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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
A
451
AlphaQuest
New York
-$585K -16,454 Closed
Jennison Associates
452
Jennison Associates
New York
-$448K -12,599 Closed
TSS
453
Two Sigma Securities
New York
-$412K -11,576 Closed
AWM
454
Axxcess Wealth Management
California
-$344K -9,684 Closed
FPGK
455
Financial Partners Group (Kansas)
Kansas
-$346K -9,554 Closed
TA
456
TFB Advisors
Kansas
-$332K -9,345 Closed
VU
457
Vanderbilt University
Tennessee
-$306K -8,604 Closed
PFA
458
Plotkin Financial Advisors
Maryland
-$255K -7,173 Closed
PCM
459
Polymer Capital Management
New York
-$244K -6,847 Closed
AA
460
Advisory Alpha
Michigan
-$222K -6,249 Closed
WPW
461
Waldron Private Wealth
Pennsylvania
-$216K -6,042 Closed
CM
462
Columbus Macro
Pennsylvania
-$213K -5,975 Closed
AFP
463
Ausdal Financial Partners
Iowa
-$202K -5,689 Closed
FHA
464
Flagship Harbor Advisors
Massachusetts
-$30.6K -859 Closed
FGAM
465
Financial Gravity Asset Management
Texas
-$10.7K -300 Closed
HWA
466
HHM Wealth Advisors
Tennessee
-$10.7K -300 Closed
GAFA
467
Garton & Associates Financial Advisors
Kentucky
-$5.12K -144 Closed
QL
468
Quarry LP
New York
-$2.17K -61 Closed
AWM
469
Abound Wealth Management
Tennessee
-$321 -9 Closed
TFA
470
Transamerica Financial Advisors
Florida
-$214 -6 Closed
GFA
471
Godfrey Financial Associates
New York
-$107 -3 Closed
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$74