AXXCESS WEALTH MANAGEMENT, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 350 filers reported holding PHILLIPS EDISON & CO INC in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
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%
9,6970.0%0.02%
-3.8%
Q3 2022$272,000
-16.0%
9,6970.0%0.03%
-13.3%
Q2 2022$324,000
-2.7%
9,6970.0%0.03%
+15.4%
Q1 2022$333,0009,6970.03%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q3 2023
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