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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
MIM
101
MetLife Investment Management
New Jersey
$2.72M -$43K -1,156 -2%
MCC
102
Money Concepts Capital
Florida
$2.56M -$138K -3,705 -5%
IMRF
103
Illinois Municipal Retirement Fund
Illinois
$2.44M -$160K -4,309 -6%
CF
104
Centaurus Financial
California
$2.37M -$1.72M -46,288 -42%
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$2.37M +$2.36M +63,375 New
Cerity Partners
106
Cerity Partners
New York
$2.34M -$2.33M -62,556 -50%
VAM
107
Vert Asset Management
California
$2.29M
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M -$1.71K -46 -0.1%
ETC
109
Exchange Traded Concepts
Oklahoma
$2.24M +$2.12M +57,082 +1,979%
Mirae Asset Global ETFs Holdings
110
Mirae Asset Global ETFs Holdings
Hong Kong
$2.22M +$21.7K +583 +1%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.19M -$125K -3,370 -5%
Wells Fargo
112
Wells Fargo
California
$2.16M -$3.44M -92,650 -62%
NA
113
NewEdge Advisors
Louisiana
$2.16M +$66.6K +1,791 +3%
Alyeska Investment Group
114
Alyeska Investment Group
Illinois
$2.14M -$18.1M -488,104 -89%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$2.09M -$66.9K -1,800 -3%
RAM
116
Resona Asset Management
Japan
$2.08M +$91.8K +2,469 +5%
Point72 Asset Management
117
Point72 Asset Management
Connecticut
$2.07M +$2.05M +55,217 New
Squarepoint
118
Squarepoint
New York
$2.01M +$2M +53,814 New
PCM
119
Polaris Capital Management
Massachusetts
$2M -$227K -6,100 -10%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$1.99M -$2.19M -59,038 -53%
VGA
121
Vanguard Global Advisers
Pennsylvania
$1.88M +$1.86M +50,128 New
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$1.87M +$19.6K +528 +1%
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$1.87M +$69.7K +1,874 +4%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.85M +$1.46M +39,383 +390%
YIH
125
Y-Intercept (HK)
Hong Kong
$1.82M +$1.81M +48,641 New