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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
Creative Planning
126
Creative Planning
Kansas
$1.92M
SWP
127
Stratos Wealth Partners
Ohio
$1.9M
IAN
128
Integrated Advisors Network
Texas
$1.9M
MA
129
Mutual Advisors
Nebraska
$1.88M
AWA
130
Arkadios Wealth Advisors
Georgia
$1.8M
RWB
131
RMR Wealth Builders
New Jersey
$1.75M
YCM
132
Yousif Capital Management
Michigan
$1.7M
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.67M
MLA
134
My Legacy Advisors
Oregon
$1.64M
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$1.63M
American Century Companies
136
American Century Companies
Missouri
$1.59M
Daiwa Securities Group
137
Daiwa Securities Group
Japan
$1.56M
Comerica Bank
138
Comerica Bank
Texas
$1.53M
OWA
139
Outlook Wealth Advisors
Texas
$1.52M
CFG
140
Cooper Financial Group
California
$1.52M
AWS
141
Atria Wealth Solutions
New York
$1.51M
AWM
142
AE Wealth Management
Kansas
$1.46M
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.39M
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$1.39M
VRS
145
Virginia Retirement Systems
Virginia
$1.37M
BCM
146
Brookstone Capital Management
Illinois
$1.37M
MSRPS
147
Maryland State Retirement & Pension System
Maryland
$1.33M
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.32M
AB
149
Amalgamated Bank
New York
$1.29M
ASRS
150
Arizona State Retirement System
Arizona
$1.28M