Position in PECO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$12,929,096
+$249,957 QoQ
Shares Held
345,513
-3.1% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. PECO ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
This page
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
|
107,237 | $8,113,551 |
All Filings in PECO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||