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Phillips Edison & Co

413 hedge funds and large institutions have $3.78B invested in Phillips Edison & Co in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
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
$1.09M
Puts
$24K
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$32.7M
3 +$24.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Northern Trust
Northern Trust
Illinois
+$16.3M

Top Sellers

1 -$30.7M
2 -$23M
3 -$18.5M
4
ECM
ExodusPoint Capital Management
New York
-$18.5M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
201
Oliver Lagore Vanvalin Investment Group
Michigan
$687K
NAM
202
Nissay Asset Management
Japan
$668K
A
203
AlphaQuest
New York
$658K
I
204
InceptionR
California
$656K
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$653K
DFCM
206
Dark Forest Capital Management
Puerto Rico
$652K
LWM
207
Lakeridge Wealth Management
Ohio
$636K
SOS
208
Silver Oak Securities
Tennessee
$632K
CRC
209
Curi RMB Capital
Illinois
$622K
SCM
210
Sage Capital Management
New Jersey
$596K
NICM
211
Neo Ivy Capital Management
New York
$584K
SWM
212
Spire Wealth Management
Virginia
$577K
VCAM
213
Van Cleef Asset Management
Ohio
$550K
CWM
214
CIBC World Markets
New York
$545K
SFA
215
Sequoia Financial Advisors
Ohio
$536K
RIL
216
Rothschild Investment LLC
Illinois
$526K
AIP
217
Ameritas Investment Partners
Nebraska
$522K
VA
218
Vident Advisory
Georgia
$522K
HI
219
Horizon Investments
North Carolina
$521K
PL
220
Perpetual Ltd
Australia
$503K
Russell Investments Group
221
Russell Investments Group
United Kingdom
$502K
WDL
222
Well Done LLC
Michigan
$491K
TRCT
223
Tower Research Capital (TRC)
New York
$486K
William Blair & Company
224
William Blair & Company
Illinois
$486K
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$482K