Smart Money Group LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 350 filers reported holding PHILLIPS EDISON & CO INC in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.

Quarter-by-quarter ownership
Smart Money Group LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$460,733
-0.8%
13,737
+0.8%
0.22%
-0.9%
Q2 2023$464,376
+6.7%
13,626
-1.2%
0.22%
+1.4%
Q1 2023$435,200
+95548.4%
13,798
-3.5%
0.22%
-8.0%
Q4 2022$455
-99.9%
14,305
+0.9%
0.24%
-12.5%
Q3 2022$398,000
-15.3%
14,176
+0.8%
0.27%
-16.9%
Q2 2022$470,000
+21.1%
14,063
+24.6%
0.33%
+24.9%
Q1 2022$388,00011,2830.26%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2023
NameSharesValueWeighting ↓
B&I Capital AG 447,115$14,938,0004.83%
FirstPurpose Wealth LLC 157,793$5,272,0003.54%
Vision Capital Corp 447,773$14,960,0003.49%
Kalos Management, Inc. 71,443$2,406,0003.23%
BECK CAPITAL MANAGEMENT, LLC 150,768$5,037,0002.27%
ACG Wealth 330,395$11,038,0002.25%
FIRST FOUNDATION ADVISORS 1,257,310$42,007,0001.86%
RMR Wealth Builders 211,851$7,097,0001.77%
My Legacy Advisors, LLC 87,377$3,002,0001.50%
Apeiron RIA LLC 42,865$5,048,0001.41%
View complete list of PHILLIPS EDISON & CO INC shareholders