We are live on ! Find out more
PECO icon

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
PFBT
426
Parkside Financial Bank & Trust
Missouri
$1.83K
CFM
427
Cornerstone Financial Management
Massachusetts
$1.83K +$1.82K +49 New
RWM
428
Rialto Wealth Management
New York
$1.09K +$520 +14 +93%
AW
429
Avion Wealth
Texas
$1K
BTI
430
Blue Trust Inc
Georgia
$973 -$113K -3,037 -99%
GWM
431
Gilpin Wealth Management
Colorado
$711 +$297 +8 +73%
BIA
432
Bell Investment Advisors
California
$637
AW
433
Ankerstar Wealth
Texas
$563 -$37 -1 -6%
FC
434
Financial Consulate
Maryland
$524
DF
435
Dunhill Financial
United Kingdom
$252 -$37 -1 -14%
GIA
436
GHP Investment Advisors
Colorado
$150 +$149 +4 New
HFS
437
Hughes Financial Services
Virginia
$112 +$74 +2 +200%
CIAM
438
Caitong International Asset Management
Hong Kong
$37 -$38.3K -1,030 -100%
HNB
439
Huntington National Bank
Ohio
$37
Norges Bank
440
Norges Bank
Norway
-$70.8M -1,991,837 Closed
JG
441
Jain Global
New York
-$14M -394,947 Closed
GIP
442
Granite Investment Partners
California
-$5.08M -142,945 Closed
Marshall Wace
443
Marshall Wace
United Kingdom
-$4.37M -122,966 Closed
DFCM
444
Dark Forest Capital Management
Puerto Rico
-$4.33M -121,778 Closed
NICM
445
Neo Ivy Capital Management
New York
-$3.65M -102,500 Closed
LIP
446
Lighthouse Investment Partners
Florida
-$3.38M -95,000 Closed
VC
447
VarCov Co
Connecticut
-$2.62M -73,747 Closed
AWA
448
Arete Wealth Advisors
Illinois
-$914K -25,684 Closed
CAS
449
Coppell Advisory Solutions
Texas
-$772K -21,516 Closed
SFI
450
Susquehanna Fundamental Investments
Pennsylvania
-$730K -20,524 Closed