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 | $662,180 | +11.9% | 19,743 | +13.7% | 0.01% | +11.1% |
| Q2 2023 | $591,765 | +4.5% | 17,364 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $566,414 | +2.4% | 17,364 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $552,870 | +29.2% | 17,364 | +13.8% | 0.01% | +10.0% |
| Q3 2022 | $428,000 | -2.5% | 15,254 | +16.0% | 0.01% | -9.1% |
| Q2 2022 | $439,000 | -2.9% | 13,145 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $452,000 | – | 13,145 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 215,495 | $7,227,702 | 2.62% |
| FirstPurpose Wealth LLC | 128,174 | $4,298,956 | 1.86% |
| Johnson Midwest Financial, LLC | 19,668 | $659,665 | 1.48% |
| My Legacy Advisors, LLC | 71,391 | $2,438,018 | 0.99% |
| CALTON & ASSOCIATES, INC. | 16,955 | $568,671 | 0.83% |
| O'Dell Group, LLC | 79,919 | $2,680,495 | 0.82% |
| Alpha Omega Group, Inc. | 9,681 | $324,701 | 0.62% |
| Accel Wealth Management | 31,799 | $1,066,548 | 0.59% |
| Outlook Wealth Advisors, LLC | 41,766 | $1,400,832 | 0.54% |
| Greenland Capital Management LP | 160,000 | $5,366,400 | 0.52% |