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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
Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
133
Reduced
139
Closed
35
Calls
$1.84M
Puts
$178K
Net Calls
+$1.66M
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Shares
Change %
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$1.26M +$16.3K +448 +1%
UM
152
UniSuper Management
Australia
$1.26M
AWM
153
Accel Wealth Management
Iowa
$1.24M +$29.7K +815 +2%
SWM
154
Spire Wealth Management
Virginia
$1.22M -$53.3K -1,462 -4%
FG
155
Foresight Group
United Kingdom
$1.2M -$79.9K -2,222 -6%
FCM
156
FJ Capital Management
Virginia
$1.18M +$150K +4,109 +15%
Victory Capital Management
157
Victory Capital Management
Texas
$1.17M -$2.55K -70 -0.2%
CFG
158
Certior Financial Group
Pennsylvania
$1.14M -$99.3K -2,721 -8%
Squarepoint
159
Squarepoint
New York
$1.13M +$227K +6,218 +25%
Lazard Asset Management
160
Lazard Asset Management
New York
$1.12M +$207K +5,666 +23%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$1.1M -$115K -3,154 -9%
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
$1.1M
BCI
163
Brinker Capital Investments
Pennsylvania
$1.07M -$66.8K -1,830 -6%
OPS
164
Orion Portfolio Solutions
Nebraska
$1.07M -$66.8K -1,830 -6%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$1.07M -$146 -4 -0%
ProShare Advisors
166
ProShare Advisors
Maryland
$1.06M -$293K -8,039 -22%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.05M -$7.3K -200 -0.7%
HighTower Advisors
168
HighTower Advisors
Illinois
$1.03M -$176K -4,826 -15%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$1M +$1M +27,449 New
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$1M
PI
171
PFG Investments
New York
$999K +$2.04K +56 +0.2%
CWM
172
CIBC World Markets
New York
$994K +$575K +15,756 +137%
Cerity Partners
173
Cerity Partners
New York
$985K -$15.1K -415 -2%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$967K -$444K -12,163 -31%
WA
175
Waverly Advisors
Alabama
$966K +$137K +3,764 +17%