FIRST FOUNDATION ADVISORS

Endowment

Position in PECO — Phillips Edison & Company, Inc.

CIK 1086763 Irvine, CA

Position in PECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,435,598

+$144,870 QoQ

Shares Held

34,493

0.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#157

of 441 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $4,406,357 across 3 REIT - Retail names. PECO ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	43,947	$2,722,956
2	PECO	Phillips Edison & Company, Inc. This page	34,493	$1,435,598
3	SPG	Simon Property Group Inc.	1,108	$247,803

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,435,598	34,493	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,290,728	34,493	0.0%	Shares	Sole	2026-05-04
2025-12-31	$1,226,916	34,493	0.0%	Shares	Sole	2026-02-04
2025-09-30	$1,184,144	34,493	-37.3%	Shares	Sole	2025-11-17
2025-06-30	$1,926,299	54,990	-3.0%	Shares	Sole	2025-08-14
2025-03-31	$2,069,347	56,710	-4.9%	Shares	Sole	2025-05-08
2024-12-31	$2,233,177	59,615	-6.4%	Shares	Sole	2025-02-13
2024-09-30	$2,401,448	63,682	-8.8%	Shares	Sole	2024-11-14
2024-06-30	$2,284,204	69,832	-9.7%	Shares	Sole	2024-08-06
2024-03-31	$2,773,180	77,312	-11.5%	Shares	Sole	2024-05-10
2023-12-31	$3,187,767	87,384	-33.4%	Shares	Sole	2024-02-14
2023-09-30	$4,400,413	131,199	-8.0%	Shares	Defined	2023-11-15
2023-06-30	$4,862,159	142,669	-23.5%	Shares	Defined	2023-08-14
2023-03-31	$6,079,617	186,377	-24.8%	Shares	Sole	2023-05-12
2022-12-31	$7,887,468	247,722	-80.3%	Shares	Sole	2023-02-14
2022-09-30	$35,347,572	1,260,163	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$42,006,727	1,257,310	+39.0%	Shares	Sole	2022-08-12
2022-03-31	$31,104,207	904,455	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.