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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
Osaic Holdings
51
Osaic Holdings
Arizona
$8.13M -$1.31M -37,872 -14%
Barclays
52
Barclays
United Kingdom
$7.88M -$1.11M -32,093 -13%
SG Americas Securities
53
SG Americas Securities
New York
$7.33M +$6.33M +182,333 +765%
American Century Companies
54
American Century Companies
Missouri
$7.32M +$5.44M +156,778 +320%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$6.86M +$14.9K +428 +0.2%
Nomura Asset Management
56
Nomura Asset Management
Japan
$6.78M +$253K +7,300 +4%
Mariner
57
Mariner
Kansas
$6.52M +$14K +402 +0.2%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.17M -$180K -5,196 -3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$6.11M +$259K +7,463 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
60
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.75M +$5.61M +161,670 New
Citigroup
61
Citigroup
New York
$5.73M +$1.17M +33,685 +26%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$5.69M -$562K -16,183 -9%
JWCA
63
J.W. Cole Advisors
Florida
$5.58M -$1.04M -30,062 -15%
SEI Investments
64
SEI Investments
Pennsylvania
$5.42M -$3.65M -105,072 -41%
Wells Fargo
65
Wells Fargo
California
$5.35M +$1.71M +49,376 +49%
AQR Capital Management
66
AQR Capital Management
Connecticut
$5.28M +$2.22M +63,973 +76%
GIP
67
Granite Investment Partners
California
$5.08M -$334K -9,619 -6%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$4.96M +$46.9K +1,351 +1%
Bessemer Group
69
Bessemer Group
New Jersey
$4.89M +$4.76M +137,245 +44,273%
ML
70
McAdam LLC
Pennsylvania
$4.87M -$226K -6,505 -5%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$4.75M +$74.1K +2,135 +2%
Cerity Partners
72
Cerity Partners
New York
$4.45M +$2.86M +82,342 +192%
Lord, Abbett & Co
73
Lord, Abbett & Co
New Jersey
$4.38M -$77.9K -2,245 -2%
Marshall Wace
74
Marshall Wace
United Kingdom
$4.37M +$4.27M +122,966 New
Allianz Asset Management
75
Allianz Asset Management
Germany
$4.35M +$38.6K +1,113 +0.9%