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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $516 | -42.0% | 15,133 | -44.9% | 0.11% | +15.2% |
| Q1 2023 | $889 | +1.5% | 27,445 | -0.1% | 0.09% | 0.0% |
| Q4 2022 | $876 | -99.9% | 27,462 | -8.8% | 0.09% | -1.1% |
| Q3 2022 | $845,000 | -16.6% | 30,109 | -0.7% | 0.09% | -9.7% |
| Q2 2022 | $1,013,000 | -11.0% | 30,309 | -8.4% | 0.10% | +19.8% |
| Q1 2022 | $1,138,000 | – | 33,096 | – | 0.09% | – |
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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% |