Sigma Planning Corp

Position in PECO — Phillips Edison & Company, Inc.

CIK 1449126 ANN ARBOR, MI

Position in PECO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$406,710

+$41,042 QoQ

Shares Held

9,772

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#258

of 443 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sigma Planning Corp holds $9,357,269 across 6 REIT - Retail names. PECO ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	63,195	$3,915,562
2	SPG	Simon Property Group Inc.	9,827	$2,197,808
3	FRT	Federal Realty Investment Trust	14,794	$1,826,171
4	SKT	Tanger Inc.	14,919	$588,852
5	NNN	Nnn REIT, Inc.	9,073	$422,166
6	PECO	Phillips Edison & Company, Inc. This page	9,772	$406,710

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,710	9,772	0.0%	Shares	Sole	2026-08-07
2026-03-31	$365,668	9,772	-8.7%	Shares	Sole	2026-05-04
2025-12-31	$380,741	10,704	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$367,193	10,696	+1.0%	Shares	Sole	2025-11-10
2025-06-30	$370,967	10,590	-1.0%	Shares	Sole	2025-08-05
2025-03-31	$390,260	10,695	-37.5%	Shares	Sole	2025-05-02
2024-12-31	$640,603	17,101	-6.5%	Shares	Sole	2025-02-03
2024-09-30	$689,414	18,282	-9.8%	Shares	Sole	2024-11-04
2024-06-30	$663,195	20,275	-7.4%	Shares	Sole	2024-08-06
2024-03-31	$785,660	21,903	+2.0%	Shares	Sole	2024-05-02
2023-09-30	$720,003	21,467	+5.4%	Shares	Sole	2023-11-06
2023-06-30	$694,311	20,373	+3.3%	Shares	Sole	2023-08-02
2023-03-31	$643,038	19,713	-18.1%	Shares	Sole	2023-05-08
2022-12-31	$766,102	24,061	+16.0%	Shares	Sole	2023-01-24
2022-09-30	$581,897	20,745	-8.2%	Shares	Sole	2022-11-10
2022-06-30	$755,132	22,602	-3.6%	Shares	Sole	2022-08-11
2022-03-31	$806,032	23,438	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.