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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
Holocene Advisors
126
Holocene Advisors
New York
$1.78M
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$1.73M
TG
128
TCW Group
California
$1.72M
AWM
129
AE Wealth Management
Kansas
$1.7M
SWP
130
Stratos Wealth Partners
Ohio
$1.68M
SPS
131
Susquehanna Portfolio Strategies
Pennsylvania
$1.68M
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$1.67M
HighTower Advisors
133
HighTower Advisors
Illinois
$1.67M
Mackenzie Financial
134
Mackenzie Financial
Ontario, Canada
$1.65M
IAN
135
Integrated Advisors Network
Texas
$1.65M
CAU
136
Caxton Associates (UK)
$1.64M
CPA
137
Capital Performance Advisors
California
$1.62M
Lazard Asset Management
138
Lazard Asset Management
New York
$1.56M
OWA
139
Outlook Wealth Advisors
Texas
$1.56M
SG Americas Securities
140
SG Americas Securities
New York
$1.55M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
141
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.55M
New York State Common Retirement Fund
142
New York State Common Retirement Fund
New York
$1.53M
AAS
143
Ameritas Advisory Services
Nebraska
$1.53M
P
144
&Partners
Tennessee
$1.5M
BCM
145
Bridgeway Capital Management
Texas
$1.5M
Franklin Resources
146
Franklin Resources
California
$1.49M
Victory Capital Management
147
Victory Capital Management
Texas
$1.46M
CA
148
Calton & Associates
Florida
$1.44M
OL
149
Odyssean LLC
Connecticut
$1.44M
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$1.43M