PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 355 filers reported holding PHILLIPS EDISON & CO INC in Q1 2024. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $434,278 | -5.2% | 13,301 | +1.8% | 0.11% | -17.2% |
| Q1 2024 | $458,154 | -11.4% | 13,064 | -7.5% | 0.13% | -16.9% |
| Q4 2023 | $517,283 | +9.7% | 14,118 | 0.0% | 0.15% | +6.9% |
| Q3 2023 | $471,542 | +27.2% | 14,118 | +26.1% | 0.14% | +0.7% |
| Q2 2023 | $370,621 | +2.3% | 11,197 | -1.5% | 0.14% | -4.0% |
| Q1 2023 | $362,252 | -4.7% | 11,363 | 0.0% | 0.15% | -6.3% |
| Q4 2022 | $380,092 | +14.5% | 11,363 | -0.4% | 0.16% | -40.0% |
| Q3 2022 | $332,000 | -15.9% | 11,407 | -1.5% | 0.26% | -18.2% |
| Q2 2022 | $395,000 | -13.9% | 11,578 | -11.0% | 0.32% | +5.2% |
| Q1 2022 | $459,000 | – | 13,016 | – | 0.31% | – |
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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% |