Stock TransactionsPHILLIPS EDISON

Total Bought
1,355,813
28 transactions
Total Sold
3,052,188
48 transactions
Net
-1,696,375
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Alyeska Investment Group, L.P.327,5561,558,521+1,230,9650.070.29+0.22buy
HARBOR CAPITAL ADVISORS, INC.46,49777,686+31,1890.220.19-0.02buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC6,10027,036+20,9360.010.02+0.01buy
UniSuper Management Pty Ltd62,21675,216+13,0000.020.02-0.00buy
FJ Capital Management LLC48,69656,674+7,9780.180.19+0.02buy
BlueChip Wealth Advisors LLC11,10218,442+7,3400.260.36+0.10buy
M Holdings Securities, Inc.18,29625,227+6,9310.110.11-0.00buy
Koshinski Asset Management, Inc.58,62164,481+5,8600.220.19-0.02buy
OLIVER LAGORE VANVALIN INVESTMENT GROUP19,23825,041+5,8030.210.23+0.03buy
CENTAURUS FINANCIAL, INC.126,910131,408+4,4980.320.29-0.03buy
JOURNEY STRATEGIC WEALTH LLC12,23116,429+4,1980.020.02+0.00buy
Accel Wealth Management31,14234,407+3,2650.470.45-0.02buy
Sumitomo Mitsui DS Asset Management Company, Ltd19,74322,600+2,8570.010.01-0.00buy
Resona Asset Management Co.,Ltd.47,78150,155+2,3740.010.01-0.00buy
J.W. COLE ADVISORS, INC.70,87172,611+1,7400.130.11-0.02buy
MSH Capital Advisors LLC6,2857,964+1,6790.080.09+0.01buy
Cadence Bank11,48912,803+1,3140.030.03+0.00buy
Metis Global Partners, LLC8,4959,720+1,2250.010.01-0.00buy
NISSAY ASSET MANAGEMENT CORP /JAPAN15,78916,930+1,1410.000.00-0.00buy
Cooper Financial Group40,96841,754+7860.240.20-0.04buy
Ignite Planners, LLC13,06413,301+2370.130.11-0.02buy
Lakeridge Wealth Management LLC23,48023,673+1930.550.47-0.08buy
Aberdeen Group plc103,190103,307+1170.010.01-0.00buy
Raleigh Capital Management Inc.9,4549,537+830.150.13-0.01buy
BARLOW WEALTH PARTNERS, INC.7,2047,270+660.030.03+0.00buy
LexAurum Advisors, LLC7,9798,000+210.070.06-0.01buy
Silicon Valley Capital Partners1,1631,174+110.010.01-0.00buy
Kozak & Associates, Inc.937943+60.010.01-0.00buy
Ellevest, Inc.9,2379,226-110.020.02-0.00sell
COLDSTREAM CAPITAL MANAGEMENT INC6,4666,452-140.010.01-0.00sell
Aspen Grove Capital, LLC9,2769,251-250.090.07-0.02sell
Valued Wealth Advisors LLC344295-490.010.01-0.00sell
Hendershot Investments Inc.14,03113,896-1350.070.07-0.01sell
MONEY CONCEPTS CAPITAL CORP85,66085,511-1490.280.23-0.05sell
RFG Advisory, LLC7,3417,041-3000.010.01-0.00sell
CORNERCAP INVESTMENT COUNSEL INC23,59323,244-3490.130.12-0.01sell
First Heartland Consultants, Inc.9,8439,493-3500.040.02-0.01sell
Apeiron RIA LLC18,93418,507-4270.200.19-0.01sell
Sage Capital Management, LLC17,26116,759-5020.340.29-0.05sell
Ameritas Advisory Services, LLC119,066118,398-6680.170.15-0.02sell
AXXCESS WEALTH MANAGEMENT, LLC14,22813,395-8330.010.01-0.00sell
Curi Capital, LLC24,30923,388-9210.020.02-0.00sell
Smart Money Group LLC14,00813,082-9260.180.16-0.01sell
Waverly Advisors, LLC24,45523,255-1,2000.020.01-0.01sell
Ausdal Financial Partners, Inc.9,9498,551-1,3980.040.03-0.01sell
Bell Bank22,09520,495-1,6000.070.06-0.01sell
Fiduciary Alliance LLC19,81617,955-1,8610.120.10-0.03sell
Capital Asset Advisory Services LLC15,58813,395-2,1930.030.02-0.01sell
Integrated Advisors Network LLC61,52359,126-2,3970.110.10-0.01sell
PFG Investments, LLC36,81934,335-2,4840.080.08+0.00sell
Advisory Resource Group13,51610,967-2,5490.110.08-0.03sell
Dogwood Wealth Management LLC3,148295-2,8530.080.01-0.07sell
Advisory Alpha, LLC10,3457,448-2,8970.020.01-0.01sell
Brookstone Capital Management51,91448,999-2,9150.030.03-0.00sell
Van Cleef Asset Management,Inc18,84915,700-3,1490.090.06-0.02sell
CALTON & ASSOCIATES, INC.39,86536,592-3,2730.700.60-0.10sell
My Legacy Advisors, LLC66,66763,021-3,6460.800.66-0.14sell
Arete Wealth Advisors, LLC31,28727,526-3,7610.100.07-0.03sell
Castleview Partners, LLC15,15110,588-4,5630.300.20-0.11sell
RMR Wealth Builders82,67977,969-4,7100.360.29-0.07sell
McAdam, LLC170,843166,069-4,7740.390.33-0.07sell
Arkadios Wealth Advisors42,01035,582-6,4280.120.08-0.04sell
Kovack Advisors, Inc.21,23514,522-6,7130.090.05-0.04sell
FIRST FOUNDATION ADVISORS77,31269,832-7,4800.110.09-0.02sell
Catalina Capital Group, LLC20,68412,493-8,1910.320.16-0.16sell
Fairway Wealth LLC21,43212,173-9,2590.520.23-0.29sell
Revisor Wealth Management LLC19,1289,627-9,5010.310.22-0.09sell
SILVER OAK SECURITIES, INCORPORATED28,77018,579-10,1910.160.09-0.07sell
Prime Capital Investment Advisors, LLC186,398172,903-13,4950.090.08-0.01sell
EPG Wealth Management LLC20,8140-20,8140.180.16-0.02sell
Asset Management One Co., Ltd.303,575280,878-22,6970.040.04-0.01sell
Atom Investors LP51,79421,681-30,1130.230.07-0.16sell
Susquehanna Portfolio Strategies, LLC90,76742,813-47,9540.080.06-0.02sell
Edgestream Partners, L.P.255,97856,149-199,8290.460.09-0.37sell
Holocene Advisors, LP659,81168,105-591,7060.090.01-0.08sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,061,7541,051,819-2,009,9350.030.01-0.02sell
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