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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
MIM
101
MetLife Investment Management
New Jersey
$2.72M
MCC
102
Money Concepts Capital
Florida
$2.56M
IMRF
103
Illinois Municipal Retirement Fund
Illinois
$2.44M
CF
104
Centaurus Financial
California
$2.37M
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$2.37M
Cerity Partners
106
Cerity Partners
New York
$2.34M
VAM
107
Vert Asset Management
California
$2.29M
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M
ETC
109
Exchange Traded Concepts
Oklahoma
$2.24M
Mirae Asset Global ETFs Holdings
110
Mirae Asset Global ETFs Holdings
Hong Kong
$2.22M
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.19M
Wells Fargo
112
Wells Fargo
California
$2.16M
Alyeska Investment Group
113
Alyeska Investment Group
Illinois
$2.14M
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$2.09M
RAM
115
Resona Asset Management
Japan
$2.08M
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$2.07M
Squarepoint
117
Squarepoint
New York
$2.01M
PCM
118
Polaris Capital Management
Massachusetts
$2M
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$1.99M
VGA
120
Vanguard Global Advisers
Pennsylvania
$1.88M
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$1.87M
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$1.87M
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.85M
YIH
124
Y-Intercept (HK)
Hong Kong
$1.82M
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$1.82M