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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
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$4.29M +$997K +26,838 +31%
VAM
77
Vanguard Asset Management
$4.22M +$4.2M +112,872 New
Citadel Advisors
78
Citadel Advisors
Florida
$4.17M +$4.14M +111,493 New
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$4.1M +$4.07M +109,441 New
QCM
80
Quantinno Capital Management
New York
$3.9M +$2.95M +79,315 +318%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$3.86M -$79K -2,126 -2%
MOACM
82
Mutual of America Capital Management
New York
$3.85M -$7.51K -202 -0.2%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$3.78M +$90.6K +2,438 +2%
MWM
84
Modern Wealth Management
Kansas
$3.74M -$181K -4,883 -5%
Allianz Asset Management
85
Allianz Asset Management
Germany
$3.65M -$921K -24,770 -20%
Amundi
86
Amundi
France
$3.5M +$372K +10,010 +12%
PCIA
87
Prime Capital Investment Advisors
Kansas
$3.43M -$396K -10,653 -10%
KAS
88
Kestra Advisory Services
Texas
$3.39M +$1.14M +30,645 +51%
Macquarie Group
89
Macquarie Group
Australia
$3.36M +$4.31K +116 +0.1%
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 +$587K +15,794 +22%
Creative Planning
92
Creative Planning
Kansas
$3.23M +$661K +17,780 +26%
MAM
93
Martingale Asset Management
Massachusetts
$3.08M +$997K +26,818 +48%
Corient Private Wealth
94
Corient Private Wealth
Florida
$3.02M +$3M +80,625 New
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.01M +$617K +16,600 +26%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$2.95M +$1.13M +30,484 +63%
HCA
97
Harbor Capital Advisors
Illinois
$2.94M -$191K -5,131 -6%
IFG
98
Independent Financial Group
California
$2.91M -$49.9K -1,342 -2%
AWA
99
Arkadios Wealth Advisors
Georgia
$2.78M +$165K +4,432 +6%
Jane Street
100
Jane Street
New York
$2.73M +$2.25M +60,484 +485%