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

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 345 filers reported holding PHILLIPS EDISON & CO INC in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q2 2024$254,725
+2.4%
7,5340.0%0.06%
-16.4%
Q1 2024$248,773
-7.1%
7,5340.0%0.07%
-12.0%
Q4 2023$267,834
+1.6%
7,5340.0%0.08%0.0%
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 2023
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