Phillips Edison & Company, Inc.: which funds bought and sold
Institutions that bought and sold Phillips Edison & shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 219 institutions that filed 13F reports for both quarters added to or opened positions in Phillips Edison &, and 172 cut or closed them. Together they added a net 5.0M shares, +4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−7.4%); index fund managers were net buyers of 3.1M shares (+5.5%). 45 opened a new position and 39 sold out entirely.
Bought, Q2 2026 219 institutions, 45 of them new holders Sold, Q2 2026 172 institutions, 39 of them sold out
Net change, all compared +5.0M shares (+4.7%)
Net change, active managers −1.3M shares (−7.4%), 24 bought, 23 sold
Buyers versus sellers
219 bought 85 172 sold
Active managers and hedge funds 24 bought · 23 sold · −1.3M
Index fund managers 9 bought · 2 sold · +3.1M
Other institutions 186 bought · 147 sold · +3.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +1.3M +5.7% | 23.3M | $970M |
| Goldman Sachs Group Inc | +1.2M +72.6% | 2.9M | $122M |
| Alyeska Investment Group, L.P. Hedge fund | +913K +1592.9% | 970K | $40.4M |
| Northern Trust Corp Index funds | +856K +57.5% | 2.3M | $97.7M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | +834K +32335.3% | 837K | $34.8M |
| Jupiter Asset Management Ltd Active manager | +770K New position | 770K | $32M |
| Bank Of America Corp | +570K +102.9% | 1.1M | $46.8M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +512K +105.9% | 995K | $41.4M |
| Vanguard Portfolio Management LLC Index funds | +511K +3.7% | 14.4M | $599M |
| Mackenzie Financial Corp | +360K +817.7% | 404K | $16.8M |
| Cambridge Investment Research Advisors, Inc. | +294K +94.4% | 605K | $25.2M |
| Renaissance Technologies LLC Hedge fund | +288K +73.4% | 681K | $28.4M |
| Geode Capital Management, LLC Index funds | +223K +6.3% | 3.8M | $157M |
| Duff & Phelps Investment Management Co | +205K +11.4% | 2.0M | $83.5M |
| Federated Hermes, Inc. Active manager | +182K New position | 182K | $7.6M |
| State Street Corp Index funds | +161K +2.3% | 7.3M | $304M |
| Tudor Investment Corp Et Al Hedge fund | +152K New position | 152K | $6.3M |
| Jpmorgan Chase & Co | +137K +7.6% | 1.9M | $81.7M |
| Millennium Management LLC Hedge fund | +115K +98.3% | 232K | $9.7M |
| Nordea Investment Management AB | +110K +47.6% | 342K | $14.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | +913K +1592.9% | 970K | $40.4M |
| Jupiter Asset Management Ltd Active manager | +770K New position | 770K | $32M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +512K +105.9% | 995K | $41.4M |
| Renaissance Technologies LLC Hedge fund | +288K +73.4% | 681K | $28.4M |
| Federated Hermes, Inc. Active manager | +182K New position | 182K | $7.6M |
| Tudor Investment Corp Et Al Hedge fund | +152K New position | 152K | $6.3M |
| Millennium Management LLC Hedge fund | +115K +98.3% | 232K | $9.7M |
| FMR LLC Active manager | +88K +2.1% | 4.2M | $176M |
| Algert Global LLC Hedge fund | +77K +26.2% | 370K | $15.4M |
| Man Group PLC Hedge fund | +77K New position | 77K | $3.2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Engineers Gate Manager LP Hedge fund | −1.5M −83.1% | 297K | $12.4M |
| Wellington Management Group LLP Active manager | −1.2M −23.0% | 4.0M | $167M |
| American Century Companies Inc Active manager | −400K −41.6% | 560K | $23.3M |
| Nomura Asset Management International Inc. | −344K −35.1% | 636K | $26.5M |
| Qube Research & Technologies Ltd Hedge fund | −320K Sold out | 0 | — |
| Hudson Bay Capital Management LP Hedge fund | −311K −34.2% | 599K | $24.9M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −265K −58.9% | 185K | $7.7M |
| B&I Capital AG | −243K −87.4% | 35K | $1.5M |
| Nuveen, LLC | −187K −18.8% | 806K | $33.5M |
| Balyasny Asset Management L.P. Hedge fund | −141K −20.0% | 564K | $23.5M |
| Sophron Capital Management L.P. | −132K −34.4% | 252K | $10.5M |
| Exoduspoint Capital Management, LP Hedge fund | −130K Sold out | 0 | — |
| Verition Fund Management LLC Hedge fund | −124K −52.9% | 111K | $4.6M |
| Lord, Abbett & Co. LLC | −121K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −111K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −97K −89.0% | 12K | $501,479 |
| Jane Street Group, LLC | −73K Sold out | 0 | — |
| Legal & General Group PLC | −62K −7.6% | 750K | $31.2M |
| Public Sector Pension Investment Board | −57K −11.7% | 433K | $18M |
| Voloridge Investment Management, LLC Hedge fund | −51K −81.0% | 12K | $500,439 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Engineers Gate Manager LP Hedge fund | −1.5M −83.1% | 297K | $12.4M |
| Wellington Management Group LLP Active manager | −1.2M −23.0% | 4.0M | $167M |
| American Century Companies Inc Active manager | −400K −41.6% | 560K | $23.3M |
| Qube Research & Technologies Ltd Hedge fund | −320K Sold out | 0 | — |
| Hudson Bay Capital Management LP Hedge fund | −311K −34.2% | 599K | $24.9M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −265K −58.9% | 185K | $7.7M |
| Balyasny Asset Management L.P. Hedge fund | −141K −20.0% | 564K | $23.5M |
| Exoduspoint Capital Management, LP Hedge fund | −130K Sold out | 0 | — |
| Verition Fund Management LLC Hedge fund | −124K −52.9% | 111K | $4.6M |
| Citadel Advisors LLC Hedge fund | −111K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Jupiter Asset Management LtdActive manager | 770K | $32M |
| Federated Hermes, Inc.Active manager | 182K | $7.6M |
| Tudor Investment Corp Et AlHedge fund | 152K | $6.3M |
| Robeco Institutional Asset Management B.V. | 107K | $4.5M |
| Man Group PLCHedge fund | 77K | $3.2M |
| Mitsubishi Ufj Trust & Banking Corp | 56K | $2.3M |
| Polymer Capital Management (US) LLC | 35K | $1.5M |
| Diversify Advisory Services, LLC | 24K | $1.1M |
| Massar Capital Management, LP | 16K | $663,381 |
| Jackson Creek Investment Advisors LLC | 12K | $507,000 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Qube Research & Technologies LtdHedge fund | 320K | $12M |
| Exoduspoint Capital Management, LPHedge fund | 130K | $4.9M |
| Lord, Abbett & Co. LLC | 121K | $4.5M |
| Citadel Advisors LLCHedge fund | 111K | $4.2M |
| Jane Street Group, LLC | 73K | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 49K | $1.8M |
| Holocene Advisors, LPHedge fund | 48K | $1.8M |
| Healthcare Of Ontario Pension Plan Trust Fund | 41K | $1.5M |
| Summittx Capital, L.P. | 29K | $1.1M |
| Headlands Technologies LLC | 26K | $956,979 |
Who holds the shares
- Institutions reporting
- 441
- Ten largest holders
- 62.1% of 13F-reported shares
- Index fund managers
- 52.6% of 13F-reported shares
- Active managers and hedge funds
- 14.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 24 | 23 | 8 | 5 | −1.3M | −7.4% |
| Index fund managers | 9 | 2 | 0 | 0 | +3.1M | +5.5% |
| Other institutions | 186 | 147 | 37 | 34 | +3.2M | +10.0% |
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