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Phillips Edison & Co

409 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 31 closing their positions.

Holders
409
Holders Change
+10
Holders Change %
+2.51%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
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 %
WA
176
Waverly Advisors
Alabama
$930K +$2.8K +80 +0.3%
KK
177
KLP Kapitalforvaltning
Norway
$913K +$66.7K +1,900 +8%
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$909K
BF
179
Blankinship & Foster
California
$895K +$895K +25,542 New
MHS
180
M Holdings Securities
Oregon
$868K +$92.4K +2,641 +12%
SO
181
STRS Ohio
Ohio
$834K +$28K +800 +3%
DFG
182
Dynamic Financial Group
Iowa
$818K -$9.91K -283 -1%
CAM
183
Cresset Asset Management
Illinois
$808K -$14K -398 -2%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$806K -$3.71M -105,935 -82%
AWA
185
Arete Wealth Advisors
Illinois
$803K
TG
186
TCW Group
California
$798K -$7.92K -226 -1%
ET
187
Entropy Technologies
New York
$784K +$366K +10,436 +87%
VI
188
Vestcor Inc
New Brunswick, Canada
$778K +$53.7K +1,533 +7%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$758K -$299K -8,498 -28%
EE
190
EWG Elevate
California
$736K
CAS
191
Coppell Advisory Solutions
Texas
$734K +$300K +8,598 +69%
MGP
192
Metis Global Partners
California
$727K +$171K +4,881 +31%
BB
193
Bell Bank
North Dakota
$718K
HI
194
Harbour Investments
Wisconsin
$716K -$27K -771 -4%
II
195
IFM Investors
Australia
$709K -$154K -4,409 -18%
AI
196
Atom Investors
Texas
$701K -$14.4K -412 -2%
VDI
197
Vaughan David Investments
Illinois
$696K
FA
198
Fiduciary Alliance
South Carolina
$694K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$693K +$13.5K +385 +2%
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$687K +$687K +18,827 New