Horizon Investments, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1560717
Charlotte, NC
Position in PECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,217,908
+$481,325 QoQ
Shares Held
32,547
+57.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Horizon Investments, LLC holds $19,898,759 across 15 REIT - Retail names. PECO ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
22,466 | $4,190,582 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
129,015 | $3,715,632 | |
| 3 | O |
Realty Income Corp
|
55,946 | $3,422,776 | |
| 4 | REG |
Regency Centers Corp
|
18,442 | $1,395,321 | |
| 5 | FRT |
Federal Realty Investment Trust
|
12,208 | $1,296,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
This page
|
32,547 | $1,217,908 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
46,190 | $1,092,393 | |
| 8 | NNN |
Nnn REIT, Inc.
|
22,853 | $960,511 |
All Filings in PECO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,217,908 | 32,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $736,583 | 20,708 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $550,893 | 16,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $522,332 | 14,911 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $30,812 | 942 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $33,789 | 942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,364 | 942 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||