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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
QCG
376
Quadrant Capital Group
Ohio
$50.4K -$24.4K -657 -33%
PWMG
377
Prestige Wealth Management Group
New Jersey
$50K
DB
378
Danske Bank
Denmark
$48.6K -$11.2K -300 -19%
ST
379
Smithfield Trust
Pennsylvania
$47K
SVCP
380
Silicon Valley Capital Partners
California
$46.7K +$409 +11 +0.9%
SAM
381
Smartleaf Asset Management
Massachusetts
$42.2K -$409 -11 -1%
CA
382
CoreCap Advisors
Michigan
$39.7K +$6.13K +165 +18%
KA
383
Kozak & Associates
Colorado
$38.3K +$297 +8 +0.8%
TCM
384
Tradewinds Capital Management
Washington
$37.4K
SL
385
Salomon & Ludwin
Virginia
$37.1K +$1.41K +38 +4%
KAS
386
Kemnay Advisory Services
New York
$36.2K +$23.5K +632 +189%
BCMIO
387
Beacon Capital Management Inc (Ohio)
Ohio
$34.9K
UB
388
UMB Bank
Missouri
$33.5K +$3.98K +107 +14%
ASN
389
Advisory Services Network
Georgia
$32.5K +$32.3K +869 New
TPWA
390
Twin Peaks Wealth Advisors
California
$32.5K +$32.3K +868 New
PA
391
Parallel Advisors
California
$29.1K +$2.04K +55 +8%
FFA
392
Farther Finance Advisors
California
$27.5K -$197K -5,294 -88%
Loomis, Sayles & Company
393
Loomis, Sayles & Company
Massachusetts
$27.5K
JGIA
394
Jackson Grant Investment Advisers
Connecticut
$26.8K
CAN
395
Capital Advisor Network
Indiana
$25.6K +$25.4K +683 New
TWD
396
True Wealth Design
Ohio
$23.8K +$186 +5 +0.8%
CA
397
Clearstead Advisors
Ohio
$23.8K +$17.5K +472 +288%
IA
398
IFP Advisors
Florida
$23.6K -$2.12K -57 -8%
AA
399
Ancora Advisors
Ohio
$23.4K
CW
400
Curio Wealth
Maryland
$22.1K