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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.

New
Increased
Maintained
Reduced
Closed
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 %
NAM
201
Nissay Asset Management
Japan
$668K +$29.7K +849 +5%
A
202
AlphaQuest
New York
$658K +$113K +3,239 +21%
I
203
InceptionR
California
$656K +$656K +18,734 New
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$653K -$275K -7,854 -30%
DFCM
205
Dark Forest Capital Management
Puerto Rico
$652K -$5.11M -145,758 -89%
LWM
206
Lakeridge Wealth Management
Ohio
$636K -$145K -4,129 -19%
SOS
207
Silver Oak Securities
Tennessee
$632K
CRC
208
Curi RMB Capital
Illinois
$622K -$158K -4,495 -20%
SCM
209
Sage Capital Management
New Jersey
$596K +$2.28K +65 +0.4%
NICM
210
Neo Ivy Capital Management
New York
$584K +$584K +16,659 New
SWM
211
Spire Wealth Management
Virginia
$577K -$596K -17,002 -51%
VCAM
212
Van Cleef Asset Management
Ohio
$550K
CWM
213
CIBC World Markets
New York
$545K -$409K -11,678 -43%
SFA
214
Sequoia Financial Advisors
Ohio
$536K -$51.5K -1,471 -9%
RIL
215
Rothschild Investment LLC
Illinois
$526K
AIP
216
Ameritas Investment Partners
Nebraska
$522K +$16.8K +479 +3%
VA
217
Vident Advisory
Georgia
$522K -$114K -3,255 -18%
HI
218
Horizon Investments
North Carolina
$521K +$521K +14,911 New
PL
219
Perpetual Ltd
Australia
$503K -$38.5K -1,100 -7%
Russell Investments Group
220
Russell Investments Group
United Kingdom
$502K -$135K -3,841 -21%
WDL
221
Well Done LLC
Michigan
$491K
TRCT
222
Tower Research Capital (TRC)
New York
$486K +$363K +10,355 +293%
William Blair & Company
223
William Blair & Company
Illinois
$486K +$486K +13,879 New
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$482K
LCM
225
LDR Capital Management
New York
$479K +$479K +13,675 New