Independent Advisor Alliance - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 359 filers reported holding PHILLIPS EDISON & CO INC in Q2 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
Q2 2024$413,749
-8.8%
12,6490.0%0.01%
-12.5%
Q1 2024$453,720
-9.6%
12,649
-8.1%
0.02%
-11.1%
Q4 2023$502,148
+42.8%
13,765
+31.3%
0.02%
+12.5%
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 Q2 2023
NameSharesValueWeighting ↓
GRS Advisors, LLC 713,865$26,041,7954.30%
B&I Capital AG 222,795$8,127,5622.56%
FirstPurpose Wealth LLC 120,339$4,389,9671.67%
My Legacy Advisors, LLC 67,991$2,417,0680.87%
HGI Capital Management, LLC 20,600$751,4880.85%
Fairway Wealth LLC 27,852$1,016,0410.78%
CALTON & ASSOCIATES, INC. 48,290$1,761,6090.71%
O'Dell Group, LLC 68,500$2,498,8810.65%
Lakeridge Wealth Management LLC 23,973$874,5230.63%
Koshinski Asset Management, Inc. 113,307$4,133,4450.63%
View complete list of PHILLIPS EDISON & CO INC shareholders