Independent Advisor Alliance - PHILLIPS EDISON & CO INC ownership

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
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 Q1 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