Position in PECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$240,535
-$26,275 QoQ
Shares Held
6,428
-14.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 85.03422526446795.ToString("F0")%
Shared 0.ToString("F0")%
None 14.965774735532047.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Curi Capital, LLC holds $46,432,337 across 7 REIT - Retail names. PECO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
281,034 | $29,848,620 | |
| 2 | SKT |
Tanger Inc.
|
352,914 | $11,992,017 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
116,472 | $3,536,089 | |
| 4 | REG |
Regency Centers Corp
|
4,530 | $342,739 | |
| 5 | NNN |
Nnn REIT, Inc.
|
6,436 | $270,505 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
This page
|
6,428 | $240,535 | |
| 7 | O |
Realty Income Corp
|
3,299 | $201,832 |
All Filings in PECO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,535 | 6,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,810 | 7,501 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $310,616 | 9,048 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $620,521 | 17,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $810,406 | 22,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $840,827 | 22,446 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $861,975 | 22,858 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $765,021 | 23,388 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $871,963 | 24,309 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||