Cambridge Investment Research Advisors, Inc.
Position in PECO — Phillips Edison & Company, Inc.
CIK 1419186
FAIRFIELD, IA
Position in PECO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$11,650,380
-$246,184 QoQ
Shares Held
311,341
-6.9% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $62,629,853 across 13 REIT - Retail names. PECO ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
583,059 | $35,671,549 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
311,341 | $11,650,380 | |
| 3 | SPG |
Simon Property Group Inc.
|
28,513 | $5,318,529 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
59,718 | $1,819,010 | |
| 5 | ADC |
Agree Realty Corp
|
20,980 | $1,581,472 | |
| 6 | NNN |
Nnn REIT, Inc.
|
37,229 | $1,564,734 | |
| 7 | KIM |
Kimco Realty Corp
|
69,388 | $1,559,148 | |
| 8 | FRT |
Federal Realty Investment Trust
|
10,934 | $1,161,300 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,650,380 | 311,341 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,896,564 | 334,455 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,666,157 | 339,824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,621,203 | 360,297 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,422,992 | 367,854 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,240,413 | 406,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,791,929 | 418,773 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,459,815 | 442,061 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,733,896 | 522,272 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,656,883 | 538,840 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,130,708 | 600,200 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $20,755,980 | 609,037 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $21,973,680 | 673,626 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,676,510 | 743,609 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,497,912 | 766,414 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $25,650,560 | 767,751 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $28,165,100 | 818,991 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $217,006 | 6,568 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||