M Holdings Securities, Inc.

Broker-Dealer

Position in PECO — Phillips Edison & Company, Inc.

CIK 1569638 PORTLAND, OR

Position in PECO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$852,169

+$86,032 QoQ

Shares Held

20,475

+0.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#198

of 441 holders

Holding Since

Mar 2022

18 quarters on record

Real Estate · as of Jun 30, 2026

M Holdings Securities, Inc. holds $852,169 across 1 REIT - Retail name. PECO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PECO	Phillips Edison & Company, Inc. This page	20,475	$852,169

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$852,169	20,475	+0.0%	Shares	Sole	2026-08-11
2026-03-31	$766,137	20,474	-14.7%	Shares	Sole	2026-05-12
2025-12-31	$853,466	23,994	+109.7%	Shares	Sole	2026-02-11
2025-09-30	$392,769	11,441	-53.9%	Shares	Sole	2025-11-13
2025-06-30	$868,884	24,804	+11.9%	Shares	Sole	2025-08-13
2025-03-31	$808,727	22,163	+36.3%	Shares	Sole	2025-05-13
2024-12-31	$609,099	16,260	-5.8%	Shares	Sole	2025-02-13
2024-09-30	$650,874	17,260	-31.6%	Shares	Sole	2024-11-12
2024-06-30	$825,175	25,227	+37.9%	Shares	Sole	2024-08-13
2024-03-31	$656,277	18,296	-0.2%	Shares	Sole	2024-05-14
2023-12-31	$668,532	18,326	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$614,754	18,329	+21.1%	Shares	Sole	2024-02-14
2023-06-30	$515,732	15,133	-44.9%	Shares	Sole	2023-09-26
2023-03-31	$895,255	27,445	-0.1%	Shares	Sole	2023-05-16
2022-12-31	$874,390	27,462	-8.8%	Shares	Sole	2023-02-13
2022-09-30	$844,557	30,109	-0.7%	Shares	Sole	2022-11-17
2022-06-30	$1,012,623	30,309	-8.4%	Shares	Sole	2022-08-16
2022-03-31	$1,138,171	33,096	—	Shares	Sole	2022-05-24
No filing history on record for this holder in this stock.