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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
BAM
326
Belpointe Asset Management
Nevada
$213K
CCMG
327
Clark Capital Management Group
Pennsylvania
$212K
IA
328
Integrity Alliance
Iowa
$210K
NB
329
Norinchukin Bank
Japan
$209K
LMFP
330
Larry Mathis Financial Planning
Arizona
$207K
PCA
331
Prosperity Capital Advisors
Ohio
$203K
VPIM
332
Vanguard Personalized Indexing Management
California
$202K
BPA
333
Beacon Pointe Advisors
California
$200K
GI
334
GAMMA Investing
California
$185K
BNP Paribas Asset Management
335
BNP Paribas Asset Management
France
$176K
US Bancorp
336
US Bancorp
Minnesota
$160K
EAM
337
Eukles Asset Management
Ohio
$156K
BC
338
Bayforest Capital
United Kingdom
$148K
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$144K
SIS
340
Sound Income Strategies
Florida
$137K
KBC Group
341
KBC Group
Belgium
$135K
SCM
342
Sterling Capital Management
North Carolina
$134K
TFGT
343
TS Financial Group (TSFG)
Illinois
$133K
ERSOT
344
Employees Retirement System of Texas
Texas
$129K
ATC
345
Advantage Trust Company
Kansas
$127K
Fidelity International
346
Fidelity International
Bermuda
$124K
EWA
347
EverSource Wealth Advisors
Alabama
$121K
LFG
348
Larson Financial Group
Missouri
$121K
RF
349
Rossby Financial
Florida
$114K
TCM
350
Triumph Capital Management
Colorado
$112K