Allworth Financial LP - PHILLIPS EDISON & CO INC ownership

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
Allworth Financial LP ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$84,924
-33.8%
2,532
-32.7%
0.00%0.0%
Q2 2023$128,209
+4.5%
3,7620.0%0.00%0.0%
Q1 2023$122,717
+2.5%
3,7620.0%0.00%0.0%
Q4 2022$119,782
+13.0%
3,7620.0%0.00%0.0%
Q3 2022$106,000
-15.9%
3,7620.0%0.00%
-50.0%
Q2 2022$126,000
-17.1%
3,762
-14.6%
0.00%0.0%
Q1 2022$152,0004,4060.00%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2023
NameSharesValueWeighting ↓
B&I Capital AG 447,115$14,938,0004.83%
FirstPurpose Wealth LLC 157,793$5,272,0003.54%
Vision Capital Corp 447,773$14,960,0003.49%
Kalos Management, Inc. 71,443$2,406,0003.23%
BECK CAPITAL MANAGEMENT, LLC 150,768$5,037,0002.27%
ACG Wealth 330,395$11,038,0002.25%
FIRST FOUNDATION ADVISORS 1,257,310$42,007,0001.86%
RMR Wealth Builders 211,851$7,097,0001.77%
My Legacy Advisors, LLC 87,377$3,002,0001.50%
Apeiron RIA LLC 42,865$5,048,0001.41%
View complete list of PHILLIPS EDISON & CO INC shareholders