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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
GWM
226
Geneos Wealth Management
Colorado
$601K -$11.1K -299 -2%
PDN
227
Pensionfund DSM Netherlands
Netherlands
$599K +$595K +16,000 New
SFA
228
Sequoia Financial Advisors
Ohio
$580K -$58.8K -1,581 -9%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$571K +$191K +5,152 +51%
SCM
230
Sage Capital Management
New Jersey
$568K +$1.82K +49 +0.3%
RIL
231
Rothschild Investment LLC
Illinois
$566K +$3.12K +84 +0.6%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$561K +$558K +15,005 New
BCI
233
Brinker Capital Investments
Pennsylvania
$554K -$698K -18,780 -56%
Jacobs Levy Equity Management
234
Jacobs Levy Equity Management
New Jersey
$542K
DFG
235
Dynamic Financial Group
Iowa
$539K -$291K -7,831 -35%
IAA
236
Independent Advisor Alliance
North Carolina
$536K -$16.4K -441 -3%
AssetMark Inc
237
AssetMark Inc
California
$534K +$136K +3,670 +35%
FA
238
Fiduciary Alliance
South Carolina
$533K -$60.5K -1,629 -11%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$515K
TAM
240
TCP Asset Management
Ohio
$497K +$494K +13,280 New
SWM
241
Spire Wealth Management
Virginia
$483K -$101K -2,727 -17%
AIP
242
Ameritas Investment Partners
Nebraska
$477K
VA
243
Vident Advisory
Georgia
$475K -$1.6K -43 -0.3%
Ensign Peak Advisors
244
Ensign Peak Advisors
Utah
$473K +$183K +4,930 +64%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$469K +$41.4K +1,115 +10%
M&T Bank
246
M&T Bank
New York
$458K -$7.03K -189 -2%
X
247
Xponance
Pennsylvania
$447K +$71.9K +1,935 +19%
GCP
248
GSA Capital Partners
United Kingdom
$443K +$440K +11,827 New
CCG
249
Catalina Capital Group
California
$440K -$4.91K -132 -1%
FCM
250
Fieldview Capital Management
Michigan
$432K +$429K +11,534 New