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Phillips Edison & Co

363 hedge funds and large institutions have $3.37B invested in Phillips Edison & Co in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+17
Holders Change %
+4.91%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
106
Reduced
126
Closed
29
Calls
$6.18M
Puts
$725K
Net Calls
+$5.45M
Net Calls Change
-$754K
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$725M 21,283,920 +10,315,809 +94%
Vanguard Group
2
Vanguard Group
Pennsylvania
$633M 18,568,921 +1,115,311 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$314M 9,222,031 +172,137 +2%
State Street
4
State Street
Massachusetts
$225M 6,585,842 +1,790,307 +37%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$174M 5,108,234 -818,072 -14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$160M 4,687,555 +169,720 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$90.2M 2,645,305 +120,241 +5%
Macquarie Group
8
Macquarie Group
Australia
$57M 1,671,836 +1,493,822 +839%
Charles Schwab
9
Charles Schwab
California
$55.2M 1,620,184 +119,093 +8%
Northern Trust
10
Northern Trust
Illinois
$46.2M 1,355,931 +21,680 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$37.2M 1,091,310 +535,257 +96%
Legal & General Group
12
Legal & General Group
United Kingdom
$36.6M 1,073,371 +247,188 +30%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$31.5M 924,862 +69,264 +8%
Norges Bank
14
Norges Bank
Norway
$30.4M 893,439 +121,658 +16%
Morgan Stanley
15
Morgan Stanley
New York
$28.7M 842,483 +75,802 +10%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$26M 761,695 -63 -0%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$23.7M 695,675 -43,494 -6%
Principal Financial Group
18
Principal Financial Group
Iowa
$22.7M 666,469 +653,553 +5,060%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$20.8M 609,037 -64,589 -10%
Osaic Holdings
20
Osaic Holdings
Arizona
$20.5M 604,409 -33,107 -5%
UBS AM
21
UBS AM
Illinois
$20.3M 623,502
CA
22
Cetera Advisors
Colorado
$19.8M 579,558 -64,187 -10%
Holocene Advisors
23
Holocene Advisors
New York
$18.6M 546,415 -22,872 -4%
Goldman Sachs
24
Goldman Sachs
New York
$18.4M 539,679 +366,336 +211%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$17.1M 501,041 +320,739 +178%