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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
Holocene Advisors
101
Holocene Advisors
New York
$2.65M
DWM
102
Diversify Wealth Management
Utah
$2.6M
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.6M
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.54M
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$2.38M
CF
106
Corebridge Financial
Texas
$2.34M
ERSOT
107
Employees Retirement System of Texas
Texas
$2.23M
ODG
108
O'Dell Group
Ohio
$2.21M
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.2M
GCM
110
Greenland Capital Management
New York
$2.2M
TPSF
111
Texas Permanent School Fund
Texas
$2.19M
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$2.15M
CAS
113
Coppell Advisory Solutions
Texas
$2.12M
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$2.08M
IIM
115
INTECH Investment Management
Florida
$2.08M
FFA
116
First Foundation Advisors
California
$2.07M
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$2.06M
NA
118
NewEdge Advisors
Louisiana
$2.05M
CA
119
Calton & Associates
Florida
$2.05M
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$1.99M
VAM
121
Vert Asset Management
California
$1.97M
KAS
122
Kestra Advisory Services
Texas
$1.97M
RAM
123
Resona Asset Management
Japan
$1.96M
Natixis Advisors
124
Natixis Advisors
Massachusetts
$1.94M
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$1.94M