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

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 340 filers reported holding PHILLIPS EDISON & CO INC in Q2 2022. The put-call ratio across all filers is 0.33 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 Q2 2022
NameSharesValueWeighting ↓
B&I Capital AG 215,495$7,227,7022.62%
FirstPurpose Wealth LLC 128,174$4,298,9561.86%
Johnson Midwest Financial, LLC 19,668$659,6651.48%
My Legacy Advisors, LLC 71,391$2,438,0180.99%
CALTON & ASSOCIATES, INC. 16,955$568,6710.83%
O'Dell Group, LLC 79,919$2,680,4950.82%
Alpha Omega Group, Inc. 9,681$324,7010.62%
Accel Wealth Management 31,799$1,066,5480.59%
Outlook Wealth Advisors, LLC 41,766$1,400,8320.54%
Greenland Capital Management LP 160,000$5,366,4000.52%
View complete list of PHILLIPS EDISON & CO INC shareholders