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Phillips Edison & Co

394 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $3.78B → $3.58B (-$207M)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$922K
Puts
$27K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Horizon Investments
North Carolina
$549K
P
202
&Partners
Tennessee
$542K
SWM
203
Spire Wealth Management
Virginia
$534K
GWM
204
Geneos Wealth Management
Colorado
$521K
SCM
205
Sage Capital Management
New Jersey
$518K
RIL
206
Rothschild Investment LLC
Illinois
$515K
Jacobs Levy Equity Management
207
Jacobs Levy Equity Management
New Jersey
$514K
Citadel Advisors
208
Citadel Advisors
Florida
$492K
PIM
209
Provident Investment Management
Michigan
$486K
WDL
210
Well Done LLC
Michigan
$481K
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$472K
CBU
212
CIBC Bancorp USA
Illinois
$462K
IAA
213
Independent Advisor Alliance
North Carolina
$457K
SFA
214
Sequoia Financial Advisors
Ohio
$457K
VA
215
Vident Advisory
Georgia
$454K
ET
216
Entropy Technologies
New York
$444K
AIP
217
Ameritas Investment Partners
Nebraska
$442K
CCG
218
Catalina Capital Group
California
$408K
AR
219
Apeiron RIA
Texas
$407K
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$400K
XT
221
XTX Topco
Cayman Islands
$393K
MHS
222
M Holdings Securities
Oregon
$393K
AIFS
223
A&I Financial Services
Colorado
$390K
OAC
224
OMERS Administration Corp
Ontario, Canada
$388K
AFAS
225
Acorn Financial Advisory Services
Virginia
$386K