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Phillips Edison & Co

416 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
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
AG
201
AmeriFlex Group
Nevada
$682K
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$664K
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$660K
HI
204
Harbour Investments
Wisconsin
$632K
SFA
205
Sequoia Financial Advisors
Ohio
$608K
LWM
206
Lakeridge Wealth Management
Ohio
$606K
SOS
207
Silver Oak Securities
Tennessee
$593K
A
208
AlphaQuest
New York
$585K
GWM
209
Geneos Wealth Management
Colorado
$582K
SWM
210
Spire Wealth Management
Virginia
$556K
FA
211
Fiduciary Alliance
South Carolina
$546K
SCM
212
Sage Capital Management
New Jersey
$539K
RIL
213
Rothschild Investment LLC
Illinois
$535K
IAA
214
Independent Advisor Alliance
North Carolina
$525K
Jacobs Levy Equity Management
215
Jacobs Levy Equity Management
New Jersey
$515K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$489K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$472K
AIP
218
Ameritas Investment Partners
Nebraska
$454K
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$453K
VA
220
Vident Advisory
Georgia
$453K
Jennison Associates
221
Jennison Associates
New York
$448K
Jane Street
222
Jane Street
New York
$443K
M&T Bank
223
M&T Bank
New York
$443K
CCG
224
Catalina Capital Group
California
$423K
AR
225
Apeiron RIA
Texas
$415K