Steward Partners Investment Advisory, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 340 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
Steward Partners Investment Advisory, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q2 2024$96,429
-8.8%
2,9480.0%0.00%0.0%
Q1 2024$105,745
+59.7%
2,948
+62.4%
0.00%0.0%
Q4 2023$66,211
+8.8%
1,8150.0%0.00%0.0%
Q3 2023$60,875
-1.6%
1,8150.0%0.00%0.0%
Q2 2023$61,855
+4.5%
1,8150.0%0.00%0.0%
Q1 2023$59,205
+2.4%
1,8150.0%0.00%0.0%
Q4 2022$57,790
+13.3%
1,8150.0%0.00%0.0%
Q3 2022$51,000
-58.9%
1,815
-51.2%
0.00%
-50.0%
Q2 2022$124,000
+14.8%
3,722
+18.3%
0.00%0.0%
Q1 2022$108,000
+10.2%
3,145
+5.5%
0.00%
+100.0%
Q4 2021$98,000
+22.5%
2,980
+14.4%
0.00%0.0%
Q3 2021$80,0002,6050.00%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q4 2022
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