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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
PIM
176
Provident Investment Management
Michigan
$1.12M +$276K +7,425 +33%
SC
177
SummitTX Capital
Texas
$1.1M +$1.1M +29,490 New
Barclays
178
Barclays
United Kingdom
$1.1M -$7.14M -192,177 -87%
PI
179
PFG Investments
New York
$1.1M -$15.6K -420 -1%
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$1.09M +$33.2K +894 +3%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$1.08M
HI
182
Harbour Investments
Wisconsin
$1.08M +$409K +11,010 +62%
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$1.08M
IIM
184
INTECH Investment Management
Florida
$1.05M -$786K -21,140 -43%
KK
185
KLP Kapitalforvaltning
Norway
$1.04M +$29.7K +800 +3%
FG
186
Foresight Group
United Kingdom
$1.03M -$218K -5,861 -18%
MJFG
187
Mars Jewett Financial Group
Washington
$1.02M +$14.8K +398 +1%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$997K -$91.3K -2,457 -8%
NAAA
189
New Age Alpha Advisors
New York
$990K +$47.3K +1,273 +5%
UM
190
UniSuper Management
Australia
$980K +$18.6K +500 +2%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$975K
I
192
InceptionR
California
$957K -$404K -10,865 -30%
HT
193
Headlands Technologies
Illinois
$957K -$208K -5,599 -18%
BF
194
Blankinship & Foster
California
$956K
SSA
195
Schonfeld Strategic Advisors
New York
$947K +$941K +25,307 New
VI
196
Vestcor Inc
New Brunswick, Canada
$927K +$921K +24,769 New
AO
197
Advisor OS
Illinois
$901K +$895K +24,085 New
BCM
198
Brookstone Capital Management
Illinois
$895K -$338K -9,088 -28%
CFG
199
Certior Financial Group
Pennsylvania
$893K -$60.9K -1,638 -6%
PCP
200
Perbak Capital Partners
United Kingdom
$854K +$849K +22,835 New