Position in PECO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,226,539
+$791,951 QoQ
Shares Held
86,225
+26.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. PECO ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,226,539 | 86,225 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,434,588 | 68,445 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,978,986 | 57,646 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,958,001 | 55,895 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,916,600 | 52,524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,163,427 | 57,753 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,845,112 | 48,929 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,642,499 | 50,214 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,831,378 | 51,056 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,012,492 | 55,167 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,785,065 | 53,222 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,794,073 | 52,643 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,698,262 | 52,062 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,653,483 | 51,931 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,537,953 | 54,829 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,900,861 | 56,895 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,005,693 | 58,322 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||