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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
Aberdeen Group
76
Aberdeen Group
United Kingdom
$4.34M +$106K +3,058 +3%
DFCM
77
Dark Forest Capital Management
Puerto Rico
$4.33M -$4.13M -118,924 -49%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.27M +$225K +6,483 +6%
Prudential Financial
79
Prudential Financial
New Jersey
$4.19M -$300K -8,650 -7%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$3.91M -$32.2K -928 -0.8%
CF
81
Centaurus Financial
California
$3.9M +$59K +1,701 +2%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$3.86M +$122K +3,519 +3%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3.75M -$1.52M -43,662 -29%
MWM
84
Modern Wealth Management
Kansas
$3.74M -$210K -6,054 -5%
Raymond James Financial
85
Raymond James Financial
Florida
$3.72M +$88K +2,537 +2%
MOACM
86
Mutual of America Capital Management
New York
$3.66M -$8.92K -257 -0.2%
NICM
87
Neo Ivy Capital Management
New York
$3.65M +$3.56M +102,500 New
PCIA
88
Prime Capital Investment Advisors
Kansas
$3.64M -$347K -10,012 -9%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$3.57M +$3.49M +100,608 New
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$3.48M +$176K +5,071 +5%
LIP
91
Lighthouse Investment Partners
Florida
$3.38M -$174K -5,000 -5%
Macquarie Group
92
Macquarie Group
Australia
$3.19M -$42.5M -1,224,433 -93%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$3.18M -$226K -6,515 -7%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$3.12M +$196K +5,654 +7%
HCA
95
Harbor Capital Advisors
Illinois
$2.98M +$86.2K +2,484 +3%
Amundi
96
Amundi
France
$2.97M -$102K -2,929 -3%
Holocene Advisors
97
Holocene Advisors
New York
$2.84M -$1.5M -43,108 -35%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$2.82M +$1.46M +42,155 +114%
IFG
99
Independent Financial Group
California
$2.81M -$52.7K -1,520 -2%
MIM
100
MetLife Investment Management
New Jersey
$2.63M -$125K -3,591 -5%