EPG Wealth Management 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
EPG Wealth Management LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$819,286
-1.0%
24,427
+0.6%
0.25%
+0.8%
Q2 2023$827,467
+5.2%
24,280
+0.7%
0.24%
-1.2%
Q1 2023$786,824
-4.1%
24,121
-6.4%
0.25%
-20.5%
Q4 2022$820,342
-1.2%
25,765
-13.0%
0.31%
-8.5%
Q3 2022$830,000
-19.4%
29,607
-3.9%
0.34%
-22.5%
Q2 2022$1,030,000
-1.2%
30,817
+1.7%
0.44%
+21.9%
Q1 2022$1,042,00030,2930.36%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2022
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