WealthPLAN Partners, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 340 filers reported holding PHILLIPS EDISON & CO INC in Q2 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q2 2023$194,086
-1.7%
5,695
-5.9%
0.03%
+22.7%
Q1 2023$197,351
-14.2%
6,050
-9.9%
0.02%
+37.5%
Q4 2022$230,023
-85.0%
6,716
-85.2%
0.02%
-84.9%
Q1 2022$1,535,000
+48.6%
45,339
+38.4%
0.11%
+55.9%
Q4 2021$1,033,00032,7700.07%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q2 2022
NameSharesValueWeighting ↓
B&I Capital AG 215,495$7,227,7022.62%
FirstPurpose Wealth LLC 128,174$4,298,9561.86%
Johnson Midwest Financial, LLC 19,668$659,6651.48%
My Legacy Advisors, LLC 71,391$2,438,0180.99%
CALTON & ASSOCIATES, INC. 16,955$568,6710.83%
O'Dell Group, LLC 79,919$2,680,4950.82%
Alpha Omega Group, Inc. 9,681$324,7010.62%
Accel Wealth Management 31,799$1,066,5480.59%
Outlook Wealth Advisors, LLC 41,766$1,400,8320.54%
Greenland Capital Management LP 160,000$5,366,4000.52%
View complete list of PHILLIPS EDISON & CO INC shareholders