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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
KA
301
Kure Advisory
Minnesota
$263K
PA
302
Procyon Advisors
Connecticut
$262K
IWM
303
IHT Wealth Management
Illinois
$257K
CGH
304
Crossmark Global Holdings
Texas
$255K
MWA
305
Monograph Wealth Advisors
California
$249K
GWMIA
306
Global Wealth Management Investment Advisory
Florida
$249K
JF
307
JMN Financial
Ohio
$249K
SC
308
Savant Capital
Illinois
$248K
CRC
309
Curi RMB Capital
Illinois
$241K
EF
310
Empowered Funds
Pennsylvania
$241K
PAW
311
Plan A Wealth
Nebraska
$239K
TBA
312
Tower Bridge Advisors
Pennsylvania
$238K
RA
313
RFG Advisory
Alabama
$236K
NFSG
314
Newbridge Financial Services Group
Florida
$236K
CH
315
Canton Hathaway
Rhode Island
$235K
MWA
316
Medallion Wealth Advisors
Connecticut
$235K
TBWA
317
Three Bridge Wealth Advisors
California
$234K
ECM
318
Evergreen Capital Management
Washington
$230K
MCM
319
MAI Capital Management
Ohio
$228K
MA
320
MCF Advisors
Kentucky
$226K
PA
321
Profund Advisors
Maryland
$225K
ARG
322
Advisory Resource Group
Oklahoma
$221K
G
323
GenTrust
Florida
$219K
FIA
324
Foundations Investment Advisors
Arizona
$216K
EWM
325
EPG Wealth Management
Georgia
$214K