PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 357 filers reported holding PHILLIPS EDISON & CO INC in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $842,189 | +205.8% | 25,110 | +210.8% | 0.03% | +45.0% |
Q2 2023 | $275,366 | -8.5% | 8,080 | -12.4% | 0.02% | -13.0% |
Q1 2023 | $300,985 | -2.5% | 9,227 | -4.8% | 0.02% | -8.0% |
Q4 2022 | $308,752 | +13.5% | 9,697 | 0.0% | 0.02% | -3.8% |
Q3 2022 | $272,000 | -16.0% | 9,697 | 0.0% | 0.03% | -13.3% |
Q2 2022 | $324,000 | -2.7% | 9,697 | 0.0% | 0.03% | +15.4% |
Q1 2022 | $333,000 | – | 9,697 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kalos Management, Inc. | 44,261 | $1,508,415 | 3.24% |
B&I Capital AG | 209,395 | $7,136,182 | 2.38% |
FirstPurpose Wealth LLC | 134,190 | $4,573,195 | 1.96% |
My Legacy Advisors, LLC | 77,462 | $2,621,314 | 1.03% |
CALTON & ASSOCIATES, INC. | 52,155 | $1,777,457 | 0.83% |
O'Dell Group, LLC | 82,161 | $2,800,053 | 0.80% |
Accel Wealth Management | 39,293 | $1,339,115 | 0.74% |
Johnson Midwest Financial, LLC | 20,501 | $698,674 | 0.62% |
Alpha Omega Group, Inc. | 9,681 | $329,928 | 0.61% |
McAdam, LLC | 198,272 | $6,757,110 | 0.56% |