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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
RF
351
Rossby Financial
Florida
$114K +$1.75K +47 +2%
TCM
352
Triumph Capital Management
Colorado
$112K -$5.09K -137 -4%
DWP
353
Destiny Wealth Partners
Florida
$110K +$109K +2,940 New
PWPS
354
Pinnacle Wealth Planning Services
Ohio
$107K +$15.1K +406 +16%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$105K +$17.1K +460 +20%
SFG
356
Strive Financial Group
Indiana
$105K
Mirae Asset Global Investments
357
Mirae Asset Global Investments
South Korea
$97K -$40.2K -1,081 -29%
UBS AM
358
UBS AM
Illinois
$96.5K +$70.3K +1,892 +275%
SR
359
Syntax Research
Florida
$94.6K
HWP
360
Highline Wealth Partners
California
$94.1K +$260 +7 +0.3%
WT
361
Whittier Trust
California
$93.1K
HFS
362
Hantz Financial Services
Michigan
$91K +$13K +349 +17%
QC
363
Quent Capital
New York
$81K +$80.5K +2,165 New
CCWM
364
Cassaday & Co Wealth Management
Virginia
$80.5K +$79.9K +2,151 New
AIM
365
Anchor Investment Management
South Carolina
$80K +$79.5K +2,139 New
Jones Financial Companies
366
Jones Financial Companies
Missouri
$79.8K +$8.32K +224 +12%
C
367
Covestor
United Kingdom
$75K -$52.4K -1,409 -41%
IAIM
368
International Assets Investment Management
Florida
$73.1K -$7.43K -200 -9%
GFM
369
GF Fund Management
China
$71.1K -$6.73K -181 -9%
SEP
370
Signature Equity Partners
Ohio
$70.7K -$13.7K -368 -16%
WAG
371
Wilkerson Advisory Group
Missouri
$65.1K
AIC
372
Archer Investment Corporation
Indiana
$57.5K
SPIA
373
Steward Partners Investment Advisory
New York
$55.3K -$18.6K -500 -25%
PB
374
Prosperity Bancshares
Texas
$52.2K
GAA
375
Global Assets Advisory
Florida
$51.7K +$51.4K +1,382 New