WealthPLAN Partners, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 339 filers reported holding PHILLIPS EDISON & CO INC in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
B&I Capital AG 447,115$14,938,0004.83%
FirstPurpose Wealth LLC 157,793$5,272,0003.54%
Vision Capital Corp 447,773$14,960,0003.49%
Kalos Management, Inc. 71,443$2,406,0003.23%
BECK CAPITAL MANAGEMENT, LLC 150,768$5,037,0002.27%
ACG Wealth 330,395$11,038,0002.25%
FIRST FOUNDATION ADVISORS 1,257,310$42,007,0001.86%
RMR Wealth Builders 211,851$7,097,0001.77%
My Legacy Advisors, LLC 87,377$3,002,0001.50%
Apeiron RIA LLC 42,865$5,048,0001.41%
View complete list of PHILLIPS EDISON & CO INC shareholders