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 ↓
Kalos Management, Inc. 44,261$1,508,4153.24%
B&I Capital AG 209,395$7,136,1822.38%
FirstPurpose Wealth LLC 134,190$4,573,1951.96%
My Legacy Advisors, LLC 77,462$2,621,3141.03%
CALTON & ASSOCIATES, INC. 52,155$1,777,4570.83%
O'Dell Group, LLC 82,161$2,800,0530.80%
Accel Wealth Management 39,293$1,339,1150.74%
Johnson Midwest Financial, LLC 20,501$698,6740.62%
Alpha Omega Group, Inc. 9,681$329,9280.61%
McAdam, LLC 198,272$6,757,1100.56%
View complete list of PHILLIPS EDISON & CO INC shareholders