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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,743 | +8.1% | 21,817 | +9.8% | 0.08% | +10.4% |
| Q2 2023 | $676,966 | +8.3% | 19,864 | +3.7% | 0.08% | +6.9% |
| Q1 2023 | $625,032 | +4.9% | 19,161 | +2.4% | 0.07% | +4.3% |
| Q4 2022 | $595,663 | +34.5% | 18,708 | +18.5% | 0.07% | +23.2% |
| Q3 2022 | $443,000 | -9.6% | 15,794 | +7.7% | 0.06% | -5.1% |
| Q2 2022 | $490,000 | +61.7% | 14,669 | +66.7% | 0.06% | +78.8% |
| Q1 2022 | $303,000 | – | 8,798 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 444,515 | $12,469,000 | 4.92% |
| Kalos Management, Inc. | 47,301 | $1,399,000 | 3.45% |
| FirstPurpose Wealth LLC | 154,560 | $4,335,000 | 2.86% |
| Johnson Midwest Financial, LLC | 20,501 | $575,000 | 2.20% |
| ACG Wealth | 329,486 | $9,242,000 | 2.11% |
| FIRST FOUNDATION ADVISORS | 1,260,163 | $35,348,000 | 1.73% |
| BECK CAPITAL MANAGEMENT, LLC | 141,506 | $3,969,000 | 1.70% |
| Simplicity Wealth,LLC | 37,882 | $1,063,000 | 1.43% |
| RMR Wealth Builders | 177,424 | $4,994,000 | 1.22% |
| My Legacy Advisors, LLC | 82,286 | $2,325,000 | 1.17% |