PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 329 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $417,339 | -26.7% | 12,443 | -25.5% | 0.06% | -26.0% |
Q2 2023 | $569,220 | -62.4% | 16,702 | -64.0% | 0.08% | -63.2% |
Q1 2023 | $1,513,416 | +8.9% | 46,395 | +6.2% | 0.21% | +3.5% |
Q4 2022 | $1,390,331 | +6.5% | 43,666 | -6.2% | 0.20% | -1.9% |
Q3 2022 | $1,306,000 | -17.0% | 46,573 | -1.1% | 0.21% | -13.1% |
Q2 2022 | $1,573,000 | -7.0% | 47,080 | -4.3% | 0.24% | +3.0% |
Q1 2022 | $1,691,000 | – | 49,185 | – | 0.23% | – |
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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% |