Stock TransactionsPHILLIPS EDISON & CO INC

Total Bought
2,414,216
33 transactions
Total Sold
480,004
46 transactions
Net
+1,934,212
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
CENTERSQUARE INVESTMENT MANAGEMENT LLC46,7501,135,354+1,088,6040.020.40+0.39buy
DUFF & PHELPS INVESTMENT MANAGEMENT CO981,9701,474,130+492,1600.410.64+0.23buy
ADAGE CAPITAL PARTNERS GP, L.L.C.125,000450,000+325,0000.010.03+0.02buy
KENNEDY CAPITAL MANAGEMENT LLC114,687313,106+198,4190.080.26+0.18buy
JACOBS LEVY EQUITY MANAGEMENT, INC20,506139,146+118,6400.000.02+0.02buy
Employees Retirement System of Texas100,000170,000+70,0000.030.06+0.02buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,051,8191,108,716+56,8970.010.01+0.00buy
EPG Wealth Management LLC018,912+18,9120.160.18+0.02buy
Holocene Advisors, LP68,10584,828+16,7230.010.01+0.00buy
OLIVER LAGORE VANVALIN INVESTMENT GROUP25,04130,541+5,5000.230.31+0.07buy
CENTAURUS FINANCIAL, INC.131,408136,258+4,8500.290.33+0.04buy
EntryPoint Capital, LLC3,4696,627+3,1580.170.14-0.02buy
Global Wealth Management Investment Advisory, Inc.7,01410,040+3,0260.050.08+0.03buy
Aberdeen Group plc103,307106,331+3,0240.010.01+0.00buy
Metis Global Partners, LLC9,72012,613+2,8930.010.01+0.00buy
Newbridge Financial Services Group, Inc.7,0548,849+1,7950.090.12+0.03buy
First Heartland Consultants, Inc.9,49310,663+1,1700.020.04+0.02buy
NISSAY ASSET MANAGEMENT CORP /JAPAN16,93017,803+8730.000.00+0.00buy
Arete Wealth Advisors, LLC27,52628,392+8660.070.09+0.02buy
CALTON & ASSOCIATES, INC.36,59237,233+6410.600.54-0.06buy
JOURNEY STRATEGIC WEALTH LLC16,42916,966+5370.020.02+0.00buy
Waverly Advisors, LLC23,25523,421+1660.010.02+0.00buy
Raleigh Capital Management Inc.9,5379,618+810.130.14+0.01buy
Catalina Capital Group, LLC12,49312,572+790.160.16+0.01buy
Sage Capital Management, LLC16,75916,837+780.290.30+0.02buy
BARLOW WEALTH PARTNERS, INC.7,2707,329+590.030.03+0.00buy
Ellevest, Inc.9,2269,263+370.020.02+0.00buy
Silicon Valley Capital Partners1,1741,183+90.010.01+0.00buy
Kozak & Associates, Inc.943950+70.010.01+0.00buy
Kure Advisory, LLC8,5538,559+60.230.29+0.06buy
Cooper Financial Group41,75441,757+30.200.20+0.00buy
Valued Wealth Advisors LLC295297+20.010.01+0.00buy
Rehmann Capital Advisory Group7,5947,595+10.020.02+0.00buy
IFM Investors Pty Ltd28,33428,325-90.010.01+0.00sell
Smart Money Group LLC13,08213,023-590.160.18+0.01sell
Midwest Financial Group LLC8,7338,658-750.180.19+0.01sell
Advisory Alpha, LLC7,4487,272-1760.010.01+0.00sell
PFG Private Wealth Management, LLC1,9031,631-2720.040.04-0.00sell
MSH Capital Advisors LLC7,9647,670-2940.090.09+0.00sell
Dogwood Wealth Management LLC2951-2940.010.00-0.01sell
Ausdal Financial Partners, Inc.8,5518,197-3540.030.03+0.00sell
Accel Wealth Management34,40733,933-4740.450.48+0.03sell
Curi Capital, LLC23,38822,858-5300.020.02+0.00sell
Arkadios Wealth Advisors35,58234,965-6170.080.07-0.00sell
O'Dell Group, LLC66,42765,696-7310.580.55-0.03sell
HHM Wealth Advisors, LLC2,1931,462-7310.010.01-0.00sell
ACORN FINANCIAL ADVISORY SERVICES INC /ADV15,43714,451-9860.090.10+0.00sell
Cadence Bank12,80311,489-1,3140.030.03-0.00sell
Castleview Partners, LLC10,5889,088-1,5000.200.20+0.00sell
Lakeridge Wealth Management LLC23,67321,946-1,7270.470.45-0.01sell
LexAurum Advisors, LLC8,0006,258-1,7420.060.05-0.01sell
Ignite Planners, LLC13,30111,486-1,8150.110.10-0.01sell
DIVERSIFY WEALTH MANAGEMENT, LLC86,82184,896-1,9250.370.30-0.06sell
Resona Asset Management Co.,Ltd.50,15547,863-2,2920.010.01+0.00sell
Independent Advisor Alliance12,64910,303-2,3460.010.01-0.00sell
FIL Ltd4,4321,830-2,6020.000.00-0.00sell
Atom Investors LP21,68119,060-2,6210.070.08+0.00sell
Kovack Advisors, Inc.14,52211,617-2,9050.050.05-0.01sell
Apeiron RIA LLC18,50714,846-3,6610.190.16-0.02sell
J.W. COLE ADVISORS, INC.72,61168,755-3,8560.110.11-0.00sell
Integrated Advisors Network LLC59,12655,038-4,0880.100.10-0.00sell
Koshinski Asset Management, Inc.64,48160,239-4,2420.190.20+0.00sell
MONEY CONCEPTS CAPITAL CORP85,51180,595-4,9160.230.23-0.00sell
Advisory Resource Group10,9675,914-5,0530.080.05-0.03sell
FIRST FOUNDATION ADVISORS69,83263,682-6,1500.090.09+0.00sell
Asset Management One Co., Ltd.280,878272,926-7,9520.040.04+0.00sell
M Holdings Securities, Inc.25,22717,260-7,9670.110.16+0.06sell
Ameritas Advisory Services, LLC118,398109,568-8,8300.150.18+0.03sell
My Legacy Advisors, LLC63,02153,464-9,5570.660.80+0.14sell
Prime Capital Investment Advisors, LLC172,903162,865-10,0380.080.09+0.00sell
B&I Capital AG222,795212,545-10,2502.332.32-0.01sell
CORNERCAP INVESTMENT COUNSEL INC23,24412,017-11,2270.120.13+0.01sell
McAdam, LLC166,069149,413-16,6560.330.32-0.01sell
RMR Wealth Builders77,96961,253-16,7160.290.25-0.05sell
Well Done, LLC36,72914,009-22,7200.250.10-0.15sell
FJ Capital Management LLC56,67428,485-28,1890.190.11-0.08sell
UniSuper Management Pty Ltd75,21634,500-40,7160.020.01-0.01sell
Alyeska Investment Group, L.P.1,558,5211,449,692-108,8290.290.28-0.01sell
WESTWOOD HOLDINGS GROUP INC139,50019,500-120,0000.020.00-0.02sell
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