OneDigital Investment Advisors LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 2 filers reported holding PHILLIPS EDISON & CO INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
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$2,128,00061,8840.08%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q4 2023
NameSharesValueWeighting ↓
B&I Capital AG 215,495$7,227,7022.62%
FirstPurpose Wealth LLC 128,174$4,298,9561.86%
Johnson Midwest Financial, LLC 19,668$659,6651.48%
My Legacy Advisors, LLC 71,391$2,438,0180.99%
CALTON & ASSOCIATES, INC. 16,955$568,6710.83%
O'Dell Group, LLC 79,919$2,680,4950.82%
Alpha Omega Group, Inc. 9,681$324,7010.62%
Accel Wealth Management 31,799$1,066,5480.59%
Outlook Wealth Advisors, LLC 41,766$1,400,8320.54%
Greenland Capital Management LP 160,000$5,366,4000.52%
View complete list of PHILLIPS EDISON & CO INC shareholders