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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
FIA
326
Foundations Investment Advisors
Arizona
$216K -$29K -781 -12%
EWM
327
EPG Wealth Management
Georgia
$214K +$213K +5,727 New
BAM
328
Belpointe Asset Management
Nevada
$213K -$7.43K -200 -3%
CCMG
329
Clark Capital Management Group
Pennsylvania
$212K
IA
330
Integrity Alliance
Iowa
$210K +$209K +5,617 New
NB
331
Norinchukin Bank
Japan
$209K -$6.8K -183 -3%
LMFP
332
Larry Mathis Financial Planning
Arizona
$207K +$206K +5,544 New
PCA
333
Prosperity Capital Advisors
Ohio
$203K +$202K +5,428 New
VPIM
334
Vanguard Personalized Indexing Management
California
$202K +$200K +5,390 New
BPA
335
Beacon Pointe Advisors
California
$200K -$33.8K -909 -15%
GI
336
GAMMA Investing
California
$185K +$64.5K +1,736 +54%
BNP Paribas Asset Management
337
BNP Paribas Asset Management
France
$176K +$44.5K +1,196 +34%
US Bancorp
338
US Bancorp
Minnesota
$160K -$6.88K -185 -4%
EAM
339
Eukles Asset Management
Ohio
$156K
BC
340
Bayforest Capital
United Kingdom
$148K +$147K +3,959 New
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$144K +$37K +995 +35%
SIS
342
Sound Income Strategies
Florida
$137K -$41.3K -1,110 -23%
KBC Group
343
KBC Group
Belgium
$135K
SCM
344
Sterling Capital Management
North Carolina
$134K -$94K -2,529 -41%
TFGT
345
TS Financial Group (TSFG)
Illinois
$133K +$1.15K +31 +0.9%
ERSOT
346
Employees Retirement System of Texas
Texas
$129K
ATC
347
Advantage Trust Company
Kansas
$127K
Fidelity International
348
Fidelity International
Bermuda
$124K +$19.3K +518 +19%
EWA
349
EverSource Wealth Advisors
Alabama
$121K +$42K +1,130 +54%
LFG
350
Larson Financial Group
Missouri
$121K -$818 -22 -0.7%