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 | $720,031 | +3.7% | 21,467 | +5.4% | 0.03% | +8.0% |
| Q2 2023 | $694,331 | +8.0% | 20,373 | +3.3% | 0.02% | +19.0% |
| Q1 2023 | $643,046 | -16.1% | 19,713 | -18.1% | 0.02% | -22.2% |
| Q4 2022 | $766,110 | +31.6% | 24,061 | +16.0% | 0.03% | +22.7% |
| Q3 2022 | $582,000 | -22.9% | 20,745 | -8.2% | 0.02% | -15.4% |
| Q2 2022 | $755,000 | -6.3% | 22,602 | -3.6% | 0.03% | +8.3% |
| Q1 2022 | $806,000 | – | 23,438 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 444,515 | $12,469,000 | 4.92% |
| Kalos Management, Inc. | 47,301 | $1,399,000 | 3.45% |
| FirstPurpose Wealth LLC | 154,560 | $4,335,000 | 2.86% |
| Johnson Midwest Financial, LLC | 20,501 | $575,000 | 2.20% |
| ACG Wealth | 329,486 | $9,242,000 | 2.11% |
| FIRST FOUNDATION ADVISORS | 1,260,163 | $35,348,000 | 1.73% |
| BECK CAPITAL MANAGEMENT, LLC | 141,506 | $3,969,000 | 1.70% |
| Simplicity Wealth,LLC | 37,882 | $1,063,000 | 1.43% |
| RMR Wealth Builders | 177,424 | $4,994,000 | 1.22% |
| My Legacy Advisors, LLC | 82,286 | $2,325,000 | 1.17% |