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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
MML Investors Services
276
MML Investors Services
Massachusetts
$318K
PAI
277
Pittenger & Anderson Inc
Nebraska
$313K
PAM
278
Peak Asset Management
Colorado
$307K
DS
279
DRW Securities
Illinois
$306K
ACM
280
Aljian Capital Management
Nevada
$302K
PS
281
Pensionfund Sabic
Netherlands
$299K
EIP
282
Easterly Investment Partners
Massachusetts
$298K
AF
283
Allworth Financial
California
$298K
BWA
284
BlueChip Wealth Advisors
Georgia
$297K
NS
285
NBC Securities
Alabama
$291K
JF
286
Jump Financial
Illinois
$289K
CW
287
CreativeOne Wealth
Kansas
$287K
SA
288
Sanctuary Advisors
Indiana
$284K
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$284K
EC
290
EntryPoint Capital
New York
$282K
RCAG
291
Rehmann Capital Advisory Group
Michigan
$282K
IP
292
Ignite Planners
California
$282K
CP
293
Castleview Partners
Texas
$281K
LOAMU
294
Lombard Odier Asset Management (USA)
New York
$280K
IW
295
Integrated Wealthcare
North Carolina
$279K
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$278K
Neuberger Berman Group
297
Neuberger Berman Group
New York
$276K
XT
298
XTX Topco
Cayman Islands
$275K
SLAM
299
Swiss Life Asset Management
$268K
LNWTC
300
Laird Norton Wetherby Trust Company
Washington
$266K