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Phillips Edison & Co

411 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
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
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$664K
MSRPS
202
Maryland State Retirement & Pension System
Maryland
$660K
HI
203
Harbour Investments
Wisconsin
$632K
SFA
204
Sequoia Financial Advisors
Ohio
$608K
LWM
205
Lakeridge Wealth Management
Ohio
$606K
SOS
206
Silver Oak Securities
Tennessee
$593K
A
207
AlphaQuest
New York
$585K
GWM
208
Geneos Wealth Management
Colorado
$582K
SWM
209
Spire Wealth Management
Virginia
$556K
FA
210
Fiduciary Alliance
South Carolina
$546K
SCM
211
Sage Capital Management
New Jersey
$539K
RIL
212
Rothschild Investment LLC
Illinois
$535K
IAA
213
Independent Advisor Alliance
North Carolina
$525K
Jacobs Levy Equity Management
214
Jacobs Levy Equity Management
New Jersey
$515K
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$489K
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$472K
AIP
217
Ameritas Investment Partners
Nebraska
$454K
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$453K
VA
219
Vident Advisory
Georgia
$453K
Jennison Associates
220
Jennison Associates
New York
$448K
Jane Street
221
Jane Street
New York
$443K
M&T Bank
222
M&T Bank
New York
$443K
CCG
223
Catalina Capital Group
California
$423K
AR
224
Apeiron RIA
Texas
$415K
TSS
225
Two Sigma Securities
New York
$412K