PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 2 filers reported holding PHILLIPS EDISON & CO INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,983,925 | -12.1% | 59,151 | -10.7% | 0.00% | 0.0% |
| Q2 2023 | $2,257,489 | -8.7% | 66,246 | -13.0% | 0.00% | -33.3% |
| Q1 2023 | $2,472,831 | +53.5% | 76,119 | +50.4% | 0.00% | +50.0% |
| Q4 2022 | $1,611,008 | -46.7% | 50,597 | -53.4% | 0.00% | -60.0% |
| Q3 2022 | $3,024,000 | +463.1% | 108,660 | +576.1% | 0.01% | +400.0% |
| Q2 2022 | $537,000 | -13.8% | 16,071 | -14.6% | 0.00% | 0.0% |
| Q4 2021 | $623,000 | – | 18,817 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 327,469 | $11,220,000 | 7.68% |
| B&I Capital AG | 556,495 | $19,138,000 | 5.01% |
| Vision Capital Corp | 668,320 | $22,984,000 | 2.46% |
| BECK CAPITAL MANAGEMENT, LLC | 198,480 | $6,826,000 | 2.08% |
| CAPITAL WEALTH MANAGEMENT, LLC | 85,567 | $2,943,000 | 1.98% |
| ACG Wealth | 280,102 | $9,633,000 | 1.82% |
| RMR Wealth Builders | 219,894 | $7,583,000 | 1.63% |
| My Legacy Advisors, LLC | 90,956 | $3,128,000 | 1.45% |
| O'Dell Group, LLC | 112,310 | $3,862,000 | 1.14% |
| FIRST FOUNDATION ADVISORS | 904,455 | $31,104,000 | 1.12% |