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Phillips Edison & Co

408 hedge funds and large institutions have $3.86B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402K
Puts
$36K
Net Calls
Net Calls Change

Top Buyers

1 +$35.1M
2 +$18.9M
3 +$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
126
Daiwa Securities Group
Japan
$1.71M
SWP
127
Stratos Wealth Partners
Ohio
$1.6M
CA
128
Calton & Associates
Florida
$1.57M
IAN
129
Integrated Advisors Network
Texas
$1.57M
CPA
130
Capital Performance Advisors
California
$1.52M
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$1.5M
AAS
132
Ameritas Advisory Services
Nebraska
$1.49M
OWA
133
Outlook Wealth Advisors
Texas
$1.49M
P
134
&Partners
Tennessee
$1.47M
SPS
135
Susquehanna Portfolio Strategies
Pennsylvania
$1.47M
Lazard Asset Management
136
Lazard Asset Management
New York
$1.46M
First Trust Advisors
137
First Trust Advisors
Illinois
$1.37M
ET
138
Entropy Technologies
New York
$1.36M
Victory Capital Management
139
Victory Capital Management
Texas
$1.35M
AWM
140
Accel Wealth Management
Iowa
$1.32M
CFG
141
Cooper Financial Group
California
$1.3M
AB
142
Amalgamated Bank
New York
$1.3M
I
143
InceptionR
California
$1.3M
MA
144
Mutual Advisors
Nebraska
$1.26M
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$1.25M
WA
146
Waverly Advisors
Alabama
$1.25M
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$1.25M
ASRS
148
Arizona State Retirement System
Arizona
$1.24M
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$1.24M
VOYA Investment Management
150
VOYA Investment Management
Georgia
$1.24M