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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
SC
176
SummitTX Capital
Texas
$1.1M
Barclays
177
Barclays
United Kingdom
$1.1M
PI
178
PFG Investments
New York
$1.1M
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$1.09M
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$1.08M
HI
181
Harbour Investments
Wisconsin
$1.08M
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$1.08M
IIM
183
INTECH Investment Management
Florida
$1.05M
KK
184
KLP Kapitalforvaltning
Norway
$1.04M
FG
185
Foresight Group
United Kingdom
$1.03M
MJFG
186
Mars Jewett Financial Group
Washington
$1.02M
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$997K
NAAA
188
New Age Alpha Advisors
New York
$990K
UM
189
UniSuper Management
Australia
$980K
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$975K
I
191
InceptionR
California
$957K
HT
192
Headlands Technologies
Illinois
$957K
BF
193
Blankinship & Foster
California
$956K
SSA
194
Schonfeld Strategic Advisors
New York
$947K
VI
195
Vestcor Inc
New Brunswick, Canada
$927K
AO
196
Advisor OS
Illinois
$901K
BCM
197
Brookstone Capital Management
Illinois
$895K
CFG
198
Certior Financial Group
Pennsylvania
$893K
PCP
199
Perbak Capital Partners
United Kingdom
$854K
SO
200
STRS Ohio
Ohio
$823K