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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,495 | -19.5% | 7,558 | -18.2% | 0.00% | – |
| Q2 2023 | $314,934 | -8.9% | 9,241 | -12.8% | 0.00% | – |
| Q1 2023 | $345,805 | -25.0% | 10,601 | -26.8% | 0.00% | -100.0% |
| Q4 2022 | $461,331 | +24.0% | 14,489 | +9.3% | 0.00% | 0.0% |
| Q3 2022 | $372,000 | -10.8% | 13,251 | +6.3% | 0.00% | 0.0% |
| Q2 2022 | $417,000 | -21.0% | 12,470 | -18.9% | 0.00% | 0.0% |
| Q1 2022 | $528,000 | – | 15,379 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 44,261 | $1,508,415 | 3.24% |
| B&I Capital AG | 209,395 | $7,136,182 | 2.38% |
| FirstPurpose Wealth LLC | 134,190 | $4,573,195 | 1.96% |
| My Legacy Advisors, LLC | 77,462 | $2,621,314 | 1.03% |
| CALTON & ASSOCIATES, INC. | 52,155 | $1,777,457 | 0.83% |
| O'Dell Group, LLC | 82,161 | $2,800,053 | 0.80% |
| Accel Wealth Management | 39,293 | $1,339,115 | 0.74% |
| Johnson Midwest Financial, LLC | 20,501 | $698,674 | 0.62% |
| Alpha Omega Group, Inc. | 9,681 | $329,928 | 0.61% |
| McAdam, LLC | 198,272 | $6,757,110 | 0.56% |