PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 350 filers reported holding PHILLIPS EDISON & CO INC in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $368,064 | -28.5% | 10,800 | -31.6% | 0.02% | -28.0% |
| Q1 2023 | $514,809 | +3.6% | 15,782 | +1.1% | 0.02% | +4.2% |
| Q4 2022 | $496,991 | +4.6% | 15,609 | -7.8% | 0.02% | -14.3% |
| Q3 2022 | $475,000 | -32.3% | 16,929 | -19.5% | 0.03% | -15.2% |
| Q2 2022 | $702,000 | +104.7% | 21,020 | +110.9% | 0.03% | +135.7% |
| Q1 2022 | $343,000 | – | 9,967 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 447,115 | $14,938,000 | 4.83% |
| FirstPurpose Wealth LLC | 157,793 | $5,272,000 | 3.54% |
| Vision Capital Corp | 447,773 | $14,960,000 | 3.49% |
| Kalos Management, Inc. | 71,443 | $2,406,000 | 3.23% |
| BECK CAPITAL MANAGEMENT, LLC | 150,768 | $5,037,000 | 2.27% |
| ACG Wealth | 330,395 | $11,038,000 | 2.25% |
| FIRST FOUNDATION ADVISORS | 1,257,310 | $42,007,000 | 1.86% |
| RMR Wealth Builders | 211,851 | $7,097,000 | 1.77% |
| My Legacy Advisors, LLC | 87,377 | $3,002,000 | 1.50% |
| Apeiron RIA LLC | 42,865 | $5,048,000 | 1.41% |