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 329 filers reported holding PHILLIPS EDISON & CO INC in Q3 2022. The put-call ratio across all filers is 2.96 and the average weighting 0.1%.

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 Q3 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 327,469$11,220,0007.68%
B&I Capital AG 556,495$19,138,0005.01%
Vision Capital Corp 668,320$22,984,0002.46%
BECK CAPITAL MANAGEMENT, LLC 198,480$6,826,0002.08%
CAPITAL WEALTH MANAGEMENT, LLC 85,567$2,943,0001.98%
ACG Wealth 280,102$9,633,0001.82%
RMR Wealth Builders 219,894$7,583,0001.63%
My Legacy Advisors, LLC 90,956$3,128,0001.45%
O'Dell Group, LLC 112,310$3,862,0001.14%
FIRST FOUNDATION ADVISORS 904,455$31,104,0001.12%
View complete list of PHILLIPS EDISON & CO INC shareholders