CALTON & ASSOCIATES, INC. - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 339 filers reported holding PHILLIPS EDISON & CO INC in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$568,671
-68.0%
16,955
-67.5%
0.83%
+0.2%
Q2 2023$1,777,457
+1.5%
52,155
-2.9%
0.83%
+2.0%
Q1 2023$1,751,517
-6.7%
53,695
-8.9%
0.81%
+12.0%
Q4 2022$1,876,988
+111.1%
58,951
+85.9%
0.73%
+42.6%
Q3 2022$889,000
+16.5%
31,707
+38.7%
0.51%
+20.0%
Q2 2022$763,000
+2.6%
22,866
+5.7%
0.42%
+91.9%
Q1 2022$744,00021,6410.22%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q4 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