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My Recent Searches
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Phillips Edison & Company, Inc (PHEC) |
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$36.00 0.00 (0.00%) as of 4:30 Tue 1/4
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Download |
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Institutional
Holders
Total
Institutions:
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355 2 |
|
Total
shares held :
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98,058,438 |
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% of shares
held :
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95.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
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-4 |
|
Amount
of shares held :
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940,385 |
|
% of shares
held change :
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0.91% |
|
Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
|
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Last
Quarter's Starting
Price :
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N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
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New
Positions : |
32
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2,962,385
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3.02%
|
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Increased
Positions : |
114
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3,291,995
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3.36%
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Unchanged
Positions : |
89
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1,240,323
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1.26%
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Decreased
Positions : |
120
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-4,051,565
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-4.13%
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Closed
Positions : |
30
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-1,262,430
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-1.29%
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Guru
Positions : |
1
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0
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
B&I Capital AG |
18 |
- |
2024-03-31 |
222,795 |
$7,992,000 |
0 |
|
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK |
405 |
- |
2023-12-31 |
102,229 |
$3,729,000 |
0 |
|
NEW YORK STATE COMMON RETIREMENT FUND |
1480 |
- |
2024-03-31 |
47,500 |
$1,704,000 |
0 |
|
Outlook Wealth Advisors LLC |
44 |
- |
2024-03-31 |
41,766 |
$1,498,000 |
0 |
|
Well Done LLC |
57 |
- |
2024-03-31 |
36,729 |
$1,317,000 |
0 |
|
Handelsbanken Fonder AB |
799 |
- |
2024-03-31 |
31,100 |
$1,116,000 |
0 |
|
NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
1282 |
- |
2024-03-31 |
31,000 |
$1,112,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1455 |
- |
2024-03-31 |
30,648 |
$1,099,000 |
0 |
|
InterOcean Capital Group LLC |
205 |
- |
2024-03-31 |
28,322 |
$1,016,000 |
0 |
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DEKABANK DEUTSCHE GIROZENTRALE |
877 |
- |
2024-03-31 |
28,240 |
$1,001,000 |
0 |
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Financial Partners Group Inc |
66 |
- |
2024-03-31 |
25,791 |
$925,000 |
0 |
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CORNERCAP INVESTMENT COUNSEL INC |
298 |
- |
2024-03-31 |
23,593 |
$846,000 |
0 |
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Carmel Capital Partners LLC |
60 |
- |
2024-03-31 |
22,499 |
$807,000 |
0 |
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STATE BANK & TRUST |
111 |
- |
2024-03-31 |
22,095 |
$793,000 |
0 |
|
EWG Elevate Inc. |
73 |
- |
2024-03-31 |
21,001 |
$753,000 |
0 |
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VAUGHAN DAVID INVESTMENTS INC/IL |
147 |
- |
2024-03-31 |
19,882 |
$713,000 |
0 |
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SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD |
646 |
- |
2024-03-31 |
19,743 |
$708,000 |
0 |
|
Fiduciary Alliance LLC |
106 |
- |
2024-03-31 |
19,816 |
$695,000 |
0 |
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VAN CLEEF ASSET MANAGEMENT,INC |
69 |
- |
2024-03-31 |
18,849 |
$676,000 |
0 |
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ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
98 |
- |
2024-03-31 |
15,437 |
$554,000 |
0 |
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SUMMIT INVESTMENT ADVISORS INC |
800 |
- |
2024-03-31 |
14,232 |
$511,000 |
0 |
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PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD |
973 |
- |
2024-03-31 |
13,751 |
$493,000 |
0 |
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MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE |
404 |
- |
2024-03-31 |
13,700 |
$491,000 |
0 |
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Beaird Harris Wealth Management LLC |
77 |
- |
2024-03-31 |
12,478 |
$448,000 |
0 |
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BlueChip Wealth Advisors LLC |
77 |
- |
2024-03-31 |
11,102 |
$398,000 |
0 |
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PROEQUITIES INC. |
493 |
- |
2024-03-31 |
10,874 |
$391,000 |
0 |
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BANK OF THE WEST |
184 |
- |
2022-12-31 |
11,442 |
$364,000 |
0 |
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FIRST HEARTLAND CONSULTANTS INC |
305 |
- |
2024-03-31 |
9,843 |
$353,000 |
0 |
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Alpha Omega Group Inc. |
12 |
- |
2024-03-31 |
9,681 |
$347,000 |
0 |
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PINNACLE FINANCIAL PARTNERS INC |
366 |
- |
2024-03-31 |
9,267 |
$332,000 |
0 |
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PITTENGER & ANDERSON INC |
209 |
- |
2024-03-31 |
8,372 |
$300,000 |
0 |
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Peak Asset Management LLC |
124 |
- |
2024-03-31 |
8,214 |
$295,000 |
0 |
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Truadvice LLC |
176 |
- |
2023-09-30 |
8,575 |
$288,000 |
0 |
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BLAIR WILLIAM & CO/IL |
1304 |
- |
2024-03-31 |
7,205 |
$258,000 |
0 |
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Global Wealth Management Investment Advisory Inc. |
128 |
- |
2024-03-31 |
7,014 |
$252,000 |
0 |
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Accurate Wealth Management LLC |
244 |
- |
2024-03-31 |
7,534 |
$249,000 |
0 |
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Belpointe Asset Management LLC |
681 |
- |
2024-03-31 |
6,689 |
$240,000 |
0 |
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MONOGRAPH WEALTH ADVISORS LLC |
143 |
- |
2024-03-31 |
6,638 |
$239,000 |
0 |
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BROWN ADVISORY HOLDINGS INC |
1139 |
- |
2024-03-31 |
6,564 |
$235,000 |
0 |
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COLDSTREAM CAPITAL MANAGEMENT INC |
874 |
- |
2024-03-31 |
6,466 |
$232,000 |
0 |
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Bremer Bank National Association |
178 |
- |
2024-03-31 |
6,451 |
$231,000 |
0 |
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Allen Capital Group LLC |
193 |
- |
2024-03-31 |
6,334 |
$227,000 |
0 |
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Canton Hathaway LLC |
95 |
- |
2024-03-31 |
6,274 |
$225,000 |
0 |
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Three Bridge Wealth Advisors LLC |
86 |
- |
2024-03-31 |
6,231 |
$224,000 |
0 |
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GW HENSSLER & ASSOCIATES LTD |
153 |
- |
2024-03-31 |
6,008 |
$216,000 |
0 |
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Ratio Wealth Group |
74 |
- |
2024-03-31 |
5,847 |
$210,000 |
0 |
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FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1624 |
- |
2023-09-30 |
6,115 |
$205,000 |
0 |
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Coastal Investment Advisors Inc. |
400 |
- |
2024-03-31 |
5,709 |
$205,000 |
0 |
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RE Dickinson Investment Advisors LLC |
47 |
- |
2024-03-31 |
5,079 |
$182,000 |
0 |
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Advantage Trust Co |
62 |
- |
2024-03-31 |
3,386 |
$121,000 |
0 |
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Sanctuary Wealth Management L.L.C. |
61 |
- |
2024-03-31 |
3,070 |
$110,000 |
0 |
|
Global Retirement Partners LLC |
1108 |
- |
2024-03-31 |
2,574 |
$92,000 |
0 |
|
SYNTAX RESEARCH INC. |
70 |
- |
2024-03-31 |
2,527 |
$91,000 |
0 |
|
WHITTIER TRUST CO |
807 |
- |
2024-03-31 |
2,500 |
$90,000 |
0 |
|
Venturi Wealth Management LLC |
495 |
- |
2024-03-31 |
1,473 |
$53,000 |
0 |
|
EverSource Wealth Advisors LLC |
897 |
- |
2024-03-31 |
1,371 |
$50,000 |
0 |
|
IFP Advisors Inc |
1534 |
- |
2023-12-31 |
1,317 |
$48,000 |
0 |
|
Prestige Wealth Management Group LLC |
260 |
- |
2024-03-31 |
1,333 |
$48,000 |
0 |
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Householder Group Estate & Retirement Specialist L |
490 |
- |
2024-03-31 |
1,263 |
$45,000 |
0 |
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SMITHFIELD TRUST CO |
584 |
- |
2024-03-31 |
1,249 |
$45,000 |
0 |
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AdvisorNet Financial Inc |
852 |
- |
2024-03-31 |
1,193 |
$43,000 |
0 |
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Archer Investment Corp |
417 |
- |
2024-03-31 |
1,114 |
$40,000 |
0 |
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Tradewinds Capital Management LLC |
184 |
- |
2024-03-31 |
1,000 |
$36,000 |
0 |
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GUARANTY TRUST CO OF MISSOURI /MO/ |
858 |
- |
2024-03-31 |
1,000 |
$36,000 |
0 |
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Hexagon Capital Partners LLC |
507 |
- |
2024-03-31 |
967 |
$35,000 |
0 |
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HORIZON INVESTMENTS, LLC/SC |
636 |
- |
2024-03-31 |
942 |
$34,000 |
0 |
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FWL INVESTMENT MANAGEMENT LLC |
122 |
- |
2024-03-31 |
900 |
$32,000 |
0 |
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FARMERS & MERCHANTS INVESTMENTS INC |
478 |
- |
2024-03-31 |
777 |
$28,000 |
0 |
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WFA of San Diego LLC |
217 |
- |
2023-09-30 |
816 |
$27,000 |
0 |
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Jackson Grant Investment Advisers Inc. |
210 |
- |
2024-03-31 |
716 |
$26,000 |
0 |
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FinTrust Capital Advisors LLC |
677 |
- |
2024-03-31 |
680 |
$24,000 |
0 |
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ANCORA ADVISORS, LLC |
1107 |
- |
2024-03-31 |
624 |
$22,000 |
0 |
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Semmax Financial Advisors Inc. |
175 |
- |
2024-03-31 |
628 |
$21,000 |
0 |
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PRINCIPAL SECURITIES INC. |
2193 |
- |
2024-03-31 |
357 |
$13,000 |
0 |
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SOA Wealth Advisors LLC. |
509 |
- |
2024-03-31 |
332 |
$12,000 |
0 |
|
Covestor Ltd |
1559 |
- |
2024-03-31 |
267 |
$10,000 |
0 |
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Versant Capital Management Inc |
816 |
- |
2024-03-31 |
255 |
$9,000 |
0 |
|
SITTNER & NELSON LLC |
424 |
- |
2024-03-31 |
70 |
$3,000 |
0 |
|
Richard W. Paul & Associates LLC |
405 |
- |
2024-03-31 |
79 |
$3,000 |
0 |
|
Private Wealth Management Group LLC |
1089 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
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Bell Investment Advisors Inc |
1766 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
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PARKSIDE FINANCIAL BANK & TRUST |
1757 |
- |
2024-03-31 |
11 |
$0 |
0 |
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HUNTINGTON NATIONAL BANK |
3199 |
- |
2024-03-31 |
1 |
$0 |
0 |
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83 Records found
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1
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