Orion Porfolio Solutions, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1360533
OMAHA, NE
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,722
-$306,655 QoQ
Shares Held
5,952
-59.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 441 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $9,531,878 across 9 REIT - Retail names. PECO ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
33,143 | $2,510,250 | |
| 2 | SPG |
Simon Property Group Inc.
|
11,148 | $2,493,250 | |
| 3 | O |
Realty Income Corp
|
30,922 | $1,915,927 | |
| 4 | NNN |
Nnn REIT, Inc.
|
28,393 | $1,321,126 | |
| 5 | REG |
Regency Centers Corp
|
4,255 | $339,293 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
This page
|
5,952 | $247,722 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,090 | $241,486 | |
| 8 | KIM |
Kimco Realty Corp
|
9,230 | $233,980 |
All Filings in PECO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,722 | 5,952 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $554,377 | 14,815 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,194,974 | 33,595 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $972,225 | 28,320 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,178,479 | 33,642 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,072,514 | 29,392 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,169,576 | 31,222 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,306,085 | 34,635 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,005,276 | 30,733 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,722,226 | 48,013 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,436,290 | 39,372 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,769,302 | 52,752 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,049,264 | 60,131 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,250,323 | 68,986 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||