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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
BCM
151
Brookstone Capital Management
Illinois
$1.11M
Franklin Resources
152
Franklin Resources
California
$1.09M
Russell Investments Group
153
Russell Investments Group
United Kingdom
$1.09M
A
154
AlphaQuest
New York
$1.09M
First Trust Advisors
155
First Trust Advisors
Illinois
$1.07M
HighTower Advisors
156
HighTower Advisors
Illinois
$1.06M
VanEck Associates
157
VanEck Associates
New York
$1.05M
PI
158
PFG Investments
New York
$1.05M
New York State Teachers Retirement System (NYSTRS)
159
New York State Teachers Retirement System (NYSTRS)
New York
$1.03M
AG
160
Algert Global
California
$1.01M
HT
161
Headlands Technologies
Illinois
$1.01M
BCI
162
Brinker Capital Investments
Pennsylvania
$972K
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$971K
MGP
164
Metis Global Partners
California
$971K
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$970K
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$956K
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$932K
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$906K
NAAA
169
New Age Alpha Advisors
New York
$905K
CFG
170
Certior Financial Group
Pennsylvania
$901K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$899K
KK
172
KLP Kapitalforvaltning
Norway
$895K
SMDAM
173
Sumitomo Mitsui DS Asset Management
Japan
$891K
AWA
174
Arete Wealth Advisors
Illinois
$880K
BF
175
Blankinship & Foster
California
$877K