PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 329 filers reported holding PHILLIPS EDISON & CO INC in Q3 2022. The put-call ratio across all filers is 2.96 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $877,591 | 0.0% | 25,751 | 0.0% | 0.23% | 0.0% |
Q2 2023 | $877,591 | +6.3% | 25,751 | +1.8% | 0.23% | -3.3% |
Q1 2023 | $825,478 | -10.1% | 25,306 | -12.3% | 0.24% | -22.8% |
Q4 2022 | $918,389 | -28.9% | 28,844 | -25.4% | 0.31% | -27.4% |
Q3 2022 | $1,292,000 | -31.1% | 38,675 | -29.1% | 0.43% | -7.5% |
Q2 2022 | $1,876,000 | -3.2% | 54,545 | -3.3% | 0.46% | +0.9% |
Q1 2022 | $1,939,000 | – | 56,382 | – | 0.46% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
B&I Capital AG | 444,515 | $12,469,000 | 4.92% |
Kalos Management, Inc. | 47,301 | $1,399,000 | 3.45% |
FirstPurpose Wealth LLC | 154,560 | $4,335,000 | 2.86% |
Johnson Midwest Financial, LLC | 20,501 | $575,000 | 2.20% |
ACG Wealth | 329,486 | $9,242,000 | 2.11% |
FIRST FOUNDATION ADVISORS | 1,260,163 | $35,348,000 | 1.73% |
BECK CAPITAL MANAGEMENT, LLC | 141,506 | $3,969,000 | 1.70% |
Simplicity Wealth,LLC | 37,882 | $1,063,000 | 1.43% |
RMR Wealth Builders | 177,424 | $4,994,000 | 1.22% |
My Legacy Advisors, LLC | 82,286 | $2,325,000 | 1.17% |