MONOGRAPH WEALTH ADVISORS, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 342 filers reported holding PHILLIPS EDISON & CO INC in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
MONOGRAPH WEALTH ADVISORS, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$223,286
-1.6%
6,6380.0%0.04%
-10.2%
Q2 2023$226,842
+4.5%
6,6380.0%0.05%
-3.9%
Q1 2023$217,151
+102329.7%
6,6380.0%0.05%
-8.9%
Q4 2022$212
-99.9%
6,6380.0%0.06%
-12.5%
Q2 2022$222,000
-3.1%
6,6380.0%0.06%
+10.3%
Q1 2022$229,0006,6380.06%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2023
NameSharesValueWeighting ↓
B&I Capital AG 444,515$12,469,0004.92%
Kalos Management, Inc. 47,301$1,399,0003.45%
FirstPurpose Wealth LLC 154,560$4,335,0002.86%
Johnson Midwest Financial, LLC 20,501$575,0002.20%
ACG Wealth 329,486$9,242,0002.11%
FIRST FOUNDATION ADVISORS 1,260,163$35,348,0001.73%
BECK CAPITAL MANAGEMENT, LLC 141,506$3,969,0001.70%
Simplicity Wealth,LLC 37,882$1,063,0001.43%
RMR Wealth Builders 177,424$4,994,0001.22%
My Legacy Advisors, LLC 82,286$2,325,0001.17%
View complete list of PHILLIPS EDISON & CO INC shareholders