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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $739,353 | -7.1% | 22,044 | -5.6% | 0.04% | -9.8% |
Q2 2023 | $795,931 | +13.7% | 23,355 | +8.8% | 0.04% | +2.5% |
Q1 2023 | $700,016 | -0.0% | 21,460 | -2.4% | 0.04% | -9.1% |
Q4 2022 | $700,333 | +13.3% | 21,995 | -0.2% | 0.04% | -6.4% |
Q3 2022 | $618,000 | -13.2% | 22,032 | +3.4% | 0.05% | -25.4% |
Q2 2022 | $712,000 | – | 21,313 | – | 0.06% | – |
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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% |