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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
VC
101
VarCov Co
Connecticut
$2.62M +$2.56M +73,747 New
COPPSERS
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.57M -$29.3K -843 -1%
MCC
103
Money Concepts Capital
Florida
$2.56M -$227K -6,543 -8%
AWA
104
Arkadios Wealth Advisors
Georgia
$2.48M +$631K +18,189 +35%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$2.47M +$169K +4,874 +8%
Creative Planning
106
Creative Planning
Kansas
$2.43M +$375K +10,799 +19%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$2.32M
TG
108
TCW Group
California
$2.31M +$1.46M +42,043 +184%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.27M +$123K +3,547 +6%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$2.21M -$33K -952 -2%
VAM
111
Vert Asset Management
California
$2.18M +$107K +3,074 +5%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.16M -$71.9K -2,071 -3%
KAS
113
Kestra Advisory Services
Texas
$2.13M -$91.5K -2,637 -4%
CAU
114
Caxton Associates (UK)
$2.13M -$149K -4,289 -7%
PCM
115
Polaris Capital Management
Massachusetts
$2.12M
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$2.09M -$555 -16 -0%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$2.05M -$3.47K -100 -0.2%
NA
118
NewEdge Advisors
Louisiana
$1.99M -$77.3K -2,227 -4%
MAM
119
Martingale Asset Management
Massachusetts
$1.97M -$510K -14,683 -21%
ECM
120
ExodusPoint Capital Management
New York
$1.93M +$1.88M +54,152 New
RAM
121
Resona Asset Management
Japan
$1.92M -$76.3K -2,199 -4%
VRS
122
Virginia Retirement Systems
Virginia
$1.9M +$425K +12,250 +30%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$1.88M +$40.6K +1,169 +2%
AWM
124
AE Wealth Management
Kansas
$1.86M +$236K +6,812 +15%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$1.8M -$193K -5,566 -10%