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 | $305,270 | +40.8% | 9,102 | +43.0% | 0.01% | +33.3% |
| Q2 2023 | $216,880 | +45.9% | 6,364 | +39.7% | 0.01% | +50.0% |
| Q1 2023 | $148,651 | -20.1% | 4,557 | -22.0% | 0.00% | -33.3% |
| Q4 2022 | $186,043 | -29.0% | 5,843 | -37.5% | 0.01% | -33.3% |
| Q3 2022 | $262,000 | -16.0% | 9,353 | +0.3% | 0.01% | -18.2% |
| Q2 2022 | $312,000 | +11.0% | 9,324 | +14.1% | 0.01% | +37.5% |
| Q1 2022 | $281,000 | – | 8,170 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 447,115 | $14,938,000 | 4.83% |
| FirstPurpose Wealth LLC | 157,793 | $5,272,000 | 3.54% |
| Vision Capital Corp | 447,773 | $14,960,000 | 3.49% |
| Kalos Management, Inc. | 71,443 | $2,406,000 | 3.23% |
| BECK CAPITAL MANAGEMENT, LLC | 150,768 | $5,037,000 | 2.27% |
| ACG Wealth | 330,395 | $11,038,000 | 2.25% |
| FIRST FOUNDATION ADVISORS | 1,257,310 | $42,007,000 | 1.86% |
| RMR Wealth Builders | 211,851 | $7,097,000 | 1.77% |
| My Legacy Advisors, LLC | 87,377 | $3,002,000 | 1.50% |
| Apeiron RIA LLC | 42,865 | $5,048,000 | 1.41% |