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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
RWB
201
RMR Wealth Builders
New Jersey
$790K
ET
202
Entropy Technologies
New York
$787K
MHS
203
M Holdings Securities
Oregon
$787K
AWM
204
Avior Wealth Management
Nebraska
$786K
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$774K
II
206
IFM Investors
Australia
$767K
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$755K
NAM
208
Nissay Asset Management
Japan
$749K
VDI
209
Vaughan David Investments
Illinois
$744K
ProShare Advisors
210
ProShare Advisors
Maryland
$735K
CAM
211
Cresset Asset Management
Illinois
$723K
EAM
212
Erste Asset Management
Austria
$714K
MSRPS
213
Maryland State Retirement & Pension System
Maryland
$686K
AG
214
AmeriFlex Group
Nevada
$672K
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$672K
DWM
216
Ducere Wealth Management
California
$657K
LWM
217
Lakeridge Wealth Management
Ohio
$643K
CIM
218
Cambria Investment Management
California
$632K
CCIA
219
Campbell & Co Investment Adviser
Maryland
$628K
DTL
220
Dynamic Technology Lab
Singapore
$624K
CBU
221
CIBC Bancorp USA
Illinois
$619K
William Blair & Company
222
William Blair & Company
Illinois
$614K
SOS
223
Silver Oak Securities
Tennessee
$608K
TD Asset Management
224
TD Asset Management
Ontario, Canada
$606K
GWM
225
Geneos Wealth Management
Colorado
$601K