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Phillips Edison & Co

408 hedge funds and large institutions have $3.86B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402K
Puts
$36K
Net Calls
Net Calls Change

Top Buyers

1 +$35.1M
2 +$18.9M
3 +$17.1M
4
Ameriprise
Ameriprise
Minnesota
+$15.6M
5
BlackRock
BlackRock
New York
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
201
Maryland State Retirement & Pension System
Maryland
$660K
HI
202
Harbour Investments
Wisconsin
$632K
SFA
203
Sequoia Financial Advisors
Ohio
$608K
LWM
204
Lakeridge Wealth Management
Ohio
$606K
SOS
205
Silver Oak Securities
Tennessee
$593K
A
206
AlphaQuest
New York
$585K
GWM
207
Geneos Wealth Management
Colorado
$582K
SWM
208
Spire Wealth Management
Virginia
$556K
FA
209
Fiduciary Alliance
South Carolina
$546K
SCM
210
Sage Capital Management
New Jersey
$539K
RIL
211
Rothschild Investment LLC
Illinois
$535K
IAA
212
Independent Advisor Alliance
North Carolina
$525K
Jacobs Levy Equity Management
213
Jacobs Levy Equity Management
New Jersey
$515K
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$489K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$472K
AIP
216
Ameritas Investment Partners
Nebraska
$454K
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$453K
VA
218
Vident Advisory
Georgia
$453K
Jennison Associates
219
Jennison Associates
New York
$448K
Jane Street
220
Jane Street
New York
$443K
M&T Bank
221
M&T Bank
New York
$443K
CCG
222
Catalina Capital Group
California
$423K
AR
223
Apeiron RIA
Texas
$415K
TSS
224
Two Sigma Securities
New York
$412K
KA
225
Kovack Advisors
Florida
$408K