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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $163,480,870 | +2.3% | 4,874,206 | +4.0% | 0.01% | +7.7% |
Q2 2023 | $159,751,861 | -45.8% | 4,687,555 | -48.1% | 0.01% | 0.0% |
Q1 2023 | $294,743,580 | +62.4% | 9,035,670 | +58.6% | 0.01% | -27.8% |
Q4 2022 | $181,452,073 | +19.5% | 5,698,872 | +5.2% | 0.02% | +12.5% |
Q3 2022 | $151,901,000 | -22.6% | 5,415,353 | -7.8% | 0.02% | -20.0% |
Q2 2022 | $196,255,000 | +10.1% | 5,874,143 | +13.3% | 0.02% | +42.9% |
Q1 2022 | $178,246,000 | +50.6% | 5,183,084 | +44.7% | 0.01% | +55.6% |
Q4 2021 | $118,344,000 | +20.1% | 3,581,844 | +11.7% | 0.01% | +12.5% |
Q3 2021 | $98,520,000 | – | 3,208,072 | – | 0.01% | – |
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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% |