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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
EWA
251
EP Wealth Advisors
California
$418K
HI
252
Hendershot Investments
Virginia
$412K
IWC
253
Integrated Wealth Concepts
Massachusetts
$409K
VCM
254
Vivaldi Capital Management
Illinois
$405K
SFGP
255
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K
SLF
256
Sun Life Financial
Ontario, Canada
$398K
JSW
257
Journey Strategic Wealth
New Jersey
$384K
CAAS
258
Capital Asset Advisory Services
Michigan
$381K
HF
259
HRT Financial
New York
$380K
KA
260
Kovack Advisors
Florida
$375K
HWP
261
Hibernia Wealth Partners
Louisiana
$369K
SPC
262
Sigma Planning Corp
Michigan
$366K
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$363K
AIFS
264
A&I Financial Services
Colorado
$363K
FRM
265
Fox Run Management
Connecticut
$358K
EI
266
Ellevest Inc
New York
$358K
AGC
267
Aspen Grove Capital
Colorado
$356K
TRCT
268
Tower Research Capital (TRC)
New York
$355K
MFG
269
Merit Financial Group
Georgia
$351K
OIA
270
OneDigital Investment Advisors
Kansas
$348K
RCM
271
Raleigh Capital Management
North Carolina
$348K
BCMLT
272
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K
AFAS
273
Acorn Financial Advisory Services
Virginia
$347K
DCM
274
DGS Capital Management
New Jersey
$341K
FHC
275
First Heartland Consultants
Missouri
$328K