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Get Institutions for : 
Phillips Edison & Company, Inc (PHEC)  
$36.00 0.00 (0.00%) as of 4:30 Tue 1/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 355    2
Total shares held : 
98,058,438  
% of shares held : 
95.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
940,385  
% of shares held change : 
  0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 2,962,385
 3.02%
 
Increased Positions :
114
 3,291,995
 3.36%
 
Unchanged Positions :
89
 1,240,323
 1.26%
 
Decreased Positions :
120
-4,051,565
-4.13%
 
Closed Positions :
30
-1,262,430
-1.29%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BAKER TILLY FINANCIAL LLC 415 *Closed 2024-03-31 0 $0 -7,087
   TWO SIGMA SECURITIES LLC 1380 *Closed 2024-03-31 0 $0 -16,683
   HGI Capital Management LLC 46 *Closed 2024-03-31 0 $0 -20,600
   TWINBEECH CAPITAL LP 575 *Closed 2024-03-31 0 $0 -41,856
   FORWARD MANAGEMENT LLC 6 *Closed 2022-12-31 0 $0 -80,000
   Glassman Wealth Services 906 *Closed 2024-03-31 0 $0 -9,293
   Claraphi Advisory Network LLC 179 *Closed 2022-12-31 0 $0 -9,676
   BOOTHBAY FUND MANAGEMENT LLC 1404 *Closed 2024-03-31 0 $0 -51,338
   Dynamic Technology Lab Private Ltd 1219 *Closed 2024-03-31 0 $0 -9,800
   Pinnacle Bank 823 *Closed 2024-03-31 0 $0 -1,111
   CITADEL ADVISORS LLC 6086 *Closed 2024-03-31 0 $0 -569,948
   CCM PARTNERS 745 *Closed 2024-03-31 0 $0 -5,569
   RETIREMENT FINANCIAL SOLUTIONS LLC 44 *Closed 2024-03-31 0 $0 -5,547
   Greenland Capital Management LP 269 *Closed 2024-03-31 0 $0 -35,100
   True Wealth Design LLC 633 *Closed 2024-03-31 0 $0 -515
   Private Advisor Group LLC 2329 *Closed 2024-03-31 0 $0 -7,242
   Engineers Gate Manager LP 2179 *Closed 2024-03-31 0 $0 -15,204
   Demars Financial Group LLC 77 *Closed 2024-03-31 0 $0 -13,572
   Y-Intercept (Hong Kong) Ltd 1450 *Closed 2024-03-31 0 $0 -22,659
   Curi Capital 46 *Closed 2024-03-31 0 $0 -27,942
   Hartland & Co. LLC 1556 *Closed 2024-03-31 0 $0 -881
   JOHNSON FINANCIAL GROUP, INC. 895 *Closed 2024-03-31 0 $0 -997
   Vident Investment Advisory LLC 603 *Closed 2023-09-30 0 $0 -33,311
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 976 *Closed 2024-03-31 0 $0 -7,161
   CLARK CAPITAL MANAGEMENT GROUP INC 425 *Closed 2024-03-31 0 $0 -10,456
   Atomi Financial Group Inc. 748 *Closed 2024-03-31 0 $0 -6,508
   Chandler Asset Management Inc. 26 *Closed 2024-03-31 0 $0 -1,374
   GRADIENT INVESTMENTS LLC 1739 *Closed 2024-03-31 0 $0 -4,056
   Squarepoint Ops LLC 2832 *Closed 2024-03-31 0 $0 -40,607
   Foresight Wealth Management LLC 103 *Closed 2022-12-31 0 $0 -10,977
   MILLENNIUM MANAGEMENT LLC 4295 *Closed 2024-03-31 0 $0 -12,121
   Lindbrook Capital LLC 2740 *Closed 2024-03-31 0 $0 -10
   Scientech Research LLC 601 *Closed 2024-03-31 0 $0 -10,326
   Migdal Insurance & Financial Holdings Ltd. 497 *Closed 2024-03-31 0 $0 -900
   Annapolis Financial Services LLC 455 *Closed 2024-03-31 0 $0 -591
   Empower Advisory Group LLC 509 *Closed 2024-03-31 0 $0 -9,344
   B.O.S.S. Retirement Advisors LLC 212 *Closed 2024-03-31 0 $0 -6,139
   Capital Analysts Inc. 1137 *Closed 2024-03-31 0 $0 -802
   Triumph Capital Management 244 *Closed 2024-03-31 0 $0 -7,789
   Soltis Investment Advisors LLC 312 *Closed 2024-03-31 0 $0 -6,340
   SALEM INVESTMENT COUNSELORS INC 1210 *Closed 2024-03-31 0 $0 -1,850
   ORRSTOWN FINANCIAL SERVICES INC 86 *Closed 2024-03-31 0 $0 -6,383
   SCBT FINANCIAL CORP 736 *Closed 2024-03-31 0 $0 -72
   Beacon Capital Management Inc. 64 *Closed 2024-03-31 0 $0 -3,015
   SageView Advisory Group LLC 828 *Closed 2024-03-31 0 $0 -6,813
   WOLVERINE ASSET MANAGEMENT LLC 1085 *Closed 2024-03-31 0 $0 -9,221
   Pictet & Cie (Europe) SA 283 *Closed 2024-03-31 0 $0 -17,281
   Kapitalo Investimentos Ltda 526 *Closed 2024-03-31 0 $0 -6,982

  48 Records found
  1    
  Page 1 of 1
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