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Phillips Edison & Co

438 hedge funds and large institutions have $4.05B invested in Phillips Edison & Co in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 149 increasing their positions, 154 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.52% less ownership

Funds ownership: 86.48%85.96% (-0.52%)

3% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 154

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$898K
Puts
$37K
Net Calls
Net Calls Change

Top Buyers

1 +$84.9M
2 +$35.8M
3 +$28M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27.6M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$23.4M

Top Sellers

1 -$40.7M
2 -$30.7M
3 -$18.1M
4
EGM
Engineers Gate Manager
New York
-$15.9M
5
JG
Jain Global
New York
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
PDN
226
Pensionfund DSM Netherlands
Netherlands
$599K
SFA
227
Sequoia Financial Advisors
Ohio
$580K
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$571K
SCM
229
Sage Capital Management
New Jersey
$568K
RIL
230
Rothschild Investment LLC
Illinois
$566K
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$561K
BCI
232
Brinker Capital Investments
Pennsylvania
$554K
Jacobs Levy Equity Management
233
Jacobs Levy Equity Management
New Jersey
$542K
DFG
234
Dynamic Financial Group
Iowa
$539K
IAA
235
Independent Advisor Alliance
North Carolina
$536K
AssetMark Inc
236
AssetMark Inc
California
$534K
FA
237
Fiduciary Alliance
South Carolina
$533K
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$515K
TAM
239
TCP Asset Management
Ohio
$497K
SWM
240
Spire Wealth Management
Virginia
$483K
AIP
241
Ameritas Investment Partners
Nebraska
$477K
VA
242
Vident Advisory
Georgia
$475K
Ensign Peak Advisors
243
Ensign Peak Advisors
Utah
$473K
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$469K
M&T Bank
245
M&T Bank
New York
$458K
X
246
Xponance
Pennsylvania
$447K
GCP
247
GSA Capital Partners
United Kingdom
$443K
CCG
248
Catalina Capital Group
California
$440K
FCM
249
Fieldview Capital Management
Michigan
$432K
AR
250
Apeiron RIA
Texas
$422K