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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
KFAS
401
Keating Financial Advisory Services
Kansas
$16.1K
1IA
402
1620 Investment Advisors
Massachusetts
$15.3K
BFS
403
Bare Financial Services
Pennsylvania
$14.4K
EP
404
Essential Partners
California
$13.8K
CI
405
CX Institutional
Indiana
$13K
S
406
SignatureFD
Georgia
$12K
FGA
407
Fortis Group Advisors
New Jersey
$11.2K
ACM
408
Aster Capital Management
United Arab Emirates
$9.52K
FHC
409
First Horizon Corporation
Tennessee
$9.28K
RFP
410
Root Financial Partners
California
$8.72K
CFD
411
Creative Financial Designs
Indiana
$7.09K
AF
412
Alerus Financial
North Dakota
$6.21K
VWA
413
Valued Wealth Advisors
Utah
$5.55K
AF
414
Advisornet Financial
Minnesota
$5.5K
VCM
415
Versant Capital Management
Arizona
$4.53K
CMBA
416
C.M. Bidwell & Associates
Hawaii
$4.23K
VWA
417
VSM Wealth Advisory
Maryland
$4.08K
BBHC
418
Brown Brothers Harriman & Co
New York
$3.33K
AAP
419
Arax Advisory Partners
Colorado
$2.96K
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$2.66K
SN
421
Sittner & Nelson
Oregon
$2.62K
PWA
422
Physician Wealth Advisors
Utah
$2.28K
MWA
423
Merkkuri Wealth Advisors
New York
$2.23K
KG
424
Kilter Group
New York
$2.02K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$1.83K