,842 Closed
BCM
416
Beck Capital Management
Texas
-8,671 Closed
TC
417
TownSquare Capital
Utah
-8,610 Closed
USAA
418
United Services Automobile Association
Texas
-8,255 Closed
ACG
419
Allen Capital Group
Nebraska
-6,348 Closed
ECM
420
Evergreen Capital Management
Washington
-5,990 Closed
ECM
421
Everence Capital Management
Indiana
-5,910 Closed
Voloridge Investment Management
422
Voloridge Investment Management
Florida
-5,687 Closed
CCMG
423
Clark Capital Management Group
Pennsylvania
-5,675 Closed
CA
424
Continuum Advisory
Idaho
-5,067 Closed
CCM
425
Coldstream Capital Management
Washington
-3,935 Closed