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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
DB
376
Danske Bank
Denmark
$48.6K
ST
377
Smithfield Trust
Pennsylvania
$47K
SVCP
378
Silicon Valley Capital Partners
California
$46.7K
SAM
379
Smartleaf Asset Management
Massachusetts
$42.2K
CA
380
CoreCap Advisors
Michigan
$39.7K
KA
381
Kozak & Associates
Colorado
$38.3K
TCM
382
Tradewinds Capital Management
Washington
$37.4K
SL
383
Salomon & Ludwin
Virginia
$37.1K
KAS
384
Kemnay Advisory Services
New York
$36.2K
BCMIO
385
Beacon Capital Management Inc (Ohio)
Ohio
$34.9K
UB
386
UMB Bank
Missouri
$33.5K
ASN
387
Advisory Services Network
Georgia
$32.5K
TPWA
388
Twin Peaks Wealth Advisors
California
$32.5K
PA
389
Parallel Advisors
California
$29.1K
WWM
390
Western Wealth Management
Colorado
$28.7K
FFA
391
Farther Finance Advisors
California
$27.5K
Loomis, Sayles & Company
392
Loomis, Sayles & Company
Massachusetts
$27.5K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$26.8K
CAN
394
Capital Advisor Network
Indiana
$25.6K
TWD
395
True Wealth Design
Ohio
$23.8K
CA
396
Clearstead Advisors
Ohio
$23.8K
IA
397
IFP Advisors
Florida
$23.6K
AA
398
Ancora Advisors
Ohio
$23.4K
CW
399
Curio Wealth
Maryland
$22.1K
SWP
400
Strategic Wealth Partners
Ohio
$22.1K