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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
ODG
101
O'Dell Group
Ohio
$2.05M
PCM
102
Polaris Capital Management
Massachusetts
$2.05M
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$2.02M
VAM
104
Vert Asset Management
California
$2M
NA
105
NewEdge Advisors
Louisiana
$1.99M
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$1.98M
Creative Planning
107
Creative Planning
Kansas
$1.98M
Natixis Advisors
108
Natixis Advisors
Massachusetts
$1.96M
RAM
109
Resona Asset Management
Japan
$1.9M
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$1.89M
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$1.77M
AWA
112
Arkadios Wealth Advisors
Georgia
$1.77M
AI
113
Atom Investors
Texas
$1.75M
SWP
114
Stratos Wealth Partners
Ohio
$1.73M
Victory Capital Management
115
Victory Capital Management
Texas
$1.71M
CA
116
Calton & Associates
Florida
$1.69M
IIM
117
INTECH Investment Management
Florida
$1.69M
American Century Companies
118
American Century Companies
Missouri
$1.68M
CSS
119
Cubist Systematic Strategies
Connecticut
$1.67M
FCM
120
FJ Capital Management
Virginia
$1.64M
HCM
121
HGI Capital Management
New York
$1.62M
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$1.56M
AWM
123
AE Wealth Management
Kansas
$1.56M
IAN
124
Integrated Advisors Network
Texas
$1.52M
Cerity Partners
125
Cerity Partners
New York
$1.47M