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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
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$4.29M
VAM
77
Vanguard Asset Management
$4.22M
Citadel Advisors
78
Citadel Advisors
Florida
$4.17M
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$4.1M
QCM
80
Quantinno Capital Management
New York
$3.9M
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$3.86M
MOACM
82
Mutual of America Capital Management
New York
$3.85M
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$3.78M
MWM
84
Modern Wealth Management
Kansas
$3.74M
Allianz Asset Management
85
Allianz Asset Management
Germany
$3.65M
Amundi
86
Amundi
France
$3.5M
PCIA
87
Prime Capital Investment Advisors
Kansas
$3.43M
KAS
88
Kestra Advisory Services
Texas
$3.39M
Macquarie Group
89
Macquarie Group
Australia
$3.36M
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M
COPPSERS
91
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.29M
Creative Planning
92
Creative Planning
Kansas
$3.23M
MAM
93
Martingale Asset Management
Massachusetts
$3.08M
Corient Private Wealth
94
Corient Private Wealth
Florida
$3.02M
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.01M
Russell Investments Group
96
Russell Investments Group
United Kingdom
$2.95M
HCA
97
Harbor Capital Advisors
Illinois
$2.94M
IFG
98
Independent Financial Group
California
$2.91M
AWA
99
Arkadios Wealth Advisors
Georgia
$2.78M
Jane Street
100
Jane Street
New York
$2.73M