Position in PECO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,622,657
+$585,352 QoQ
Shares Held
159,122
-1.4% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1
of 87 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $17,143,172 across 8 REIT - Retail names. PECO ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
112,757 | $6,986,423 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
159,122 | $6,622,657 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,445 | $1,217,774 | |
| 4 | NNN |
Nnn REIT, Inc.
|
19,980 | $929,669 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
11,966 | $423,596 | |
| 6 | ADC |
Agree Realty Corp
|
5,155 | $390,439 | |
| 7 | KIM |
Kimco Realty Corp
|
13,547 | $343,416 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
9,336 | $229,198 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,622,657 | 159,122 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,037,305 | 161,339 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,159,479 | 173,165 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,976,782 | 203,227 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,191,308 | 205,290 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,058,808 | 193,445 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,492,326 | 66,533 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,592,751 | 68,755 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,375,105 | 72,611 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,542,142 | 70,871 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,641,699 | 72,415 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,646,641 | 78,910 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,730,285 | 80,114 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,004,465 | 92,105 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,540,608 | 111,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,595,589 | 128,185 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,612,217 | 138,049 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,940,666 | 172,744 | Shares | Sole | 2022-06-10 | |
| No filing history on record for this holder in this stock. | ||||||