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Phillips Edison & Co

413 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
$1.09M
Puts
$24K
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$32.7M
3 +$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1 -$30.7M
2 -$23M
3 -$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$4.07M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$4.06M
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.98M
CF
79
Centaurus Financial
California
$3.94M
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$3.91M
Raymond James Financial
81
Raymond James Financial
Florida
$3.89M
AAS
82
Avantax Advisory Services
Texas
$3.77M
VOYA Investment Management
83
VOYA Investment Management
Georgia
$3.64M
MOACM
84
Mutual of America Capital Management
New York
$3.61M
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$3.49M
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$3.47M
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$3.38M
EP
88
Edgestream Partners
New Jersey
$3.38M
Holocene Advisors
89
Holocene Advisors
New York
$3.21M
KAS
90
Kestra Advisory Services
Texas
$3.2M
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$3.14M
Wells Fargo
92
Wells Fargo
California
$3.04M
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$2.98M
First Trust Advisors
94
First Trust Advisors
Illinois
$2.97M
Amundi
95
Amundi
France
$2.9M
MAM
96
Martingale Asset Management
Massachusetts
$2.85M
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$2.79M
MCC
98
Money Concepts Capital
Florida
$2.78M
MIM
99
MetLife Investment Management
New Jersey
$2.77M
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$2.74M