We are live on ! Find out more
PECO icon

Phillips Edison & Co

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402417 (+15)

3.45% more ownership

Funds ownership: 83.04%86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
AmeriFlex Group
Nevada
$682K -$166K -4,770 -20%
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$664K +$59.1K +1,703 +10%
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$660K +$17.2K +496 +3%
HI
204
Harbour Investments
Wisconsin
$632K -$55.9K -1,611 -8%
SFA
205
Sequoia Financial Advisors
Ohio
$608K +$132K +3,795 +29%
LWM
206
Lakeridge Wealth Management
Ohio
$606K +$5.31K +153 +0.9%
SOS
207
Silver Oak Securities
Tennessee
$593K
A
208
AlphaQuest
New York
$585K -$531K -15,294 -48%
GWM
209
Geneos Wealth Management
Colorado
$582K +$40.8K +1,176 +8%
SWM
210
Spire Wealth Management
Virginia
$556K +$2.98K +86 +0.6%
FA
211
Fiduciary Alliance
South Carolina
$546K -$110K -3,173 -17%
SCM
212
Sage Capital Management
New Jersey
$539K +$1.8K +52 +0.3%
RIL
213
Rothschild Investment LLC
Illinois
$535K +$1.6K +46 +0.3%
IAA
214
Independent Advisor Alliance
North Carolina
$525K +$50K +1,442 +11%
Jacobs Levy Equity Management
215
Jacobs Levy Equity Management
New Jersey
$515K -$16.9K -487 -3%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$489K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$472K -$520K -14,991 -53%
AIP
218
Ameritas Investment Partners
Nebraska
$454K -$3.99K -115 -0.9%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$453K -$285K -8,218 -39%
VA
220
Vident Advisory
Georgia
$453K -$16.9K -488 -4%
Jennison Associates
221
Jennison Associates
New York
$448K +$437K +12,599 New
Jane Street
222
Jane Street
New York
$443K -$8.37M -241,322 -95%
M&T Bank
223
M&T Bank
New York
$443K +$432K +12,440 New
CCG
224
Catalina Capital Group
California
$423K
AR
225
Apeiron RIA
Texas
$415K -$21.1K -608 -5%