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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
CFM
426
Cornerstone Financial Management
Massachusetts
$1.83K
RWM
427
Rialto Wealth Management
New York
$1.09K
AW
428
Avion Wealth
Texas
$1K
BTI
429
Blue Trust Inc
Georgia
$973
GWM
430
Gilpin Wealth Management
Colorado
$711
BIA
431
Bell Investment Advisors
California
$637
AW
432
Ankerstar Wealth
Texas
$563
FC
433
Financial Consulate
Maryland
$524
DF
434
Dunhill Financial
United Kingdom
$252
GIA
435
GHP Investment Advisors
Colorado
$150
HFS
436
Hughes Financial Services
Virginia
$112
CIAM
437
Caitong International Asset Management
Hong Kong
$37
HNB
438
Huntington National Bank
Ohio
$37
Norges Bank
439
Norges Bank
Norway
JG
440
Jain Global
New York
GIP
441
Granite Investment Partners
California
Marshall Wace
442
Marshall Wace
United Kingdom
DFCM
443
Dark Forest Capital Management
Puerto Rico
NICM
444
Neo Ivy Capital Management
New York
LIP
445
Lighthouse Investment Partners
Florida
VC
446
VarCov Co
Connecticut
NA
447
NewEdge Advisors
Louisiana
AWA
448
Arete Wealth Advisors
Illinois
CAS
449
Coppell Advisory Solutions
Texas
SFI
450
Susquehanna Fundamental Investments
Pennsylvania