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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
SWP
401
Strategic Wealth Partners
Ohio
$22.1K
KFAS
402
Keating Financial Advisory Services
Kansas
$16.1K +$3.08K +83 +24%
1IA
403
1620 Investment Advisors
Massachusetts
$15.3K
BFS
404
Bare Financial Services
Pennsylvania
$14.4K +$3.27K +88 +30%
EP
405
Essential Partners
California
$13.8K +$669 +18 +5%
CI
406
CX Institutional
Indiana
$13K
S
407
SignatureFD
Georgia
$12K +$6.99K +188 +142%
FGA
408
Fortis Group Advisors
New Jersey
$11.2K
ACM
409
Aster Capital Management
United Arab Emirates
$9.52K -$29.4K -792 -75%
FHC
410
First Horizon Corporation
Tennessee
$9.28K -$7.92K -213 -46%
RFP
411
Root Financial Partners
California
$8.72K +$8.66K +233 New
CFD
412
Creative Financial Designs
Indiana
$7.09K -$5.5K -148 -44%
AF
413
Alerus Financial
North Dakota
$6.21K
VWA
414
Valued Wealth Advisors
Utah
$5.55K -$2.68K -72 -33%
AF
415
Advisornet Financial
Minnesota
$5.5K -$17K -458 -76%
VCM
416
Versant Capital Management
Arizona
$4.53K +$4.5K +121 New
CMBA
417
C.M. Bidwell & Associates
Hawaii
$4.23K
VWA
418
VSM Wealth Advisory
Maryland
$4.08K +$37 +1 +0.9%
BBHC
419
Brown Brothers Harriman & Co
New York
$3.33K +$372 +10 +13%
AAP
420
Arax Advisory Partners
Colorado
$2.96K -$6.5K -175 -69%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$2.66K -$13.2K -356 -83%
SN
422
Sittner & Nelson
Oregon
$2.62K
PWA
423
Physician Wealth Advisors
Utah
$2.28K
MWA
424
Merkkuri Wealth Advisors
New York
$2.23K +$2.23K +60 New
KG
425
Kilter Group
New York
$2.02K +$223 +6 +13%