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Phillips Edison & Co

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402417 (+15)

3.45% more ownership

Funds ownership: 83.04%86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
UM
176
UniSuper Management
Australia
$914K -$347K -10,000 -28%
AWA
177
Arete Wealth Advisors
Illinois
$914K +$1.74K +50 +0.2%
BF
178
Blankinship & Foster
California
$909K
CFG
179
Certior Financial Group
Pennsylvania
$907K -$25K -720 -3%
NAAA
180
New Age Alpha Advisors
New York
$896K -$40.5K -1,167 -4%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$891K -$1.11M -32,116 -56%
QCM
182
Quantinno Capital Management
New York
$888K +$215K +6,190 +33%
ProShare Advisors
183
ProShare Advisors
Maryland
$872K +$25.4K +731 +3%
MHS
184
M Holdings Securities
Oregon
$853K +$436K +12,553 +110%
CAM
185
Cresset Asset Management
Illinois
$814K
PIM
186
Provident Investment Management
Michigan
$799K +$289K +8,325 +59%
SO
187
STRS Ohio
Ohio
$793K -$24.3K -700 -3%
DFG
188
Dynamic Financial Group
Iowa
$791K -$19.4K -560 -2%
CAS
189
Coppell Advisory Solutions
Texas
$772K +$41.8K +1,204 +6%
DWM
190
Ducere Wealth Management
California
$770K +$751K +21,652 New
RWB
191
RMR Wealth Builders
New Jersey
$757K -$459K -13,223 -38%
OL
192
Odyssean LLC
Connecticut
$740K +$722K +20,808 New
HI
193
Horizon Investments
North Carolina
$734K +$162K +4,661 +29%
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$731K -$745K -21,460 -51%
SFI
195
Susquehanna Fundamental Investments
Pennsylvania
$730K -$456K -13,150 -39%
II
196
IFM Investors
Australia
$724K
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$714K +$49.2K +1,418 +8%
VDI
198
Vaughan David Investments
Illinois
$707K
FRM
199
Fox Run Management
Connecticut
$705K +$688K +19,822 New
NAM
200
Nissay Asset Management
Japan
$686K +$7.98K +230 +1%