PHILLIPS EDISON GROCERY CENT
CUSIP 71844V102
Phillips Edison Grocery Cent has 3 institutional holders in Filings Flow’s 13F database, together reporting 537.9K shares worth $6M as of Q2 2021. The largest reported holders are Arkadios Wealth Advisors, Kalos Management, Inc., and Rpg Family Wealth Advisory, LLC.
Institutional Holders
3
Q2 2021
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Outlook Wealth Advisors, LLC$413M AUM | 1.14% | $4M | 339.4K | Q2 2021 |
| Arkadios Wealth Advisors$6.1B AUM | 0.73% | $1.5B | 167.4K | Q3 2020OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.16% | $2M | 190.4K | Q2 2021 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $129,000 | 12.9K | Q4 2020OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.01% | $18M | 2.1K | Q4 2020OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $86,000 | 8.2K | Q2 2021 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.