Position in PECO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$539,228
+$290,909 QoQ
Shares Held
12,956
+95.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 441 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 40%
Shared 12%
None 48%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $10,500,378 across 6 REIT - Retail names. PECO ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
101,940 | $6,316,202 | |
| 2 | SPG |
Simon Property Group Inc.
|
13,139 | $2,938,537 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
This page
|
12,956 | $539,228 | |
| 4 | SKT |
Tanger Inc.
|
6,708 | $264,764 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
6,691 | $236,861 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,659 | $204,786 |
All Filings in PECO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,228 | 12,956 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $248,319 | 6,636 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $207,373 | 5,830 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $336,540 | 8,984 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $336,222 | 8,916 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $307,899 | 9,413 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $314,436 | 8,766 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $319,491 | 8,758 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $293,475 | 8,750 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $411,550 | 12,076 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $267,027 | 8,186 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $204,512 | 7,291 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||