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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
PFSRSONJ
176
Police & Firemen's Retirement System of New Jersey
New Jersey
$954K
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$952K
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$947K
II
179
IFM Investors
Australia
$900K
FPGK
180
Financial Partners Group (Kansas)
Kansas
$896K
VanEck Associates
181
VanEck Associates
New York
$884K
KK
182
KLP Kapitalforvaltning
Norway
$882K
DFG
183
Dynamic Financial Group
Iowa
$863K
CAM
184
Cresset Asset Management
Illinois
$856K
SO
185
STRS Ohio
Ohio
$839K
TG
186
TCW Group
California
$839K
AWA
187
Arete Wealth Advisors
Illinois
$837K
LWM
188
Lakeridge Wealth Management
Ohio
$813K
CRC
189
Curi RMB Capital
Illinois
$813K
MHS
190
M Holdings Securities
Oregon
$809K
HI
191
Harbour Investments
Wisconsin
$774K
EE
192
EWG Elevate
California
$766K
CCP
193
Carmel Capital Partners
California
$762K
VI
194
Vestcor Inc
New Brunswick, Canada
$755K
BB
195
Bell Bank
North Dakota
$748K
AI
196
Atom Investors
Texas
$745K
CDDEC
197
Caisse Des Depots Et Consignations
France
$741K
VDI
198
Vaughan David Investments
Illinois
$725K
FA
199
Fiduciary Alliance
South Carolina
$723K
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$708K