SILVER OAK SECURITIES, INCORPORATED

Broker-Dealer

Position in PECO — Phillips Edison & Company, Inc.

CIK 1080576 JACKSON, TN

Position in PECO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$642,238

+$33,902 QoQ

Shares Held

15,431

-5.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#218

of 443 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SILVER OAK SECURITIES, INCORPORATED holds $1,755,659 across 2 REIT - Retail names. PECO ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	17,970	$1,113,421
2	PECO	Phillips Edison & Company, Inc. This page	15,431	$642,238

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$642,238	15,431	-5.1%	Shares	Sole	2026-08-07
2026-03-31	$608,336	16,257	-1.7%	Shares	Sole	2026-04-20
2025-12-31	$588,221	16,537	0.0%	Shares	Sole	2026-01-15
2025-09-30	$567,715	16,537	-8.3%	Shares	Sole	2025-10-21
2025-06-30	$631,836	18,037	0.0%	Shares	Sole	2025-07-11
2025-03-31	$658,170	18,037	0.0%	Shares	Sole	2025-04-29
2024-12-31	$675,666	18,037	-2.9%	Shares	Sole	2025-01-27
2024-09-30	$700,614	18,579	0.0%	Shares	Sole	2024-10-23
2024-06-30	$607,719	18,579	-35.4%	Shares	Sole	2024-07-12
2024-03-31	$1,031,979	28,770	+1.5%	Shares	Sole	2024-05-10
2023-12-31	$1,034,426	28,356	-1.4%	Shares	Sole	2024-02-05
2023-09-30	$964,945	28,770	+1.5%	Shares	Sole	2023-11-20
2023-06-30	$966,372	28,356	-1.4%	Shares	Sole	2023-08-02
2022-09-30	$806,998	28,770	—	Shares	Sole	2023-10-23
No filing history on record for this holder in this stock.