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Phillips Edison & Co

399 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$7.06M +$4.63M +126,912 +191%
EP
52
Edgestream Partners
New Jersey
$6.79M +$3.15M +86,358 +87%
AllianceBernstein
53
AllianceBernstein
Tennessee
$6.36M -$234K -6,423 -4%
Nomura Asset Management
54
Nomura Asset Management
Japan
$6.25M +$325K +8,910 +5%
Jane Street
55
Jane Street
New York
$6.06M +$4.87M +133,339 +408%
Mariner
56
Mariner
Kansas
$6.03M -$164K -4,502 -3%
DFCM
57
Dark Forest Capital Management
Puerto Rico
$6M +$5.17M +141,702 +625%
GWM
58
Geneos Wealth Management
Colorado
$5.91M +$5.39M +147,776 +1,033%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$5.87M +$5.05M +138,309 +616%
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$5.8M -$832K -22,807 -13%
Renaissance Technologies
61
Renaissance Technologies
New York
$5.66M +$5.66M +155,002 New
Allianz Asset Management
62
Allianz Asset Management
Germany
$5.64M +$5.64M +154,592 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$5.53M +$3.45M +94,419 +166%
ML
64
McAdam LLC
Pennsylvania
$5.23M -$83.3K -2,283 -2%
PCIA
65
Prime Capital Investment Advisors
Kansas
$5.18M -$205K -5,605 -4%
SG Americas Securities
66
SG Americas Securities
New York
$5.07M +$5.07M +139,007 New
UBS AM
67
UBS AM
Illinois
$4.97M -$23.7M -649,820 -83%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$4.95M +$102K +2,785 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$4.71M +$643K +17,613 +16%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$4.7M +$15.7K +430 +0.3%
Prudential Financial
71
Prudential Financial
New Jersey
$4.48M -$90.1K -2,468 -2%
Amundi
72
Amundi
France
$4.4M -$278K -7,700 -6%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.38M +$1.1M +30,275 +34%
MWM
74
Modern Wealth Management
Kansas
$4.31M +$26K +713 +0.6%
CF
75
Centaurus Financial
California
$4.29M -$597K -16,355 -12%