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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
FHC
276
First Heartland Consultants
Missouri
$328K +$483 +13 +0.1%
MML Investors Services
277
MML Investors Services
Massachusetts
$318K -$86.2K -2,319 -21%
PAI
278
Pittenger & Anderson Inc
Nebraska
$313K
PAM
279
Peak Asset Management
Colorado
$307K
DS
280
DRW Securities
Illinois
$306K +$304K +8,183 New
ACM
281
Aljian Capital Management
Nevada
$302K
PS
282
Pensionfund Sabic
Netherlands
$299K +$297K +8,000 New
EIP
283
Easterly Investment Partners
Massachusetts
$298K +$296K +7,964 New
AF
284
Allworth Financial
California
$298K +$3.9K +105 +1%
BWA
285
BlueChip Wealth Advisors
Georgia
$297K
NS
286
NBC Securities
Alabama
$291K
JF
287
Jump Financial
Illinois
$289K +$287K +7,730 New
CW
288
CreativeOne Wealth
Kansas
$287K
SA
289
Sanctuary Advisors
Indiana
$284K +$1.26K +34 +0.5%
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$284K -$210K -5,659 -43%
EC
291
EntryPoint Capital
New York
$282K
RCAG
292
Rehmann Capital Advisory Group
Michigan
$282K
IP
293
Ignite Planners
California
$282K -$12.4K -333 -4%
CP
294
Castleview Partners
Texas
$281K -$14.9K -402 -5%
LOAMU
295
Lombard Odier Asset Management (USA)
New York
$280K +$278K +7,492 New
IW
296
Integrated Wealthcare
North Carolina
$279K
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$278K -$5.13K -138 -2%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$276K +$12.3K +332 +5%
XT
299
XTX Topco
Cayman Islands
$275K +$273K +7,337 New
SLAM
300
Swiss Life Asset Management
$268K +$49.8K +1,341 +23%