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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
BlackRock
1
BlackRock
New York
$780M +$15M +433,482 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$719M -$4.48M -129,218 -0.6%
State Street
3
State Street
Massachusetts
$257M -$2.76M -79,582 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$224M +$11.3M +325,215 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$148M +$2.27M +65,338 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$122M +$60.9K +1,754 +0.1%
Charles Schwab
7
Charles Schwab
California
$82.6M +$3.01M +86,749 +4%
EGM
8
Engineers Gate Manager
New York
$77.6M -$10.9M -314,129 -13%
Norges Bank
9
Norges Bank
Norway
$70.8M +$69.1M +1,991,837 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$64.9M +$2.28M +65,714 +4%
DPIM
11
Duff & Phelps Investment Management
Illinois
$63.6M +$3.15M +90,818 +5%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$54.4M -$11.8M -338,846 -18%
Northern Trust
13
Northern Trust
Illinois
$54.2M -$22M -634,131 -29%
Morgan Stanley
14
Morgan Stanley
New York
$40.7M +$1.45M +41,900 +4%
NAMI
15
Nomura Asset Management International
Pennsylvania
$39.7M +$38.7M +1,116,494 New
JP Morgan Chase
16
JP Morgan Chase
New York
$37.4M -$1.76M -50,760 -5%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$36M +$35.1M +1,011,500 New
N
18
Nuveen
North Carolina
$35.9M +$10.9M +313,327 +45%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$34.3M +$1.09M +31,328 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$31.2M +$3.32M +95,547 +12%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$27.8M -$6.19M -178,482 -19%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$26.8M -$1.2M -34,547 -4%
Ameriprise
23
Ameriprise
Minnesota
$26.4M +$15.6M +449,725 +154%
Goldman Sachs
24
Goldman Sachs
New York
$26.3M -$10.4M -298,764 -29%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$23.1M +$429K +12,375 +2%