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Phillips Edison & Co

410 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+11
Holders Change %
+2.76%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
51
Increased
157
Reduced
130
Closed
31
Calls
$1.09M
Puts
$24K
Net Calls
+$1.07M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$1.83M +$596 +17 +0%
AWA
127
Arkadios Wealth Advisors
Georgia
$1.82M +$90.4K +2,582 +5%
RAM
128
Resona Asset Management
Japan
$1.76M -$139K -3,987 -7%
RWB
129
RMR Wealth Builders
New Jersey
$1.75M +$74.2K +2,113 +4%
FCM
130
FJ Capital Management
Virginia
$1.73M +$601K +17,166 +53%
MA
131
Mutual Advisors
Nebraska
$1.69M -$159K -4,609 -9%
IAN
132
Integrated Advisors Network
Texas
$1.66M -$161K -4,607 -9%
YCM
133
Yousif Capital Management
Michigan
$1.65M +$23.8K +679 +1%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$1.64M +$38.4K +1,096 +2%
MLA
135
My Legacy Advisors
Oregon
$1.64M +$86.9K +2,514 +6%
PCM
136
Polaris Capital Management
Massachusetts
$1.62M +$1.62M +46,200 New
Squarepoint
137
Squarepoint
New York
$1.59M +$506K +14,451 +47%
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$1.55M +$55.1K +1,572 +4%
American Century Companies
139
American Century Companies
Missouri
$1.53M +$4.2K +120 +0.3%
Comerica Bank
140
Comerica Bank
Texas
$1.49M +$19.6K +559 +1%
AF
141
Allworth Financial
California
$1.46M +$1.17M +33,299 +391%
OWA
142
Outlook Wealth Advisors
Texas
$1.46M
CFG
143
Cooper Financial Group
California
$1.45M -$17.4K -497 -1%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$1.36M -$637K -18,175 -32%
Cerity Partners
145
Cerity Partners
New York
$1.36M +$410K +11,706 +43%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$1.34M -$560 -16 -0%
VRS
147
Virginia Retirement Systems
Virginia
$1.33M +$17.5K +500 +1%
GWM
148
Geneos Wealth Management
Colorado
$1.33M -$4.35M -124,187 -77%
MSRPS
149
Maryland State Retirement & Pension System
Maryland
$1.29M +$13K +371 +1%
ASRS
150
Arizona State Retirement System
Arizona
$1.28M +$50.5K +1,441 +4%