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Phillips Edison & Co

439 hedge funds and large institutions have $4.05B invested in Phillips Edison & Co in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 151 increasing their positions, 154 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,327% more call options, than puts

Call options by funds: $898K | Put options by funds: $37K

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

5% more funds holding

Funds holding: 417439 (+22)

5% more capital invested

Capital invested by funds: $3.87B → $4.05B (+$185M)

0.47% less ownership

Funds ownership: 86.49%86.01% (-0.47%)

2% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 154

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
439
Holders Change
+22
Holders Change %
+5.28%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
62
Increased
151
Reduced
154
Closed
32
Calls
$898K
Puts
$37K
Net Calls
+$861K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$825M +$4.35M +117,013 +0.5%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$520M +$516M +13,887,360 New
State Street
3
State Street
Massachusetts
$268M -$3.04M -81,766 -1%
VCM
4
Vanguard Capital Management
Pennsylvania
$213M +$212M +5,695,294 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$195M -$40.7M -1,095,939 -17%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$155M -$1.48M -39,810 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$133M +$3.82M +102,870 +3%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$123M +$84.9M +2,285,173 +226%
Charles Schwab
9
Charles Schwab
California
$88.4M +$1.51M +40,635 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$71.1M +$2.76M +74,274 +4%
DPIM
11
Duff & Phelps Investment Management
Illinois
$67.4M +$487K +13,090 +0.7%
JP Morgan Chase
12
JP Morgan Chase
New York
$67M +$27.6M +741,466 +71%
EGM
13
Engineers Gate Manager
New York
$65.7M -$15.9M -427,274 -20%
Goldman Sachs
14
Goldman Sachs
New York
$63.7M +$35.8M +962,998 +130%
Northern Trust
15
Northern Trust
Illinois
$55.8M -$1.29M -34,647 -2%
N
16
Nuveen
North Carolina
$37.2M -$568K -15,273 -2%
NAMI
17
Nomura Asset Management International
Pennsylvania
$36.6M -$5.1M -137,169 -12%
American Century Companies
18
American Century Companies
Missouri
$35.9M +$28M +754,147 +367%
Ameriprise
19
Ameriprise
Minnesota
$35.5M +$7.61M +204,720 +28%
Morgan Stanley
20
Morgan Stanley
New York
$35.4M -$7.4M -198,987 -17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.3M -$851K -22,885 -2%
Hudson Bay Capital Management
22
Hudson Bay Capital Management
Connecticut
$34.1M +$23.4M +628,957 +224%
VFT
23
Vanguard Fiduciary Trust
Pennsylvania
$30.9M +$30.7M +825,627 New
Legal & General Group
24
Legal & General Group
United Kingdom
$30.4M -$2.48M -66,813 -8%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$26.4M -$30.7M -826,150 -54%