Stock TransactionsPHILLIPS EDISON & CO INC

Total Bought
343,336
33 transactions
Total Sold
1,931,521
43 transactions
Net
-1,588,185
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,697,6081,788,426+90,8180.660.72+0.06buy
KENNEDY CAPITAL MANAGEMENT LLC290,715349,583+58,8680.220.26+0.04buy
B&I Capital AG231,831277,931+46,1002.763.52+0.76buy
TCW GROUP INC22,81264,855+42,0430.010.02+0.01buy
Entropy Technologies, LP12,92538,295+25,3700.030.07+0.04buy
INCEPTIONR LLC18,64036,441+17,8010.150.36+0.21buy
M Holdings Securities, Inc.11,44123,994+12,5530.080.06-0.02buy
VIRGINIA RETIREMENT SYSTEMS ET Al41,18853,438+12,2500.010.01+0.00buy
Provident Investment Management, Inc.14,14522,470+8,3250.040.07+0.03buy
Ameritas Advisory Services, LLC34,45641,770+7,3140.080.06-0.02buy
Sumitomo Mitsui DS Asset Management Company, Ltd25,95430,538+4,5840.010.01+0.00buy
Vert Asset Management LLC58,12861,202+3,0740.670.72+0.05buy
Aberdeen Group plc119,092122,150+3,0580.010.01+0.00buy
Accel Wealth Management34,07036,990+2,9200.340.36+0.02buy
Headlands Technologies LLC29,28831,173+1,8850.080.09+0.01buy
Metis Global Partners, LLC28,27329,758+1,4850.020.03+0.00buy
Independent Advisor Alliance13,32114,763+1,4420.010.01+0.00buy
JOURNEY STRATEGIC WEALTH LLC10,14211,350+1,2080.010.01+0.00buy
Coppell Advisory Solutions LLC20,31221,516+1,2040.070.08+0.00buy
Ellevest, Inc.9,3759,634+2590.050.05+0.00buy
NISSAY ASSET MANAGEMENT CORP /JAPAN19,05619,286+2300.000.00-0.00buy
Lakeridge Wealth Management LLC16,89317,046+1530.260.28+0.02buy
Aspen Grove Capital, LLC9,3059,394+890.050.06+0.00buy
Raleigh Capital Management Inc.9,1229,209+870.120.12-0.00buy
Sage Capital Management, LLC15,08915,141+520.230.25+0.02buy
Arete Wealth Advisors, LLC25,63425,684+500.060.06+0.01buy
Vivaldi Capital Management LP10,79010,835+450.050.05+0.00buy
TSFG, LLC3,4893,522+330.020.02-0.00buy
Silicon Valley Capital Partners1,2241,236+120.000.00+0.00buy
First Heartland Consultants, Inc.8,7348,743+90.020.02-0.00buy
Kure Advisory, LLC7,0137,021+80.150.14-0.01buy
Kozak & Associates, Inc.987993+60.010.01+0.00buy
VSM Wealth Advisory, LLC107108+10.000.00+0.00buy
GF FUND MANAGEMENT CO. LTD.2,0852,081-40.000.00-0.00sell
Advisory Alpha, LLC6,4166,249-1670.010.01+0.00sell
Integrated Advisors Network LLC44,20144,023-1780.060.07+0.01sell
Norinchukin Bank, The5,9365,757-1790.000.00-0.00sell
Ignite Planners, LLC8,1217,871-2500.050.04-0.00sell
HHM Wealth Advisors, LLC750300-4500.000.00-0.00sell
JACOBS LEVY EQUITY MANAGEMENT, INC14,96214,475-4870.000.00-0.00sell
Dynamic Financial Group22,78422,224-5600.680.67-0.00sell
Apeiron RIA LLC12,08011,472-6080.090.08-0.01sell
RFG Advisory, LLC6,8616,238-6230.000.00-0.00sell
CERTIOR FINANCIAL GROUP, LLC26,23125,511-7200.610.62+0.01sell
Beacon Capital Management, LLC10,7399,659-1,0800.050.05+0.00sell
New Age Alpha Advisors, LLC26,36225,195-1,1670.040.04+0.00sell
A&I FINANCIAL SERVICES, LLC11,41910,121-1,2980.190.17-0.02sell
Capital Asset Advisory Services LLC11,1479,684-1,4630.020.01-0.00sell
Waldron Private Wealth LLC7,5256,042-1,4830.010.01-0.00sell
Global Wealth Management Investment Advisory, Inc.8,1456,653-1,4920.050.04-0.01sell
Curi Capital, LLC9,0487,501-1,5470.010.00-0.00sell
ACORN FINANCIAL ADVISORY SERVICES INC /ADV11,2529,331-1,9210.060.05-0.01sell
Beacon Capital Management, Inc.3,015933-2,0820.000.00-0.00sell
Resona Asset Management Co.,Ltd.55,46153,262-2,1990.010.01+0.00sell
LORD, ABBETT & CO. LLC125,470123,225-2,2450.010.01+0.00sell
Fiduciary Alliance LLC18,53015,357-3,1730.040.04-0.01sell
Koshinski Asset Management, Inc.38,34635,156-3,1900.090.08-0.01sell
CAXTON ASSOCIATES LLP64,10859,819-4,2890.050.04-0.01sell
Lighthouse Investment Partners, LLC100,00095,000-5,0000.100.10-0.00sell
CALTON & ASSOCIATES, INC.49,30844,137-5,1710.250.23-0.02sell
Modern Wealth Management, LLC111,261105,207-6,0540.080.07-0.01sell
McAdam, LLC143,477136,972-6,5050.240.22-0.02sell
MONEY CONCEPTS CAPITAL CORP78,64872,105-6,5430.170.14-0.02sell
DIVERSIFY WEALTH MANAGEMENT, LLC42,52533,093-9,4320.080.05-0.03sell
Granite Investment Partners, LLC152,564142,945-9,6190.300.30+0.00sell
UniSuper Management Pty Ltd35,70025,700-10,0000.010.01-0.00sell
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC33,67420,524-13,1500.050.02-0.02sell
RMR Wealth Builders34,49221,269-13,2230.100.06-0.04sell
Asset Management One Co., Ltd.285,629272,186-13,4430.030.03-0.00sell
MARTINGALE ASSET MANAGEMENT L P70,13355,450-14,6830.060.05-0.01sell
Susquehanna Portfolio Strategies, LLC59,93541,214-18,7210.030.02-0.01sell
Holocene Advisors, LP122,94279,834-43,1080.010.01-0.00sell
DARK FOREST CAPITAL MANAGEMENT LP240,702121,778-118,9240.310.20-0.11sell
ADAGE CAPITAL PARTNERS GP, L.L.C.960,000781,518-178,4820.050.04-0.01sell
Sophron Capital Management L.P.573,661371,486-202,1756.074.25-1.82sell
MACQUARIE GROUP LTD1,314,17489,741-1,224,4330.050.01-0.04sell
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