Phillips Edison & Company Class B

CUSIP: 71844V300 | 12 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q4 2021

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Kalos Management, Inc.845,319

7.5% of portfolio$27.6K

Outlook Wealth Advisors, LLC113,123

0.1% of portfolio$3.7K

BOK Financial Private Wealth, Inc.63,459

0.0% of portfolio$2.0K

Vaughan David Investments LLC19,883

0.0% of portfolio$624

Nicollet Investment Management, Inc.6,667

0.0% of portfolio$209

IFP Advisors, Inc2,727

0.0% of portfolio$91

Motco1,713

0.0% of portfolio$37

Cassady Schiller Wealth Management, LLC1,333

0.0% of portfolio$42

Ancora Advisors LLCA125

0.0% of portfolio$4

				Style	Turnover	Location	Filed
Kalos Management, Inc.	845,319	$27.6K	7.5%	N/A	N/A	Alpharetta, GA	2022-02-03
Outlook Wealth Advisors, LLC	113,123	$3.7K	0.1%	ETF	Medium	Shenandoah, TX	2022-01-21
BOK Financial Private Wealth, Inc.	63,459	$2.0K	0.0%	ETF	Low	Denver, CO	2022-02-15
Vaughan David Investments LLC	19,883	$624	0.0%	Value	Low	Peoria, IL	2022-02-10
Nicollet Investment Management, Inc.	6,667	$209	0.0%	Core	Very Low	Minneapolis, MN	2022-02-09
IFP Advisors, Inc	2,727	$91	0.0%	Growth	Low	Tampa, FL	2022-01-12
Motco	1,713	$37	0.0%	Core	Low	San Antonio, TX	2022-02-08
Cassady Schiller Wealth Management, LLC	1,333	$42	0.0%	Growth	Very Low	Cincinnati, OH	2022-02-09
Ancora Advisors LLCActivist	125	$4	0.0%	Value	Medium	Cleveland, OH	2022-02-14