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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
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$1.26M
UM
152
UniSuper Management
Australia
$1.26M
AWM
153
Accel Wealth Management
Iowa
$1.24M
SWM
154
Spire Wealth Management
Virginia
$1.22M
FG
155
Foresight Group
United Kingdom
$1.2M
FCM
156
FJ Capital Management
Virginia
$1.18M
Victory Capital Management
157
Victory Capital Management
Texas
$1.17M
CFG
158
Certior Financial Group
Pennsylvania
$1.14M
Squarepoint
159
Squarepoint
New York
$1.13M
Lazard Asset Management
160
Lazard Asset Management
New York
$1.11M
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$1.1M
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
$1.1M
OPS
163
Orion Portfolio Solutions
Nebraska
$1.07M
BCI
164
Brinker Capital Investments
Pennsylvania
$1.07M
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$1.07M
ProShare Advisors
166
ProShare Advisors
Maryland
$1.06M
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.05M
HighTower Advisors
168
HighTower Advisors
Illinois
$1.03M
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$1M
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$1M
PI
171
PFG Investments
New York
$999K
CWM
172
CIBC World Markets
New York
$994K
Cerity Partners
173
Cerity Partners
New York
$985K
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$967K
WA
175
Waverly Advisors
Alabama
$966K