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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
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$1.44M
DWM
127
Diversify Wealth Management
Utah
$1.44M
OWA
128
Outlook Wealth Advisors
Texas
$1.43M
MA
129
Mutual Advisors
Nebraska
$1.42M
VRS
130
Virginia Retirement Systems
Virginia
$1.41M
YCM
131
Yousif Capital Management
Michigan
$1.36M
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$1.33M
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$1.32M
Capital Fund Management (CFM)
134
Capital Fund Management (CFM)
France
$1.29M
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$1.27M
ASRS
136
Arizona State Retirement System
Arizona
$1.27M
CFG
137
Cooper Financial Group
California
$1.26M
AB
138
Amalgamated Bank
New York
$1.24M
UM
139
UniSuper Management
Australia
$1.23M
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.2M
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$1.2M
Comerica Bank
142
Comerica Bank
Texas
$1.19M
RWB
143
RMR Wealth Builders
New Jersey
$1.19M
FFA
144
First Foundation Advisors
California
$1.18M
AAS
145
Ameritas Advisory Services
Nebraska
$1.18M
AWM
146
Accel Wealth Management
Iowa
$1.17M
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$1.16M
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$1.16M
SFI
149
Susquehanna Fundamental Investments
Pennsylvania
$1.16M
FG
150
Foresight Group
United Kingdom
$1.14M