Position in PECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,344,586
-$2,109,204 QoQ
Shares Held
62,656
-50.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 76.62634065372829.ToString("F0")%
Shared 0.6559627170582226.ToString("F0")%
None 22.71769662921348.ToString("F0")%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $52,054,707 across 19 REIT - Retail names. PECO ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
57,493 | $10,724,168 | |
| 2 | FRT |
Federal Realty Investment Trust
|
100,687 | $10,693,966 | |
| 3 | O |
Realty Income Corp
|
139,372 | $8,526,778 | |
| 4 | NNN |
Nnn REIT, Inc.
|
149,155 | $6,268,984 | |
| 5 | ADC |
Agree Realty Corp
|
43,311 | $3,264,782 | |
| 6 | REG |
Regency Centers Corp
|
40,641 | $3,074,897 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
This page
|
62,656 | $2,344,586 | |
| 8 | KIM |
Kimco Realty Corp
|
51,524 | $1,157,743 |
All Filings in PECO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,344,586 | 62,656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,453,790 | 125,212 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,471,727 | 42,870 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,355,906 | 38,707 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $985,266 | 27,001 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,027,003 | 27,416 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,139,747 | 30,224 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,064,187 | 32,534 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,279,877 | 35,681 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,295,404 | 35,510 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $913,160 | 27,226 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,234,445 | 36,222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,041,197 | 31,919 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $951,283 | 29,877 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $207,345 | 7,392 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||