We are live on ! Find out more
PECO icon

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
AR
251
Apeiron RIA
Texas
$422K -$7.66K -206 -2%
EWA
252
EP Wealth Advisors
California
$418K +$892 +24 +0.2%
HI
253
Hendershot Investments
Virginia
$412K
IWC
254
Integrated Wealth Concepts
Massachusetts
$409K +$406K +10,924 New
VCM
255
Vivaldi Capital Management
Illinois
$405K
SFGP
256
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K
SLF
257
Sun Life Financial
Ontario, Canada
$398K +$395K +10,630 New
JSW
258
Journey Strategic Wealth
New Jersey
$384K -$40.2K -1,082 -10%
CAAS
259
Capital Asset Advisory Services
Michigan
$381K
HF
260
HRT Financial
New York
$380K +$378K +10,157 New
KA
261
Kovack Advisors
Florida
$375K -$52.6K -1,414 -12%
HWP
262
Hibernia Wealth Partners
Louisiana
$369K +$2.53K +68 +0.7%
SPC
263
Sigma Planning Corp
Michigan
$366K -$34.6K -932 -9%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$363K +$1K +27 +0.3%
AIFS
265
A&I Financial Services
Colorado
$363K -$16.1K -433 -4%
FRM
266
Fox Run Management
Connecticut
$358K -$380K -10,234 -52%
EI
267
Ellevest Inc
New York
$358K -$2.12K -57 -0.6%
AGC
268
Aspen Grove Capital
Colorado
$356K +$3.08K +83 +0.9%
TRCT
269
Tower Research Capital (TRC)
New York
$355K +$276K +7,413 +358%
MFG
270
Merit Financial Group
Georgia
$351K +$83.8K +2,255 +32%
OIA
271
OneDigital Investment Advisors
Kansas
$348K -$2.71K -73 -0.8%
RCM
272
Raleigh Capital Management
North Carolina
$348K +$3.01K +81 +0.9%
BCMLT
273
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K -$14.2K -381 -4%
AFAS
274
Acorn Financial Advisory Services
Virginia
$347K -$2.3K -62 -0.7%
DCM
275
DGS Capital Management
New Jersey
$341K -$41K -1,103 -11%