Position in PECO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$996,532
-$38,128 QoQ
Shares Held
26,631
-8.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1.8211858360557245.ToString("F0")%
Shared 0.ToString("F0")%
None 98.17881416394427.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CWM, LLC holds $33,109,612 across 26 REIT - Retail names. PECO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
194,402 | $8,170,716 | |
| 2 | O |
Realty Income Corp
|
132,521 | $8,107,634 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,387 | $7,263,383 | |
| 4 | SPG |
Simon Property Group Inc.
|
22,262 | $4,152,530 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
This page
|
26,631 | $996,532 | |
| 6 | REG |
Regency Centers Corp
|
8,860 | $670,347 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
17,160 | $545,688 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
13,495 | $518,612 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $996,532 | 26,631 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,034,660 | 29,088 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $898,931 | 26,185 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $692,788 | 19,777 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $707,614 | 19,392 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $798,122 | 21,306 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $576,585 | 15,290 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $561,336 | 17,161 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,047,117 | 29,192 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,018,849 | 27,929 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,063,654 | 31,713 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,492,329 | 43,789 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,150,832 | 65,936 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,480,718 | 77,912 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,437,629 | 86,903 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,071,882 | 91,945 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $11,861 | 359 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||