FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q1 2024$3,562,040
-18.9%
107,582
-10.6%
1.29%
-22.7%
Q4 2023$4,389,967
+2.1%
120,339
-6.1%
1.67%
-10.0%
Q3 2023$4,298,956
-6.0%
128,174
-4.5%
1.86%
-5.2%
Q2 2023$4,573,195
+2.2%
134,190
-2.2%
1.96%
-11.3%
Q1 2023$4,476,573
-7.2%
137,234
-9.4%
2.21%
-18.0%
Q4 2022$4,823,346
+11.3%
151,487
-2.0%
2.69%
-5.7%
Q3 2022$4,335,000
-17.8%
154,560
-2.0%
2.86%
-19.4%
Q2 2022$5,272,000157,7933.54%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q2 2022
NameSharesValueWeighting ↓
B&I Capital AG 447,115$14,938,0004.83%
FirstPurpose Wealth LLC 157,793$5,272,0003.54%
Vision Capital Corp 447,773$14,960,0003.49%
Kalos Management, Inc. 71,443$2,406,0003.23%
BECK CAPITAL MANAGEMENT, LLC 150,768$5,037,0002.27%
ACG Wealth 330,395$11,038,0002.25%
FIRST FOUNDATION ADVISORS 1,257,310$42,007,0001.86%
RMR Wealth Builders 211,851$7,097,0001.77%
My Legacy Advisors, LLC 87,377$3,002,0001.50%
Apeiron RIA LLC 42,865$5,048,0001.41%
View complete list of PHILLIPS EDISON & CO INC shareholders