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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$24.6M -$3.55M -95,513 -13%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$23M -$1.27M -34,168 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$22.9M +$452K +12,155 +2%
Bank of America
29
Bank of America
North Carolina
$20.7M -$2.77M -74,622 -12%
KCM
30
Kennedy Capital Management
Missouri
$18.6M +$5.47M +147,126 +42%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.3M
UBS Group
32
UBS Group
Switzerland
$18.1M -$3.19M -85,926 -15%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$18.1M +$4.59M +123,601 +34%
Invesco
34
Invesco
Georgia
$17.3M +$250K +6,717 +1%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$16.8M -$12.3M -331,518 -42%
Renaissance Technologies
36
Renaissance Technologies
New York
$14.7M -$226K -6,075 -2%
SCM
37
Sophron Capital Management
New Jersey
$14.4M +$456K +12,260 +3%
Deutsche Bank
38
Deutsche Bank
Germany
$13.8M +$373K +10,027 +3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$13.4M +$291K +7,839 +2%
LPL Financial
40
LPL Financial
California
$12.9M -$407K -10,943 -3%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$12M -$7.22M -194,223 -38%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$11.7M -$859K -23,114 -7%
AG
43
Algert Global
California
$11M +$1.65M +44,380 +18%
BIC
44
B&I Capital
Switzerland
$10.4M
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$9.77M +$372K +10,017 +4%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$9.65M +$324K +8,713 +3%
Swiss National Bank
47
Swiss National Bank
Switzerland
$9.31M +$44.6K +1,200 +0.5%
Verition Fund Management
48
Verition Fund Management
Connecticut
$8.8M -$10.3M -277,807 -54%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$8.64M +$4.87M +131,098 +130%
Asset Management One
50
Asset Management One
Japan
$8.51M -$1.67M -44,800 -16%