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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
Osaic Holdings
51
Osaic Holdings
Arizona
$7.73M -$814K -21,906 -10%
Nomura Asset Management
52
Nomura Asset Management
Japan
$7.25M +$117K +3,160 +2%
AQR Capital Management
53
AQR Capital Management
Connecticut
$7.16M +$1.59M +42,680 +29%
Bessemer Group
54
Bessemer Group
New Jersey
$7.05M +$1.89M +50,940 +37%
Mariner
55
Mariner
Kansas
$7.04M +$176K +4,738 +3%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$6.86M -$352K -9,477 -5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$6.51M +$418K +11,239 +7%
SEI Investments
58
SEI Investments
Pennsylvania
$6.27M +$557K +14,999 +10%
Citigroup
59
Citigroup
New York
$6.19M +$159K +4,271 +3%
JWCA
60
J.W. Cole Advisors
Florida
$6.04M -$440K -11,826 -7%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$5.54M +$1.04M +28,041 +23%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.44M -$1.05M -28,243 -16%
Raymond James Financial
63
Raymond James Financial
Florida
$5.13M +$1.21M +32,481 +31%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$5.12M -$103K -2,773 -2%
ML
65
McAdam LLC
Pennsylvania
$5.11M -$20K -539 -0.4%
SOADOR
66
State of Alaska Department of Revenue
Alaska
$4.94M -$58.9K -1,584 -1%
ECM
67
ExodusPoint Capital Management
New York
$4.87M +$2.82M +76,001 +140%
Prudential Financial
68
Prudential Financial
New Jersey
$4.85M +$442K +11,895 +10%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$4.84M -$1.14M -30,624 -19%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$4.82M +$754K +20,278 +19%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$4.52M -$87.6K -2,357 -2%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$4.52M -$51.6K -1,388 -1%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.49M +$3.02M +81,293 +211%
Millennium Management
74
Millennium Management
New York
$4.38M -$11.3M -304,583 -72%
VIA
75
Vanguard Investments Australia
Australia
$4.31M +$4.28M +115,221 New