Outlook Wealth Advisors, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 300 filers reported holding PHILLIPS EDISON & CO INC in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$1,400,832
-2.2%
41,766
-0.7%
0.54%
-1.3%
Q2 2023$1,433,064
+4.5%
42,0500.0%0.54%
-11.1%
Q1 2023$1,371,671
+2.4%
42,0500.0%0.61%
-4.1%
Q4 2022$1,338,872
+13.5%
42,0500.0%0.64%
+20.2%
Q3 2022$1,180,000
-15.4%
42,050
+0.7%
0.53%
-7.4%
Q2 2022$1,395,000
-2.9%
41,7660.0%0.57%
+19.0%
Q1 2022$1,436,00041,7660.48%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 44,261$1,508,4153.24%
B&I Capital AG 209,395$7,136,1822.38%
FirstPurpose Wealth LLC 134,190$4,573,1951.96%
My Legacy Advisors, LLC 77,462$2,621,3141.03%
CALTON & ASSOCIATES, INC. 52,155$1,777,4570.83%
O'Dell Group, LLC 82,161$2,800,0530.80%
Accel Wealth Management 39,293$1,339,1150.74%
Johnson Midwest Financial, LLC 20,501$698,6740.62%
Alpha Omega Group, Inc. 9,681$329,9280.61%
McAdam, LLC 198,272$6,757,1100.56%
View complete list of PHILLIPS EDISON & CO INC shareholders