Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,448,667
+$121,530 QoQ
Shares Held
34,807
-1.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 443 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Waverly Advisors, LLC holds $7,852,379 across 6 REIT - Retail names. PECO ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,743 | $3,267,956 | |
| 2 | SPG |
Simon Property Group Inc.
|
7,132 | $1,595,071 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
This page
|
34,807 | $1,448,667 | |
| 4 | NNN |
Nnn REIT, Inc.
|
14,166 | $659,143 | |
| 5 | FRT |
Federal Realty Investment Trust
|
3,820 | $471,540 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
11,582 | $410,002 |
All Filings in PECO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,448,667 | 34,807 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,327,137 | 35,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,251,957 | 35,197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $840,158 | 24,473 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $930,361 | 26,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $966,218 | 26,479 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $850,903 | 22,715 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $883,205 | 23,421 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $760,671 | 23,255 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $877,200 | 24,455 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||