Independent Advisor Alliance - 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
Independent Advisor Alliance ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$351,567
-2.6%
10,482
-1.0%
0.02%0.0%
Q2 2023$360,941
+16.7%
10,591
+11.7%
0.02%
+6.7%
Q1 2023$309,173
+16.2%
9,4780.0%0.02%
-6.2%
Q3 2022$266,000
-17.6%
9,478
-2.1%
0.02%
-11.1%
Q2 2022$323,0009,6780.02%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q4 2022
NameSharesValueWeighting ↓
B&I Capital AG 444,515$12,469,0004.92%
Kalos Management, Inc. 47,301$1,399,0003.45%
FirstPurpose Wealth LLC 154,560$4,335,0002.86%
Johnson Midwest Financial, LLC 20,501$575,0002.20%
ACG Wealth 329,486$9,242,0002.11%
FIRST FOUNDATION ADVISORS 1,260,163$35,348,0001.73%
BECK CAPITAL MANAGEMENT, LLC 141,506$3,969,0001.70%
Simplicity Wealth,LLC 37,882$1,063,0001.43%
RMR Wealth Builders 177,424$4,994,0001.22%
My Legacy Advisors, LLC 82,286$2,325,0001.17%
View complete list of PHILLIPS EDISON & CO INC shareholders