PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 342 filers reported holding PHILLIPS EDISON & CO INC in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,498,467 | -6.6% | 44,677 | -5.1% | 0.03% | -8.6% |
| Q2 2023 | $1,603,805 | -0.8% | 47,060 | -5.1% | 0.04% | -7.9% |
| Q1 2023 | $1,616,810 | -2.6% | 49,565 | -5.0% | 0.04% | -20.8% |
| Q4 2022 | $1,660,360 | +1.1% | 52,147 | -11.0% | 0.05% | -21.3% |
| Q3 2022 | $1,643,000 | -15.5% | 58,572 | +0.7% | 0.06% | -26.5% |
| Q2 2022 | $1,944,000 | -8.6% | 58,172 | -6.0% | 0.08% | +3.8% |
| Q1 2022 | $2,128,000 | – | 61,884 | – | 0.08% | – |
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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% |