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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,469 | -13.7% | 27,017 | -7.0% | 0.18% | -12.0% |
| Q2 2023 | $1,031,846 | +3.5% | 29,042 | -5.0% | 0.21% | -5.9% |
| Q1 2023 | $996,998 | -4.8% | 30,564 | 0.0% | 0.22% | -3.5% |
| Q4 2022 | $1,047,123 | +22.2% | 30,564 | 0.0% | 0.23% | +1.8% |
| Q3 2022 | $857,000 | -18.9% | 30,564 | -3.4% | 0.23% | -14.7% |
| Q2 2022 | $1,057,000 | -2.9% | 31,652 | 0.0% | 0.26% | +12.3% |
| Q1 2022 | $1,089,000 | +9.1% | 31,652 | 0.0% | 0.24% | +8.3% |
| Q4 2021 | $998,000 | – | 31,652 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 447,115 | $14,938,000 | 4.83% |
| FirstPurpose Wealth LLC | 157,793 | $5,272,000 | 3.54% |
| Vision Capital Corp | 447,773 | $14,960,000 | 3.49% |
| Kalos Management, Inc. | 71,443 | $2,406,000 | 3.23% |
| BECK CAPITAL MANAGEMENT, LLC | 150,768 | $5,037,000 | 2.27% |
| ACG Wealth | 330,395 | $11,038,000 | 2.25% |
| FIRST FOUNDATION ADVISORS | 1,257,310 | $42,007,000 | 1.86% |
| RMR Wealth Builders | 211,851 | $7,097,000 | 1.77% |
| My Legacy Advisors, LLC | 87,377 | $3,002,000 | 1.50% |
| Apeiron RIA LLC | 42,865 | $5,048,000 | 1.41% |