J.P. Morgan Private Wealth Advisors LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 359 filers reported holding PHILLIPS EDISON & CO INC in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$205,097
-1.6%
6,1150.0%0.00%0.0%
Q2 2023$208,399
-7.1%
6,115
-11.1%
0.00%
Q1 2023$224,426
-46.8%
6,880
-48.0%
0.00%
-100.0%
Q4 2022$421,657
+13.7%
13,2430.0%0.00%0.0%
Q3 2022$371,000
-16.8%
13,243
-0.8%
0.00%0.0%
Q2 2022$446,000
-20.1%
13,355
-17.7%
0.00%0.0%
Q1 2022$558,00016,2220.00%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q2 2023
NameSharesValueWeighting ↓
GRS Advisors, LLC 713,865$26,041,7954.30%
B&I Capital AG 222,795$8,127,5622.56%
FirstPurpose Wealth LLC 120,339$4,389,9671.67%
My Legacy Advisors, LLC 67,991$2,417,0680.87%
HGI Capital Management, LLC 20,600$751,4880.85%
Fairway Wealth LLC 27,852$1,016,0410.78%
CALTON & ASSOCIATES, INC. 48,290$1,761,6090.71%
O'Dell Group, LLC 68,500$2,498,8810.65%
Lakeridge Wealth Management LLC 23,973$874,5230.63%
Koshinski Asset Management, Inc. 113,307$4,133,4450.63%
View complete list of PHILLIPS EDISON & CO INC shareholders