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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
LNWTC
301
Laird Norton Wetherby Trust Company
Washington
$266K +$1.23K +33 +0.5%
KA
302
Kure Advisory
Minnesota
$263K +$335 +9 +0.1%
PA
303
Procyon Advisors
Connecticut
$262K -$18K -484 -6%
IWM
304
IHT Wealth Management
Illinois
$257K +$2.01K +54 +0.8%
CGH
305
Crossmark Global Holdings
Texas
$255K
MWA
306
Monograph Wealth Advisors
California
$249K
GWMIA
307
Global Wealth Management Investment Advisory
Florida
$249K
JF
308
JMN Financial
Ohio
$249K -$125K -3,376 -34%
SC
309
Savant Capital
Illinois
$248K +$30K +806 +14%
SFG
310
Southern Financial Group
Alabama
$241K +$2.27K +61 +1%
CRC
311
Curi RMB Capital
Illinois
$241K -$39.9K -1,073 -14%
EF
312
Empowered Funds
Pennsylvania
$241K +$240K +6,446 New
PAW
313
Plan A Wealth
Nebraska
$239K +$2.08K +56 +0.9%
TBA
314
Tower Bridge Advisors
Pennsylvania
$238K +$236K +6,350 New
RA
315
RFG Advisory
Alabama
$236K +$2.27K +61 +1%
NFSG
316
Newbridge Financial Services Group
Florida
$236K +$149 +4 +0.1%
CH
317
Canton Hathaway
Rhode Island
$235K
MWA
318
Medallion Wealth Advisors
Connecticut
$235K -$41.2K -1,109 -15%
TBWA
319
Three Bridge Wealth Advisors
California
$234K +$223 +6 +0.1%
ECM
320
Evergreen Capital Management
Washington
$230K -$3.87K -104 -2%
MCM
321
MAI Capital Management
Ohio
$228K +$114K +3,072 +102%
MA
322
MCF Advisors
Kentucky
$226K +$94.1K +2,531 +73%
PA
323
Profund Advisors
Maryland
$225K -$138K -3,723 -38%
ARG
324
Advisory Resource Group
Oklahoma
$221K
G
325
GenTrust
Florida
$219K