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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
AG
201
AmeriFlex Group
Nevada
$695K
BHCM
202
Brevan Howard Capital Management
Jersey
$665K
NAM
203
Nissay Asset Management
Japan
$664K
Russell Investments Group
204
Russell Investments Group
United Kingdom
$663K
VA
205
Vident Advisory
Georgia
$662K
OIA
206
OneDigital Investment Advisors
Kansas
$655K
SOS
207
Silver Oak Securities
Tennessee
$649K
BWA
208
BlueChip Wealth Advisors
Georgia
$638K
SCM
209
Sage Capital Management
New Jersey
$619K
SFA
210
Sequoia Financial Advisors
Ohio
$612K
EWM
211
EPG Wealth Management
Georgia
$600K
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
$583K
MGP
213
Metis Global Partners
California
$579K
VCAM
214
Van Cleef Asset Management
Ohio
$573K
A
215
AlphaQuest
New York
$567K
PL
216
Perpetual Ltd
Australia
$564K
RIL
217
Rothschild Investment LLC
Illinois
$548K
AIP
218
Ameritas Investment Partners
Nebraska
$527K
WDL
219
Well Done LLC
Michigan
$525K
MW
220
Marcum Wealth
Ohio
$512K
AFAS
221
Acorn Financial Advisory Services
Virginia
$511K
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$502K
CAAS
223
Capital Asset Advisory Services
Michigan
$492K
AWM
224
Axxcess Wealth Management
California
$481K
BCMLT
225
Beacon Capital Management LLC (Tennessee)
Tennessee
$480K