PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 350 filers reported holding PHILLIPS EDISON & CO INC in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,227,702 | +1.3% | 215,495 | +2.9% | 2.62% | +10.1% |
| Q2 2023 | $7,136,182 | -4.4% | 209,395 | -8.5% | 2.38% | -4.0% |
| Q1 2023 | $7,465,576 | -2.0% | 228,865 | -4.3% | 2.47% | -7.5% |
| Q4 2022 | $7,618,198 | -38.9% | 239,265 | -46.2% | 2.67% | -45.7% |
| Q3 2022 | $12,469,000 | -16.5% | 444,515 | -0.6% | 4.92% | +1.9% |
| Q2 2022 | $14,938,000 | -21.9% | 447,115 | -19.7% | 4.83% | -3.6% |
| Q1 2022 | $19,138,000 | -22.7% | 556,495 | -25.7% | 5.01% | -15.0% |
| Q4 2021 | $24,745,000 | +224.0% | 748,932 | +201.1% | 5.89% | +189.4% |
| Q3 2021 | $7,638,000 | – | 248,700 | – | 2.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 447,115 | $14,938,000 | 4.83% |
| FirstPurpose Wealth LLC | 157,793 | $5,272,000 | 3.54% |
| Vision Capital Corp | 447,773 | $14,960,000 | 3.49% |
| Kalos Management, Inc. | 71,443 | $2,406,000 | 3.23% |
| BECK CAPITAL MANAGEMENT, LLC | 150,768 | $5,037,000 | 2.27% |
| ACG Wealth | 330,395 | $11,038,000 | 2.25% |
| FIRST FOUNDATION ADVISORS | 1,257,310 | $42,007,000 | 1.86% |
| RMR Wealth Builders | 211,851 | $7,097,000 | 1.77% |
| My Legacy Advisors, LLC | 87,377 | $3,002,000 | 1.50% |
| Apeiron RIA LLC | 42,865 | $5,048,000 | 1.41% |