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Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 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 (-$207M)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
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
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$6.6M
HSBC Holdings
52
HSBC Holdings
United Kingdom
$6.4M
Nomura Asset Management
53
Nomura Asset Management
Japan
$6.29M
Mariner
54
Mariner
Kansas
$6.28M
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.14M
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$6.04M
AllianceBernstein
57
AllianceBernstein
Tennessee
$5.64M
GIP
58
Granite Investment Partners
California
$5.24M
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$5.11M
ML
60
McAdam LLC
Pennsylvania
$4.93M
WHG
61
Westwood Holdings Group
Texas
$4.82M
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$4.75M
SOADOR
63
State of Alaska Department of Revenue
Alaska
$4.51M
Prudential Financial
64
Prudential Financial
New Jersey
$4.4M
Citigroup
65
Citigroup
New York
$4.38M
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$4.31M
Holocene Advisors
67
Holocene Advisors
New York
$4.22M
Allianz Asset Management
68
Allianz Asset Management
Germany
$4.16M
Aberdeen Group
69
Aberdeen Group
United Kingdom
$4.09M
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.9M
PCIA
71
Prime Capital Investment Advisors
Kansas
$3.85M
MWM
72
Modern Wealth Management
Kansas
$3.82M
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$3.77M
CF
74
Centaurus Financial
California
$3.71M
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$3.61M