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 | $273,991,078 | -12.8% | 8,169,084 | -11.4% | 0.06% | -8.3% |
| Q2 2023 | $314,286,818 | +6.5% | 9,222,031 | +1.9% | 0.06% | +1.7% |
| Q1 2023 | $295,207,543 | +0.4% | 9,049,894 | -2.0% | 0.06% | 0.0% |
| Q4 2022 | $294,154,032 | +16.4% | 9,238,506 | +2.5% | 0.06% | +9.3% |
| Q3 2022 | $252,734,000 | -16.0% | 9,010,131 | -0.0% | 0.05% | -11.5% |
| Q2 2022 | $301,031,000 | +13.3% | 9,010,199 | +16.6% | 0.06% | +35.6% |
| Q1 2022 | $265,679,000 | +330.3% | 7,725,477 | +313.4% | 0.04% | +350.0% |
| Q4 2021 | $61,740,000 | +37.3% | 1,868,643 | +27.7% | 0.01% | +25.0% |
| Q3 2021 | $44,952,000 | – | 1,463,740 | – | 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% |