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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $293,198 | -14.6% | 8,654 | -17.8% | 0.16% | -20.1% |
| Q1 2023 | $343,489 | -3.5% | 10,530 | 0.0% | 0.19% | -9.8% |
| Q4 2022 | $356,019 | -16.2% | 10,530 | -28.7% | 0.22% | -23.2% |
| Q3 2022 | $425,000 | -25.6% | 14,759 | -9.2% | 0.28% | -31.0% |
| Q2 2022 | $571,000 | – | 16,257 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B&I Capital AG | 447,115 | $14,938,000 | 4.83% |
| FirstPurpose Wealth LLC | 157,793 | $5,272,000 | 3.54% |
| Vision Capital Corp | 447,773 | $14,960,000 | 3.49% |
| Kalos Management, Inc. | 71,443 | $2,406,000 | 3.23% |
| BECK CAPITAL MANAGEMENT, LLC | 150,768 | $5,037,000 | 2.27% |
| ACG Wealth | 330,395 | $11,038,000 | 2.25% |
| FIRST FOUNDATION ADVISORS | 1,257,310 | $42,007,000 | 1.86% |
| RMR Wealth Builders | 211,851 | $7,097,000 | 1.77% |
| My Legacy Advisors, LLC | 87,377 | $3,002,000 | 1.50% |
| Apeiron RIA LLC | 42,865 | $5,048,000 | 1.41% |