SOA Wealth Advisors, LLC. - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 330 filers reported holding PHILLIPS EDISON & CO INC in Q3 2022. The put-call ratio across all filers is 2.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q2 2024$10,860
-8.8%
3320.0%0.00%0.0%
Q1 2024$11,909
-1.7%
3320.0%0.00%
-33.3%
Q4 2023$12,111
+8.8%
3320.0%0.00%0.0%
Q3 2023$11,135
-1.6%
3320.0%0.00%0.0%
Q2 2023$11,315
+4.5%
3320.0%0.00%0.0%
Q1 2023$10,830
+2.5%
3320.0%0.00%0.0%
Q4 2022$10,571
+17.5%
3320.0%0.00%0.0%
Q3 2022$9,0003320.00%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2022
NameSharesValueWeighting ↓
GRS Advisors, LLC 713,865$26,041,7954.30%
B&I Capital AG 222,795$8,127,5622.56%
FirstPurpose Wealth LLC 120,339$4,389,9671.67%
My Legacy Advisors, LLC 67,991$2,417,0680.87%
HGI Capital Management, LLC 20,600$751,4880.85%
Fairway Wealth LLC 27,852$1,016,0410.78%
CALTON & ASSOCIATES, INC. 48,290$1,761,6090.71%
O'Dell Group, LLC 68,500$2,498,8810.65%
Lakeridge Wealth Management LLC 23,973$874,5230.63%
Koshinski Asset Management, Inc. 113,307$4,133,4450.63%
View complete list of PHILLIPS EDISON & CO INC shareholders