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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
SO
201
STRS Ohio
Ohio
$823K -$11.2K -300 -1%
RWB
202
RMR Wealth Builders
New Jersey
$790K -$5.61K -151 -0.7%
ET
203
Entropy Technologies
New York
$787K -$641K -17,252 -45%
MHS
204
M Holdings Securities
Oregon
$787K -$131K -3,520 -15%
AWM
205
Avior Wealth Management
Nebraska
$786K +$781K +21,001 New
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$774K +$41.8K +1,124 +6%
II
207
IFM Investors
Australia
$767K +$5.39K +145 +0.7%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$755K +$3.98K +107 +0.5%
NAM
209
Nissay Asset Management
Japan
$749K +$27.2K +733 +4%
VDI
210
Vaughan David Investments
Illinois
$744K
ProShare Advisors
211
ProShare Advisors
Maryland
$735K -$181K -4,867 -20%
CAM
212
Cresset Asset Management
Illinois
$723K -$133K -3,565 -16%
EAM
213
Erste Asset Management
Austria
$714K +$710K +19,100 New
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$686K -$8.59K -231 -1%
AG
215
AmeriFlex Group
Nevada
$672K -$45.2K -1,215 -6%
Envestnet Asset Management
216
Envestnet Asset Management
Illinois
$672K +$194K +5,210 +41%
DWM
217
Ducere Wealth Management
California
$657K -$152K -4,092 -19%
LWM
218
Lakeridge Wealth Management
Ohio
$643K +$5.2K +140 +0.8%
CIM
219
Cambria Investment Management
California
$632K +$628K +16,887 New
CCIA
220
Campbell & Co Investment Adviser
Maryland
$628K +$623K +16,773 New
DTL
221
Dynamic Technology Lab
Singapore
$624K +$620K +16,682 New
CBU
222
CIBC Bancorp USA
Illinois
$619K +$618K +16,636 New
William Blair & Company
223
William Blair & Company
Illinois
$614K +$200K +5,392 +49%
SOS
224
Silver Oak Securities
Tennessee
$608K -$10.4K -280 -2%
TD Asset Management
225
TD Asset Management
Ontario, Canada
$606K +$190K +5,100 +46%