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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 139

38% less capital invested

Capital invested by funds: $6.07B → $3.78B (-$2.29B)

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.84M
Puts
$178K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
76
Aberdeen Group
United Kingdom
$4.28M
HSBC Holdings
77
HSBC Holdings
United Kingdom
$4.2M
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.13M
Raymond James Financial
79
Raymond James Financial
Florida
$3.89M
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$3.88M
VOYA Investment Management
81
VOYA Investment Management
Georgia
$3.81M
Lord, Abbett & Co
82
Lord, Abbett & Co
New Jersey
$3.76M
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$3.58M
MOACM
84
Mutual of America Capital Management
New York
$3.57M
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$3.47M
MAM
86
Martingale Asset Management
Massachusetts
$3.46M
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$3.35M
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$3.28M
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$3.26M
AAS
90
Ameritas Advisory Services
Nebraska
$3.24M
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$3.14M
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$2.98M
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$2.93M
MCC
94
Money Concepts Capital
Florida
$2.91M
Wells Fargo
95
Wells Fargo
California
$2.85M
MIM
96
MetLife Investment Management
New Jersey
$2.8M
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$2.79M
HCA
98
Harbor Capital Advisors
Illinois
$2.77M
AAS
99
Avantax Advisory Services
Texas
$2.71M
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.67M