Peak Asset Management, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 330 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
Peak Asset Management, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q2 2024$268,680
-8.8%
8,2140.0%0.05%
-8.6%
Q1 2024$294,637
-1.7%
8,2140.0%0.06%
-12.1%
Q4 2023$299,647
+8.8%
8,2140.0%0.07%
-1.5%
Q3 2023$275,498
-1.6%
8,2140.0%0.07%
+3.1%
Q2 2023$279,934
+4.5%
8,2140.0%0.06%0.0%
Q1 2023$267,941
+2.4%
8,2140.0%0.06%
-4.4%
Q4 2022$261,534
+13.7%
8,2140.0%0.07%
+4.6%
Q3 2022$230,000
-16.1%
8,2140.0%0.06%
-13.3%
Q2 2022$274,000
-2.8%
8,2140.0%0.08%
+13.6%
Q1 2022$282,0008,2140.07%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2022
NameSharesValueWeighting ↓
GRS Advisors, LLC 713,865$26,041,7954.30%
B&I Capital AG 222,795$8,127,5622.56%
FirstPurpose Wealth LLC 120,339$4,389,9671.67%
My Legacy Advisors, LLC 67,991$2,417,0680.87%
HGI Capital Management, LLC 20,600$751,4880.85%
Fairway Wealth LLC 27,852$1,016,0410.78%
CALTON & ASSOCIATES, INC. 48,290$1,761,6090.71%
O'Dell Group, LLC 68,500$2,498,8810.65%
Lakeridge Wealth Management LLC 23,973$874,5230.63%
Koshinski Asset Management, Inc. 113,307$4,133,4450.63%
View complete list of PHILLIPS EDISON & CO INC shareholders