Continuum Advisory, LLC - PHILLIPS EDISON & CO INC ownership

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
Continuum Advisory, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$457,955
-18.7%
13,654
-17.4%
0.07%
-18.9%
Q2 2023$563,411
+4.5%
16,5320.0%0.09%
-2.2%
Q1 2023$539,274
+2.8%
16,532
+0.4%
0.09%
-3.2%
Q4 2022$524,373
+13.5%
16,4690.0%0.10%
+17.3%
Q3 2022$462,000
-19.4%
16,469
-4.0%
0.08%
-22.1%
Q2 2022$573,000
+1.6%
17,158
+3.1%
0.10%
-2.8%
Q1 2022$564,00016,6470.11%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2023
NameSharesValueWeighting ↓
B&I Capital AG 447,115$14,938,0004.83%
FirstPurpose Wealth LLC 157,793$5,272,0003.54%
Vision Capital Corp 447,773$14,960,0003.49%
Kalos Management, Inc. 71,443$2,406,0003.23%
BECK CAPITAL MANAGEMENT, LLC 150,768$5,037,0002.27%
ACG Wealth 330,395$11,038,0002.25%
FIRST FOUNDATION ADVISORS 1,257,310$42,007,0001.86%
RMR Wealth Builders 211,851$7,097,0001.77%
My Legacy Advisors, LLC 87,377$3,002,0001.50%
Apeiron RIA LLC 42,865$5,048,0001.41%
View complete list of PHILLIPS EDISON & CO INC shareholders