Soltis Investment Advisors LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 374 filers reported holding PHILLIPS EDISON & CO INC in Q4 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q4 2023$231,267
-30.1%
6,340
-35.7%
0.03%
-39.5%
Q3 2023$330,656
-9.5%
9,859
-8.1%
0.04%
+2.4%
Q2 2023$365,532
-47.0%
10,726
-49.2%
0.04%
-52.3%
Q1 2023$689,391
-9.3%
21,134
-11.5%
0.09%
-12.0%
Q4 2022$760,339
+12.0%
23,880
-1.4%
0.10%
-2.0%
Q3 2022$679,000
-16.1%
24,2070.0%0.10%
-12.8%
Q2 2022$809,000
-28.8%
24,207
-26.7%
0.12%
-25.9%
Q1 2022$1,136,00033,0460.16%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q4 2023
NameSharesValueWeighting ↓
GRS Advisors, LLC 713,865$26,041,7954.30%
B&I Capital AG 222,795$8,127,5622.56%
FirstPurpose Wealth LLC 120,339$4,389,9671.67%
My Legacy Advisors, LLC 67,991$2,417,0680.87%
HGI Capital Management, LLC 20,600$751,4880.85%
Fairway Wealth LLC 27,852$1,016,0410.78%
CALTON & ASSOCIATES, INC. 48,290$1,761,6090.71%
O'Dell Group, LLC 68,500$2,498,8810.65%
Lakeridge Wealth Management LLC 23,973$874,5230.63%
Koshinski Asset Management, Inc. 113,307$4,133,4450.63%
View complete list of PHILLIPS EDISON & CO INC shareholders