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

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 300 filers reported holding PHILLIPS EDISON & CO INC in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$263,539
+4.6%
7,5340.0%0.08%
+5.1%
Q2 2023$251,862
+4.9%
7,5340.0%0.08%
-4.8%
Q1 2023$240,184
-9.6%
7,534
-10.1%
0.08%
-15.3%
Q4 2022$265,770
-57.9%
8,376
-29.2%
0.10%
-62.9%
Q3 2022$632,000
+34.2%
11,825
-14.5%
0.26%
+3.1%
Q2 2022$471,000
-2.1%
13,836
-1.1%
0.26%
+19.1%
Q1 2022$481,00013,9870.22%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 327,469$11,220,0007.68%
B&I Capital AG 556,495$19,138,0005.01%
Vision Capital Corp 668,320$22,984,0002.46%
BECK CAPITAL MANAGEMENT, LLC 198,480$6,826,0002.08%
CAPITAL WEALTH MANAGEMENT, LLC 85,567$2,943,0001.98%
ACG Wealth 280,102$9,633,0001.82%
RMR Wealth Builders 219,894$7,583,0001.63%
My Legacy Advisors, LLC 90,956$3,128,0001.45%
O'Dell Group, LLC 112,310$3,862,0001.14%
FIRST FOUNDATION ADVISORS 904,455$31,104,0001.12%
View complete list of PHILLIPS EDISON & CO INC shareholders