Curi Wealth Management, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 329 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
Curi Wealth Management, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$1,040,800
-11.9%
31,032
-10.5%
0.16%0.0%
Q2 2023$1,181,648
-4.7%
34,673
-8.7%
0.16%
-10.1%
Q1 2023$1,239,365
-6.3%
37,994
-8.6%
0.18%
-4.3%
Q4 2022$1,323,048
+3.5%
41,553
-8.8%
0.19%
-12.3%
Q3 2022$1,278,000
+9730.8%
45,556
+11289.0%
0.21%
+6966.7%
Q2 2022$13,0000.0%400
+0.3%
0.00%
+50.0%
Q1 2022$13,0003990.00%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2022
NameSharesValueWeighting ↓
B&I Capital AG 444,515$12,469,0004.92%
Kalos Management, Inc. 47,301$1,399,0003.45%
FirstPurpose Wealth LLC 154,560$4,335,0002.86%
Johnson Midwest Financial, LLC 20,501$575,0002.20%
ACG Wealth 329,486$9,242,0002.11%
FIRST FOUNDATION ADVISORS 1,260,163$35,348,0001.73%
BECK CAPITAL MANAGEMENT, LLC 141,506$3,969,0001.70%
Simplicity Wealth,LLC 37,882$1,063,0001.43%
RMR Wealth Builders 177,424$4,994,0001.22%
My Legacy Advisors, LLC 82,286$2,325,0001.17%
View complete list of PHILLIPS EDISON & CO INC shareholders