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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $644,725 | +5.8% | 18,918 | +1.2% | 0.02% | -4.5% |
| Q1 2023 | $609,505 | +2.4% | 18,685 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $594,930 | -1.5% | 18,685 | -13.2% | 0.02% | -7.7% |
| Q3 2022 | $604,000 | -36.4% | 21,516 | -22.9% | 0.03% | -35.0% |
| Q2 2022 | $949,000 | – | 27,905 | – | 0.04% | – |
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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% |