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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
5.4%
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
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$1.82M +$1.04M +28,000 +136%
Holocene Advisors
127
Holocene Advisors
New York
$1.78M -$1.2M -32,292 -40%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$1.73M -$251K -6,761 -13%
TG
129
TCW Group
California
$1.72M -$706K -18,992 -29%
AWM
130
AE Wealth Management
Kansas
$1.7M -$255K -6,863 -13%
SWP
131
Stratos Wealth Partners
Ohio
$1.68M
SPS
132
Susquehanna Portfolio Strategies
Pennsylvania
$1.68M +$137K +3,676 +9%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$1.67M -$1.28M -34,545 -44%
HighTower Advisors
134
HighTower Advisors
Illinois
$1.67M +$462K +12,437 +39%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$1.65M +$1.32M +35,435 +411%
IAN
136
Integrated Advisors Network
Texas
$1.65M
CAU
137
Caxton Associates (UK)
$1.64M -$595K -16,007 -27%
CPA
138
Capital Performance Advisors
California
$1.62M +$15.6K +420 +1%
Lazard Asset Management
139
Lazard Asset Management
New York
$1.56M +$29.3K +789 +2%
OWA
140
Outlook Wealth Advisors
Texas
$1.56M
SG Americas Securities
141
SG Americas Securities
New York
$1.55M -$6.12M -164,750 -80%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
142
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.55M -$4.47M -120,307 -74%
New York State Common Retirement Fund
143
New York State Common Retirement Fund
New York
$1.53M -$900K -24,228 -37%
AAS
144
Ameritas Advisory Services
Nebraska
$1.53M -$36.6K -986 -2%
P
145
&Partners
Tennessee
$1.5M -$40.4K -1,086 -3%
BCM
146
Bridgeway Capital Management
Texas
$1.5M +$1.49M +40,000 New
Franklin Resources
147
Franklin Resources
California
$1.49M +$254K +6,828 +21%
Victory Capital Management
148
Victory Capital Management
Texas
$1.46M +$47.3K +1,273 +3%
CA
149
Calton & Associates
Florida
$1.44M -$213K -5,737 -13%
OL
150
Odyssean LLC
Connecticut
$1.44M +$653K +17,564 +84%