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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$1.39M
DWM
152
Diversify Wealth Management
Utah
$1.38M
AWM
153
Accel Wealth Management
Iowa
$1.37M
CFG
154
Cooper Financial Group
California
$1.37M
AC
155
Allstate Corporation
Illinois
$1.36M
AB
156
Amalgamated Bank
New York
$1.35M
QT
157
Quantbot Technologies
New York
$1.34M
VanEck Associates
158
VanEck Associates
New York
$1.34M
WA
159
Waverly Advisors
Alabama
$1.33M
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$1.3M
ASRS
161
Arizona State Retirement System
Arizona
$1.29M
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.29M
FFA
163
First Foundation Advisors
California
$1.29M
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$1.28M
YCM
165
Yousif Capital Management
Michigan
$1.28M
VOYA Investment Management
166
VOYA Investment Management
Georgia
$1.27M
State Board of Administration of Florida Retirement System
167
State Board of Administration of Florida Retirement System
Florida
$1.26M
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$1.25M
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$1.24M
MA
170
Mutual Advisors
Nebraska
$1.24M
MGP
171
Metis Global Partners
California
$1.23M
HI
172
Horizon Investments
North Carolina
$1.21M
Natixis Advisors
173
Natixis Advisors
Massachusetts
$1.15M
SMDAM
174
Sumitomo Mitsui DS Asset Management
Japan
$1.14M
PIM
175
Provident Investment Management
Michigan
$1.12M