UNITED CAPITAL FINANCIAL ADVISORS, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 340 filers reported holding PHILLIPS EDISON & CO INC in Q2 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$399,394
+69.1%
11,908
+71.8%
0.00%
+200.0%
Q2 2023$236,243
-44.6%
6,932
-47.0%
0.00%
-50.0%
Q1 2023$426,409
-48.3%
13,072
-49.6%
0.00%
-60.0%
Q4 2022$825,293
-17.7%
25,920
-27.5%
0.01%
-16.7%
Q3 2022$1,003,000
-11.6%
35,743
+5.3%
0.01%0.0%
Q2 2022$1,135,000
-15.3%
33,960
-12.9%
0.01%
-14.3%
Q1 2022$1,340,00038,9710.01%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q2 2022
NameSharesValueWeighting ↓
B&I Capital AG 215,495$7,227,7022.62%
FirstPurpose Wealth LLC 128,174$4,298,9561.86%
Johnson Midwest Financial, LLC 19,668$659,6651.48%
My Legacy Advisors, LLC 71,391$2,438,0180.99%
CALTON & ASSOCIATES, INC. 16,955$568,6710.83%
O'Dell Group, LLC 79,919$2,680,4950.82%
Alpha Omega Group, Inc. 9,681$324,7010.62%
Accel Wealth Management 31,799$1,066,5480.59%
Outlook Wealth Advisors, LLC 41,766$1,400,8320.54%
Greenland Capital Management LP 160,000$5,366,4000.52%
View complete list of PHILLIPS EDISON & CO INC shareholders