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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
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$1.43M -$148K -3,972 -9%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$1.39M +$73.2K +1,969 +6%
DWM
153
Diversify Wealth Management
Utah
$1.38M +$55.4K +1,490 +5%
AWM
154
Accel Wealth Management
Iowa
$1.37M -$9.22K -248 -0.7%
CFG
155
Cooper Financial Group
California
$1.37M
AC
156
Allstate Corporation
Illinois
$1.36M +$1.36M +36,472 New
AB
157
Amalgamated Bank
New York
$1.35M -$12.5K -335 -0.9%
QT
158
Quantbot Technologies
New York
$1.34M +$1.33M +35,760 New
VanEck Associates
159
VanEck Associates
New York
$1.34M +$72.3K +1,946 +6%
WA
160
Waverly Advisors
Alabama
$1.33M +$10K +269 +0.8%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$1.3M
ASRS
162
Arizona State Retirement System
Arizona
$1.29M -$16.4K -440 -1%
PFSRSONJ
163
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.29M
FFA
164
First Foundation Advisors
California
$1.29M
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$1.28M +$1.25M +33,521 +4,823%
YCM
166
Yousif Capital Management
Michigan
$1.28M -$8.51K -229 -0.7%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$1.27M -$28.4K -764 -2%
State Board of Administration of Florida Retirement System
168
State Board of Administration of Florida Retirement System
Florida
$1.26M
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$1.25M -$65.9K -1,773 -5%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.24M +$1.04M +28,044 +542%
MA
171
Mutual Advisors
Nebraska
$1.24M -$86K -2,315 -7%
MGP
172
Metis Global Partners
California
$1.23M +$119K +3,202 +11%
HI
173
Horizon Investments
North Carolina
$1.21M +$440K +11,839 +57%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$1.15M +$209K +5,619 +22%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$1.14M