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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
MOACM
76
Mutual of America Capital Management
New York
$3.54M
Raymond James Financial
77
Raymond James Financial
Florida
$3.51M
Wells Fargo
78
Wells Fargo
California
$3.47M
LIP
79
Lighthouse Investment Partners
Florida
$3.43M
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$3.3M
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$3.21M
VOYA Investment Management
82
VOYA Investment Management
Georgia
$3.01M
Amundi
83
Amundi
France
$2.9M
AQR Capital Management
84
AQR Capital Management
Connecticut
$2.9M
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$2.89M
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$2.82M
HCA
87
Harbor Capital Advisors
Illinois
$2.79M
MCC
88
Money Concepts Capital
Florida
$2.7M
MIM
89
MetLife Investment Management
New Jersey
$2.66M
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.51M
MAM
91
Martingale Asset Management
Massachusetts
$2.41M
Man Group
92
Man Group
United Kingdom
$2.29M
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$2.24M
IMRF
94
Illinois Municipal Retirement Fund
Illinois
$2.22M
CAU
95
Caxton Associates (UK)
$2.2M
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.16M
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.16M
KAS
98
Kestra Advisory Services
Texas
$2.15M
Universal-Beteiligungs- und Servicegesellschaft
99
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.07M
SPS
100
Susquehanna Portfolio Strategies
Pennsylvania
$2.06M