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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $1,042,000 | – | 30,293 | – | 0.36% | – |
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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% |