PHILLIPS EDISON & COMPANY CLASS B - COM

CUSIP: 71844V300

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / COM
Total 13F shares
1,054,349
Share change
+24,786
Total reported value
$34,315,000
Price per share
$31.51
Number of holders
9
Value change
+$829,761
Number of buys
3
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 71844V300?
CUSIP 71844V300 identifies 71844V300 - PHILLIPS EDISON & COMPANY CLASS B - COM in SEC institutional holdings data.

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Institutional Holders of PHILLIPS EDISON & COMPANY CLASS B - COM as of Q4 2021

As of 31 Dec 2021, PHILLIPS EDISON & COMPANY CLASS B - COM was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,054,349 shares. The largest 9 holders included Kalos Management, Inc., Outlook Wealth Advisors, LLC, BOK Financial Private Wealth, Inc., VAUGHAN DAVID INVESTMENTS LLC/IL, Nicollet Investment Management, Inc., IFP Advisors, Inc, MOTCO, Cassady Schiller Wealth Management, LLC, and Ancora Advisors, LLC. This page lists 9 institutional shareholders reporting positions in this security for the Q4 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.