Position in PECO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,480,142
+$2,551,046 QoQ
Shares Held
371,940
+7.6% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 441 holders
Holding Since
Jun 2022
17 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, 2026LPL Financial LLC holds $360,060,720 across 21 REIT - Retail names. PECO ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,494,326 | $154,548,438 | |
| 2 | SPG |
Simon Property Group Inc.
|
324,448 | $72,562,795 | |
| 3 | KIM |
Kimco Realty Corp
|
1,627,635 | $41,260,547 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
This page
|
371,940 | $15,480,142 | |
| 5 | MAC |
Macerich Co
|
489,628 | $12,333,729 | |
| 6 | NNN |
Nnn REIT, Inc.
|
226,857 | $10,555,656 | |
| 7 | FRT |
Federal Realty Investment Trust
|
83,606 | $10,320,324 | |
| 8 | REG |
Regency Centers Corp
|
108,167 | $8,625,236 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,480,142 | 371,940 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,929,096 | 345,513 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,679,139 | 356,456 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,445,653 | 391,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,456,390 | 412,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,161,185 | 388,084 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $13,884,024 | 370,636 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,412,925 | 329,168 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,371,218 | 286,494 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,470,114 | 319,769 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,620,464 | 373,368 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,673,093 | 348,035 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,667,089 | 254,316 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,708,430 | 266,966 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,423,460 | 327,370 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,823,646 | 457,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,887,935 | 415,682 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||