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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
DWP
351
Destiny Wealth Partners
Florida
$110K
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$107K
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$105K
SFG
354
Strive Financial Group
Indiana
$105K
Mirae Asset Global Investments
355
Mirae Asset Global Investments
South Korea
$97K
UBS AM
356
UBS AM
Illinois
$96.5K
SR
357
Syntax Research
Florida
$94.6K
HWP
358
Highline Wealth Partners
California
$94.1K
WT
359
Whittier Trust
California
$93.1K
HFS
360
Hantz Financial Services
Michigan
$91K
QC
361
Quent Capital
New York
$81K
CCWM
362
Cassaday & Co Wealth Management
Virginia
$80.5K
AIM
363
Anchor Investment Management
South Carolina
$80K
Jones Financial Companies
364
Jones Financial Companies
Missouri
$79.8K
C
365
Covestor
United Kingdom
$75K
IAIM
366
International Assets Investment Management
Florida
$73.1K
GFM
367
GF Fund Management
China
$71.1K
SEP
368
Signature Equity Partners
Ohio
$70.7K
WAG
369
Wilkerson Advisory Group
Missouri
$65.1K
AIC
370
Archer Investment Corporation
Indiana
$57.5K
SPIA
371
Steward Partners Investment Advisory
New York
$55.3K
PB
372
Prosperity Bancshares
Texas
$52.2K
GAA
373
Global Assets Advisory
Florida
$51.7K
QCG
374
Quadrant Capital Group
Ohio
$50.4K
PWMG
375
Prestige Wealth Management Group
New Jersey
$50K