WFA of San Diego, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 2 filers reported holding PHILLIPS EDISON & CO INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$27,369
-1.6%
8160.0%0.03%
+3.7%
Q2 2023$27,810
+7.0%
8160.0%0.03%
+35.0%
Q4 2022$25,9818160.02%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q4 2023
NameSharesValueWeighting ↓
Kalos Management, Inc. 327,469$11,220,0007.68%
B&I Capital AG 556,495$19,138,0005.01%
Vision Capital Corp 668,320$22,984,0002.46%
BECK CAPITAL MANAGEMENT, LLC 198,480$6,826,0002.08%
CAPITAL WEALTH MANAGEMENT, LLC 85,567$2,943,0001.98%
ACG Wealth 280,102$9,633,0001.82%
RMR Wealth Builders 219,894$7,583,0001.63%
My Legacy Advisors, LLC 90,956$3,128,0001.45%
O'Dell Group, LLC 112,310$3,862,0001.14%
FIRST FOUNDATION ADVISORS 904,455$31,104,0001.12%
View complete list of PHILLIPS EDISON & CO INC shareholders